Signals

ARCC

932 in-universe funds with a nonzero position in ARCC within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#800
Score / z0.128 / 0.17
Consensus257.26 over 513 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-13% / 3.3d

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 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
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 355.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 226.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 163.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 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 159.3 0.0% 4 -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 158.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 109.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 102.2 2.1% 4 -0.1 pp -0.4 pp -1.1 pp +2.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 88.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 85.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 84.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 72.2 0.8% 3 +0.1 pp -0.1 pp +0.8 pp +0.8 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 71.7 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 64.0 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 64.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 62.4 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 61.0 0.0% 3 -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% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 59.4 0.9% 3 +0.2 pp +0.3 pp +0.9 pp +0.9 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 54.7 2.6% 3 +0.0 pp -0.5 pp +2.6 pp +2.6 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 52.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 52.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 50.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 49.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 47.7 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 45.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ARES MANAGEMENT LLC CIK 0001259313 0.823 44 45.4 2.6% 3 +0.7 pp +0.5 pp +2.6 pp +2.6 pp
Progeny 3, Inc. CIK 0001536006 0.774 29 45.0 2.4% 3 +0.2 pp -0.2 pp +2.4 pp +2.4 pp
Muzinich & Co., Inc. CIK 0001618824 0.785 38 43.3 13.6% 3 +0.7 pp -0.1 pp +13.6 pp +13.6 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 35.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 33.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 33.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 33.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 31.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 30.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 29.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Michael & Susan Dell Foundation CIK 0001599858 0.958 7 26.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
BRUNI J V & CO /CO CIK 0001078841 0.604 33 25.8 2.5% 3 -0.1 pp -0.5 pp +2.5 pp +2.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 25.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 25.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 24.6 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 24.5 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 24.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 23.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 21.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 21.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 20.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SAGE ADVISORS, LLC CIK 0002032121 0.464 48 19.3 12.8% 3 -2.3 pp -3.7 pp +12.8 pp +12.8 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 18.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 18.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 17.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 16.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 16.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Melia Wealth LLC CIK 0001964047 0.479 23 16.4 7.6% 3 +0.4 pp -0.6 pp +7.6 pp +7.6 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 16.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 16.0 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 15.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 14.3 1.1% 3 -0.0 pp -0.2 pp +1.1 pp +1.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 14.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 13.4 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 12.7 1.7% 3 +0.1 pp -0.1 pp +1.7 pp +1.7 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 12.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 12.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 12.4 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 12.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 11.2 1.2% 3 +0.1 pp +0.0 pp +1.2 pp +1.2 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 11.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
Bell Bank CIK 0001002672 0.895 195 10.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LGT Group Foundation CIK 0001911278 0.801 284 10.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Gilbert & Cook, Inc. CIK 0001675762 0.859 229 10.1 1.3% 3 -0.8 pp -1.7 pp +1.3 pp +1.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 9.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISTA FINANCE, LLC CIK 0001893809 0.383 69 9.8 6.5% 3 -1.7 pp -4.5 pp +6.5 pp +6.5 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 9.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 9.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 9.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRITSTONE ASSET MANAGEMENT LLC CIK 0001964236 0.009 174 9.0 8.6% 4 -0.8 pp -1.1 pp -1.8 pp +8.6 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 9.0 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 9.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 8.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 8.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 8.4 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
Boston Partners CIK 0001386060 0.833 802 8.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 8.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 7.9 0.9% 3 -0.1 pp -0.4 pp +0.9 pp +0.9 pp
Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 7.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 7.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 7.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
one8zero8, LLC CIK 0002053138 0.351 265 7.6 1.7% 3 -0.0 pp -0.2 pp +1.7 pp +1.7 pp
NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 7.5 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 7.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 7.4 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
