Signals

← Signals

☆D

1568 in-universe funds with a nonzero position in D 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
2026-09-14 8-K Item(s) 7.01, 9.01
2026-09-03 8-K Item(s) 5.07
2026-08-25 8-K Item(s) 8.01
2026-07-31 8-K Item(s) 2.02, 9.01
2026-06-16 8-K Item(s) 8.01, 9.01
2026-06-08 Ownership Dilution filing by DOMINION ENERGY, INC (424B5)
2026-06-05 8-K Item(s) 8.01, 9.01
2026-06-03 Ownership Dilution filing by DOMINION ENERGY, INC (424B5)
2026-05-22 8-K Item(s) 8.01
2026-05-18 8-K Item(s) 1.01, 7.01, 9.01
2026-05-07 8-K Item(s) 5.07
2026-05-01 8-K Item(s) 2.02, 9.01
2025-10-31 Ownership Dilution filing by DOMINION ENERGY, INC (424B5)
2025-09-29 Ownership Dilution filing by DOMINION ENERGY, INC (424B5)
2025-08-04 Ownership Dilution filing by DOMINION ENERGY, INC (424B5)
2025-05-06 Ownership Dilution filing by DOMINION ENERGY, INC (424B5)
2025-03-06 Ownership Dilution filing by DOMINION ENERGY, INC (424B5)
2025-02-27 Ownership Dilution filing by DOMINION ENERGY, INC (424B5)
2024-11-14 Ownership Dilution filing by DOMINION ENERGY, INC (424B5)
2024-05-06 Ownership Dilution filing by DOMINION ENERGY, INC (424B5)

Flow ranking

Rank#15137
Score / z0.000 / -0.01
Consensus434.40 over 848 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 / 4
FiledFormItems
2026-09-14 8-K 7.01, 9.01
2026-09-03 8-K 5.07
2026-08-25 8-K 8.01
2026-07-31 8-K 2.02, 9.01
2026-06-16 8-K 8.01, 9.01
2026-06-05 8-K 8.01, 9.01
2026-05-22 8-K 8.01
2026-05-18 8-K 1.01, 7.01, 9.01
2026-05-07 8-K 5.07
2026-05-01 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 2
FiledFormFiler
2026-06-08 424B5 DOMINION ENERGY, INC
2026-06-03 424B5 DOMINION ENERGY, INC
2025-10-31 424B5 DOMINION ENERGY, INC
2025-09-29 424B5 DOMINION ENERGY, INC
2025-08-04 424B5 DOMINION ENERGY, INC
2025-05-06 424B5 DOMINION ENERGY, INC
2025-03-06 424B5 DOMINION ENERGY, INC
2025-02-27 424B5 DOMINION ENERGY, INC
2024-11-14 424B5 DOMINION ENERGY, INC
2024-05-06 424B5 DOMINION ENERGY, INC
Showing the 10 most recent.

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
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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 6,275.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4,713.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 3,503.1 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 2,848.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2,633.3 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1,637.9 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1,582.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DODGE & COX CIK 0000200217 0.944 222 1,297.8 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,196.1 0.1% 3 -0.0 pp -0.0 pp +0.1 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 806.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 754.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 697.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 685.7 2.1% 3 +0.1 pp -0.1 pp +2.1 pp +2.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 673.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NORGES BANK CIK 0001374170 0.994 1617 655.1 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 552.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 468.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 443.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 439.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 331.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 280.0 1.6% 3 -0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 256.8 0.0% 3 -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 236.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 231.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 217.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 189.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Magellan Asset Management Ltd CIK 0001536105 0.373 78 165.0 2.0% 3 -0.0 pp -0.3 pp +2.0 pp +2.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 161.3 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 160.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 146.9 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 145.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 144.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 137.0 0.1% 3 -0.0 pp -0.0 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 135.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 134.3 0.1% 3 -0.3 pp -0.4 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 130.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 127.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 125.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 117.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 115.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 108.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Amundi CIK 0001330387 0.000 1 108.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 107.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 104.3 2.2% 3 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 94.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 93.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 93.1 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 91.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 88.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 88.3 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 87.4 1.0% 3 +0.1 pp +0.2 pp +1.0 pp +1.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 86.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 78.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 71.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 69.6 0.4% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 69.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆National Pension Service CIK 0001608046 0.956 552 68.5 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 66.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 65.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 64.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Energy Income Partners, LLC CIK 0001388814 0.832 88 64.1 1.2% 3 -0.3 pp -0.2 pp +1.2 pp +1.2 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 61.1 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 59.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 57.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 54.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 54.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 53.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STRS OHIO CIK 0000820478 0.777 2154 52.1 0.2% 4 -0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 51.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 51.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 47.6 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 47.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 46.9 0.0% 3 +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 45.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 43.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 35.5 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 34.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 34.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 33.6 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 33.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 31.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 31.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 30.4 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 30.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 30.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 29.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 28.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 27.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 26.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 26.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 25.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 25.7 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 25.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RWC Asset Management LLP CIK 0001520478 0.536 160 25.6 1.3% 3 -0.4 pp -0.2 pp +1.3 pp +1.3 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 25.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 25.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 24.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 24.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 23.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 22.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 22.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 22.7 2.0% 3 -0.0 pp +0.0 pp +2.0 pp +2.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 22.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 22.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 22.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC CIK 0001033984 0.658 101 21.6 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 21.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 20.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 20.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 20.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 19.7 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 19.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 19.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 19.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 19.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 18.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 18.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 18.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PAYDEN & RYGEL CIK 0000919219 0.212 131 18.4 1.3% 3 -0.7 pp -0.5 pp +1.3 pp +1.3 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 18.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 18.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 17.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 17.7 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 17.6 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 17.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -1.2 pp +0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Widmann Financial Services, Inc. CIK 0001906640 0.281 123 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IRON Financial LLC CIK 0001595509 0.376 151 0.0 0.0% 0 +0.0 pp -0.3 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
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONOGRAPH WEALTH ADVISORS, LLC CIK 0001776588 0.876 143 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Summit Asset Management, LLC CIK 0001509974 0.696 183 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 D). Qtrs Held counts distinct quarters this fund has actually held D (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its D position size. Δ columns are the percentage-point change in D'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