Signals

← Signals

☆AMGN

3438 in-universe funds with a nonzero position in AMGN within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22603
Score / z-0.081 / -0.09
Consensus877.99 over 1793 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-2% / 4.7d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 16,572.3 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 10,748.5 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Capital World Investors CIK 0001422849 0.974 637 10,304.8 1.4% 4 +0.4 pp +0.7 pp +0.7 pp +1.4 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 5,571.9 0.3% 6 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 5,412.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 4,494.3 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 3,122.4 2.5% 4 +0.3 pp +0.4 pp +0.1 pp +2.5 pp
☆Capital International Investors CIK 0001562230 0.968 446 2,505.1 0.6% 4 -0.3 pp -0.3 pp -0.3 pp +0.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2,493.9 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 2,447.1 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2,187.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 1,801.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,683.6 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,608.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,573.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,484.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,362.0 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,334.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,328.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Amundi CIK 0001330387 0.000 1 1,188.3 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1,162.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,107.6 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 1,086.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 1,083.6 2.3% 4 +0.1 pp +0.4 pp +0.3 pp +2.3 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 955.5 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 876.3 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 850.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 793.7 0.3% 6 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 713.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 693.4 0.4% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 651.9 3.6% 4 +0.5 pp +2.0 pp +0.7 pp +3.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 597.2 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 570.1 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 556.0 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 555.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 547.2 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 541.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 538.2 0.2% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 528.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 486.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 475.6 0.3% 4 -0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆National Pension Service CIK 0001608046 0.956 552 448.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 442.6 0.4% 4 +0.1 pp +0.2 pp +0.1 pp +0.4 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 416.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 409.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 399.9 0.7% 4 -0.3 pp -0.4 pp -0.5 pp +0.7 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 389.5 0.2% 4 -0.1 pp -0.1 pp -0.2 pp +0.2 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 381.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 378.7 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 377.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 338.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 321.6 0.3% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 315.1 0.5% 4 -0.2 pp +0.0 pp -0.1 pp +0.5 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 291.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 291.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 290.3 0.3% 6 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 288.7 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 260.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Smead Capital Management, Inc. CIK 0001427008 0.817 32 245.6 5.3% 4 -0.1 pp +0.7 pp +0.2 pp +5.3 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 242.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 234.7 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Sarasin & Partners LLP CIK 0001510481 0.875 94 234.5 2.9% 4 +0.6 pp +1.1 pp +1.2 pp +2.9 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 229.2 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 226.6 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆Boston Partners CIK 0001386060 0.833 802 226.3 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 226.2 0.1% 4 -0.1 pp +0.0 pp -0.0 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 225.2 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 220.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 218.3 0.3% 6 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 206.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 199.5 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 196.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 196.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 193.6 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 190.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 188.0 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 186.0 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 179.5 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
☆Mizuho Markets Cayman LP CIK 0001803149 0.000 89 172.0 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 170.2 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 166.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆AVIVA PLC CIK 0001140022 0.925 854 163.3 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 162.3 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 155.2 0.5% 4 +0.4 pp +0.4 pp +0.4 pp +0.5 pp
