Signals

BAH

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

Flow ranking

Rank#1013
Score / z0.082 / 0.08
Consensus172.38 over 319 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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 804.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 446.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 388.1 0.2% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 328.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 242.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 240.4 0.1% 5 +0.1 pp -0.0 pp -0.2 pp -0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 233.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 178.1 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
Black Creek Investment Management Inc. CIK 0001528593 0.701 27 173.8 9.8% 5 -1.4 pp -0.7 pp -0.1 pp +1.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 149.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 125.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 120.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 113.2 0.1% 5 -0.1 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 103.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 98.1 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 96.5 0.1% 1 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 96.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 95.3 0.6% 3 -0.3 pp +0.1 pp +0.6 pp +0.6 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 89.5 1.2% 5 -0.5 pp -0.8 pp -0.8 pp -0.7 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 72.0 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 68.7 0.0% 6 -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 68.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COATUE MANAGEMENT LLC CIK 0001135730 0.880 66 65.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 62.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 61.1 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 60.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 51.6 0.6% 3 -0.3 pp +0.1 pp +0.6 pp +0.6 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 51.3 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 46.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 45.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 42.4 4.9% 5 -2.4 pp -2.9 pp -3.8 pp -4.7 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 41.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 40.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 34.6 0.1% 4 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 33.9 0.1% 3 -0.2 pp -0.0 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 32.9 0.1% 5 -0.3 pp -0.3 pp -0.3 pp -0.2 pp
Rathbones Group PLC CIK 0001351991 0.902 665 27.7 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 23.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 23.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 23.1 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 22.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 21.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 20.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 19.9 0.0% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
WATERS PARKERSON & CO., LLC CIK 0001222993 0.685 200 19.6 1.0% 5 -0.4 pp -0.4 pp -0.7 pp -0.7 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 19.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 19.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 18.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 17.5 0.0% 5 -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 17.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 17.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 17.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 16.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 15.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 15.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 14.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 14.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 14.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 14.2 0.1% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 13.4 0.1% 1 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 13.4 0.0% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 12.5 0.3% 5 -0.1 pp -0.3 pp -0.5 pp -0.4 pp
DF DENT & CO INC CIK 0000934999 0.596 271 12.3 0.2% 5 -0.2 pp -0.2 pp -0.4 pp -0.5 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 11.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 11.5 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 11.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 10.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 10.6 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Crawford Fund Management, LLC CIK 0001816427 0.129 32 10.0 3.1% 5 -1.8 pp -1.1 pp -2.1 pp -2.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 9.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 8.6 0.1% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 8.4 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Midwest Trust Co CIK 0002077080 0.757 606 7.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 7.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 7.3 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 7.1 0.0% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 7.0 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 6.6 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 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 6.1 0.1% 2 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 6.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 5.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 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
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 5.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 5.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
Knoll Capital Management, LLC CIK 0001325083 0.275 37 5.7 3.2% 5 +2.6 pp +2.7 pp +2.5 pp +2.2 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.5 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 4.6 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 4.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 4.4 0.0% 5 -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 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Westbourne Investment Advisors, Inc. CIK 0001650092 0.463 120 4.3 1.2% 5 -0.3 pp -0.3 pp -0.4 pp -0.4 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 4.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 4.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.8 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
Rench Wealth Management, Inc. CIK 0001599016 0.459 67 3.6 1.0% 5 -0.4 pp -0.5 pp -0.7 pp -0.9 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 3.6 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.3 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 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 3.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CX Institutional CIK 0001737089 0.437 1568 3.2 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PensionDanmark Pensionsforsikringsaktieselskab CIK 1897090 0.813 590 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.7 0.0% 1 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 2.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 2.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.5 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 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 2.4 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Harvest Investment Advisors, LLC CIK 0001967261 0.414 58 2.4 1.2% 4 +0.2 pp +0.3 pp +0.6 pp +1.2 pp
Walleye Trading LLC CIK 0001388391 0.179 946 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 2.3 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.3 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 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 2.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 2.1 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 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 2.1 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 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 2.0 0.1% 5 -0.0 pp -0.0 pp -0.3 pp -0.2 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.0 0.0% 6 +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 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
CenterBook Partners LP CIK 0001872738 0.028 693 2.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 1.9 0.3% 4 -0.1 pp -0.0 pp +0.1 pp +0.3 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLARK ESTATES INC/NY CIK 0001056466 0.278 90 1.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
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PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 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
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALTA CAPITAL MANAGEMENT LLC/ CIK 0001093589 0.591 109 0.0 0.0% 0 +0.0 pp +0.0 pp -1.3 pp -1.4 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
Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 0.0 0.0% 0 -0.5 pp -0.6 pp -0.8 pp -0.7 pp
PROSPECTOR PARTNERS LLC CIK 0001080380 0.000 16 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
OPTIMIZE FINANCIAL INC. CIK 0002033266 0.127 294 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MILLINGTON SECURITIES, LLC CIK 0001449088 0.438 275 0.0 0.0% 0 -0.1 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 -0.1 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 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
IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Allegiance Financial Group Advisory Services LLC CIK 0001964068 0.704 205 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Estuary Capital Management LP CIK 0001965005 0.035 21 0.0 0.0% 0 +0.0 pp +0.0 pp -8.4 pp -9.2 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRIGHTON SECURITIES CORP. CIK 0000014213 0.811 50 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.0 0.0% 0 -0.2 pp -0.5 pp -0.8 pp -0.8 pp
S-Bank Fund Management Ltd CIK 0002036461 0.203 249 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
GAM Holding AG CIK 0001438848 0.338 273 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
WINMILL & CO. INC CIK 0000052234 0.402 56 0.0 0.0% 0 +0.0 pp +0.0 pp -2.9 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
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Voleon Capital Management LP CIK 0001479847 0.338 761 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.0 0.0% 0 +0.0 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
Resona Asset Management Co.,Ltd. CIK 0001944142 0.855 786 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 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
PDT Partners, LLC CIK 0001564702 0.042 489 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Machina Capital S.A.S. CIK 0001744373 0.008 368 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.1 pp -0.7 pp -0.8 pp -0.9 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sagewood Asset Management LP CIK 0001693636 0.174 432 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
denkapparat Operations GmbH CIK 0001999514 0.033 383 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.3 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 0.0 0.0% 0 +0.0 pp -0.0 pp -1.6 pp -2.3 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 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
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
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 0.0 0.0% 0 +0.0 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
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lombard Odier Asset Management (USA) Corp CIK 0001491719 0.015 77 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kentucky Retirement Systems Insurance Trust Fund CIK 0001584686 0.569 495 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 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 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 BAH). Qtrs Held counts distinct quarters this fund has actually held BAH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its BAH position size. Δ columns are the percentage-point change in BAH'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