Signals

← Signals

☆ARCC

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

Flow ranking

Rank#286
Score / z0.767 / 0.96
Consensus266.18 over 534 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

Clean as of 2026Q2
Accrual ratio-0.005
F-score—
M-score—
Net issuance-100.0%
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 4
FiledFormItems
2026-09-15 8-K 1.01, 2.03, 8.01, 9.01
2026-08-14 8-K 5.07
2026-07-29 8-K 2.02, 8.01, 9.01
2026-07-22 8-K 1.01, 2.03, 9.01
2026-06-22 8-K 1.01, 2.03, 9.01
2026-06-08 8-K 1.01, 2.03, 8.01, 9.01
2026-05-26 8-K 1.01, 2.03, 9.01
2026-05-11 8-K 1.01, 2.03, 8.01, 9.01
2026-05-08 8-K 5.07
2026-04-28 8-K 1.01, 1.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆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 356.0 0.0% 3 -0.0 pp +0.0 pp +0.0 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 190.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 155.1 0.0% 1 +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 140.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 110.9 2.5% 2 -0.7 pp +2.5 pp +2.5 pp +2.5 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 108.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 95.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 84.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 83.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 83.4 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 78.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 78.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 72.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 69.5 0.0% 1 +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 66.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allen Investment Management, LLC CIK 0001326234 0.746 227 66.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 65.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 65.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 62.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 61.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 60.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 57.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 53.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 51.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Progeny 3, Inc. CIK 0001536006 0.774 29 46.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 46.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ARES MANAGEMENT LLC CIK 0001259313 0.823 44 40.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 39.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Partners Group Holding AG CIK 0001534259 0.621 52 37.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 36.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 35.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 33.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Muzinich & Co., Inc. CIK 0001618824 0.785 38 30.2 13.8% 1 +13.8 pp +13.8 pp +13.8 pp +13.8 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 29.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BRUNI J V & CO /CO CIK 0001078841 0.604 33 28.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 27.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 27.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 25.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 24.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 24.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 23.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE ADVISORS, LLC CIK 0002032121 0.464 48 23.2 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 22.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gilbert & Cook, Inc. CIK 0001675762 0.859 229 22.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 20.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 19.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 19.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 19.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NAN FUNG TRINITY (HK) Ltd CIK 0001781880 0.285 55 18.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Melia Wealth LLC CIK 0001964047 0.479 23 17.1 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 16.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 16.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 15.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 14.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 13.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 12.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VISTA FINANCE, LLC CIK 0001893809 0.383 69 12.8 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 12.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 12.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 12.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 11.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 11.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bell Bank CIK 0001002672 0.895 195 11.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LGT Group Foundation CIK 0001911278 0.801 284 11.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 10.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Enstar Group LTD CIK 0001363829 0.893 9 10.6 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Graypoint LLC CIK 0001794198 0.550 526 10.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆SFMG, LLC CIK 0001512026 0.796 334 10.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Boston Partners CIK 0001386060 0.833 802 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Columbus Macro, LLC CIK 0001727269 0.259 207 9.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆GRITSTONE ASSET MANAGEMENT LLC CIK 0001964236 0.009 174 9.8 9.7% 2 -0.7 pp +9.7 pp +9.7 pp +9.7 pp
☆LGT CAPITAL PARTNERS LTD. CIK 0001641992 0.707 38 9.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 9.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 9.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 8.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆one8zero8, LLC CIK 0002053138 0.351 265 8.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 7.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 6.8 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&G Plc CIK 0001802539 0.820 370 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 6.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Smith Asset Management Co., LLC CIK 0002068217 0.253 70 6.5 5.6% 2 -0.2 pp +5.6 pp +5.6 pp +5.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 6.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 5.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 5.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Challenger Wealth Management CIK 0002057602 0.506 65 5.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 5.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 5.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Truvestments Capital LLC CIK 0001750405 0.266 1150 4.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Baugh & Associates, LLC CIK 0001730818 0.384 42 4.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Prairiewood Capital, LLC CIK 0001839695 0.769 81 4.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 4.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 4.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 4.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cottage Street Advisors LLC CIK 0001665302 0.295 149 3.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Parkwood LLC CIK 0001597823 0.292 71 3.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆REAP Financial Group, LLC CIK 0002048581 0.670 542 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
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFS Advisors, LLC CIK 0001765617 0.782 220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pflug Koory, LLC CIK 0001740063 0.264 426 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 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
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 -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
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 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
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 ARCC). Qtrs Held counts distinct quarters this fund has actually held ARCC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ARCC position size. Δ columns are the percentage-point change in ARCC'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