Signals

← Signals

☆AOS

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

Flow ranking

Rank#506
Score / z0.361 / 0.42
Consensus201.60 over 367 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 / total0 / 2
FiledFormItems
2026-07-30 8-K 2.02, 9.01
2026-06-22 8-K 5.02, 9.01
2026-05-19 8-K 5.02, 9.01
2026-04-30 8-K 2.02, 9.01
2026-04-17 8-K 5.07, 8.01
2026-01-29 8-K 2.02, 9.01
2026-01-06 8-K 2.03, 8.01, 9.01
2025-11-12 8-K 8.01, 9.01
2025-10-28 8-K 2.02, 9.01
2025-08-28 8-K 5.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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)
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Fund Positions
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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 ▾
☆FMR LLC CIK 0000315066 0.989 5571 653.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 505.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 457.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 442.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 412.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 347.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 296.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 233.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Impax Asset Management Group plc CIK 0001749768 0.757 284 176.5 1.1% 5 -0.8 pp -0.8 pp -0.9 pp -0.6 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 170.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 157.1 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 155.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 144.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 127.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 123.7 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 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 97.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 92.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 92.0 1.1% 3 +0.2 pp +0.2 pp +1.1 pp +1.1 pp
☆NORGES BANK CIK 0001374170 0.994 1617 91.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 89.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆River Road Asset Management, LLC CIK 0001341401 0.545 175 84.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 83.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Talaria Asset Management Pty Ltd CIK 0002026352 0.747 12 75.3 16.1% 2 +5.7 pp +16.1 pp +16.1 pp +16.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 73.6 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 72.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 71.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sarasin & Partners LLP CIK 0001510481 0.875 94 70.4 0.8% 5 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 68.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gates Capital Management, Inc. CIK 0001312908 0.682 31 64.6 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 64.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 62.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 58.2 0.1% 5 -0.0 pp -0.1 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 55.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vest Financial, LLC CIK 0001709632 0.555 420 53.7 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 48.0 0.1% 5 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 41.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 39.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Trust Walden Corp CIK 0001534866 0.672 396 36.9 0.3% 5 -0.3 pp -0.3 pp -0.2 pp -0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 35.3 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 35.3 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 34.9 0.0% 5 -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 34.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 34.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 33.6 0.0% 7 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 33.4 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 33.0 1.1% 5 -0.1 pp -0.1 pp -0.4 pp -0.2 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 30.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 30.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arbejdsmarkedets Tillaegspension CIK 0002105395 0.283 164 30.4 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 28.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 26.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 25.7 1.0% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 25.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 24.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Amundi CIK 0001330387 0.000 1 24.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 24.2 0.4% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 23.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 23.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 19.6 0.3% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 18.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 17.6 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 17.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 16.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 16.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 16.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 16.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 15.9 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Robeco Schweiz AG CIK 0001418427 0.613 126 15.9 0.3% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 15.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 15.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 14.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 14.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 14.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 14.1 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 14.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 14.0 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 13.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 13.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 13.2 0.7% 3 +0.4 pp +0.6 pp +0.7 pp +0.7 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 12.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 12.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Distillate Capital Partners LLC CIK 0001741001 0.168 118 11.7 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆MIROVA CIK 0001767843 0.367 185 11.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 10.7 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 10.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Perpetual Ltd CIK 0001647273 0.486 419 10.0 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 9.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 9.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 8.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 8.4 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 8.4 0.2% 5 +0.2 pp +0.2 pp +0.1 pp +0.2 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 8.2 0.0% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 7.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 7.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 7.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.574 350 7.1 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 7.0 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.9 0.0% 5 -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 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 6.3 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 6.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 5.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 5.8 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆REINHART PARTNERS, LLC. CIK 0001080298 0.674 72 5.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.5 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 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 5.3 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 5.2 0.2% 5 -0.2 pp -0.3 pp -0.4 pp -0.4 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 5.1 0.1% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 5.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆HARVEY INVESTMENT CO LLC CIK 0001162781 0.624 99 5.0 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆Thrive Capital Management, LLC CIK 0001845943 0.203 170 4.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 4.8 1.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Willis Investment Counsel CIK 0001310929 0.439 125 4.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 4.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Monte Financial Group, LLC CIK 0001755651 0.166 102 4.5 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 4.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 4.3 0.5% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 4.3 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 4.1 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 4.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GUARDCAP ASSET MANAGEMENT Ltd CIK 0001732008 0.883 18 4.0 0.3% 5 +0.1 pp +0.2 pp +0.1 pp -0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 3.9 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 3.8 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perbak Capital Partners LLP CIK 0001968437 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.0 0.0% 0 -0.4 pp -0.3 pp -0.4 pp -0.4 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 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 -0.1 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 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
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 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
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 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 -0.0 pp -0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Candriam S.C.A. CIK 0001537014 0.787 677 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆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
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☆Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.0 pp -0.0 pp -0.4 pp +0.0 pp
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☆Formuepleje A/S CIK 1801212 0.374 96 0.0 0.0% 0 -0.2 pp -2.3 pp -2.2 pp -0.1 pp
☆GEM Asset Management, LLC CIK 0001963319 0.462 116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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☆RESOURCES MANAGEMENT CORP /CT/ /ADV CIK 0000749044 0.455 188 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
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
☆Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 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
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 AOS). Qtrs Held counts distinct quarters this fund has actually held AOS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AOS position size. Δ columns are the percentage-point change in AOS'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