☆M&G Plc CIK 0001802539 0.820 370 154.6 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 152.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 152.5 0.4% 6 +0.1 pp +0.2 pp +0.0 pp -0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 150.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 148.1 0.2% 4 -0.1 pp -0.2 pp +0.0 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 143.3 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 142.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital International, Inc./CA/ CIK 0000895213 0.745 302 140.1 1.1% 4 -0.0 pp +0.2 pp +0.2 pp +1.1 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 139.3 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 139.1 0.7% 4 +0.1 pp +0.1 pp -0.1 pp +0.7 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 138.6 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 134.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆NEOS Investment Management LLC CIK 0002001019 0.855 578 130.2 0.7% 4 +0.1 pp +0.2 pp +0.1 pp +0.7 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 128.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 125.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 124.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 122.4 1.7% 4 +0.2 pp +0.4 pp +0.2 pp +1.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 122.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 121.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 121.3 0.2% 4 +0.1 pp +0.1 pp -0.0 pp +0.2 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 121.1 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 120.9 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 120.6 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 120.5 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Empower Advisory Group, LLC CIK 0001978885 0.959 532 120.5 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 118.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 117.6 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Swedbank AB CIK 0000946431 0.941 696 114.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 114.2 0.9% 4 +0.1 pp +0.2 pp +0.1 pp +0.9 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 112.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 112.3 1.5% 4 -0.1 pp +0.1 pp +0.1 pp +1.5 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 111.9 0.1% 4 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 111.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 110.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 110.5 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 109.2 0.3% 6 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 106.9 1.4% 4 -0.1 pp +0.1 pp -0.0 pp +1.4 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 105.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 105.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Bellevue Group AG CIK 0001674546 0.451 148 103.9 2.5% 4 +2.4 pp +2.4 pp +2.3 pp +2.5 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 101.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 99.5 0.2% 4 -0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 99.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 98.6 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 96.1 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 95.4 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 94.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 94.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 91.4 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 86.9 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 86.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 86.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 85.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 85.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 85.0 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 80.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 80.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 5.0 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Kentucky Retirement Systems Insurance Trust Fund CIK 0001584686 0.569 495 5.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 5.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 5.0 0.3% 4 -0.0 pp -0.0 pp -0.2 pp +0.3 pp
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☆Sentry LLC CIK 0002004474 0.484 132 4.9 1.6% 4 +0.3 pp +0.5 pp +0.7 pp +1.6 pp
☆AIRE ADVISORS, LLC CIK 0001908177 0.575 179 4.9 0.9% 4 +0.1 pp +0.2 pp +0.1 pp +0.9 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 4.9 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆BFSG, LLC CIK 0001706836 0.376 765 4.9 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆Abacus FCF Advisors LLC CIK 0001604903 0.160 58 4.9 1.1% 4 -1.6 pp -1.2 pp -1.3 pp +1.1 pp
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☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 4.8 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆PYA Waltman Capital, LLC CIK 0001800135 0.494 67 4.8 1.3% 4 +0.1 pp +0.5 pp +0.3 pp +1.3 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 4.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 4.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 4.8 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
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☆Joseph Group Capital Management CIK 0001910383 0.433 387 4.7 1.2% 4 +0.1 pp +0.0 pp +0.0 pp +1.2 pp
☆DODGE & COX CIK 0000200217 0.944 222 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 4.7 1.1% 4 +0.1 pp +0.2 pp +0.1 pp +1.1 pp
☆Vestcor Inc CIK 0001536925 0.400 1189 4.7 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
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☆River Wealth Advisors LLC CIK 0001642570 0.501 217 4.7 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
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☆BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 4.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆McGuire Investment Group, LLC CIK 0001756959 0.445 137 4.6 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 4.6 0.5% 4 +0.1 pp +0.3 pp +0.2 pp +0.5 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 4.6 1.9% 4 +1.8 pp +1.8 pp +1.9 pp +1.9 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 4.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆AMG National Trust Bank CIK 0001388829 0.744 439 4.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆First Bank & Trust CIK 0001692632 0.535 270 4.6 0.7% 4 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
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☆Bank OZK (OZK, OZKAP) CIK 0001569650 0.242 159 4.5 1.6% 4 +0.1 pp +0.3 pp +0.3 pp +1.6 pp
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☆PRAXIS INVESTMENT MANAGEMENT INC CIK 0001056825 0.490 853 4.5 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
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☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 4.5 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
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☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 4.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 4.4 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV CIK 0000771118 0.434 172 4.3 0.7% 4 +0.1 pp +0.2 pp +0.2 pp +0.7 pp
