Signals

AON

1367 in-universe funds with a nonzero position in AON within the trailing 4 quarters, as of 2025Q4

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#1009
Score / z0.070 / 0.09
Consensus389.45 over 707 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

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 7,118.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5,729.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 4,323.9 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 3,247.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 3,015.4 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
DODGE & COX CIK 0000200217 0.944 222 2,771.0 1.5% 2 +0.8 pp +1.5 pp +1.5 pp +1.5 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 1,965.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,810.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 1,271.4 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,227.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 1,156.0 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,126.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FARALLON CAPITAL MANAGEMENT, L.L.C. CIK 0000909661 0.000 86 940.5 5.4% 3 +0.8 pp +2.1 pp +5.4 pp +5.4 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 852.2 0.7% 4 +0.7 pp +0.7 pp +0.1 pp +0.7 pp
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 800.8 2.5% 3 -0.1 pp -0.2 pp +2.5 pp +2.5 pp
Independent Franchise Partners LLP CIK 0001483866 0.955 26 746.5 4.7% 3 -0.2 pp +1.2 pp +4.7 pp +4.7 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 740.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 708.0 1.5% 3 -0.0 pp -0.2 pp +1.5 pp +1.5 pp
Veritas Asset Management LLP CIK 0001541448 0.871 21 703.1 7.2% 3 -0.6 pp +1.1 pp +7.2 pp +7.2 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 651.5 2.8% 3 -0.1 pp -0.2 pp +2.8 pp +2.8 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 636.7 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 624.1 0.4% 3 -0.0 pp -0.3 pp +0.4 pp +0.4 pp
Boston Partners CIK 0001386060 0.833 802 576.3 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 563.3 2.9% 3 +0.2 pp +0.3 pp +2.9 pp +2.9 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 521.4 2.9% 3 -1.7 pp -2.5 pp +2.9 pp +2.9 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 497.3 0.1% 3 +0.0 pp -0.0 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 480.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 476.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 473.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 471.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 462.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 453.8 0.8% 3 +0.2 pp -0.1 pp +0.8 pp +0.8 pp
Capital International Investors CIK 0001562230 0.968 446 443.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.470 27 438.6 2.4% 3 -0.1 pp -0.2 pp +2.4 pp +2.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 437.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 431.0 3.0% 3 +0.2 pp -0.4 pp +3.0 pp +3.0 pp
Amundi CIK 0001330387 0.000 1 429.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 394.3 0.6% 3 -0.0 pp -0.6 pp +0.6 pp +0.6 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 391.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Longview Partners (Guernsey) LTD CIK 0001426092 0.805 23 390.2 4.1% 3 -0.2 pp +0.1 pp +4.1 pp +4.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 367.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 336.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 311.9 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 289.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 285.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 280.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 276.5 0.7% 2 -0.6 pp +0.7 pp +0.7 pp +0.7 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 268.2 0.9% 3 -0.1 pp +0.3 pp +0.9 pp +0.9 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 240.6 1.1% 3 +0.1 pp -0.2 pp +1.1 pp +1.1 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 231.7 3.1% 3 -0.2 pp -0.3 pp +3.1 pp +3.1 pp
ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 229.8 8.2% 3 -0.8 pp -0.7 pp +8.2 pp +8.2 pp
Southpoint Capital Advisors LP CIK 0001319998 0.396 33 229.4 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 224.8 0.2% 3 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 214.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 214.0 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 207.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 200.3 1.4% 3 -0.1 pp -0.3 pp +1.4 pp +1.4 pp
Swiss National Bank CIK 0001582202 0.961 2301 198.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 192.8 0.2% 4 +0.2 pp +0.1 pp +0.1 pp +0.2 pp
Fiera Capital Corp CIK 0001505817 0.842 401 188.3 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 175.1 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
National Pension Service CIK 0001608046 0.956 552 166.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 166.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 164.5 0.2% 4 -0.0 pp -0.1 pp -0.2 pp +0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 163.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 161.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 156.1 0.1% 3 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 151.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 148.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 138.5 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 136.6 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 135.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Haverford Trust Co CIK 0000842941 0.805 424 123.9 1.1% 3 -0.1 pp -0.2 pp +1.1 pp +1.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 121.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bowie Capital Management, LLC CIK 0001691982 0.715 30 121.4 5.0% 3 -0.7 pp +0.4 pp +5.0 pp +5.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 120.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 117.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 116.9 0.1% 4 -0.1 pp -0.2 pp -0.6 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 112.3 0.1% 5 -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 111.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 108.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cryder Capital Partners LLP CIK 0001633969 0.960 10 104.2 6.2% 3 +1.6 pp +1.5 pp +6.2 pp +6.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 102.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 101.0 1.6% 3 +0.2 pp +0.1 pp +1.6 pp +1.6 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 96.5 0.8% 3 +0.3 pp +0.3 pp +0.8 pp +0.8 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 95.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
BloombergSen Inc. CIK 0001484047 0.847 28 92.7 9.8% 3 +1.2 pp +1.2 pp +9.8 pp +9.8 pp
