Signals

← Signals

☆APH

1837 in-universe funds with a nonzero position in APH within the trailing 4 quarters, as of 2025Q3

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

DateTypeWhat happened
2026-09-04 8-K Item(s) 8.01
2026-08-06 Insider Lampo Craig A (EVP& CFO) disposed via G
2026-08-06 8-K Item(s) 8.01, 9.01
2026-08-05 Insider Silverman David M (EVP, Human Resources) acquired via option exercise ($2,639,400)
2026-08-05 Insider Silverman David M (EVP, Human Resources) disposed via sale ($20,908,476)
2026-08-04 Insider Lampo Craig A (EVP& CFO) acquired via option exercise ($4,322,367)
2026-08-04 Insider Lampo Craig A (EVP& CFO) disposed via sale ($32,324,157)
2026-08-03 Insider D'AMICO LANCE E (EVP, Secretary & GenCounsel) acquired via option exercise ($1,127,625)
2026-08-03 Insider D'AMICO LANCE E (EVP, Secretary & GenCounsel) disposed via sale ($8,099,370)
2026-08-03 Insider D'AMICO LANCE E (EVP, Secretary & GenCounsel) acquired via option exercise ($894,900)
2026-08-03 Insider D'AMICO LANCE E (EVP, Secretary & GenCounsel) disposed via sale ($6,472,700)
2026-08-03 Insider D'AMICO LANCE E (EVP, Secretary & GenCounsel) acquired via option exercise ($225,525)
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#24386
Score / z-0.615 / -0.92
Consensus577.49 over 1145 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-51% / 1.0d

Forensics

Clean as of 2026Q2
Accrual ratio0.005
F-score4
M-score-2.02
Net issuance-110.0%
See the full series →

Insider

Score-4.00
Buys / cluster sells0 / 4
DateInsiderCodeValue
2026-08-06 Lampo Craig A G —
2026-08-05 Silverman David M M $2,639,400
2026-08-05 Silverman David M S $20,908,476
2026-08-04 Lampo Craig A M $4,322,367
2026-08-04 Lampo Craig A S $32,324,157
2026-08-03 D'AMICO LANCE E M $1,127,625
2026-08-03 D'AMICO LANCE E S $8,099,370
2026-08-03 D'AMICO LANCE E M $894,900
2026-08-03 D'AMICO LANCE E S $6,472,700
2026-08-03 D'AMICO LANCE E M $225,525
Showing the 10 most recent.

