Signals

ASX

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

Flow ranking

Rank#2347
Score / z0.000 / -0.02
Consensus181.15 over 326 funds
Momentumnot computed

Price & positioning

227 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 / 0

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2017-03-28 424B5 ASE Technology Holding Co., Lt
2017-02-03 424B5 ASE Technology Holding Co., Lt
2016-12-16 424B5 ASE Technology Holding Co., Lt

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,184.6 0.0% 5 +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 423.6 0.0% 6 +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 374.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 359.6 0.5% 5 +0.1 pp -0.0 pp +0.3 pp +0.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 351.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 261.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 249.1 0.6% 5 +0.3 pp +0.3 pp +0.4 pp +0.3 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 240.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 198.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 192.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 174.0 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 157.5 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 94.3 0.9% 5 +0.0 pp -0.1 pp +0.2 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 90.2 0.1% 5 +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 81.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 71.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 64.7 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 63.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 56.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 56.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 54.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 51.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 48.6 0.0% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 48.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 48.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TT International Asset Management LTD CIK 0001809187 0.145 49 41.0 5.2% 2 +5.1 pp +5.2 pp +3.7 pp +3.5 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 40.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 36.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 35.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 31.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 31.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 30.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 29.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 28.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 28.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 22.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 20.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninety One North America, Inc. CIK 0001633343 0.550 106 20.5 1.0% 5 +0.5 pp +0.7 pp +0.7 pp +0.8 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 20.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 19.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 18.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 17.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 17.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 16.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 15.7 1.6% 5 +0.4 pp +0.7 pp +0.9 pp +1.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 15.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 15.0 0.1% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 13.6 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 13.6 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 13.3 0.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 12.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 11.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 11.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 10.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 10.5 0.1% 5 +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 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 9.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 9.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dilation Capital Management LP CIK 0001922880 0.055 20 8.9 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 7.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 7.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS CIK 872786 0.647 329 7.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 7.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NINE MASTS CAPITAL Ltd CIK 0001569356 0.099 95 7.1 0.8% 2 -1.7 pp +0.8 pp +0.8 pp +0.8 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 7.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +1.9 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.8 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 6.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 6.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 6.1 1.3% 5 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 6.1 0.6% 2 -0.7 pp +0.6 pp +0.5 pp +0.6 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 5.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ballentine Partners, LLC CIK 0001374889 0.936 1078 5.9 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 5.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kultura Capital Management LP CIK 0002064545 0.020 31 5.8 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 5.5 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 5.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 5.0 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 4.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 4.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 4.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 4.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 4.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 4.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 4.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 4.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 4.0 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
TRIGLAV INVESTMENTS, D.O.O. CIK 0002056690 0.497 184 3.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.9 0.0% 4 +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 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Tiptree Advisors, LLC CIK 0001455452 0.056 24 3.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 3.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Aubrey Capital Management Ltd CIK 0001730754 0.021 39 3.2 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
E Fund Management Co., Ltd. CIK 0001842296 0.366 488 3.1 0.1% 1 +0.1 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 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 2.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 2.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 2.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 2.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Capital, Inc. CIK 0000819535 0.576 120 2.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Tower View Wealth Management LLC CIK 0001729045 0.311 205 2.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
PDS Planning, Inc CIK 0000838618 0.712 609 2.0 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 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
Wealthstream Advisors, Inc. CIK 0001833780 0.848 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 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 -0.1 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
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
NKCFO LLC CIK 0001757282 0.145 92 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
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 pp -0.2 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
Turning Point Benefit Group, Inc. CIK 0002008513 0.068 109 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Pinpoint Asset Management (Singapore) Pte. Ltd. CIK 0002080247 0.158 151 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 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
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.143 776 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 +0.0 pp -0.1 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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trek Financial, LLC CIK 0001768195 0.100 501 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
Eagle Bay Advisors LLC CIK 0001862864 0.188 141 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 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
Haven Private, LLC CIK 0002053665 0.242 171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 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
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 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 ASX). Qtrs Held counts distinct quarters this fund has actually held ASX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ASX position size. Δ columns are the percentage-point change in ASX'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