Signals

APH

1556 in-universe funds with a nonzero position in APH within the trailing 4 quarters, as of 2025Q2

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

DateTypeWhat happened
2026-09-04 8-K Item(s) 8.01
2026-08-06 8-K Item(s) 8.01, 9.01
2026-07-29 8-K Item(s) 2.02, 9.01
2026-05-22 8-K Item(s) 5.07, 9.01
2026-05-12 8-K Item(s) 1.01, 2.03, 9.01
2026-05-07 Ownership Dilution filing by AMPHENOL CORP /DE/ (424B5)
2026-05-06 8-K Item(s) 1.01, 8.01, 9.01
2026-04-29 8-K Item(s) 2.02, 9.01
2026-03-30 8-K Item(s) 1.01, 2.03, 9.01
2026-03-27 8-K Item(s) 7.01, 9.01
2026-03-25 Ownership Dilution filing by AMPHENOL CORP /DE/ (424B5)
2026-03-24 8-K Item(s) 1.01, 8.01, 9.01
2025-10-28 Ownership Dilution filing by AMPHENOL CORP /DE/ (424B5)
2025-06-12 Ownership Dilution filing by AMPHENOL CORP /DE/ (424B5)
2025-06-10 Ownership Dilution filing by AMPHENOL CORP /DE/ (424B5)
2024-10-29 Ownership Dilution filing by AMPHENOL CORP /DE/ (424B5)
2024-04-04 Ownership Dilution filing by AMPHENOL CORP /DE/ (424B5)
2023-03-28 Ownership Dilution filing by AMPHENOL CORP /DE/ (424B5)
2021-09-09 Ownership Dilution filing by AMPHENOL CORP /DE/ (424B5)
2019-09-06 Ownership Dilution filing by AMPHENOL CORP /DE/ (424B5)

Flow ranking

Rank#412
Score / z0.479 / 0.59
Consensus506.35 over 994 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-8% / 1.4d

Forensics

Clean as of 2026Q2
Accrual ratio0.005
F-score4
M-score-2.02
Net issuance-110.0%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 3
FiledFormItems
2026-09-04 8-K 8.01
2026-08-06 8-K 8.01, 9.01
2026-07-29 8-K 2.02, 9.01
2026-05-22 8-K 5.07, 9.01
2026-05-12 8-K 1.01, 2.03, 9.01
2026-05-06 8-K 1.01, 8.01, 9.01
2026-04-29 8-K 2.02, 9.01
2026-03-30 8-K 1.01, 2.03, 9.01
2026-03-27 8-K/A 7.01, 9.01
2026-03-24 8-K 1.01, 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-05-07 424B5 AMPHENOL CORP /DE/
2026-03-25 424B5 AMPHENOL CORP /DE/
2025-10-28 424B5 AMPHENOL CORP /DE/
2025-06-12 424B5 AMPHENOL CORP /DE/
2025-06-10 424B5 AMPHENOL CORP /DE/
2024-10-29 424B5 AMPHENOL CORP /DE/
2024-04-04 424B5 AMPHENOL CORP /DE/
2023-03-28 424B5 AMPHENOL CORP /DE/
2021-09-09 424B5 AMPHENOL CORP /DE/
2019-09-06 424B5 AMPHENOL CORP /DE/
Showing the 10 most recent.

LLM reads

Ticker EvalMixed
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 13,877.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 10,730.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 9,337.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 5,474.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2,804.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2,792.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 2,259.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 2,104.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1,988.4 0.6% 1 +0.6 pp +0.6 pp +0.6 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 1,933.3 0.1% 3 +0.0 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 1,487.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,298.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,277.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,239.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1,023.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1,006.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 981.4 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 925.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 844.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 832.0 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 792.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 789.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 787.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 782.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Research Global Investors CIK 0001422848 0.983 426 740.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 733.5 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 731.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 700.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 635.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 613.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 602.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 581.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 546.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Alphinity Investment Management Pty Ltd CIK 0001731012 0.631 27 536.2 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 511.8 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
Amundi CIK 0001330387 0.000 1 511.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 506.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 461.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 441.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 386.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 383.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 381.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 363.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 362.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 334.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Capital International Investors CIK 0001562230 0.968 446 325.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rathbones Group PLC CIK 0001351991 0.902 665 324.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
National Pension Service CIK 0001608046 0.956 552 324.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Egerton Capital (UK) LLP CIK 0001581811 0.848 23 312.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 302.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Local Pensions Partnership Investment Ltd CIK 0001698810 0.884 32 299.1 5.5% 2 +1.1 pp +5.5 pp +5.5 pp +5.5 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 294.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 293.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 288.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 278.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 275.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 270.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 266.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 263.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
JENSEN INVESTMENT MANAGEMENT INC CIK 0001106129 0.771 83 257.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 253.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 251.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 244.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 241.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 238.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 237.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 236.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 225.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 225.8 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 222.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Navera Investment Management Ltd. CIK 0001842702 0.766 56 210.1 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 208.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 203.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 201.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
James Hambro & Partners LLP CIK 0001731152 0.827 68 198.1 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
Carmignac Gestion CIK 0001569758 0.744 94 192.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 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 191.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 188.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 188.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 187.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 186.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 178.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 177.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 172.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 171.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 169.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Maren Capital LLC CIK 0001961415 0.939 17 166.9 10.1% 1 +10.1 pp +10.1 pp +10.1 pp +10.1 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 163.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Atalan Capital Partners, LP CIK 0001662906 0.822 9 158.0 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 146.7 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 146.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DAVIS R M INC CIK 0000891287 0.824 280 145.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 144.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 143.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 142.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 133.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NZS Capital, LLC CIK 0001816616 0.629 61 130.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 129.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 128.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 128.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tandem Investment Advisors, Inc. CIK 0001694284 0.539 68 127.9 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 127.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 123.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 121.6 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 119.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 118.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Port Capital LLC CIK 0001729212 0.798 108 115.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 112.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 111.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 111.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 111.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 110.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 110.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 108.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Compound Global Advisors, LLC CIK 0001962450 0.392 38 107.3 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
Man Group plc CIK 0001637460 0.631 2032 105.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 105.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 104.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 104.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 103.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 101.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Fiera Capital Corp CIK 0001505817 0.842 401 101.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 100.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 99.4 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 98.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 97.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 97.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Aberdeen Group plc CIK 0001716774 0.934 934 97.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 94.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 94.9 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
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Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 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
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'Brien Wealth Partners LLC CIK 0001689874 0.841 110 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 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
TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFS Partners, LLC CIK 0002002654 0.478 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Avengers, Inc. CIK 0001844393 0.740 155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mendota Financial Group, LLC CIK 0001964538 0.578 33 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tacita Capital Inc CIK 0001846287 0.305 214 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 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
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Estabrook Capital Management CIK 0001344717 0.502 344 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
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jackson, Grant Investment Advisers, Inc. CIK 0001650300 0.578 421 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 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
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 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
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
Banque Transatlantique SA CIK 0002056095 0.835 494 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 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
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
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SITTNER & NELSON, LLC CIK 0001846138 0.312 614 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
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 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
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
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
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 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
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 1 +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
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Core Alternative Capital CIK 0001776878 0.274 201 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Bridge, LLC CIK 0001689144 0.181 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 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 -0.2 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
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PENSIOENFONDS RAIL & OV CIK 0001218761 0.443 40 0.0 0.0% 0 +0.0 pp -4.9 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
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
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 APH). Qtrs Held counts distinct quarters this fund has actually held APH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its APH position size. Δ columns are the percentage-point change in APH'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