Signals

← Signals

☆ASO

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

Flow ranking

Rank#1222
Score / z0.040 / 0.03
Consensus112.24 over 205 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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

Negative / total0 / 1
FiledFormItems
2026-09-09 8-K 2.02, 7.01, 9.01
2026-06-09 8-K 2.02, 7.01, 9.01
2026-06-04 8-K 5.07, 8.01
2026-05-14 8-K 1.01, 1.02, 2.03, 7.01, 9.01
2026-05-04 8-K 7.01
2026-05-04 8-K 7.01
2026-04-07 8-K 7.01
2026-03-31 8-K 7.01
2026-03-17 8-K 2.02, 7.01, 9.01
2025-12-09 8-K 2.02, 7.01, 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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆FMR LLC CIK 0000315066 0.989 5571 447.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 433.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 330.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 171.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 119.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 94.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 91.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 89.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 65.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 64.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 57.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Stephens Investment Management Group LLC CIK 0001314440 0.460 176 52.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 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 41.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hood River Capital Management LLC CIK 0001578177 0.546 166 35.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 35.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 34.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 32.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 31.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 30.8 0.0% 1 +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 28.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 26.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 25.8 0.0% 1 +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 24.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 23.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 22.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 22.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacifica Capital Investments, LLC CIK 0001486713 0.851 15 20.3 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 19.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 17.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 16.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BWCP, LP CIK 0001787893 0.196 24 16.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J. Goldman & Co LP CIK 0001412741 0.000 383 15.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Impala Asset Management LLC CIK 0001317679 0.277 20 13.9 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 13.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tensile Capital Management LP CIK 0001598843 0.624 22 12.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penn Capital Management Company, LLC CIK 0001158202 0.097 185 11.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 11.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 10.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hook Mill Capital Partners, LP CIK 0001943395 0.163 37 10.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Hodges Capital Management Inc. CIK 0001337263 0.208 223 10.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 10.2 0.0% 1 +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 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ranmore Fund Management Ltd CIK 0002055400 0.170 23 9.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 9.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 9.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 8.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 7.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 7.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dupree Financial Group, LLC CIK 0001989251 0.159 81 5.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Divisadero Street Capital Management, LP CIK 0001901865 0.210 140 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviance Capital Partners, LLC CIK 0001542383 0.490 388 4.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ROBOTTI ROBERT CIK 0001105838 0.673 61 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eisler Capital Management Ltd. CIK 0002055810 0.000 376 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Shellback Capital, LP CIK 0001591744 0.016 89 3.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOR INVESTMENT MANAGEMENT INC /OH/ /ADV CIK 883734 0.466 48 3.3 2.2% 3 -0.2 pp -0.8 pp +2.2 pp +2.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ISTHMUS PARTNERS, LLC CIK 0001639666 0.299 226 2.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Alamar Capital Management, LLC CIK 0001846995 0.259 88 2.3 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cinctive Capital Management LP CIK 0001787258 0.000 400 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINTON GROUP Ltd CIK 0001612063 0.014 1137 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Verity Asset Management, Inc. CIK 0001597298 0.143 223 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Holdings, LLC CIK 0001411784 0.174 237 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Villanova Investment Management Co LLC CIK 0001872130 0.120 56 1.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Fieldview Capital Management, LLC CIK 0002040221 0.000 507 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Radnor Capital Management, LLC CIK 0001696867 0.326 312 1.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOSTER & MOTLEY INC CIK 0001163902 0.533 405 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PIN OAK INVESTMENT ADVISORS INC CIK 0001094584 0.131 563 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CNB Bank CIK 0001732074 0.306 518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 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 ASO). Qtrs Held counts distinct quarters this fund has actually held ASO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ASO position size. Δ columns are the percentage-point change in ASO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status