Signals

APAM

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

Flow ranking

Rank#2042
Score / z0.000 / -0.01
Consensus132.77 over 222 funds
Momentumnot computed

Price & positioning

226 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 / total0 / 4
FiledFormItems
2026-09-10 8-K 8.01, 9.01
2026-08-11 8-K 8.01, 9.01
2026-07-28 8-K 2.02, 9.01
2026-07-10 8-K 8.01, 9.01
2026-06-05 8-K 8.01, 9.01
2026-06-03 8-K 5.07, 9.01
2026-05-11 8-K 8.01, 9.01
2026-04-28 8-K 2.02, 9.01
2026-04-10 8-K 8.01, 9.01
2026-03-10 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2021-02-25 424B5 Artisan Partners Asset Managem
2020-02-21 424B5 Artisan Partners Asset Managem
2018-02-26 424B5 Artisan Partners Asset Managem
2017-02-24 424B5 Artisan Partners Asset Managem
2015-03-05 424B5 Artisan Partners Asset Managem
2014-04-02 S-3/A Artisan Partners Asset Managem

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 414.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 312.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 232.8 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 124.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 116.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 93.7 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 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 82.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 80.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Channing Capital Management, LLC CIK 0001302404 0.414 106 80.2 2.1% 3 +0.1 pp -0.1 pp +2.1 pp +2.1 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 67.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 66.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 58.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 53.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 42.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Capital World Investors CIK 0001422849 0.974 637 37.1 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 34.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 28.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 27.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 25.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 21.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 21.1 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 21.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 20.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 19.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 18.2 0.0% 3 +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 17.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 17.8 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 17.6 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 17.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 15.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 14.8 0.5% 3 -0.1 pp -0.3 pp +0.5 pp +0.5 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 13.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 13.5 0.0% 3 -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 12.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 11.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 9.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 6.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 6.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 4.8 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
MOODY ALDRICH PARTNERS LLC CIK 0000936941 0.063 175 4.6 0.9% 3 -0.1 pp +0.3 pp +0.9 pp +0.9 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 4.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 4.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 4.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 3.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 3.3 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 3.1 0.3% 3 +0.3 pp -0.0 pp +0.3 pp +0.3 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.8 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 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 2.8 0.2% 3 -0.0 pp -0.3 pp +0.2 pp +0.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 2.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 2.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 1.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 1.7 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Drake & Associates, LLC CIK 0001935795 0.675 108 1.7 0.3% 3 -0.2 pp -0.4 pp +0.3 pp +0.3 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 1.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 1.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 1.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Measured Risk Portfolios, Inc. CIK 0001576704 0.085 63 1.4 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 1.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 1.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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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
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABLES CAPITAL MANAGEMENT INC. CIK 0001740839 0.258 508 0.0 0.0% 3 -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% 3 -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% 3 -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% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 3 +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% 3 +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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 3 -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% 1 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 3 +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% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 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 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 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
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Matrix Trust Co CIK 0001784277 0.681 101 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 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
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Teza Capital Management LLC CIK 0001655789 0.000 119 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 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
Plato Investment Management Ltd CIK 0001984475 0.427 496 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 0.0 0.0% 0 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
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
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 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
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 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
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 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
FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 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 APAM). Qtrs Held counts distinct quarters this fund has actually held APAM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its APAM position size. Δ columns are the percentage-point change in APAM'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