Signals

AR

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

Flow ranking

Rank#23387
Score / z-0.085 / -0.13
Consensus188.34 over 343 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+2% / 3.0d

Forensics

Clean as of 2026Q2
Accrual ratio-0.010
F-score
M-score
Net issuance-29.5%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-07-29 8-K 2.02, 9.01
2026-06-23 8-K 7.01
2026-06-17 8-K 1.01, 2.03, 9.01
2026-06-04 8-K 5.07, 9.01
2026-05-12 8-K 7.01
2026-04-29 8-K 2.02, 9.01
2026-04-17 8-K/A 9.01
2026-03-03 8-K 7.01
2026-02-23 8-K 7.01, 9.01
2026-02-11 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2026-01-15 424B5 ANTERO RESOURCES Corp
2026-01-12 424B5 ANTERO RESOURCES Corp
2021-05-11 424B5 ANTERO RESOURCES Corp
2021-01-07 424B5 ANTERO RESOURCES Corp

LLM reads

Ticker EvalImproving
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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,205.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,200.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 1,006.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 775.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 405.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sourcerock Group LLC CIK 0001822531 0.784 36 328.5 17.1% 1 +17.1 pp +17.1 pp +17.1 pp +17.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 243.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 211.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 202.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 202.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 198.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 175.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 154.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 148.5 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 142.1 0.0% 1 +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 125.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 114.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 113.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 107.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 98.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 96.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 95.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 95.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 86.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 85.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 85.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 82.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 79.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 78.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 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 77.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 73.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 66.8 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 61.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Palo Duro Investment Partners, LP CIK 0001977128 0.702 32 58.2 19.2% 1 +19.2 pp +19.2 pp +19.2 pp +19.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 58.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninepoint Partners LP CIK 0001715635 0.295 162 56.4 10.9% 1 +10.9 pp +10.9 pp +10.9 pp +10.9 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 48.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 46.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Slate Path Capital LP CIK 0001559706 0.201 40 46.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Stephens Investment Management Group LLC CIK 0001314440 0.460 176 45.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 45.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 44.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SIR Capital Management, L.P. CIK 0001434997 0.033 79 37.3 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 36.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 36.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 35.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 35.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 35.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 34.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Long Focus Capital Management, LLC CIK 0001602716 0.525 76 34.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Goehring & Rozencwajg Associates, LLC CIK 0001863154 0.771 41 33.2 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Aventail Capital Group, LP CIK 0001803822 0.064 155 31.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 31.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 29.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 29.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Pennant Investors, LP CIK 0001759176 0.571 16 28.6 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 26.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 25.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 25.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 24.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 24.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 23.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 23.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Swiss National Bank CIK 0001582202 0.961 2301 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 22.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 21.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Castle Hook Partners LP CIK 0001687241 0.157 66 21.2 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 20.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PLUSTICK MANAGEMENT LLC CIK 0001643351 0.216 23 20.3 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gemsstock Ltd. CIK 0001724140 0.000 13 19.0 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 18.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 18.3 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 17.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 16.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 16.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Progeny 3, Inc. CIK 0001536006 0.774 29 15.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Hood River Capital Management LLC CIK 0001578177 0.546 166 15.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 15.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 15.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 14.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Atlantic Partners, LLC CIK 0001697267 0.669 117 14.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 14.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 13.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 13.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SailingStone Capital Partners LLC CIK 0001608904 0.677 19 12.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 12.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RR Advisors, LLC CIK 0001322613 0.626 25 11.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
S&CO INC CIK 0001082461 0.523 222 11.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
DISCOVERY CAPITAL MANAGEMENT, LLC / CT CIK 0001389507 0.126 113 11.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 11.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nokomis Capital, L.L.C. CIK 0001541055 0.249 48 11.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 10.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pennant Select, LLC CIK 0002011563 0.668 15 8.6 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Impact Advisors, LLC CIK 0001602198 0.253 29 7.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Black Maple Capital Management LP CIK 0001588959 0.231 82 7.4 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
COLRAIN CAPITAL LLC CIK 0001216093 0.492 25 6.6 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 5.8 0.9% 3 -0.1 pp +0.0 pp +0.9 pp +0.9 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 5.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DC Investments Management, LLC CIK 0001565951 0.652 55 4.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIKING FUND MANAGEMENT LLC CIK 0001169069 0.311 146 4.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 4.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PDT Partners, LLC CIK 0001564702 0.042 489 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kailix Advisors LLC CIK 0001970731 0.320 11 4.3 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 4.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Empyrean Capital Partners, LP CIK 0001317195 0.150 118 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 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
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
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
Activest Wealth Management CIK 0001883134 0.526 1477 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
COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 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
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 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
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
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
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 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
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
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
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
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 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
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
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
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
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 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
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 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
Revere Asset Management, Inc CIK 0001849529 0.214 37 0.0 0.0% 0 +0.0 pp -2.4 pp +0.0 pp +0.0 pp
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna CIK 0002079571 0.205 199 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 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 AR). Qtrs Held counts distinct quarters this fund has actually held AR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AR position size. Δ columns are the percentage-point change in AR'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