Signals

CG

704 in-universe funds with a nonzero position in CG within the trailing 4 quarters, as of 2025Q4

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

DateTypeWhat happened
2026-08-05 8-K Item(s) 2.02, 9.01
2026-06-05 8-K Item(s) 5.02, 5.07, 9.01
2026-06-01 8-K Item(s) 5.02, 7.01, 9.01
2026-05-07 8-K Item(s) 2.02, 9.01
2026-02-26 8-K Item(s) 7.01, 9.01
2026-02-06 8-K Item(s) 2.02, 9.01
2025-12-05 8-K Item(s) 5.02, 7.01, 9.01
2025-10-31 8-K Item(s) 2.02, 9.01
2025-09-19 8-K Item(s) 1.01, 2.03, 8.01, 9.01
2025-09-17 8-K Item(s) 8.01, 9.01
2025-09-17 Ownership Dilution filing by Carlyle Group Inc. (424B5)
2025-09-16 Ownership Dilution filing by Carlyle Group Inc. (424B5)
2021-06-07 Ownership Dilution filing by Carlyle Group Inc. (424B5)
2021-06-04 Ownership Dilution filing by Carlyle Group Inc. (424B5)
2021-05-06 Ownership Dilution filing by Carlyle Group Inc. (424B5)
2021-05-04 Ownership Dilution filing by Carlyle Group Inc. (424B5)
2017-09-08 Ownership Dilution filing by Carlyle Group Inc. (424B5)
2017-09-06 Ownership Dilution filing by Carlyle Group Inc. (424B5)

Flow ranking

Rank#3044
Score / z0.000 / -0.01
Consensus205.23 over 356 funds
Momentumnot computed

Price & positioning

224 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
2026-06-05 8-K 5.02, 5.07, 9.01
2026-06-01 8-K 5.02, 7.01, 9.01
2026-05-07 8-K 2.02, 9.01
2026-02-26 8-K 7.01, 9.01
2026-02-06 8-K 2.02, 9.01
2025-12-05 8-K 5.02, 7.01, 9.01
2025-10-31 8-K 2.02, 9.01
2025-09-19 8-K 1.01, 2.03, 8.01, 9.01
2025-09-17 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-09-17 424B5 Carlyle Group Inc.
2025-09-16 424B5 Carlyle Group Inc.
2021-06-07 424B5 Carlyle Group Inc.
2021-06-04 424B5 Carlyle Group Inc.
2021-05-06 424B5 Carlyle Group Inc.
2021-05-04 424B5 Carlyle Group Inc.
2017-09-08 424B5 Carlyle Group Inc.
2017-09-06 424B5 Carlyle Group Inc.

