Signals

ARES

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

Flow ranking

Rank#24270
Score / z-0.370 / -0.56
Consensus279.77 over 497 funds
Momentumno 12m return

Price & positioning

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

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

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
VANGUARD GROUP INC CIK 0000102909 0.000 0 3,465.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG, SMFNF) CIK 0001022837 0.906 175 2,136.9 37.5% 3 -0.3 pp +1.6 pp +37.5 pp +37.5 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,071.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 1,851.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1,500.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 1,268.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,247.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 847.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 730.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 722.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 685.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 678.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 586.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 565.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 561.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 459.0 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 371.7 30.4% 2 -4.1 pp +30.4 pp +30.4 pp +30.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 321.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 319.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 317.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 290.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 237.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Winslow Capital Management, LLC CIK 0000900973 0.758 66 232.9 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
Curated Wealth Partners LLC CIK 0001781284 0.789 241 226.8 27.4% 2 -2.8 pp +27.4 pp +27.4 pp +27.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 220.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Vulcan Value Partners, LLC CIK 0001556785 0.887 36 215.8 3.9% 2 +0.1 pp +3.9 pp +3.9 pp +3.9 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 199.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 173.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
M&G Plc CIK 0001802539 0.820 370 171.6 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
Hamlin Capital Management, LLC CIK 0001277403 0.815 30 170.9 3.9% 2 -0.4 pp +3.9 pp +3.9 pp +3.9 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 168.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 164.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 162.7 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 161.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 159.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 155.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 152.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 149.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 145.9 0.2% 2 +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 141.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 132.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 130.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 126.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 112.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 112.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quilter Plc CIK 0001770632 0.827 131 106.6 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 100.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 99.6 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 96.4 2.9% 2 -0.5 pp +2.9 pp +2.9 pp +2.9 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 93.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 87.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 86.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 76.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 68.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 65.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FIL Ltd CIK 0000318989 0.878 1140 65.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Blue Whale Capital LLP CIK 0001801547 0.529 27 64.0 3.5% 2 -1.1 pp +3.5 pp +3.5 pp +3.5 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 62.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 60.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Munro Partners CIK 0001768744 0.213 59 58.2 1.6% 1 +1.6 pp +1.4 pp +0.7 pp +1.6 pp
Partners Group Holding AG CIK 0001534259 0.621 52 57.8 3.2% 2 +0.3 pp +3.2 pp +3.2 pp +3.2 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 57.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 52.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 50.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 50.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 49.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 49.5 1.7% 2 +0.6 pp +1.7 pp +1.7 pp +1.7 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 48.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 47.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 45.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 42.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 42.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 41.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 41.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 40.1 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 35.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 35.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 34.1 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 32.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 32.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 29.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 28.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 28.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 28.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 27.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CINCINNATI FINANCIAL CORP (CINF) CIK 0000020286 0.828 56 26.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 26.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 26.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 25.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 25.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ZEVENBERGEN CAPITAL INVESTMENTS LLC CIK 0001276918 0.659 109 25.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 25.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 25.1 0.0% 2 +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 24.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 23.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 23.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 23.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 21.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 20.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 19.3 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 19.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 18.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 18.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 17.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 17.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 17.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Overbrook Management Corp CIK 0001269786 0.459 68 17.4 3.1% 2 -1.0 pp +3.1 pp +3.1 pp +3.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 16.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 16.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 16.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
GUARDIAN POINT CAPITAL, LP CIK 0001595932 0.562 14 16.0 6.1% 2 +2.2 pp +6.1 pp +6.1 pp +6.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 15.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 15.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 15.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 15.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PORTLAND INVESTMENT COUNSEL INC. CIK 0001081668 0.608 58 14.5 4.0% 2 -0.7 pp +4.0 pp +4.0 pp +4.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 14.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 14.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 13.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northern Right Capital Management, L.P. CIK 0001346543 0.130 27 13.5 4.2% 2 -0.8 pp +4.2 pp +4.2 pp +4.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 13.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 13.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 12.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 12.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 12.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 11.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 11.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 11.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 11.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 11.6 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 11.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 10.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 10.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 10.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 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
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 9.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 9.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 9.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 9.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 9.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 9.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 9.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 9.1 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 8.8 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 8.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 8.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
VICUS CAPITAL CIK 0001544806 0.660 268 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 -0.3 pp -0.3 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
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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 ARES). Qtrs Held counts distinct quarters this fund has actually held ARES (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ARES position size. Δ columns are the percentage-point change in ARES'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