Signals

APO

1062 in-universe funds with a nonzero position in APO within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#270
Score / z0.824 / 1.04
Consensus391.34 over 721 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+0% / 8.5d

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

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

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 6,532.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4,795.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 4,153.2 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 4261 2,660.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 2,536.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital International Investors CIK 0001562230 0.968 446 1,504.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,372.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Research Global Investors CIK 0001422848 0.983 426 1,277.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,229.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
National Philanthropic Trust CIK 0001785342 0.575 409 1,195.2 16.0% 3 -2.6 pp -4.1 pp +16.0 pp +16.0 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 1,108.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 953.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TIGER GLOBAL MANAGEMENT LLC CIK 0001167483 0.920 46 880.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 857.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 789.1 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 579.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 573.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 500.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 481.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 463.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 462.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 432.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 405.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 397.8 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 392.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 345.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 341.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 336.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 316.3 37.1% 1 +37.1 pp +37.1 pp +37.1 pp +37.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 303.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 290.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 217.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Boston Partners CIK 0001386060 0.833 802 217.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
D1 Capital Partners L.P. CIK 0001747057 0.000 55 200.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 197.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 192.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 190.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
COOPERMAN LEON G CIK 0000898382 0.812 39 189.7 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
Amundi CIK 0001330387 0.000 1 187.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 186.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 185.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Third Point LLC CIK 0001040273 0.205 42 180.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Heard Capital LLC CIK 0001796409 0.828 21 180.9 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 177.2 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
CapitalatWork S.A. CIK 0002135126 0.670 93 175.5 5.3% 3 +0.7 pp -1.2 pp +5.3 pp +5.3 pp
Swiss National Bank CIK 0001582202 0.961 2301 171.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 166.9 0.1% 3 -0.0 pp -0.0 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 159.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 155.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 153.8 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 147.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 143.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 139.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 136.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 131.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MSA Advisors, LLC CIK 0001040410 0.744 43 130.0 32.6% 1 +32.6 pp +32.6 pp +32.6 pp +32.6 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 127.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 119.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 118.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 117.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 115.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 108.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 108.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
National Pension Service CIK 0001608046 0.956 552 106.9 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 106.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 98.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 98.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 97.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Blue Whale Capital LLP CIK 0001801547 0.529 27 96.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 93.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Partners Group Holding AG CIK 0001534259 0.621 52 89.2 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 87.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 87.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
AVIVA PLC CIK 0001140022 0.925 854 85.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 82.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 77.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Senator Investment Group LP CIK 0001443689 0.106 58 76.7 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 72.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
FIL Ltd CIK 0000318989 0.878 1140 70.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 70.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Partners Ltd CIK 0001577774 0.595 122 68.0 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 68.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
MHR FUND MANAGEMENT LLC CIK 0001277742 0.963 11 67.4 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 66.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 66.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOCUST WOOD CAPITAL ADVISERS, LLC CIK 0001349434 0.761 31 63.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 63.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 60.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
MONTANOVA CAPITAL, LLC CIK 0001569064 0.534 95 60.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Aberdeen Group plc CIK 0001716774 0.934 934 60.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 58.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OCO Capital Partners, L.P. CIK 0001764525 0.849 5 58.2 25.0% 1 +25.0 pp +25.0 pp +25.0 pp +25.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 57.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 56.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 55.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 55.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
TCW GROUP INC CIK 0000850401 0.730 629 54.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 52.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 51.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 51.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 50.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GUARDIAN POINT CAPITAL, LP CIK 0001595932 0.562 14 49.7 22.7% 1 +22.7 pp +22.7 pp +22.7 pp +22.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 47.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 47.3 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 46.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 46.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 46.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 45.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Newbrook Capital Advisors LP CIK 0001389875 0.320 14 45.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 44.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NFC Investments, LLC CIK 0001512858 0.653 43 43.7 12.5% 1 +12.5 pp +12.5 pp +12.5 pp +12.5 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 43.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 42.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 42.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 42.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LGT CAPITAL PARTNERS LTD. CIK 0001641992 0.707 38 41.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Lodge Hill Capital, LLC CIK 0001598245 0.198 27 40.1 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 40.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 39.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Cercano Management LLC CIK 0001936416 0.054 133 38.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Callodine Capital Management, LP CIK 0001741675 0.554 62 38.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
GOODNOW INVESTMENT GROUP, LLC CIK 0001362255 0.658 23 38.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 36.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 36.0 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 35.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 35.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 35.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 34.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 34.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 34.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 33.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 33.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 33.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 33.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 32.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Knott David M Jr CIK 0001892770 0.419 84 31.9 14.5% 1 +14.5 pp +14.5 pp +14.5 pp +14.5 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 31.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 30.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 30.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 29.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BASSWOOD CAPITAL MANAGEMENT, L.L.C. CIK 0001085393 0.529 108 29.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 29.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 28.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 28.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Maestria Partners LLC CIK 0002000390 0.711 14 27.5 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 27.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 26.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 26.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 25.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 25.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Olistico Wealth, LLC CIK 0001962695 0.459 334 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
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUNCKER STREETT & CO INC CIK 0001020585 0.316 521 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 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
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 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
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 1 +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
CENTRAL TRUST Co CIK 0000044365 0.726 1568 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
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 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
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
Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -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
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
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +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
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +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
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 1 +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% 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
Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CYBER HORNET ETFs LLC CIK 0001818014 0.229 508 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DT Investment Partners, LLC CIK 0001537621 0.779 512 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
United Community Bank CIK 0002000314 0.267 534 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 2 -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
Colonial Trust Advisors CIK 0001567993 0.560 807 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
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
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
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
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
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
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 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
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 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
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 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
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 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
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
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
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
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Headlands Technologies LLC CIK 0001570271 0.000 695 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
DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -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
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 1 +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% 1 +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
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
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 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
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 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
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
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.6 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 APO). Qtrs Held counts distinct quarters this fund has actually held APO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its APO position size. Δ columns are the percentage-point change in APO'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