Signals

← Signals

☆APO

1518 in-universe funds with a nonzero position in APO within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24827
Score / z-0.400 / -0.50
Consensus410.05 over 753 funds
Momentum-0.35 =

Price & positioning

226 cached closes, trailing year
Drawdown-23%
Short interest+1% / 5.6d

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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3,930.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 3,336.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 2,865.5 0.1% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 2,836.1 0.4% 5 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 2,351.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital World Investors CIK 0001422849 0.974 637 2,162.6 0.3% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 1,720.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,237.1 0.3% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,224.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆National Philanthropic Trust CIK 0001785342 0.575 409 1,081.2 15.6% 7 +4.9 pp +2.8 pp +2.2 pp -0.4 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 1,057.4 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 866.5 0.1% 1 +0.1 pp -0.0 pp +0.1 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 817.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 706.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 669.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 609.9 0.5% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 576.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 569.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 538.8 0.6% 5 -0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 460.0 0.1% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 426.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital International Investors CIK 0001562230 0.968 446 399.6 0.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
☆Boston Partners CIK 0001386060 0.833 802 397.5 0.4% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 370.8 0.1% 5 +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 336.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIGER GLOBAL MANAGEMENT LLC CIK 0001167483 0.920 46 322.2 1.3% 5 -0.3 pp -1.7 pp -1.2 pp -1.2 pp
☆BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 318.7 6.2% 5 -0.1 pp -1.1 pp -0.5 pp -1.4 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 302.6 1.4% 5 +0.6 pp +0.6 pp +0.7 pp +1.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 300.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 283.7 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 283.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 250.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 240.1 0.7% 4 -0.2 pp +0.3 pp +0.6 pp +0.7 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 232.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Heard Capital LLC CIK 0001796409 0.828 21 200.0 8.6% 5 -1.1 pp -1.7 pp -2.0 pp -0.9 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 194.7 0.2% 6 -0.2 pp -0.0 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 183.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 178.9 0.0% 6 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 172.3 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CapitalatWork S.A. CIK 0002135126 0.670 93 172.2 4.3% 1 +4.3 pp -1.4 pp -0.5 pp -1.0 pp
☆Regal Partners Ltd CIK 0001577774 0.595 122 166.0 9.2% 5 +1.5 pp +0.9 pp +3.1 pp +3.4 pp
☆Amundi CIK 0001330387 0.000 1 165.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COOPERMAN LEON G CIK 0000898382 0.812 39 158.2 4.5% 5 -0.4 pp -2.0 pp -1.1 pp -2.2 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 154.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 146.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 139.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Select Equity Group, L.P. CIK 0001592643 0.705 143 136.6 0.7% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 136.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 136.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 132.3 1.6% 5 -1.5 pp -2.3 pp -2.3 pp -2.9 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 129.7 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 128.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 119.8 0.9% 5 -0.0 pp -0.3 pp -0.2 pp -0.3 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 119.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 111.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 107.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 105.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 104.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Pension Service CIK 0001608046 0.956 552 104.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 96.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 96.1 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Newbrook Capital Advisors LP CIK 0001389875 0.320 14 94.1 12.7% 5 -1.2 pp +2.6 pp +6.1 pp +7.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 93.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MSA Advisors, LLC CIK 0001040410 0.744 43 92.4 23.8% 5 -5.2 pp -7.4 pp -6.7 pp -8.8 pp
☆FIL Ltd CIK 0000318989 0.878 1140 89.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 83.8 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 82.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cornerstone Investment Partners, LLC CIK 0001328062 0.683 312 80.2 2.7% 5 -0.2 pp -0.9 pp -0.8 pp -0.5 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 75.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 71.8 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 70.6 0.8% 5 -0.1 pp -0.6 pp -0.7 pp -0.7 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 69.0 1.6% 5 -0.6 pp +1.4 pp +1.5 pp +1.5 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 67.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.2 pp
