Signals

← Signals

☆AON

1285 in-universe funds with a nonzero position in AON within the trailing 4 quarters, as of 2025Q3

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

DateTypeWhat happened
2026-09-22 8-K Item(s) 1.01, 1.02, 2.03, 9.01 -- negative
2026-09-17 8-K Item(s) 8.01, 9.01
2026-09-15 Ownership Dilution filing by Aon plc (424B5)
2026-09-11 8-K Item(s) 8.01, 9.01
2026-09-11 Ownership Dilution filing by Aon plc (424B5)
2026-08-31 8-K Item(s) 1.01, 7.01, 9.01
2026-08-17 8-K Item(s) 5.02, 9.01
2026-07-29 8-K Item(s) 2.02, 9.01
2026-07-01 8-K Item(s) 5.02, 5.07, 8.01, 9.01
2026-05-01 8-K Item(s) 2.02, 9.01
2026-01-30 8-K Item(s) 2.02, 9.01
2026-01-07 8-K Item(s) 5.02, 9.01
2024-02-29 Ownership Dilution filing by Aon plc (424B5)
2024-02-27 Ownership Dilution filing by Aon plc (424B5)
2023-02-24 Ownership Dilution filing by Aon plc (424B5)
2023-02-23 Ownership Dilution filing by Aon plc (424B5)
2022-09-08 Ownership Dilution filing by Aon plc (424B5)
2022-09-07 Ownership Dilution filing by Aon plc (424B5)
2022-02-25 Ownership Dilution filing by Aon plc (424B5)
2022-02-23 Ownership Dilution filing by Aon plc (424B5)

Flow ranking

Rank#1251
Score / z0.024 / 0.04
Consensus433.25 over 784 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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

Negative / total1 / 7
FiledFormItems
2026-09-22 8-K 1.01, 1.02, 2.03, 9.01
2026-09-17 8-K 8.01, 9.01
2026-09-11 8-K 8.01, 9.01
2026-08-31 8-K 1.01, 7.01, 9.01
2026-08-17 8-K 5.02, 9.01
2026-07-29 8-K 2.02, 9.01
2026-07-01 8-K 5.02, 5.07, 8.01, 9.01
2026-05-01 8-K 2.02, 9.01
2026-01-30 8-K 2.02, 9.01
2026-01-07 8-K 5.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 2
FiledFormFiler
2026-09-15 424B5 Aon plc
2026-09-11 424B5 Aon plc
2024-02-29 424B5 Aon plc
2024-02-27 424B5 Aon plc
2023-02-24 424B5 Aon plc
2023-02-23 424B5 Aon plc
2022-09-08 424B5 Aon plc
2022-09-07 424B5 Aon plc
2022-02-25 424B5 Aon plc
2022-02-23 424B5 Aon plc
Showing the 10 most recent.

