Signals

AWR

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

Flow ranking

Rank#2474
Score / z0.000 / -0.02
Consensus177.41 over 284 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
2026-08-05 8-K 2.02, 9.01
2026-05-21 8-K 5.02, 5.07
2026-05-06 8-K 2.02, 9.01
2026-03-27 8-K 5.02, 9.01
2026-03-13 8-K 5.02, 9.01
2026-02-20 8-K 1.01, 9.01
2026-02-18 8-K 2.02, 9.01
2026-02-13 8-K 5.02
2025-11-19 8-K 8.01, 9.01
2025-11-05 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-02-27 424B5 AMERICAN STATES WATER CO

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 602.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 291.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 211.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 185.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 147.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 82.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 76.0 0.0% 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 74.7 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 64.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 61.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 51.2 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 39.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 39.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 38.9 0.0% 3 -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 28.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 23.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 22.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 22.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 20.8 0.0% 5 -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 19.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 18.9 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 15.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 15.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 15.0 0.3% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perpetual Ltd CIK 0001647273 0.486 419 13.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 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 12.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 12.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 12.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 10.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Leith Wheeler Investment Counsel Ltd. CIK 0001353651 0.681 85 10.3 0.8% 3 -0.0 pp +0.4 pp +0.8 pp +0.8 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 9.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 9.0 0.0% 6 -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 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 8.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 7.0 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 6.5 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 5.8 0.0% 7 -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 5.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 5.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 5.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dean Capital Management CIK 0001455468 0.041 112 5.1 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 4.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 3.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.7 0.0% 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 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 3.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 3.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magellan Asset Management Ltd CIK 0001536105 0.373 78 3.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 3.0 0.5% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legato Capital Management LLC CIK 0001442641 0.058 678 2.7 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. CIK 0001280487 0.281 446 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CoreCommodity Management, LLC CIK 0001301743 0.643 124 2.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.2 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 2.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 2.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 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 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 1.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 1.9 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 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 1.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 1.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.181 208 1.5 0.0% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 1.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.3 0.0% 5 +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 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 1.3 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.2 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 1.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 1.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 1.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
HCR Wealth Advisors CIK 0001697715 0.731 259 1.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Man Group plc CIK 0001637460 0.631 2032 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Jacobi Capital Management LLC CIK 0001689646 0.613 644 1.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BLACKHILL CAPITAL INC CIK 0000872162 0.969 47 0.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.9 0.0% 5 -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 0.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 0.8 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 0.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
QSV Equity Investors LLC CIK 0002011250 0.056 89 0.0 0.0% 0 +0.0 pp -1.1 pp -1.1 pp -1.2 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 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 -0.1 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
NUANCE INVESTMENTS, LLC CIK 0001473182 0.195 52 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 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
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Motiv8 Investments LLC CIK 0002024873 0.073 1068 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 -0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 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
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
HOERTKORN RICHARD CHARLES CIK 0001598177 0.355 71 0.0 0.0% 0 +0.0 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 -0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
UniSuper Management Pty Ltd CIK 0001989400 0.856 652 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
EULAV Asset Management CIK 0001540826 0.373 152 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
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 AWR). Qtrs Held counts distinct quarters this fund has actually held AWR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its AWR position size. Δ columns are the percentage-point change in AWR'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