Signals

ARCC

1080 in-universe funds with a nonzero position in ARCC within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#576
Score / z0.294 / 0.34
Consensus253.83 over 504 funds
Momentum-0.35 ≠

Price & positioning

226 cached closes, trailing year
Drawdown-12%
Short interest+2% / 8.0d

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 315.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 255.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 246.6 0.2% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
STRS OHIO CIK 0000820478 0.777 2154 197.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 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 165.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 139.9 2.5% 6 -0.3 pp +0.4 pp +0.3 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 120.5 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 109.1 0.1% 5 -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 82.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 76.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 74.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 71.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 65.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 63.1 0.7% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 62.4 1.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 55.7 0.8% 5 -0.1 pp -0.1 pp +0.1 pp +0.2 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 53.9 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
ARES MANAGEMENT LLC CIK 0001259313 0.823 44 51.6 2.2% 5 -0.9 pp -0.3 pp +0.3 pp +0.2 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 51.3 2.3% 5 +0.0 pp -0.3 pp -0.3 pp -0.8 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 49.9 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 49.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 48.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 45.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 45.2 0.5% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 42.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Muzinich & Co., Inc. CIK 0001618824 0.785 38 41.7 14.2% 5 +0.2 pp +0.6 pp +1.3 pp +0.5 pp
Progeny 3, Inc. CIK 0001536006 0.774 29 41.2 2.1% 5 -0.0 pp -0.3 pp -0.1 pp -0.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 39.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 37.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 31.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 30.6 0.4% 3 -0.2 pp -0.1 pp +0.4 pp +0.4 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.644 374 29.2 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 26.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Michael & Susan Dell Foundation CIK 0001599858 0.958 7 25.2 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
SPINNAKER TRUST CIK 0001158970 0.675 309 24.5 1.2% 5 -0.1 pp -0.1 pp +0.0 pp -0.0 pp
BRUNI J V & CO /CO CIK 0001078841 0.604 33 23.5 2.1% 5 -0.3 pp -0.4 pp -0.5 pp -0.9 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 22.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 22.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 21.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 21.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 20.7 0.3% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 19.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 18.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 16.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 15.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 15.7 0.8% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 15.1 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 14.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 14.5 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 14.4 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 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 13.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Estate Planners Group, LLC CIK 0002118977 0.584 70 13.4 6.1% 2 +0.2 pp +6.1 pp +6.1 pp +6.1 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 13.3 0.9% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 13.2 1.2% 5 -0.4 pp -0.5 pp -0.3 pp -0.6 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 12.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LGT Group Foundation CIK 0001911278 0.801 284 12.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 12.3 0.5% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 12.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 11.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 10.8 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 10.6 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 10.1 1.0% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bell Bank CIK 0001002672 0.895 195 9.6 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Melia Wealth LLC CIK 0001964047 0.479 23 8.5 4.9% 5 -2.2 pp -2.7 pp -2.3 pp -3.3 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 8.5 0.2% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 8.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GRITSTONE ASSET MANAGEMENT LLC CIK 0001964236 0.009 174 8.3 8.0% 1 +8.0 pp -0.7 pp -1.4 pp -1.7 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALDWIN WEALTH PARTNERS LLC/MA CIK 0001021258 0.643 234 8.1 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 8.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 7.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
LGT Fund Management Co Ltd. CIK 0001911284 0.522 235 7.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 7.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 7.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 7.5 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
one8zero8, LLC CIK 0002053138 0.351 265 7.4 1.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.4 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 7.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gilbert & Cook, Inc. CIK 0001675762 0.859 229 7.3 0.8% 5 -0.2 pp -0.4 pp -1.2 pp -2.1 pp
Prairiewood Capital, LLC CIK 0001839695 0.769 81 7.1 1.8% 5 +0.1 pp -0.1 pp +0.2 pp +0.1 pp
Trinity Financial Advisors LLC CIK 0001809574 0.677 95 6.9 1.8% 2 +0.0 pp +1.8 pp +1.8 pp +1.8 pp
Enstar Group LTD CIK 0001363829 0.893 9 6.9 3.2% 5 +0.2 pp +0.4 pp -0.5 pp -0.7 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 6.7 0.3% 5 +0.1 pp -0.0 pp -0.0 pp -0.1 pp
ROMANO BROTHERS AND COMPANY CIK 0000200648 0.368 331 6.6 0.7% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
Mutual Advisors, LLC CIK 0001694080 0.625 1377 6.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 6.6 0.7% 5 -0.1 pp -0.2 pp -0.4 pp -0.6 pp
NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 6.5 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Smith Asset Management Co., LLC CIK 0002068217 0.253 70 6.5 5.1% 6 -0.2 pp -0.2 pp -0.1 pp -0.5 pp
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. CIK 0001630936 0.191 80 6.4 3.1% 5 +0.2 pp -0.3 pp -0.2 pp -0.9 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 6.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SFMG, LLC CIK 0001512026 0.796 334 6.4 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.4 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 6.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 6.1 0.9% 5 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 5.6 0.7% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 5.5 0.2% 5 -0.0 pp -0.2 pp -0.1 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 5.3 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