☆Empyrean Capital Partners, LP CIK 0001317195 0.150 118 63.9 2.2% 2 +1.0 pp +2.2 pp +2.2 pp +2.2 pp
☆OCO Capital Partners, L.P. CIK 0001764525 0.849 5 63.3 11.1% 5 -4.3 pp -7.4 pp -7.1 pp -13.8 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 60.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Partners Group Holding AG CIK 0001534259 0.621 52 60.3 4.1% 5 -1.0 pp -1.5 pp -0.8 pp -0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 60.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDIAN POINT CAPITAL, LP CIK 0001595932 0.562 14 59.2 18.2% 5 -4.7 pp +2.5 pp +0.3 pp -4.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 55.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 53.5 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 53.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 49.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 48.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MHR FUND MANAGEMENT LLC CIK 0001277742 0.963 11 47.3 2.5% 5 -0.8 pp -2.5 pp -2.8 pp -5.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 46.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 46.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 46.1 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 46.0 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 45.9 0.3% 5 -0.0 pp -0.2 pp -0.1 pp -0.1 pp
☆MONTANOVA CAPITAL, LLC CIK 0001569064 0.534 95 45.3 1.0% 5 -0.2 pp -1.0 pp -0.8 pp -1.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 44.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 44.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 44.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 43.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 43.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Long Focus Capital Management, LLC CIK 0001602716 0.525 76 42.5 1.7% 5 -0.6 pp +1.6 pp +1.6 pp +1.6 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 42.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 41.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L1 Capital International Pty Ltd CIK 0002009023 0.808 21 39.8 2.3% 2 +0.6 pp +2.3 pp +2.3 pp +2.3 pp
☆Spinecap SAS CIK 0002011727 0.709 16 38.0 11.4% 4 -1.9 pp -2.4 pp +1.3 pp +11.4 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 37.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NFC Investments, LLC CIK 0001512858 0.653 43 35.9 9.1% 5 -0.3 pp -2.9 pp -2.2 pp -3.4 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 35.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Life Cycle Investment Partners Ltd CIK 0002072459 0.834 158 35.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 35.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wolf Hill Capital Management, LP CIK 0001785988 0.205 26 35.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 34.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 33.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aureus Asset Management, LLC CIK 0001381296 0.572 239 33.8 2.1% 5 +0.2 pp +0.3 pp +0.5 pp +0.7 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 33.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 33.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 32.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 32.2 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 31.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 31.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 30.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 30.7 0.4% 5 -0.0 pp -0.2 pp -0.4 pp -0.5 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 29.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 29.6 1.9% 5 -1.5 pp -3.4 pp -1.9 pp -2.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 29.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Saba Capital Management, L.P. CIK 0001510281 0.602 377 29.0 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 28.9 4.4% 5 -1.1 pp -2.1 pp -1.9 pp -1.3 pp
☆Swedbank AB CIK 0000946431 0.941 696 27.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 27.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 27.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 27.6 0.9% 5 -0.1 pp +0.4 pp -0.3 pp -0.4 pp
☆RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 27.0 1.1% 5 +0.2 pp -0.0 pp -0.0 pp -0.1 pp
☆LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 26.9 1.4% 5 -0.2 pp -0.1 pp +0.7 pp +0.6 pp
☆Knott David M Jr CIK 0001892770 0.419 84 26.6 14.1% 5 -0.8 pp -1.0 pp +1.5 pp -0.4 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 26.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 26.3 0.3% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 26.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 25.5 0.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 25.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 25.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 25.0 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 24.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 24.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital International, Inc./CA/ CIK 0000895213 0.745 302 23.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Maestria Partners LLC CIK 0002000390 0.711 14 23.5 8.2% 5 -1.1 pp -1.5 pp -1.5 pp -1.4 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 23.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Tredje AP-fonden CIK 0001650290 0.789 424 22.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Blue Whale Capital LLP CIK 0001801547 0.529 27 22.6 0.7% 5 -0.5 pp -2.8 pp -4.4 pp -5.6 pp
☆PB INVESTMENT PARTNERS, L.P. CIK 0001910391 0.781 9 22.4 14.9% 5 -1.7 pp -0.2 pp +0.1 pp -0.9 pp
