Signals

DEO

909 in-universe funds with a nonzero position in DEO within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#17199
Score / z0.000 / -0.00
Consensus234.34 over 462 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-04-11 424B5 DIAGEO PLC
2025-04-10 424B5 DIAGEO PLC
2023-10-04 424B5 DIAGEO PLC
2023-10-02 424B5 DIAGEO PLC
2022-10-20 424B5 DIAGEO PLC
2022-10-19 424B5 DIAGEO PLC
2020-04-28 424B5 DIAGEO PLC
2020-04-27 424B5 DIAGEO PLC
2019-10-02 424B5 DIAGEO PLC
2019-09-30 424B5 DIAGEO PLC
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

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
FMR LLC CIK 0000315066 0.989 5571 621.0 0.0% 2 -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 222.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 162.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 147.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 147.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 146.4 0.1% 2 -0.0 pp +0.1 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 140.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 130.4 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 130.1 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
GQG Partners LLC CIK 0001697233 0.860 102 127.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 124.9 1.4% 2 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 121.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 121.6 0.0% 2 -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 120.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 94.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 93.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 82.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 70.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 69.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 53.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 52.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 52.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 47.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.701 250 46.2 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 44.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 44.6 2.0% 2 -0.2 pp +2.0 pp +2.0 pp +2.0 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 44.6 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 41.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 40.0 3.9% 2 +0.4 pp +3.9 pp +3.9 pp +3.9 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 39.7 0.0% 2 -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 39.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 37.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 35.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 33.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 32.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
Saratoga Research & Investment Management CIK 0001477872 0.809 46 32.1 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 31.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 30.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 29.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 29.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 29.0 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 28.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 27.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 25.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 24.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 24.7 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 23.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 22.9 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 22.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 21.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 21.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 21.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 20.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 20.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 19.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 18.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 18.4 0.2% 2 -0.1 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 18.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 18.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 15.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prevatt Capital Ltd CIK 0002009520 0.815 12 15.3 5.2% 2 -0.4 pp +5.2 pp +5.2 pp +5.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 15.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 14.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 14.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 14.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Townsend & Associates, Inc CIK 0001729359 0.659 114 14.5 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
CORDA Investment Management, LLC. CIK 0001545812 0.557 85 14.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 14.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SKBA CAPITAL MANAGEMENT LLC CIK 0000932024 0.366 79 13.6 1.9% 2 +0.5 pp +1.9 pp +1.9 pp +1.9 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 12.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 12.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Tweedy, Browne Co LLC CIK 0000732905 0.823 91 12.1 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
RBO & CO LLC CIK 0001162827 0.582 56 11.7 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 11.5 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 11.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CLARK ESTATES INC/NY CIK 0001056466 0.278 90 11.0 2.5% 2 -0.8 pp +2.5 pp +2.5 pp +2.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 10.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 9.2 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 8.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 8.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Keystone Financial Planning, Inc. CIK 0001596906 0.687 39 8.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Allied Investment Advisors, LLC CIK 0001729869 0.376 110 8.3 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 8.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 7.9 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 7.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 7.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 7.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRH Investments, Inc. CIK 0001630709 0.723 20 7.5 6.8% 2 -1.5 pp +6.8 pp +6.8 pp +6.8 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROFFMAN MILLER ASSOCIATES INC /PA/ CIK 0000869367 0.634 87 7.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Eldred Rock Partners, LLC CIK 0001984180 0.460 29 7.4 2.2% 2 +0.0 pp +2.2 pp +2.2 pp +2.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coleford Investment Management Ltd. CIK 0001939136 0.581 23 6.6 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 6.6 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 6.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.517 160 5.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 5.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 5.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lafayette Investments, Inc. CIK 0001308377 0.521 162 5.4 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Poehling Capital Management, INC. CIK 0001730815 0.228 166 5.3 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 5.3 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 4.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 4.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 4.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 4.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Arlington Partners LLC CIK 0001389848 0.488 64 4.6 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
World Investment Advisors CIK 0001652594 0.670 1523 4.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
McGinn Penninger Investment Management, Inc. CIK 0001845031 0.367 38 4.5 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 4.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canoe Financial LP CIK 0001908219 0.716 110 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 4.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 4.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Zone Wealth Advisors, LLC CIK 0001803106 0.480 125 3.9 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Timber Creek Capital Management LLC CIK 0001510848 0.327 80 3.9 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 3.7 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
Composition Wealth, LLC CIK 0001585859 0.756 995 3.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 3.7 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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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
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Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Financial Advisors, LLC CIK 0001843684 0.831 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Estabrook Capital Management CIK 0001344717 0.502 344 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Intelligent Financial Strategies CIK 0001911000 0.787 60 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Arax Advisory Partners CIK 0001586767 0.171 5155 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
FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.452 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AR ASSET MANAGEMENT INC CIK 0001080166 0.519 122 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Family Capital Trust Co CIK 0001123320 0.317 83 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Hills Bank & Trust Co CIK 0001309148 0.655 383 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
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ranch Capital Advisors Inc. CIK 0001793269 0.279 157 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 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
Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seneca House Advisors CIK 0001731359 0.316 103 0.0 0.0% 0 -1.5 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
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perkins Coie Trust Co CIK 0001513038 0.513 260 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 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 +0.0 pp +0.0 pp +0.0 pp
Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 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
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.412 391 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Norman Fields, Gottscho Capital Management, LLC CIK 0001352449 0.700 64 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Compass Wealth Management LLC CIK 0001965653 0.179 167 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
POTOMAC FUND MANAGEMENT INC /ADV CIK 0000826000 0.938 109 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWER BRIDGE ADVISORS CIK 0001278249 0.478 222 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
Laraway Financial Advisors Inc CIK 0001908275 0.241 140 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Perennial Advisors, LLC CIK 0001697360 0.391 136 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Slocum, Gordon & Co LLP CIK 0001993325 0.287 70 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 -0.1 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
Inlet Private Wealth, LLC CIK 0001759751 0.306 133 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 DEO). Qtrs Held counts distinct quarters this fund has actually held DEO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DEO position size. Δ columns are the percentage-point change in DEO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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