Signals

AMTM

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-08-14 Insider Thompson Christopher M.T. disposed via G

Flow ranking

Rank#396
Score / z0.551 / 0.48
Consensus174.77 over 307 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest+5% / 6.3d

Forensics

Clean as of 2026Q3
Accrual ratio-0.007
F-score8
M-score
Net issuance

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-08-14 Thompson Christopher M.T. G

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
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 560.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 465.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 315.2 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 145.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 132.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 128.6 1.3% 4 -0.5 pp +0.2 pp +0.1 pp +1.3 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 98.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 73.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 72.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 67.9 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 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 62.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 58.3 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arvin Capital Management LP CIK 0001961738 0.000 32 54.0 12.6% 4 +2.4 pp +3.6 pp -1.8 pp +12.6 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 53.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 44.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 42.5 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 0.887 54 42.3 0.7% 4 -0.4 pp -0.3 pp -0.3 pp +0.7 pp
SEGRA CAPITAL MANAGEMENT, LLC CIK 0001607512 0.000 7 42.1 32.7% 1 +32.7 pp +21.2 pp +32.7 pp +32.7 pp
Permian Investment Partners, LP CIK 0001472850 0.859 11 40.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 40.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRIGHTLINE CAPITAL MANAGEMENT, LLC CIK 0001432450 0.585 11 36.4 10.8% 4 -5.6 pp -1.0 pp +0.6 pp +10.8 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 33.9 0.3% 4 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 31.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 29.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 28.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 25.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 24.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOPER CREEK PARTNERS MANAGEMENT LLC CIK 0001512162 0.071 87 24.2 1.2% 2 -1.0 pp +1.2 pp +1.2 pp +1.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 23.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 23.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CACTI ASSET MANAGEMENT LLC CIK 0001452208 0.844 76 23.0 1.4% 4 -0.2 pp +0.1 pp -0.0 pp +1.4 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 22.8 0.8% 4 +0.5 pp +0.6 pp +0.5 pp +0.8 pp
Nuveen, LLC CIK 0001871926 0.966 3735 22.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVENIR CORP CIK 0001033475 0.849 79 21.9 2.7% 4 -0.0 pp +0.5 pp +0.5 pp +2.7 pp
683 Capital Management, LLC CIK 0001404574 0.253 128 20.2 1.9% 4 -0.1 pp -0.9 pp -2.0 pp +1.9 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 19.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 18.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 18.3 0.4% 4 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
Penn Capital Management Company, LLC CIK 0001158202 0.097 185 18.2 1.4% 4 -0.3 pp -0.4 pp -0.6 pp +1.4 pp
FIL Ltd CIK 0000318989 0.878 1140 17.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 16.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 16.5 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 14.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 14.3 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 13.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 13.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 13.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 11.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 10.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
De Lisle Partners LLP CIK 0002011184 0.284 178 9.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 9.1 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 9.0 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 8.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 8.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 8.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Rovida Investment Management Ltd CIK 0002053064 0.685 20 8.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 8.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hyperion Capital Advisors LP CIK 0001794499 0.314 67 7.9 3.8% 4 -3.2 pp -1.6 pp +3.1 pp +3.8 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 7.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 7.7 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRIZZLYROCK CAPITAL, LLC CIK 0002011732 0.272 20 7.5 6.0% 4 -0.2 pp +0.7 pp +1.5 pp +6.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 7.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 7.1 0.0% 4 +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 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 6.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Soviero Asset Management, LP CIK 0001755622 0.015 55 6.3 3.5% 4 +0.8 pp +1.2 pp +1.6 pp +3.5 pp
