Signals

← Signals

☆AMGN

161 in-universe funds with a nonzero position in AMGN within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#556
Score / z0.000 / -0.03
Consensus54.59 over 115 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-7% / 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)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 5,057.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 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 1,604.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,140.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,017.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 717.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 522.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 305.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 262.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 179.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 136.1 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 120.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 91.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 87.0 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 69.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 62.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 56.4 1.1% 2 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 55.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 49.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STRS OHIO CIK 0000820478 0.777 2154 47.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 46.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 36.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 31.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 29.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 25.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 25.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 23.9 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 21.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 20.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 19.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 17.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Employees Provident Fund Board CIK 0001600177 0.852 68 15.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED BANK CIK 0001286478 0.652 130 14.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 12.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 12.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 11.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 9.1 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 9.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 6.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 6.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 5.5 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 4.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 4.1 1.6% 2 +0.3 pp +1.6 pp +1.6 pp +1.6 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 4.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 3.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 3.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 3.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 3.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 2.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆PKO Investment Management Joint-Stock Co CIK 0002059321 0.438 228 2.7 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Union Heritage Capital, LLC CIK 0001862428 0.324 65 2.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 2.2 0.7% 2 +0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 2.1 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 1.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 1.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 1.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Argyle Capital Partners, LLC CIK 0002079995 0.144 177 1.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆111 Capital CIK 0002060412 0.025 488 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 1.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farmers National Bank CIK 0001632966 0.440 180 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ANB BANK CIK 0002067126 0.446 127 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CROBAN CIK 0001694663 0.128 81 1.2 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 1.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 1.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 1.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lighthouse Financial LLC CIK 0002057556 0.429 76 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 0.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Thoma Capital Management LLC CIK 0002060298 0.724 53 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINCAP FINANCIAL LLC CIK 0002064588 0.329 91 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Alpha Wealth Funds, LLC CIK 0002059327 0.681 60 0.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gutierrez Wealth Advisory, LLC CIK 0001965923 0.619 70 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CLG LLC CIK 0002059872 0.428 156 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Causey Wealth LLC CIK 0002132639 0.489 83 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Barnes Wealth Management Group, Inc CIK 0002066194 0.212 195 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆William Mack & Associates, Inc. CIK 0002096700 0.653 108 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Northstar Financial Companies, Inc. CIK 0002059828 0.226 117 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CAPITAL COUNSEL LLC/NY CIK 0001114928 0.927 58 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.252 70 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramiah Investment Group CIK 0001566307 0.000 79 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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 (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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