Signals

AMTM

659 in-universe funds with a nonzero position in AMTM within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24803
Score / z-0.333 / -0.42
Consensus161.13 over 284 funds
Momentum-0.31 =
Price veto⚠ -45% off 52w high

Price & positioning

226 cached closes, trailing year
Drawdown-45%
Short interest+1% / 6.1d

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
AMERICAN SECURITIES LLC CIK 0001475483 0.977 2 930.7 24.8% 1 +24.8 pp -75.2 pp -75.2 pp -75.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 515.8 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 370.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 253.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 164.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 138.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 117.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 114.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 106.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 85.7 0.8% 5 -0.5 pp -1.0 pp -0.3 pp -0.4 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 56.2 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 56.1 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 55.0 0.0% 7 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 47.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 44.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 43.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 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 42.2 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 41.7 0.3% 5 -0.0 pp +0.2 pp +0.1 pp +0.3 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 41.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 40.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 31.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 31.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Permian Investment Partners, LP CIK 0001472850 0.859 11 29.6 3.4% 2 -1.2 pp +3.4 pp +3.4 pp +3.4 pp
683 Capital Management, LLC CIK 0001404574 0.253 128 22.7 2.1% 5 +0.2 pp +0.1 pp -0.7 pp -1.8 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 21.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 21.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 21.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 20.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CACTI ASSET MANAGEMENT LLC CIK 0001452208 0.844 76 18.2 0.9% 5 -0.5 pp -0.6 pp -0.4 pp -0.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 18.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 17.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVENIR CORP CIK 0001033475 0.849 79 16.8 2.0% 5 -0.6 pp -0.6 pp -0.1 pp -0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 15.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 15.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 14.8 0.3% 5 -0.1 pp +0.0 pp +0.2 pp +0.2 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 14.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 13.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 13.4 0.0% 5 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 12.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 11.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 0.887 54 11.1 0.2% 5 -0.5 pp -0.9 pp -0.8 pp -0.8 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 10.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOEWS CORP (L) CIK 0000060086 0.992 28 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
SHAPIRO CAPITAL MANAGEMENT LLC CIK 0001177244 0.525 50 9.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 9.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Legacy Advisors, LLC CIK 0001720969 0.552 337 9.1 0.8% 3 -0.2 pp -0.2 pp +0.8 pp +0.8 pp
Nuveen, LLC CIK 0001871926 0.966 3735 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 8.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 8.2 0.2% 4 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 8.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
De Lisle Partners LLP CIK 0002011184 0.284 178 7.7 0.8% 2 -0.3 pp +0.8 pp +0.8 pp +0.8 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 7.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 7.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 7.5 0.2% 5 -0.7 pp -0.1 pp -0.0 pp -0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 7.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 6.8 0.3% 5 +0.1 pp +0.0 pp -0.0 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GRIZZLYROCK CAPITAL, LLC CIK 0002011732 0.272 20 6.6 4.6% 5 -1.4 pp -1.6 pp -0.7 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rovida Investment Management Ltd CIK 0002053064 0.685 20 6.5 0.4% 2 -0.6 pp +0.4 pp +0.4 pp +0.4 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 6.4 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.9 0.0% 6 -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 5.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 5.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hudson Value Partners, LLC CIK 0001840501 0.359 108 5.2 1.3% 5 -0.3 pp -0.3 pp -0.1 pp -0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 5.0 0.1% 5 +0.1 pp +0.0 pp -0.0 pp -0.3 pp
AWH Capital, L.P. CIK 0001682475 0.272 22 4.9 3.4% 5 -2.2 pp -2.9 pp -2.5 pp -1.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.6 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Verbena Value LP CIK 0002082932 0.500 31 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Telos Capital Management, Inc. CIK 0001567889 0.442 201 3.8 0.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
North Growth Management Ltd. CIK 0001745796 0.569 48 3.6 0.5% 5 -0.2 pp +0.0 pp +0.1 pp +0.0 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 3.3 0.3% 2 +0.3 pp +0.3 pp +0.0 pp +0.3 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 3.2 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Soviero Asset Management, LP CIK 0001755622 0.015 55 3.1 1.5% 5 -2.0 pp -1.2 pp -0.8 pp -0.4 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 2.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.9 0.0% 6 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 2.4 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 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Strategic Global Advisors, LLC CIK 0001580212 0.136 129 2.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.9 0.0% 5 -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% 5 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 1.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 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% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 1.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cascade Investment Advisors, Inc. CIK 0001681490 0.127 113 1.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ridge Creek Global, Inc CIK 0002111429 0.266 94 1.4 1.1% 2 -0.5 pp +1.1 pp +1.1 pp +1.1 pp
NATIXIS CIK 0001274981 0.561 1107 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 1.3 0.0% 4 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kerrisdale Advisers, LLC CIK 0001569688 0.050 114 1.2 0.3% 2 +0.0 pp +0.3 pp -0.2 pp +0.3 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 1.2 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
DELPHI MANAGEMENT INC /MA/ CIK 0000767684 0.083 83 1.1 1.1% 3 -0.1 pp -0.3 pp +1.1 pp +1.1 pp
Creative Planning CIK 0001540235 0.979 4196 1.1 0.0% 5 -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% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HAHN CAPITAL MANAGEMENT LLC CIK 0001171592 0.359 31 1.0 0.6% 5 -0.2 pp -0.3 pp -0.1 pp -0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hikari Tsushin, Inc. CIK 0001423673 0.938 76 0.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
First National Advisers, LLC CIK 0001941030 0.386 251 0.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Paragon Capital Management LLC CIK 0001388437 0.504 60 0.9 0.4% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DBA TRADING, LLC CIK 0002067608 0.847 39 0.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.8 0.0% 5 -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 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AXQ CAPITAL, LP CIK 0001916908 0.003 960 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklyn FI, LLC CIK 0001916123 0.652 434 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 5 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Owl Creek Wealth Partners LLC CIK 0002133805 0.546 1289 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Companies, Inc. (FGCO) CIK 0001377167 0.307 1040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ankerstar Wealth, LLC CIK 0002053917 0.179 989 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GILPIN WEALTH MANAGEMENT, LLC CIK 0002058144 0.148 1063 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silver Grove Financial Group, Inc. CIK 0002111172 0.061 2450 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Torren Management, LLC CIK 0002096203 0.627 948 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Three Bearings Fiduciary Advisors, Inc. CIK 2140230 0.497 312 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Davis Capital Management CIK 0001811806 0.306 1270 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 0.0 0.0% 5 -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% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wilkerson Advisory Group LLC CIK 0002079661 0.599 620 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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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
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
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
MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 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
Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 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
COOPER CREEK PARTNERS MANAGEMENT LLC CIK 0001512162 0.071 87 0.0 0.0% 0 -1.2 pp -2.1 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 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 +0.0 pp -0.1 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
BAYBAN CIK 0002110649 0.250 595 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
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
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
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
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
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
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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