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 15,497.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 12,480.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 12,352.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 6,942.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 3,648.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2,970.1 0.5% 2 +0.0 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 2,802.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 2,293.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 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 2,242.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital International Investors CIK 0001562230 0.968 446 2,228.3 0.4% 2 +0.3 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 2,095.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 1,921.0 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,598.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,583.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,506.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1,428.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1,252.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,121.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1,094.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 1,089.9 4.3% 2 +0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 1,042.9 4.7% 2 +0.8 pp +4.7 pp +4.7 pp +4.7 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,031.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 999.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 964.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 963.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 900.8 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 890.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 887.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 837.2 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 810.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 768.6 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 765.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 746.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 741.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Mawer Investment Management Ltd. CIK 0001538449 0.794 142 731.4 3.8% 2 +0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆Amundi CIK 0001330387 0.000 1 711.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 662.4 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 632.2 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Swedbank AB CIK 0000946431 0.941 696 571.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.757 66 548.9 1.8% 2 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 507.9 2.3% 2 +1.0 pp +2.3 pp +2.3 pp +2.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 494.8 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 491.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Egerton Capital (UK) LLP CIK 0001581811 0.848 23 473.1 5.0% 2 +1.8 pp +5.0 pp +5.0 pp +5.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 471.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 468.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 465.3 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 443.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alphinity Investment Management Pty Ltd CIK 0001731012 0.631 27 440.6 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 431.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆National Pension Service CIK 0001608046 0.956 552 415.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 391.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LONE PINE CAPITAL LLC CIK 0001061165 0.321 34 374.1 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 367.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 367.3 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 358.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 358.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Local Pensions Partnership Investment Ltd CIK 0001698810 0.884 32 349.6 6.0% 3 +0.4 pp +1.5 pp +6.0 pp +6.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 341.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 340.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 339.5 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 331.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 321.0 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 312.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 304.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 302.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 302.3 3.3% 2 +0.7 pp +3.3 pp +3.3 pp +3.3 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 296.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 294.2 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 287.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 273.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 262.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 259.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 255.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 253.7 5.1% 2 +0.6 pp +5.1 pp +5.1 pp +5.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 253.7 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 246.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 243.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 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 240.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 239.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 238.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 233.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆James Hambro & Partners LLP CIK 0001731152 0.827 68 225.5 8.0% 2 +0.2 pp +8.0 pp +8.0 pp +8.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 221.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Navera Investment Management Ltd. CIK 0001842702 0.766 56 217.2 4.2% 2 +0.3 pp +4.2 pp +4.2 pp +4.2 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 216.3 6.1% 2 -0.4 pp +6.1 pp +6.1 pp +6.1 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 202.8 0.7% 2 -0.3 pp +0.7 pp +0.7 pp +0.7 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 197.7 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 197.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 195.7 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Maren Capital LLC CIK 0001961415 0.939 17 191.7 10.7% 2 +0.6 pp +10.7 pp +10.7 pp +10.7 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 187.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Atalan Capital Partners, LP CIK 0001662906 0.822 9 184.1 12.9% 2 +0.7 pp +12.9 pp +12.9 pp +12.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 183.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 180.4 3.7% 2 +0.5 pp +3.7 pp +3.7 pp +3.7 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 176.7 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
☆Polar Capital Holdings Plc CIK 0001837309 0.683 242 175.6 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆DAVIS R M INC CIK 0000891287 0.824 280 174.1 3.0% 2 +0.3 pp +3.0 pp +3.0 pp +3.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 173.9 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 172.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 172.0 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Carmignac Gestion CIK 0001569758 0.744 94 166.8 2.5% 2 -0.5 pp +2.5 pp +2.5 pp +2.5 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 166.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 166.1 0.9% 2 +0.5 pp +0.9 pp +0.9 pp +0.9 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 165.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 163.7 3.1% 2 -0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 158.9 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 158.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 157.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆HARDING LOEVNER LP CIK 0000928196 0.802 82 154.9 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆Tandem Investment Advisors, Inc. CIK 0001694284 0.539 68 154.7 5.3% 2 +0.8 pp +5.3 pp +5.3 pp +5.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 153.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 151.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
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☆Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SITTNER & NELSON, LLC CIK 0001846138 0.312 614 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 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% 2 +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% 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% 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% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALERUS FINANCIAL NA CIK 0000919458 0.827 506 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 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% 2 +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
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 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% 2 +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% 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Seneschal Advisors, LLC CIK 0002039659 0.657 596 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 0.142 551 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Breakwater Investment Management CIK 0002025925 0.462 600 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 2 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EHP Funds Inc. CIK 0001927881 0.000 25 0.0 0.0% 0 -0.5 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
☆Soundwatch Capital LLC CIK 0001803253 0.945 53 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 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 +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Volterra Technologies LP CIK 0001833567 0.000 81 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆OFI INVEST ASSET MANAGEMENT CIK 0001977602 0.466 365 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEVEN MILE ADVISORY CIK 0001987932 0.186 158 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
☆JOHN G ULLMAN & ASSOCIATES INC CIK 0000919530 0.367 181 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTE CAPITAL LLC /ADV CIK 0001022314 0.489 239 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tributary Capital Management, LLC CIK 0001441888 0.323 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 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
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SRN Advisors, LLC CIK 0001872370 0.066 98 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Teza Capital Management LLC CIK 0001655789 0.000 119 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hibernia Wealth Partners, LLC CIK 0001950637 0.564 82 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BCS Wealth Management CIK 0001798172 0.420 270 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 -0.1 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
☆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
☆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
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROSS\JOHNSON & Associates LLC CIK 0002056532 0.000 371 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swan Global Investments, LLC CIK 0001591505 0.925 87 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆One Day In July LLC CIK 0001823172 0.854 167 0.0 0.0% 0 -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 +0.0 pp -0.1 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUFG Securities EMEA plc CIK 0001597694 0.264 575 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Kimelman & Baird, LLC CIK 0001318103 0.549 261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 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
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 0.0 0.0% 0 -0.0 pp +0.0 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
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NWK Group, Inc. CIK 0001803054 0.429 71 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lazard Freres Gestion S.A.S. CIK 0001426748 0.000 115 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. CIK 0002011081 0.204 43 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆United American Securities Inc. (d/b/a UAS Asset Management) CIK 0001349353 0.798 13 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Promus Capital, LLC CIK 0002054921 0.295 301 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆Benson Investment Management Company, Inc. CIK 0001694896 0.000 9 0.0 0.0% 0 -1.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Senator Investment Group LP CIK 0001443689 0.106 58 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INSPIRION WEALTH ADVISORS, LLC CIK 0001633448 0.753 185 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 0.0 0.0% 0 -0.1 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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 -0.1 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
☆PENSIOENFONDS RAIL & OV CIK 0001218761 0.443 40 0.0 0.0% 0 +0.0 pp +0.0 pp -4.9 pp +0.0 pp
☆HORIZON BANCORP INC /IN/ (HBNC) CIK 0000706129 0.687 197 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 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
☆Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trust Investment Advisors CIK 0001597690 0.290 97 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterford Advisors, LLC CIK 0001960657 0.806 64 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -0.1 pp +0.0 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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