Signals

ATO

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-09-15 Insider ROBBINS J MATT (SR VP, HUMAN RESOURCES) disposed via G
2026-08-10 8-K Item(s) 5.02, 7.01, 9.01
2026-08-05 8-K Item(s) 2.02, 9.01
2026-06-18 8-K Item(s) 1.01, 9.01
2026-06-18 8-K Item(s) 8.01, 9.01
2026-06-15 Ownership Dilution filing by ATMOS ENERGY CORP (424B5)
2026-05-06 8-K Item(s) 2.02, 9.01
2026-03-30 8-K Item(s) 1.01, 2.03
2026-02-10 8-K Item(s) 5.03, 5.07, 9.01
2026-02-03 8-K Item(s) 2.02, 9.01
2025-11-05 8-K Item(s) 2.02, 9.01
2025-10-01 8-K Item(s) 1.01, 9.01
2025-09-18 Ownership Dilution filing by ATMOS ENERGY CORP (424B5)
2025-06-16 Ownership Dilution filing by ATMOS ENERGY CORP (424B5)
2024-12-03 Ownership Dilution filing by ATMOS ENERGY CORP (424B5)
2024-09-17 Ownership Dilution filing by ATMOS ENERGY CORP (424B5)
2024-06-18 Ownership Dilution filing by ATMOS ENERGY CORP (424B5)
2024-05-08 Ownership Dilution filing by ATMOS ENERGY CORP (424B5)
2023-10-05 Ownership Dilution filing by ATMOS ENERGY CORP (424B5)
2023-03-31 Ownership Dilution filing by ATMOS ENERGY CORP (424B5)
2022-09-27 Ownership Dilution filing by ATMOS ENERGY CORP (424B5)

Flow ranking

Rank#23583
Score / z-0.195 / -0.27
Consensus307.91 over 550 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+3% / 6.8d

Forensics

Issuance as of 2026Q3
Accrual ratio-0.013
F-score
M-score
Net issuance50.1%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-15 ROBBINS J MATT G

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-10 8-K 5.02, 7.01, 9.01
2026-08-05 8-K 2.02, 9.01
2026-06-18 8-K 1.01, 9.01
2026-06-18 8-K 8.01, 9.01
2026-05-06 8-K 2.02, 9.01
2026-03-30 8-K 1.01, 2.03
2026-02-10 8-K 5.03, 5.07, 9.01
2026-02-03 8-K 2.02, 9.01
2025-11-05 8-K 2.02, 9.01
2025-10-01 8-K 1.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-06-15 424B5 ATMOS ENERGY CORP
2025-09-18 424B5 ATMOS ENERGY CORP
2025-06-16 424B5 ATMOS ENERGY CORP
2024-12-03 424B5 ATMOS ENERGY CORP
2024-09-17 424B5 ATMOS ENERGY CORP
2024-06-18 424B5 ATMOS ENERGY CORP
2024-05-08 424B5 ATMOS ENERGY CORP
2023-10-05 424B5 ATMOS ENERGY CORP
2023-03-31 424B5 ATMOS ENERGY CORP
2022-09-27 424B5 ATMOS ENERGY CORP
Showing the 10 most recent.

LLM reads

Ticker EvalImproving
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 3,191.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,210.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 1,754.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Capital International Investors CIK 0001562230 0.968 446 1,634.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 1,583.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 1,174.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 625.2 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 562.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 475.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 441.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 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 385.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 292.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 282.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 245.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 238.6 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 234.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perpetual Ltd CIK 0001647273 0.486 419 217.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 207.6 0.1% 1 +0.1 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 186.0 0.0% 1 +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 181.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 180.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 174.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SFMG, LLC CIK 0001512026 0.796 334 160.8 12.1% 1 +12.1 pp +12.1 pp +12.1 pp +12.1 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 160.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 155.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 148.0 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 146.1 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 136.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GQG Partners LLC CIK 0001697233 0.860 102 127.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 121.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 114.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 111.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 110.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 109.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 108.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 103.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 99.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 93.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 91.5 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 90.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 90.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 89.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 85.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 81.1 8.2% 1 +8.2 pp +8.2 pp +8.2 pp +8.2 pp
Energy Income Partners, LLC CIK 0001388814 0.832 88 74.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Swiss National Bank CIK 0001582202 0.961 2301 74.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 71.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 70.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Amundi CIK 0001330387 0.000 1 70.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 69.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 68.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 67.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 67.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 65.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 65.5 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 65.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 58.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 54.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 54.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merewether Investment Management, LP CIK 0001736852 0.195 81 53.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 53.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 51.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 51.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 50.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 49.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Partners Group Holding AG CIK 0001534259 0.621 52 49.8 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 49.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 49.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 48.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
REAVES W H & CO INC CIK 0000740913 0.781 94 48.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 48.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 44.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 44.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH CIK 0001142433 0.000 0 42.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Aventail Capital Group, LP CIK 0001803822 0.064 155 41.9 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 41.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 39.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 38.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 37.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 33.7 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 33.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 33.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
National Pension Service CIK 0001608046 0.956 552 31.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 30.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 29.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 29.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 29.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 29.3 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 28.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 28.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 27.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 26.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 26.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 26.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 25.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 24.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 24.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 23.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 23.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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
LPL Financial LLC CIK 0001403438 0.957 5996 22.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 21.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 21.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 21.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 20.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 18.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 18.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magellan Asset Management Ltd CIK 0001536105 0.373 78 17.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 17.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 17.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 17.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMF Tjanstepension AB CIK 0001553562 0.910 121 15.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 15.8 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 15.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 14.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 14.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 14.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 13.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 12.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 12.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 11.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 11.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 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
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 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
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 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
Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 1 +0.0 pp +0.0 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
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 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 ATO). Qtrs Held counts distinct quarters this fund has actually held ATO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ATO position size. Δ columns are the percentage-point change in ATO'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