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☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 5 -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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Downshift Financial, LLC CIK 0002118380 0.484 660 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 5 -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% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 5 +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
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NVWM, LLC CIK 0001697274 0.202 780 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER DYKEMA CABOT & PARTNERS, LLC CIK 0002011882 0.875 324 0.0 0.0% 3 -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% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 4 +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% 5 -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% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Mechanics Financial Corp CIK 0001821336 0.408 296 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Colonial Trust Advisors CIK 0001567993 0.560 807 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 5 +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% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
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☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -1.4 pp -1.1 pp -0.0 pp
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.4 pp
☆FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
☆HELIOS CAPITAL MANAGEMENT PTE. LTD CIK 0001727612 0.375 26 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.5 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆HOWARD BAILEY SECURITIES, LLC CIK 0002043986 0.302 121 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LGT CAPITAL PARTNERS LTD. CIK 0001641992 0.707 38 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
☆Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ehrenkranz Partners L.P. CIK 0001641043 0.551 49 0.0 0.0% 0 +0.0 pp -0.3 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
☆Kozak & Associates, Inc. CIK 0001764970 0.408 451 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Carroll Investors, Inc CIK 0001911400 0.624 31 0.0 0.0% 0 +0.0 pp -0.9 pp -0.6 pp -0.7 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Brave Warrior Advisors, LLC CIK 0001553733 0.902 40 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 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crescent Park Management, L.P. CIK 0001629984 0.000 11 0.0 0.0% 0 +0.0 pp -2.3 pp -1.5 pp -1.5 pp
☆DigitalBridge Group, Inc. (DBRG, DBRG-PH, DBRG-PI, DBRG-PJ) CIK 0001679688 0.391 57 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Interval Partners, LP CIK 0001590228 0.034 216 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN CAPITAL MANAGEMENT INC CIK 0001059187 0.369 269 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆FORTRESS FINANCIAL GROUP, LLC CIK 0002054451 0.017 79 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.4 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Archon Partners LLC CIK 0001454424 0.629 37 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mizuho Markets Cayman LP CIK 0001803149 0.000 89 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.5 pp
☆Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Third Point LLC CIK 0001040273 0.205 42 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -2.4 pp
☆Savoie Capital LLC CIK 0002001471 0.674 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PEOPLES FINANCIAL SERVICES CORP. (PFIS) CIK 0001056943 0.247 270 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Dakota Wealth Management CIK 0001631353 0.544 771 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆GAM Holding AG CIK 0001438848 0.338 273 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Overbrook Management Corp CIK 0001269786 0.459 68 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp -2.3 pp
☆Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.2 pp
☆Senator Investment Group LP CIK 0001443689 0.107 58 0.0 0.0% 0 -1.7 pp -3.1 pp -1.7 pp -3.0 pp
☆SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 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
☆Monument Capital Management CIK 0001729428 0.068 262 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆HOURGLASS CAPITAL, LLC CIK 0001442573 0.301 127 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Pacific Capital Partners Ltd CIK 0002064920 0.069 40 0.0 0.0% 0 +0.0 pp -2.7 pp +0.0 pp +0.0 pp
☆Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Clear Trail Advisors, LLC CIK 0002097856 0.297 161 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Noble Wealth Management PBC CIK 0002055065 0.125 771 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
☆Core Wealth Partners LLC CIK 0001965078 0.199 189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Americana Partners, LLC CIK 0001797678 0.514 596 0.0 0.0% 0 +0.0 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
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Renasant Bank CIK 0001656167 0.136 141 0.0 0.0% 0 -0.5 pp -0.7 pp -0.6 pp -0.5 pp
☆RDA Financial Network CIK 0001774086 0.257 284 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterway Wealth Management, LLC CIK 0001992193 0.506 96 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
☆Main Street Research LLC CIK 0001513211 0.625 140 0.0 0.0% 0 +0.0 pp +0.0 pp -1.6 pp +0.0 pp
☆West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Atlantic Private Wealth, LLC CIK 0001893143 0.463 299 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bienville Capital Management, LLC CIK 0001605070 0.131 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 0.000 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -1.5 pp -1.3 pp -1.3 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.6 pp -0.2 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 0.0 0.0% 0 +0.0 pp -0.8 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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