Signals

COF

1853 in-universe funds with a nonzero position in COF within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#126
Score / z1.615 / 2.05
Consensus859.30 over 1664 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-9% / 1.9d

Forensics

Clean as of 2026Q2
Accrual ratio
F-score
M-score
Net issuance

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 8
FiledFormItems
2026-09-15 8-K 8.01, 9.01
2026-09-15 8-K 7.01, 9.01
2026-09-15 8-K 7.01, 9.01
2026-09-01 8-K 5.03, 9.01
2026-08-20 8-K 8.01, 9.01
2026-08-17 8-K 7.01, 9.01
2026-07-21 8-K 7.01, 9.01
2026-07-21 8-K 2.02, 9.01
2026-06-15 8-K 7.01, 9.01
2026-06-09 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-09-08 424B5 CAPITAL ONE FINANCIAL CORP
2026-01-29 424B5 CAPITAL ONE FINANCIAL CORP
2025-09-10 424B5 CAPITAL ONE FINANCIAL CORP
2025-09-08 424B5 CAPITAL ONE FINANCIAL CORP
2025-01-28 424B5 CAPITAL ONE FINANCIAL CORP
2024-07-24 424B5 CAPITAL ONE FINANCIAL CORP
2024-03-11 424B5 CAPITAL ONE FINANCIAL CORP
2024-01-29 424B5 CAPITAL ONE FINANCIAL CORP
2023-10-27 424B5 CAPITAL ONE FINANCIAL CORP
2023-06-05 424B5 CAPITAL ONE FINANCIAL CORP
Showing the 10 most recent.

LLM reads

Ticker EvalMixed
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 11,995.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 10,840.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 5,910.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital World Investors CIK 0001422849 0.974 637 5,523.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FMR LLC CIK 0000315066 0.989 5571 3,528.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3,259.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2,970.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DODGE & COX CIK 0000200217 0.944 222 2,735.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2,233.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 2,142.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 1,905.4 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
Capital Research Global Investors CIK 0001422848 0.983 426 1,728.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 1,723.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 1,701.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 1,652.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 1,651.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,628.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,544.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 1,521.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,491.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 1,449.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 1,404.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 1,337.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VIKING GLOBAL INVESTORS LP CIK 0001103804 0.557 90 1,206.6 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,171.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 1,153.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 992.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 935.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 840.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 756.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Amundi CIK 0001330387 0.000 1 680.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LONE PINE CAPITAL LLC CIK 0001061165 0.321 34 655.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 651.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 619.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 562.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Newport Trust Company, LLC CIK 0001722329 0.972 63 545.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Boston Partners CIK 0001386060 0.833 802 533.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 523.5 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 516.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 507.9 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
Egerton Capital (UK) LLP CIK 0001581811 0.848 23 496.5 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 494.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Meritage Group LP CIK 0001427119 0.947 12 493.4 13.5% 1 +13.5 pp +13.5 pp +13.5 pp +13.5 pp
Nuveen, LLC CIK 0001871926 0.966 3735 493.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 489.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 455.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 0.887 54 450.4 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 440.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 419.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital International Investors CIK 0001562230 0.968 446 413.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 411.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 401.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 390.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Brave Warrior Advisors, LLC CIK 0001553733 0.902 40 390.0 8.9% 1 +8.9 pp +8.9 pp +8.9 pp +8.9 pp
Sessa Capital IM, L.P. CIK 0001595849 0.879 26 385.1 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
Third Point LLC CIK 0001040273 0.205 42 383.9 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 374.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 337.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 321.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
National Pension Service CIK 0001608046 0.956 552 317.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 312.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Rokos Capital Management LLP CIK 0001666335 0.000 134 310.4 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 307.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 283.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Junto Capital Management LP CIK 0001595880 0.030 80 280.5 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 278.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 270.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 264.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 260.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 255.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 253.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
D1 Capital Partners L.P. CIK 0001747057 0.000 55 247.2 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.375 177 237.2 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 234.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 226.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 224.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 224.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 224.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PointState Capital LP CIK 0001509842 0.202 43 220.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
Southpoint Capital Advisors LP CIK 0001319998 0.396 33 212.8 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 206.2 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 200.2 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
Castle Hook Partners LP CIK 0001687241 0.157 66 196.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 192.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 191.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 179.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 174.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 174.1 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 164.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Palestra Capital Management LLC CIK 0001568788 0.439 21 162.6 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 160.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 158.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 157.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 154.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 150.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 149.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 149.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAS Investment Partners, LLC CIK 0001697591 0.951 6 149.4 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 141.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 138.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 137.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alua Capital Management LP CIK 0001827442 0.000 1 136.7 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 133.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 133.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TOMS Capital Investment Management LP CIK 0001743937 0.000 16 130.8 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 129.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Canoe Financial LP CIK 0001908219 0.716 110 129.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 126.1 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Bain Capital Public Equity Management II, LLC CIK 0001768111 0.000 0 125.4 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 121.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 120.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 118.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 116.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 116.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 115.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SOUND SHORE MANAGEMENT INC /CT/ CIK 0000820124 0.307 40 113.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 113.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 110.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Senator Investment Group LP CIK 0001443689 0.106 58 108.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 108.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 107.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ABRAMS BISON INVESTMENTS, LLC CIK 0001317588 0.790 11 106.4 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
AVIVA PLC CIK 0001140022 0.925 854 106.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
140 Summer Partners LP CIK 0001820788 0.432 20 106.1 13.7% 1 +13.7 pp +13.7 pp +13.7 pp +13.7 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 103.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 102.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 99.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 99.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 97.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 94.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
M&G Plc CIK 0001802539 0.820 370 94.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 92.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 92.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 91.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 91.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 89.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 87.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 86.9 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Bronte Capital Management Pty Ltd. CIK 0001471085 0.794 56 83.2 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
COMMERCE BANK CIK 0001009076 0.853 1332 82.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 82.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 69.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFS Advisors, LLC CIK 0001765617 0.782 220 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite FO LLC CIK 0002034090 0.642 171 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUFF WEALTH MANAGEMENT, LLC CIK 0002052736 0.081 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mission Financial Group, LLC CIK 0002113810 0.151 158 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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 COF). Qtrs Held counts distinct quarters this fund has actually held COF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its COF position size. Δ columns are the percentage-point change in COF's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status