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☆OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC CIK 0001005607 0.472 203 4.3 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
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☆HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 4.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 4.1 4.1% 4 +0.1 pp +0.1 pp -0.4 pp +4.1 pp
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☆PLIMOTH TRUST CO LLC CIK 0001623678 0.394 175 4.1 0.9% 4 +0.0 pp +0.2 pp +0.2 pp +0.9 pp
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☆LBP AM SA CIK 0001970075 0.619 423 3.8 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆STUDIO INVESTMENT MANAGEMENT LLC CIK 0001893893 0.595 181 3.8 0.7% 4 +0.0 pp +0.1 pp +0.0 pp +0.7 pp
☆WENDELL DAVID ASSOCIATES INC CIK 0000878228 0.635 155 3.8 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
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☆COMMUNITY TRUST & INVESTMENT CO CIK 0001047142 0.666 144 3.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 3.8 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆VALUEWORKS LLC CIK 0001282189 0.188 38 3.8 1.0% 4 +0.1 pp +0.1 pp -0.0 pp +1.0 pp
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☆D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 3.7 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
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☆Kelman-Lazarov, Inc. CIK 0001672067 0.720 154 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CLG LLC CIK 0002059872 0.428 156 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Crestmont Private Wealth LLC CIK 0001873372 0.765 105 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆DUDLEY CAPITAL MANAGEMENT, LLC CIK 0001965760 0.316 147 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Cannon Financial Strategists, Inc. CIK 0002031123 0.857 133 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 0.4 0.2% 4 +0.0 pp +0.1 pp -0.4 pp +0.2 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.4 0.3% 1 +0.3 pp +0.0 pp +0.1 pp +0.3 pp
☆DOHENY ASSET MANAGEMENT /CA CIK 0000936936 0.350 61 0.4 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Rockline Wealth Management, LLC CIK 0002005098 0.502 107 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.4 0.3% 4 +0.2 pp +0.2 pp +0.1 pp +0.3 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zullo Investment Group, Inc. CIK 0001909760 0.406 157 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Range Advisory, LLC CIK 2152629 0.575 342 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Keating Financial Advisory Services, Inc. CIK 0002103443 0.490 2608 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Signet Private Wealth LLC CIK 0002096298 0.127 127 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hollow Brook Wealth Management LLC CIK 0001455251 0.318 77 0.4 0.1% 4 -0.0 pp -0.1 pp +0.0 pp +0.1 pp
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☆Trust Co of Kansas CIK 0001803988 0.543 59 0.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
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☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Welch Group, LLC CIK 0001443095 0.629 320 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆DT Investment Partners, LLC CIK 0001537621 0.779 512 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆PARTHENON LLC CIK 0001088859 0.632 133 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆King Wealth Management Group CIK 0001568235 0.741 176 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.4 0.2% 1 +0.2 pp +0.0 pp +0.0 pp -0.0 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.4 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
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☆ENTERPRISE FINANCIAL SERVICES CORP (EFSC, EFSCP) CIK 0001025835 0.248 184 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SOUTHERN CAPITAL ADVISORS, LLC CIK 0001909249 0.660 84 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Kassira Wealth Management LLC CIK 0002095972 0.365 63 0.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Blossom Wealth Management CIK 0001839735 0.252 72 0.4 0.6% 4 -0.1 pp -0.0 pp -0.1 pp +0.6 pp
☆Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Wolff Financial Management LLC CIK 0001767940 0.808 106 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.4 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Dempze Nancy E CIK 0001592614 0.301 91 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Strategic Family Wealth Counselors, L.L.C. CIK 0001729755 0.364 177 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆KLINGENSTEIN FIELDS & CO LP CIK 0000859872 0.663 195 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JAG CAPITAL MANAGEMENT, LLC CIK 0001080374 0.349 142 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonebridge Financial Group, LLC / MO CIK 0002109198 0.130 171 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Essex LLC CIK 0001889147 0.576 180 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆WHITE PINE CAPITAL LLC CIK 0001137429 0.203 240 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CLARK FINANCIAL SERVICES GROUP INC /BD CIK 0001001011 0.474 96 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆TIEMANN INVESTMENT ADVISORS, LLC CIK 0001575151 0.375 207 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BXM Wealth LLC CIK 0002052379 0.166 163 0.4 0.3% 4 +0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆Gilliland Jeter Wealth Management LLC CIK 0002009886 0.356 195 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆DOCK STREET ASSET MANAGEMENT INC CIK 0001172779 0.800 64 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.4 0.3% 6 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆WEST PACES ADVISORS INC. CIK 0002004720 0.721 765 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Severin Investments, LLC CIK 0001763454 0.048 174 0.4 0.3% 5 +0.0 pp -0.1 pp +0.1 pp +0.0 pp
☆Family Manage LLC CIK 0001539947 0.277 323 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARADIGM ASSET MANAGEMENT CO LLC CIK 0001034549 0.034 419 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LANDAAS & CO /WI /ADV CIK 0000913990 0.825 149 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORA CAPITAL ADVISORS LLC CIK 0001964530 0.660 145 0.4 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Widmann Financial Services, Inc. CIK 0001906640 0.281 123 0.4 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