SFMG, LLC CIK 0001512026 0.796 334 7.4 0.5% 3 -0.0 pp -0.3 pp +0.5 pp +0.5 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 7.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Enstar Group LTD CIK 0001363829 0.893 9 7.2 2.8% 3 -1.0 pp -1.1 pp +2.8 pp +2.8 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 7.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 7.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smith Asset Management Co., LLC CIK 0002068217 0.253 70 6.4 5.3% 4 +0.1 pp -0.3 pp -0.5 pp +5.3 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 6.3 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 6.3 3.4% 3 +0.1 pp -0.6 pp +3.4 pp +3.4 pp
Prairiewood Capital, LLC CIK 0001839695 0.769 81 6.1 1.9% 3 +0.2 pp +0.1 pp +1.9 pp +1.9 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 5.7 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bayview Asset Management, LLC CIK 0001767366 0.028 44 5.5 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 5.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 5.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 5.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 5.1 0.0% 3 -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% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Challenger Wealth Management CIK 0002057602 0.506 65 5.0 3.8% 3 -0.1 pp -0.0 pp +3.8 pp +3.8 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 4.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 4.7 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% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 4.7 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 4.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baugh & Associates, LLC CIK 0001730818 0.384 42 4.3 2.1% 3 -0.1 pp -0.4 pp +2.1 pp +2.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 4.0 0.7% 3 -0.0 pp -0.3 pp +0.7 pp +0.7 pp
M&G Plc CIK 0001802539 0.820 370 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 4.0 1.0% 3 +0.2 pp +0.1 pp +1.0 pp +1.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 3.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Independent Advisor Alliance CIK 0001696899 0.044 1054 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parkwood LLC CIK 0001597823 0.292 71 3.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Cottage Street Advisors LLC CIK 0001665302 0.295 149 3.6 1.5% 3 -0.1 pp -0.5 pp +1.5 pp +1.5 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 3.6 0.6% 3 -0.0 pp -0.2 pp +0.6 pp +0.6 pp
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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
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW ENGLAND ASSET MANAGEMENT INC CIK 0001004244 0.605 131 0.0 0.0% 0 -0.6 pp -0.8 pp +0.0 pp +0.0 pp
FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
Steadtrust LLC CIK 0002097595 0.161 132 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PayPay Securities Corp CIK 0001908623 0.257 302 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Teamwork Financial Advisors, LLC CIK 0001629931 0.306 184 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 0.0 0.0% 0 +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
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
AllSquare Wealth Management LLC CIK 0001633674 0.497 539 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Mandatum Life Insurance Co Ltd CIK 0001664324 0.702 90 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC CIK 0001812177 0.407 142 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp -1.5 pp +0.0 pp +0.0 pp
Capital Management Associates, Inc CIK 0002008851 0.641 153 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 0.0 0.0% 0 -3.0 pp -3.2 pp +0.0 pp +0.0 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 -0.0 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
Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.0 0.0% 0 -0.0 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
Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 +0.0 pp -0.1 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
Byrne Asset Management LLC CIK 0001911322 0.159 591 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
MONETARY MANAGEMENT GROUP INC CIK 0001133014 0.324 335 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
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
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 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 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 -0.0 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
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Callodine Capital Management, LP CIK 0001741675 0.554 62 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 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
Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
Amitell Capital Pte Ltd CIK 0001807559 0.091 26 0.0 0.0% 0 -0.4 pp -0.3 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
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Second Line Capital, LLC CIK 0001992879 0.612 173 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
ROGCO, LP CIK 0001998892 0.631 224 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zuckerman Investment Group, LLC CIK 0001423296 0.581 138 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KAVAR CAPITAL PARTNERS GROUP, LLC CIK 0001841766 0.414 204 0.0 0.0% 0 -0.7 pp -0.8 pp +0.0 pp +0.0 pp
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 -0.1 pp -0.2 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
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
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp -0.2 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
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 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
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Capital Partners Inc. CIK 2141005 0.591 214 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 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
National Philanthropic Trust CIK 0001785342 0.575 409 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
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.1 pp -0.2 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
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
BARD ASSOCIATES INC CIK 0001105907 0.296 292 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 -0.0 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
Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 -0.0 pp -0.1 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
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 -1.0 pp -1.1 pp +0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
NAN FUNG TRINITY (HK) Ltd CIK 0001781880 0.285 55 0.0 0.0% 0 -1.2 pp -2.2 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.0 0.0% 0 -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% 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 +0.0 pp -0.2 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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