Signals

ATR

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

Flow ranking

Rank#2159
Score / z0.000 / -0.00
Consensus159.98 over 277 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

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 0 930.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 835.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 634.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 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 568.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 370.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mawer Investment Management Ltd. CIK 0001538449 0.794 142 368.8 1.9% 2 +0.8 pp +1.9 pp +1.9 pp +1.9 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 294.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 214.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 200.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 165.0 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 155.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 152.8 1.5% 2 +0.4 pp +1.5 pp +1.5 pp +1.5 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 145.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 130.0 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 128.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 84.7 1.0% 2 -0.3 pp +1.0 pp +1.0 pp +1.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 81.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 81.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 77.2 0.0% 2 -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 74.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 71.3 0.0% 2 -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 59.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 57.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 53.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 53.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 52.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 49.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 49.5 1.7% 2 +0.3 pp +1.7 pp +1.7 pp +1.7 pp
EULAV Asset Management CIK 0001540826 0.373 152 41.9 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
Reynders McVeigh Capital Management, LLC CIK 0001455969 0.672 196 41.4 1.9% 2 -0.4 pp +1.9 pp +1.9 pp +1.9 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 36.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 32.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Hemenway Trust Co LLC CIK 0001494234 0.632 135 31.7 2.4% 2 -0.5 pp +2.4 pp +2.4 pp +2.4 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 30.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 29.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 28.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 27.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 26.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 26.1 0.0% 4 -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 25.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 25.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 25.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 25.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 24.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 23.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 23.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 23.3 0.0% 2 -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 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOSTON FAMILY OFFICE LLC CIK 0001039807 0.536 314 21.3 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 20.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 19.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 19.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Capital, Inc. CIK 0000819535 0.576 120 19.0 1.9% 2 +0.2 pp +1.9 pp +1.9 pp +1.9 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 18.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 18.7 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 18.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sone Capital Management, LLC CIK 0002026215 0.034 108 18.1 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 18.1 2.8% 2 -0.6 pp +2.8 pp +2.8 pp +2.8 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 17.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 17.8 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 17.1 0.0% 2 -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 17.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 16.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 15.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 15.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 15.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Curi Capital, LLC CIK 0001332905 0.547 888 14.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
SOMERVILLE KURT F CIK 0001215208 0.429 97 14.7 2.4% 2 -0.6 pp +2.4 pp +2.4 pp +2.4 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 14.5 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
Man Group plc CIK 0001637460 0.631 2032 14.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NUANCE INVESTMENTS, LLC CIK 0001473182 0.195 52 13.8 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 13.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 13.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPEECE THORSON CAPITAL GROUP INC CIK 0000900169 0.350 37 13.3 2.7% 2 +0.0 pp +2.7 pp +2.7 pp +2.7 pp
Nuveen, LLC CIK 0001871926 0.966 3735 12.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 12.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 12.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 11.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Broderick Brian C CIK 0001314376 0.508 95 11.3 2.1% 2 -0.5 pp +2.1 pp +2.1 pp +2.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 11.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regents Gate Capital LLP CIK 0002020935 0.000 37 10.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Baker Chad R CIK 0001666470 0.510 51 10.6 1.8% 2 -0.5 pp +1.8 pp +1.8 pp +1.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Choate Investment Advisors CIK 0001399794 0.922 472 10.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 10.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUZO MICHAEL J CIK 0001053914 0.425 66 9.5 2.6% 2 -0.6 pp +2.6 pp +2.6 pp +2.6 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 8.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 8.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 8.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 8.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kidder Stephen W CIK 0001314377 0.476 75 8.4 2.4% 2 -0.6 pp +2.4 pp +2.4 pp +2.4 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 8.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 8.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 7.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 7.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 7.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delaney Dennis R CIK 0001661536 0.404 61 6.3 3.2% 2 -0.6 pp +3.2 pp +3.2 pp +3.2 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 6.2 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 5.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Notis-McConarty Edward CIK 0001592616 0.343 67 5.0 2.3% 2 -0.5 pp +2.3 pp +2.3 pp +2.3 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 4.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elefante Mark B CIK 0001661535 0.333 60 4.1 2.6% 2 -0.5 pp +2.6 pp +2.6 pp +2.6 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 4.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 3.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALL LAURIE J TRUSTEE CIK 0001388382 0.293 103 3.6 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 3.5 1.0% 2 -0.2 pp +1.0 pp +1.0 pp +1.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dempze Nancy E CIK 0001592614 0.301 91 3.3 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 3.2 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 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 3.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 3.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 2.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Balboa Wealth Partners CIK 0001929008 0.294 476 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSSIAM CIK 0001767471 0.182 680 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
TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEEDS INVESTOR LLC CIK 0002021047 0.225 379 0.0 0.0% 0 -0.1 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
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 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
Tacita Capital Inc CIK 0001846287 0.305 214 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quilter Plc CIK 0001770632 0.827 131 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 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
NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fieldview Capital Management, LLC CIK 0002040221 0.000 507 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 -0.1 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
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
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.1 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 +0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 -0.1 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 ATR). Qtrs Held counts distinct quarters this fund has actually held ATR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ATR position size. Δ columns are the percentage-point change in ATR'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