COMGEST GLOBAL INVESTORS S.A.S. CIK 0001574947 0.834 55 90.6 1.6% 2 +1.5 pp +1.6 pp +1.6 pp +1.6 pp
Woodline Partners LP CIK 0001784547 0.424 1011 90.5 0.4% 3 -0.1 pp -0.4 pp +0.4 pp +0.4 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 87.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 87.0 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 85.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 81.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 78.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
WEITZ INVESTMENT MANAGEMENT, INC. CIK 0000883965 0.743 50 77.2 4.6% 3 +0.4 pp +0.5 pp +4.6 pp +4.6 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 77.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 73.4 2.0% 3 -0.0 pp -0.4 pp +2.0 pp +2.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 73.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 72.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CapitalatWork S.A. CIK 0002135126 0.670 93 69.8 2.1% 5 +0.1 pp +0.2 pp +0.1 pp +0.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 67.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gillson Capital LP CIK 0001698055 0.068 80 66.7 4.4% 1 +4.4 pp +1.9 pp +4.4 pp +4.4 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 66.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 64.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 64.0 1.1% 3 +0.0 pp +0.0 pp +1.1 pp +1.1 pp
Ninety One North America, Inc. CIK 0001633343 0.550 106 62.3 2.5% 3 +0.1 pp +0.5 pp +2.5 pp +2.5 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 59.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 59.0 5.4% 5 -0.8 pp -1.1 pp -2.2 pp -1.2 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 55.1 0.5% 3 +0.3 pp +0.3 pp +0.5 pp +0.5 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 55.1 2.0% 3 -2.1 pp -4.7 pp +2.0 pp +2.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 54.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
YCG, LLC CIK 0001584801 0.688 41 53.4 4.0% 3 -0.0 pp +0.0 pp +4.0 pp +4.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 51.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Petrus Trust Company, LTA CIK 0001473429 0.705 27 50.8 5.1% 3 -0.2 pp +0.7 pp +5.1 pp +5.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 50.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 49.3 1.0% 3 -0.5 pp -0.4 pp +1.0 pp +1.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 48.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 48.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 47.3 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
DAVIS R M INC CIK 0000891287 0.824 280 44.6 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 44.1 0.6% 3 -0.1 pp -0.1 pp +0.6 pp +0.6 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 44.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 43.4 0.4% 3 -0.0 pp +0.3 pp +0.4 pp +0.4 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 42.7 0.1% 1 +0.1 pp +0.0 pp -0.0 pp -0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 42.4 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 42.2 5.9% 3 -1.8 pp -1.0 pp +5.9 pp +5.9 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 42.2 5.2% 3 -5.8 pp -9.5 pp +5.2 pp +5.2 pp
AMF Tjanstepension AB CIK 0001553562 0.910 121 42.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 41.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 40.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 39.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 39.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 39.1 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
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HPS Investment Partners, LLC CIK 0001670185 0.000 0 0.0 0.0% 0 +0.0 pp -99.5 pp +0.0 pp +0.0 pp
Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
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
Interval Partners, LP CIK 0001590228 0.033 216 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Applied Finance Capital Management, LLC CIK 0001966007 0.403 218 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 -0.2 pp -0.1 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FDx Advisors, Inc. CIK 0001566601 0.342 179 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Battery Global Advisors, LLC CIK 0001582272 0.747 157 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Core Alternative Capital CIK 0001776878 0.274 201 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
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 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
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp -0.2 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
Sageworth Trust Co CIK 0001482688 0.943 127 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TCI Wealth Advisors, Inc. CIK 0001583751 0.883 265 0.0 0.0% 0 -0.0 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
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 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 -0.1 pp +0.0 pp +0.0 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Rede Wealth, LLC CIK 0001842054 0.714 117 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
PRAGMA GESTAO DE PATRIMONIO LTD CIK 0001555512 0.072 16 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.0 0.0% 0 -0.5 pp -0.6 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 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
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.2 pp +0.0 pp -0.1 pp +0.0 pp
Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.1 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
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
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
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
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
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 +0.0 pp -4.7 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 +0.0 pp -0.1 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 +0.0 pp -0.1 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
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
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.1 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
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 -0.2 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 +0.0 pp -0.1 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
R Squared Ltd CIK 0001896148 0.003 509 0.0 0.0% 0 -0.3 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 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 +0.0 pp -0.1 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 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avestar Capital, LLC CIK 0001704404 0.627 490 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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