AWH Capital, L.P. CIK 0001682475 0.272 22 6.1 5.6% 4 -0.7 pp -0.3 pp +1.0 pp +5.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 5.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 5.7 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Hudson Value Partners, LLC CIK 0001840501 0.359 108 5.3 1.6% 4 -0.1 pp +0.2 pp +0.1 pp +1.6 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 5.0 0.5% 4 -0.0 pp +0.0 pp -0.1 pp +0.5 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 4.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Growth Management Ltd. CIK 0001745796 0.569 48 4.5 0.7% 4 +0.2 pp +0.3 pp +0.3 pp +0.7 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 4.4 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 3.7 0.2% 4 -0.1 pp -0.2 pp +0.0 pp +0.2 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 3.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 3.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Global Advisors, LLC CIK 0001580212 0.136 129 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 2.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 2.1 0.1% 4 -0.0 pp -0.1 pp -0.4 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 2.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 1.9 0.3% 4 +0.0 pp +0.2 pp +0.2 pp +0.3 pp
Oak Thistle LLC CIK 0001755987 0.000 466 1.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ridge Creek Global, Inc CIK 0002111429 0.266 94 1.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
K2 PRINCIPAL FUND, L.P. CIK 0001461790 0.023 416 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 1.4 0.1% 4 -0.1 pp +0.0 pp -0.1 pp +0.1 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 1.4 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 1.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HAHN CAPITAL MANAGEMENT LLC CIK 0001171592 0.359 31 1.3 0.8% 4 -0.1 pp +0.1 pp +0.1 pp +0.8 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 1.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 1.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.375 177 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hikari Tsushin, Inc. CIK 0001423673 0.938 76 1.2 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Steadtrust LLC CIK 0002097595 0.161 132 1.2 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paragon Capital Management LLC CIK 0001388437 0.504 60 1.1 0.6% 4 -0.1 pp +0.0 pp -0.0 pp +0.6 pp
CWM, LLC CIK 0001535847 0.788 5645 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 1.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELPHI MANAGEMENT INC /MA/ CIK 0000767684 0.083 83 1.0 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 0.9 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arosa Capital Management LP CIK 0001596053 0.000 22 0.0 0.0% 0 +0.0 pp +0.0 pp -4.4 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Voss Capital, LP CIK 0001730145 0.676 35 0.0 0.0% 0 +0.0 pp -2.3 pp -2.3 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 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
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Deseret Mutual Benefit Administrators CIK 0001789351 0.304 518 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 -0.1 pp -0.3 pp -0.4 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Symmetry Investments LP CIK 0001691919 0.056 112 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Carlson Capital, L.P. CIK 0001056973 0.000 67 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 0.0 0.0% 0 +0.0 pp -1.5 pp -4.3 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastal Bridge Advisors, LLC CIK 0001665976 0.395 469 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kentucky Retirement Systems CIK 0001537783 0.036 505 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IAT REINSURANCE CO LTD. CIK 0001633625 0.039 77 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FIRST FINANCIAL CORP /IN/ (THFF) CIK 0000714562 0.537 295 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CANTOR FITZGERALD, L. P. CIK 0001024896 0.265 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN SECURITIES LLC CIK 0001475483 0.977 2 0.0 0.0% 0 -100.0 pp -100.0 pp -100.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Dynamic Wealth Strategies, LLC CIK 0001812853 0.336 291 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OFI INVEST ASSET MANAGEMENT CIK 0001977602 0.466 365 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
Crewe Advisors LLC CIK 0001730033 0.734 1135 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 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gen-Wealth Partners Inc CIK 0002023375 0.216 722 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lingohr Asset Management GmbH CIK 0001527570 0.031 109 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 0.0 0.0% 0 +0.0 pp -0.9 pp -1.6 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 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
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.2 pp +0.0 pp -0.3 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Resolute Capital Asset Partners LLC CIK 0001834913 0.010 48 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
LECAP ASSET MANAGEMENT LTD CIK 0001990849 0.000 254 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 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
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SENTRY INVESTMENT MANAGEMENT LLC CIK 0000089014 0.896 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Fortress Investment Group LLC CIK 0001380393 0.650 25 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Rock Creek Group LLC CIK 0001484067 0.845 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
American Trust Investment Advisors, LLC CIK 0001291424 0.154 81 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 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 AMTM). Qtrs Held counts distinct quarters this fund has actually held AMTM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AMTM position size. Δ columns are the percentage-point change in AMTM'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