PAYDEN & RYGEL CIK 0000919219 0.212 131 5.1 0.4% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.085 390 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Baugh & Associates, LLC CIK 0001730818 0.384 42 5.0 2.2% 5 -0.2 pp +0.1 pp -0.0 pp -0.4 pp
Liberty Mutual Group Asset Management Inc. CIK 0001533497 0.339 39 5.0 0.4% 3 +0.0 pp -0.3 pp +0.4 pp +0.4 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 4.9 1.1% 5 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 4.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Mirador Capital Partners LP CIK 0001633446 0.360 216 4.8 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
FINANCIAL MANAGEMENT NETWORK INC CIK 0001844831 0.459 211 4.7 0.7% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 4.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 4.6 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
TICINO WEALTH CIK 0002105416 0.168 135 4.5 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD SECOND NATIONAL BANK OF AURORA CIK 0000903783 0.413 275 4.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 4.2 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Family Manage LLC CIK 0001539947 0.278 323 4.1 0.4% 5 +0.0 pp +0.2 pp +0.3 pp +0.2 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 4.0 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 4.0 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.4 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 3.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Challenger Wealth Management CIK 0002057602 0.506 65 3.6 2.7% 5 -0.6 pp -1.1 pp -1.2 pp -1.1 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 3.6 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LFG Wealth Partners, LLC CIK 0002044171 0.104 98 3.6 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 3.6 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
STABLEFORD CAPITAL II LLC CIK 0001842089 0.196 147 3.6 1.2% 5 -0.0 pp +0.2 pp +0.6 pp +0.5 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Avior Wealth Management, LLC CIK 0001599868 0.477 787 3.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parkwood LLC CIK 0001597823 0.292 71 3.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 3.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 3.3 2.2% 5 +1.0 pp +0.8 pp +1.2 pp +1.7 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 3.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 3.2 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
Providence Capital Advisors, LLC CIK 0001730814 0.167 385 3.2 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Cornerstone Select Advisors, LLC CIK 0002055366 0.137 149 3.2 1.3% 5 -0.5 pp -0.8 pp -0.9 pp -1.3 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 3.2 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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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
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Harbor Asset Planning, Inc. CIK 0002077050 0.237 416 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 +0.0 pp +0.0 pp -0.6 pp -0.7 pp
Amitell Capital Pte Ltd CIK 0001807559 0.091 26 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.3 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 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 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 +0.0 pp +0.0 pp -0.3 pp -0.3 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
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
D L CARLSON INVESTMENT GROUP INC CIK 0001021117 0.434 133 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 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 -0.6 pp +0.0 pp -0.7 pp -0.8 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
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
OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 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
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 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
Redmond Asset Management, LLC CIK 0001567890 0.222 199 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Callahan Advisors, LLC CIK 0001395055 0.520 181 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 +0.0 pp +0.0 pp -0.2 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
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.1 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
GAMMA Investing LLC CIK 0002010235 0.492 4173 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 +0.0 pp +0.0 pp -0.3 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 -0.0 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
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
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
PALLADIEM, LLC CIK 0001629271 0.040 136 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
LeClair Wealth Partners LLC CIK 0002056667 0.000 132 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Clarus Wealth Advisors CIK 0001730149 0.310 86 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
WFA of San Diego, LLC CIK 0001821407 0.186 94 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 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
Sepio Capital, LP CIK 0001751412 0.794 346 0.0 0.0% 0 -0.0 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
Asset Planning,Inc CIK 0002048547 0.411 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Generation Capital Management LLC CIK 0002054384 0.153 83 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 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 +0.0 pp +0.0 pp -0.4 pp -0.4 pp
PETERSON WEALTH MANAGEMENT CIK 0001785144 0.428 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 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
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Allie Family Office LLC CIK 0001908612 0.456 107 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Whitaker-Myers Wealth Managers, LTD. CIK 0001973849 0.605 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
BARD ASSOCIATES INC CIK 0001105907 0.296 292 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHP Wealth Management CIK 0001807060 0.763 1981 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
Permanens Capital L.P. CIK 0001599637 0.387 100 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Glassy Mountain Advisors, Inc. CIK 0001914617 0.454 76 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.5 pp
Towne Trust Company, N.A CIK 0001102256 0.284 323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIFFIN ASSET MANAGEMENT, INC. CIK 0000883803 0.352 245 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 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
EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.1 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.0 0.0% 0 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp -0.3 pp +0.0 pp +0.0 pp
NAN FUNG TRINITY (HK) Ltd CIK 0001781880 0.285 55 0.0 0.0% 0 +0.0 pp +0.0 pp -1.2 pp -2.2 pp
ACORN CREEK CAPITAL LLC CIK 0001994827 0.780 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PCG Wealth Advisors, LLC CIK 0001905393 0.301 180 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 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
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 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
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 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 (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