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 1,814.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,558.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 1,180.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 898.4 1.1% 3 +0.0 pp +0.2 pp +1.1 pp +1.1 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 602.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 564.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 493.0 0.4% 3 +0.1 pp +0.3 pp +0.4 pp +0.4 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 457.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 421.6 1.2% 3 -0.2 pp -0.2 pp +1.2 pp +1.2 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 351.2 1.5% 3 -0.1 pp +0.1 pp +1.5 pp +1.5 pp
Boston Partners CIK 0001386060 0.833 802 327.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 294.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 288.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARIEL INVESTMENTS, LLC CIK 0000936753 0.768 106 233.5 2.5% 3 -0.3 pp -0.2 pp +2.5 pp +2.5 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 192.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 187.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 149.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 148.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 146.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 139.9 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 119.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 101.3 0.0% 3 -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 88.1 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 81.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 78.4 0.6% 3 -0.1 pp +0.0 pp +0.6 pp +0.6 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 73.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 66.0 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 63.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Davis Asset Management, L.P. CIK 0001945894 0.885 85 59.1 2.1% 3 -0.1 pp -0.9 pp +2.1 pp +2.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 57.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 55.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 55.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGEBRIS (UK) LTD CIK 0001700286 0.190 73 50.5 4.0% 1 +4.0 pp +0.8 pp +4.0 pp +4.0 pp
Amundi CIK 0001330387 0.000 1 48.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 43.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN STREET ADVISORS INC /NC CIK 0001010873 0.594 176 42.8 2.4% 3 +0.0 pp +0.3 pp +2.4 pp +2.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 41.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 39.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 39.2 1.1% 3 -0.1 pp -0.5 pp +1.1 pp +1.1 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 35.6 1.0% 3 -0.1 pp +0.1 pp +1.0 pp +1.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 35.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 34.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 33.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 30.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 30.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 29.5 0.3% 3 -0.9 pp -0.6 pp +0.3 pp +0.3 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 28.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 27.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 27.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 27.3 0.5% 3 +0.1 pp -0.0 pp +0.5 pp +0.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 27.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 26.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 26.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 25.7 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
SIRIOS CAPITAL MANAGEMENT L P CIK 0001104883 0.359 86 25.6 3.2% 3 -0.2 pp -0.2 pp +3.2 pp +3.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 24.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 24.0 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 23.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 19.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 18.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 18.3 0.5% 3 -0.1 pp +0.1 pp +0.5 pp +0.5 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 18.1 0.2% 2 -0.1 pp +0.2 pp +0.2 pp -0.0 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 18.0 2.3% 3 -0.5 pp -0.5 pp +2.3 pp +2.3 pp
CastleKnight Management LP CIK 0001835751 0.112 402 15.7 0.9% 3 +0.5 pp -0.2 pp +0.9 pp +0.9 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 15.5 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.200 152 14.9 2.2% 3 -0.2 pp -0.4 pp +2.2 pp +2.2 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 14.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 13.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 13.4 0.0% 3 -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 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 13.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 13.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 12.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 12.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 12.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 12.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 12.1 0.9% 3 -0.2 pp +0.3 pp +0.9 pp +0.9 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 11.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 11.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
SOL Capital Management CO CIK 0001339270 0.000 0 11.0 1.0% 3 -0.1 pp +0.1 pp +1.0 pp +1.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 10.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Aberdeen Group plc CIK 0001716774 0.934 934 10.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 10.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 9.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gator Capital Management, LLC CIK 0001570284 0.259 67 9.7 2.0% 3 -0.6 pp -0.6 pp +2.0 pp +2.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 9.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Channing Capital Management, LLC CIK 0001302404 0.414 106 9.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 9.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 9.3 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 9.3 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 9.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 8.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 8.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINSLOW ASSET MANAGEMENT INC CIK 0001286534 0.536 82 8.6 1.6% 3 -0.1 pp +0.1 pp +1.6 pp +1.6 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 7.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 7.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 7.6 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 7.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 7.4 0.1% 3 -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% 3 -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 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 6.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 6.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 6.7 0.0% 3 -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 6.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 6.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 6.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 6.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 6.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 5.9 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 5.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 5.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 5.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LBP AM SA CIK 0001970075 0.619 423 5.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kerusso Capital Management LLC CIK 0002029597 0.138 58 5.1 2.4% 3 -0.2 pp +0.1 pp +2.4 pp +2.4 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 5.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 5.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 5.0 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 4.9 0.0% 3 +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 4.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gillson Capital LP CIK 0001698055 0.068 80 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -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% 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
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
Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 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
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Friedenthal Financial CIK 0001598611 0.053 253 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Vinva Investment Management Ltd CIK 0001968109 0.574 468 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 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
Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 +0.0 pp -0.1 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
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
Center For Asset Management LLC CIK 0001844878 0.268 151 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 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
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.0 0.0% 0 -0.8 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
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polaris Capital Management, LLC CIK 0001316926 0.455 84 0.0 0.0% 0 -2.4 pp -2.1 pp +0.0 pp +0.0 pp
Azora Capital LP CIK 0001700272 0.093 47 0.0 0.0% 0 -3.1 pp -1.4 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
Fortress Financial Solutions, LLC CIK 0002039501 0.353 56 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Andra AP-fonden CIK 0001535452 0.620 393 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 -0.1 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
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 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
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 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 +0.0 pp
MALTESE CAPITAL MANAGEMENT LLC CIK 0001040762 0.192 100 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
TWIN CAPITAL MANAGEMENT INC CIK 0001059187 0.369 269 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Breakwater Investment Management CIK 0002025925 0.462 600 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 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
American Trust CIK 0001905128 0.729 334 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 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
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 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
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baltimore-Washington Financial Advisors, Inc. CIK 0001555486 0.617 206 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 0.0 0.0% 0 -0.3 pp -0.6 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 0 +0.0 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
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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 -0.1 pp -0.1 pp +0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 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
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Monument Capital Management CIK 0001729428 0.068 262 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 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 -0.1 pp +0.0 pp +0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Wealth Partners, LLC CIK 0001335851 0.644 178 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
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.7 pp -0.2 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
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 CG). Qtrs Held counts distinct quarters this fund has actually held CG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CG position size. Δ columns are the percentage-point change in CG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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