Signals

APD

1676 in-universe funds with a nonzero position in APD within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23822
Score / z-0.667 / -0.87
Consensus477.17 over 970 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 / total1 / 2
FiledFormItems
2026-07-30 8-K 2.02, 9.01
2026-06-30 8-K 2.06, 7.01, 9.01
2026-04-30 8-K 2.02, 9.01
2026-01-30 8-K 2.02, 9.01
2026-01-29 8-K 5.07
2025-11-25 8-K 5.02, 8.01, 9.01
2025-11-06 8-K 2.02, 9.01
2025-08-20 8-K 5.02, 9.01
2025-07-31 8-K 2.02, 9.01
2025-07-08 8-K 5.02
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2023-03-01 424B5 Air Products & Chemicals, Inc.
2023-03-01 424B5 Air Products & Chemicals, Inc.
2016-05-25 424B5 Air Products & Chemicals, Inc.
2016-05-24 424B5 Air Products & Chemicals, Inc.

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 6,131.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4,944.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 3,385.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 3,242.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 2,666.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DODGE & COX CIK 0000200217 0.944 222 2,488.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Capital International Investors CIK 0001562230 0.968 446 2,330.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,814.8 0.1% 1 +0.1 pp +0.1 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 1,523.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,450.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mantle Ridge LP CIK 0001695459 0.000 0 1,158.6 49.1% 1 +49.1 pp +49.1 pp +49.1 pp +49.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,070.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 1,048.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 1,020.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 952.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 880.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 855.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 795.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 678.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 642.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 636.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 607.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 555.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 544.7 0.1% 1 +0.1 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 516.5 0.1% 1 +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 460.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 430.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 426.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 421.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 421.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 404.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 372.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 348.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 308.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 276.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 262.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 232.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 229.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 225.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 197.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 189.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Sessa Capital IM, L.P. CIK 0001595849 0.879 26 185.9 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 180.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 162.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 144.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 142.9 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 141.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 139.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Electron Capital Partners, LLC CIK 0001586986 0.538 46 132.5 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
CINCINNATI INSURANCE CO CIK 0001279885 0.842 64 132.4 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 131.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 125.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 124.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 120.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 119.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Haverford Trust Co CIK 0000842941 0.805 424 117.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 114.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 111.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 102.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 99.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 96.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 93.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 90.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 88.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 84.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 80.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 80.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 80.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 79.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 78.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PUBLIC INVESTMENT FUND CIK 0001767640 0.000 5 75.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 75.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 74.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.701 250 73.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 73.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 71.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 70.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 67.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 66.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 66.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 65.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 60.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 59.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 58.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Vest Financial, LLC CIK 0001709632 0.555 420 56.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 53.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
RNC CAPITAL MANAGEMENT LLC CIK 0000051762 0.545 181 51.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 50.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 48.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 47.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 46.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 42.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STRS OHIO CIK 0000820478 0.777 2154 42.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 42.0 2.0% 2 +0.5 pp +2.0 pp +2.0 pp +2.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 41.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CINCINNATI FINANCIAL CORP (CINF) CIK 0000020286 0.828 56 41.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 40.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 39.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 39.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 39.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 38.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Korea Investment CORP CIK 0001441689 0.896 677 38.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 37.6 0.0% 1 +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 37.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SMITH CHAS P & ASSOCIATES PA CPAS CIK 0001082509 0.705 199 37.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 36.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 36.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 36.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Senator Investment Group LP CIK 0001443689 0.107 58 36.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 34.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 34.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 33.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Perpetual Ltd CIK 0001647273 0.486 419 33.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 33.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 33.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 32.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 32.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 32.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 32.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 31.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 31.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 31.6 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 31.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 31.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SATURNA CAPITAL CORP CIK 0001316617 0.899 140 31.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Coho Partners, Ltd. CIK 0001350585 0.545 32 31.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 31.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 31.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 30.5 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Cercano Management LLC CIK 0001936416 0.054 133 29.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 29.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 29.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 29.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 29.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 29.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 28.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 28.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 27.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSOCIATED BANC-CORP (ASB, ASBA, ASB-PE, ASB-PF) CIK 0000007789 0.720 381 27.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 27.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
S&CO INC CIK 0001082461 0.523 222 26.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 26.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 1 +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
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sawyer & Company, Inc CIK 0001722436 0.287 202 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Exane Asset Management CIK 0001666256 0.048 28 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Talon Private Wealth, LLC CIK 0001990467 0.144 231 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.202 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Co CIK 0001632554 0.769 908 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOBAM CIK 0001527488 0.112 258 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Y.D. More Investments Ltd CIK 0001870364 0.791 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -0.3 pp -0.2 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 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 +0.0 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
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Peak Planning Group, LLC CIK 0002097384 0.624 128 0.0 0.0% 0 +0.0 pp -0.1 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 APD). Qtrs Held counts distinct quarters this fund has actually held APD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its APD position size. Δ columns are the percentage-point change in APD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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