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
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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 ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 7,124.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5,650.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital World Investors CIK 0001422849 0.974 637 4,306.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 3,291.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 3,122.8 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 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 2,188.1 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,818.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 1,462.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,324.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DODGE & COX CIK 0000200217 0.944 222 1,235.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,193.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 890.8 4.6% 2 -0.8 pp +4.6 pp +4.6 pp +4.6 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 887.9 2.9% 2 -0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 830.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 814.5 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 812.3 4.6% 2 +1.3 pp +4.6 pp +4.6 pp +4.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 789.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Independent Franchise Partners LLP CIK 0001483866 0.955 26 747.6 4.9% 2 +1.4 pp +4.9 pp +4.9 pp +4.9 pp
☆Veritas Asset Management LLP CIK 0001541448 0.871 21 732.3 7.8% 2 +1.7 pp +7.8 pp +7.8 pp +7.8 pp
☆WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 722.7 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 650.2 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Capital International Investors CIK 0001562230 0.968 446 626.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Boston Partners CIK 0001386060 0.833 802 611.0 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 557.6 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 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 511.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 505.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 504.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 502.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 469.7 2.8% 2 -0.7 pp +2.8 pp +2.8 pp +2.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 467.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 464.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 461.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 451.7 0.6% 2 -0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 449.4 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 445.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.470 27 439.9 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 426.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 421.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Longview Partners (Guernsey) LTD CIK 0001426092 0.805 23 412.5 4.3% 2 +0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 373.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 337.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 336.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 331.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 323.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 317.1 1.0% 2 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 301.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 252.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 243.5 9.0% 2 +0.1 pp +9.0 pp +9.0 pp +9.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 240.2 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆First Pacific Advisors, LP CIK 0001377581 0.846 74 233.4 3.2% 2 -0.1 pp +3.2 pp +3.2 pp +3.2 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 230.4 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 228.3 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 218.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 214.5 1.5% 2 -0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 210.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 208.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 200.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 200.0 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 195.9 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 188.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 177.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 174.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 164.5 0.2% 3 -0.1 pp -0.6 pp +0.2 pp +0.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 158.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Pension Service CIK 0001608046 0.956 552 149.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 147.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 145.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 143.3 2.5% 2 -0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 140.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 135.5 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 132.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 132.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 127.9 0.5% 3 +0.0 pp -0.2 pp +0.5 pp +0.5 pp
☆Bowie Capital Management, LLC CIK 0001691982 0.715 30 127.3 5.7% 2 +1.1 pp +5.7 pp +5.7 pp +5.7 pp
☆Prana Capital Management, LP CIK 0001710951 0.303 118 121.4 4.1% 2 -2.6 pp +4.1 pp +4.1 pp +4.1 pp
☆AVIVA PLC CIK 0001140022 0.925 854 116.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 116.1 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 113.4 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 112.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 104.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BloombergSen Inc. CIK 0001484047 0.847 28 100.9 8.6% 2 -0.0 pp +8.6 pp +8.6 pp +8.6 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 99.9 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 96.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 94.6 11.0% 2 -3.7 pp +11.0 pp +11.0 pp +11.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 92.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 92.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 91.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 88.4 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 88.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 87.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 85.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 84.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 84.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cryder Capital Partners LLP CIK 0001633969 0.960 10 82.5 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 82.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 82.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 78.5 2.0% 2 -0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆WEITZ INVESTMENT MANAGEMENT, INC. CIK 0000883965 0.743 50 76.1 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 75.7 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 73.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 72.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 68.5 2.0% 4 +0.1 pp -0.0 pp +0.2 pp +2.0 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 66.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 65.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 64.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 64.7 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 63.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 60.5 7.6% 2 +0.8 pp +7.6 pp +7.6 pp +7.6 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 59.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 59.8 6.2% 4 -0.3 pp -1.4 pp -0.4 pp +6.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 57.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 57.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 55.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆YCG, LLC CIK 0001584801 0.688 41 53.9 4.1% 2 +0.0 pp +4.1 pp +4.1 pp +4.1 pp
☆Ninety One North America, Inc. CIK 0001633343 0.550 106 51.8 2.4% 2 +0.4 pp +2.4 pp +2.4 pp +2.4 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 51.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 51.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 49.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Petrus Trust Company, LTA CIK 0001473429 0.705 27 48.7 5.3% 2 +0.9 pp +5.3 pp +5.3 pp +5.3 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 48.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 47.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 46.3 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 45.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 44.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 43.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 43.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 43.0 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆Summit Global Investments CIK 0001697953 0.729 523 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Carr Financial Group Corp CIK 0001931232 0.441 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.7 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
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemenway Trust Co LLC CIK 0001494234 0.632 135 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Port Capital LLC CIK 0001729212 0.798 108 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRAGMA GESTAO DE PATRIMONIO LTD CIK 0001555512 0.072 16 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIO CAPITAL LLC CIK 0001730565 0.823 19 0.0 0.0% 0 -4.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Andra AP-fonden CIK 0001535452 0.620 393 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gillson Capital LP CIK 0001698055 0.068 80 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copperwynd Financial, LLC CIK 0001687832 0.193 156 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Leslie Global Wealth, LLC CIK 0001954832 0.349 85 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 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
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Delta Global Management LP CIK 0001992724 0.029 149 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 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 AON). Qtrs Held counts distinct quarters this fund has actually held AON (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AON position size. Δ columns are the percentage-point change in AON's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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