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☆Strategic Wealth Advisors LLC CIK 0002107449 0.382 260 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆McLean Asset Management Corp CIK 0001833140 0.535 181 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆Successful Portfolios LLC CIK 0001721780 0.241 199 0.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Well Done, LLC CIK 0001667132 0.522 202 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆West Branch Capital LLC CIK 0001738723 0.568 355 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BankChampaign, National Association CIK 0002135773 0.039 200 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Hamilton Capital, LLC CIK 0001646639 0.954 159 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sterling Investment Counsel, LLC CIK 0001925853 0.522 195 0.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Trust Co of the South CIK 0002008165 0.815 146 0.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 0.4 0.1% 4 +0.0 pp -0.1 pp +0.0 pp +0.1 pp
☆SOMERVILLE KURT F CIK 0001215208 0.429 97 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Cadia Private Client LLC CIK 0002135817 0.358 76 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆STEINBERGANNA WEALTH MANAGEMENT CIK 0002089528 0.472 139 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Olde Wealth Management, LLC CIK 0001840760 0.694 119 0.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Mosley Wealth Management CIK 0002011849 0.000 781 0.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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☆OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Marion Wealth Management CIK 0001911097 0.503 156 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Key Client Fiduciary Advisors, LLC CIK 0001912612 0.296 219 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆Marble Wealth, LLC CIK 0002110081 0.515 234 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆LCM Capital Management Inc CIK 0001861752 0.575 124 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
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☆BROOKTREE CAPITAL MANAGEMENT CIK 0001021296 0.542 44 0.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Jacobsen Capital Management CIK 0001782491 0.692 126 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Abound Wealth Management CIK 0001950323 0.745 1359 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆waypoint wealth counsel CIK 0001807909 0.207 149 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CAPE COD FIVE CENTS SAVINGS BANK CIK 0001054646 0.421 203 0.0 0.0% 0 -0.9 pp -0.9 pp -0.9 pp +0.0 pp
☆Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Miller Financial Services LLC CIK 0002022893 0.065 138 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆AMF Tjanstepension AB CIK 0001553562 0.910 121 0.0 0.0% 0 -0.3 pp -0.2 pp -0.3 pp +0.0 pp
☆Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp +0.0 pp
☆Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆SIG BROKERAGE, LP CIK 1094429 0.013 305 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
☆One River Asset Management, LLC CIK 0001616336 0.000 53 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp +0.0 pp
☆Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆STONE RUN CAPITAL, LLC CIK 0001512746 0.290 71 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Milestones Private Investment Advisors LLC CIK 0001726041 0.083 77 0.0 0.0% 0 -0.7 pp -0.6 pp +0.0 pp +0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Longbow Finance SA CIK 0001965552 0.241 59 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.2 pp
☆Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Investment Group, LLC CIK 0001802365 0.408 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Gifford Fong Associates CIK 0001740316 0.472 124 0.0 0.0% 0 -0.9 pp -0.8 pp -0.9 pp +0.0 pp
☆OAK HILL WEALTH ADVISORS, LLC CIK 0001964849 0.662 148 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.3 pp -0.1 pp -0.2 pp +0.0 pp
☆Machina Capital S.A.S. CIK 0001744373 0.008 368 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.4 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp -0.1 pp
☆North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORTON COMMUNITY BANK CIK 0002011821 0.254 120 0.0 0.0% 0 +0.0 pp -0.1 pp -0.8 pp +0.0 pp
☆JACKSON THORNTON WEALTH MANAGEMENT, LLC CIK 0001903880 0.812 417 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆First International Bank & Trust CIK 0001910370 0.812 56 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Old North State Wealth Management, LLC CIK 0002041262 0.250 112 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 0.0 0.0% 0 -0.9 pp -0.7 pp -0.7 pp +0.0 pp
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.5 pp -0.0 pp -0.0 pp +0.0 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DLD Asset Management, LP CIK 0001578299 0.099 392 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ikarian Capital, LLC CIK 0001778253 0.063 126 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SS&H Financial Advisors, Inc. CIK 0001911735 0.349 130 0.0 0.0% 0 -1.7 pp -1.3 pp -1.1 pp +0.0 pp
☆ROVIN CAPITAL /UT/ /ADV CIK 0001059057 0.326 194 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp +0.0 pp
☆Cornerstone Advisors, LLC CIK 0001775446 0.517 112 0.0 0.0% 0 -0.1 pp -0.3 pp -0.3 pp +0.0 pp
☆Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Board of the Pension Protection Fund CIK 0002041021 0.002 110 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Pensionfund Sabic CIK 0001637246 0.347 76 0.0 0.0% 0 -0.7 pp -0.6 pp -0.6 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Sienna Gestion CIK 0002021242 0.252 178 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Jessup Wealth Management, Inc CIK 0001963536 0.415 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.342 71 0.0 0.0% 0 -0.9 pp -0.8 pp -0.9 pp +0.0 pp
☆Horan Securities, Inc. CIK 0001671623 0.663 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Murphy, Middleton, Hinkle & Parker, Inc. CIK 0001730521 0.280 140 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp +0.0 pp
☆Brookmont Capital Management CIK 0001512978 0.340 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Ayrshire Capital Management LLC CIK 0001801563 0.148 50 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Gimbal Financial CIK 0001835206 0.000 54 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp +0.0 pp
☆HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sellwood Investment Partners LLC CIK 0001763958 0.770 59 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Luken Investment Analytics, LLC CIK 0001730546 0.283 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Berry Wealth Group, LP CIK 0002008410 0.000 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just AMGN). Qtrs Held counts distinct quarters this fund has actually held AMGN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AMGN position size. Δ columns are the percentage-point change in AMGN's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status