Signals

ARCC

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

Flow ranking

Rank#1514
Score / z0.004 / 0.01
Consensus278.90 over 559 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Clean as of 2026Q2
Accrual ratio-0.005
F-score
M-score
Net issuance-100.0%

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 351.4 0.0% 4 -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 175.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 161.2 0.0% 2 -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 127.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 103.1 2.2% 3 -0.3 pp -1.0 pp +2.2 pp +2.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 94.8 0.0% 3 -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 88.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 83.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 77.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 75.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 72.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 66.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 65.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 64.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 64.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 61.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 56.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 53.7 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 53.2 0.0% 2 -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 52.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 50.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 50.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 48.8 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 47.3 2.6% 2 -0.5 pp +2.6 pp +2.6 pp +2.6 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 46.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 45.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 44.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Progeny 3, Inc. CIK 0001536006 0.774 29 43.4 2.2% 2 -0.4 pp +2.2 pp +2.2 pp +2.2 pp
ARES MANAGEMENT LLC CIK 0001259313 0.823 44 41.9 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
FMR LLC CIK 0000315066 0.989 5571 40.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 37.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 36.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Partners Group Holding AG CIK 0001534259 0.621 52 36.1 2.0% 2 +0.3 pp +2.0 pp +2.0 pp +2.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 33.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Muzinich & Co., Inc. CIK 0001618824 0.785 38 33.5 13.0% 2 -0.8 pp +13.0 pp +13.0 pp +13.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 31.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 31.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 29.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 28.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 26.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRUNI J V & CO /CO CIK 0001078841 0.604 33 26.0 2.6% 2 -0.4 pp +2.6 pp +2.6 pp +2.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 24.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 24.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 23.9 3.0% 2 -0.3 pp +3.0 pp +3.0 pp +3.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 21.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
SAGE ADVISORS, LLC CIK 0002032121 0.464 48 21.1 15.1% 2 -1.4 pp +15.1 pp +15.1 pp +15.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 19.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 18.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 18.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Melia Wealth LLC CIK 0001964047 0.479 23 16.4 7.2% 2 -1.0 pp +7.2 pp +7.2 pp +7.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 16.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gilbert & Cook, Inc. CIK 0001675762 0.859 229 15.8 2.0% 2 -1.0 pp +2.0 pp +2.0 pp +2.0 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 15.7 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 14.4 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 14.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 13.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 13.3 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 12.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VISTA FINANCE, LLC CIK 0001893809 0.383 69 12.4 8.2% 2 -2.8 pp +8.2 pp +8.2 pp +8.2 pp
NAN FUNG TRINITY (HK) Ltd CIK 0001781880 0.285 55 12.3 1.2% 2 -1.0 pp +1.2 pp +1.2 pp +1.2 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 12.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 11.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 11.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 11.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 11.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bell Bank CIK 0001002672 0.895 195 10.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 10.3 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
LGT Group Foundation CIK 0001911278 0.801 284 10.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Enstar Group LTD CIK 0001363829 0.893 9 10.1 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 10.0 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 9.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 9.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 9.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GRITSTONE ASSET MANAGEMENT LLC CIK 0001964236 0.009 174 9.1 9.4% 3 -0.3 pp -1.0 pp +9.4 pp +9.4 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 9.1 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 9.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Rathbones Group PLC CIK 0001351991 0.902 665 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 8.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 8.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 8.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 7.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
one8zero8, LLC CIK 0002053138 0.351 265 7.7 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 7.6 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
SFMG, LLC CIK 0001512026 0.796 334 7.5 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 7.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 7.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Asset Management Co., LLC CIK 0002068217 0.253 70 6.1 5.2% 3 -0.4 pp -0.6 pp +5.2 pp +5.2 pp
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 5.9 3.3% 2 -0.6 pp +3.3 pp +3.3 pp +3.3 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 5.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 5.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 5.4 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 5.1 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Prairiewood Capital, LLC CIK 0001839695 0.769 81 5.0 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 5.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Challenger Wealth Management CIK 0002057602 0.506 65 4.9 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 4.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 4.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 4.6 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Baugh & Associates, LLC CIK 0001730818 0.384 42 4.4 2.2% 2 -0.4 pp +2.2 pp +2.2 pp +2.2 pp
&PARTNERS CIK 0000107136 0.806 2509 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 4.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 4.1 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 3.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 3.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cottage Street Advisors LLC CIK 0001665302 0.295 149 3.7 1.6% 2 -0.5 pp +1.6 pp +1.6 pp +1.6 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 3.7 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Parkwood LLC CIK 0001597823 0.292 71 3.6 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 3.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 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 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite FO LLC CIK 0002034090 0.642 171 3.4 1.8% 2 -0.3 pp +1.8 pp +1.8 pp +1.8 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 3.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 3.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TCW GROUP INC CIK 0000850401 0.730 629 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.322 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
PDS Planning, Inc CIK 0000838618 0.712 609 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 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
JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gradient Investments LLC CIK 0001542265 0.563 448 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clare Market Investments LLC CIK 0002054098 0.513 173 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Chip Partners, LLC CIK 0001632801 0.571 184 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
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
ALERUS FINANCIAL NA CIK 0000919458 0.827 506 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CNB Bank CIK 0001732074 0.306 518 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
Clarus Wealth Advisors CIK 0001730149 0.310 86 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kessler Investment Group, LLC CIK 0001525947 0.119 81 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.624 300 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 -0.5 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
Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.2 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status