Signals

DEO

1035 in-universe funds with a nonzero position in DEO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#15143
Score / z0.000 / -0.02
Consensus220.67 over 438 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

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

Insider

No Form 4 activity on file for this ticker.

8-K events

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 520.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 275.5 1.2% 4 +0.5 pp +0.5 pp +0.6 pp +1.2 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 216.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 109.3 2.1% 3 +0.2 pp +0.2 pp +2.1 pp +2.1 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 107.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 102.2 0.9% 4 -0.1 pp -0.2 pp -0.3 pp +0.9 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 102.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 100.8 1.6% 4 +0.1 pp -0.3 pp -0.4 pp +1.6 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 100.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 85.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 75.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 73.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 71.8 0.7% 4 +0.1 pp -0.6 pp -0.2 pp +0.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 65.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 59.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 58.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 49.6 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 49.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 44.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 43.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 43.0 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 41.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 38.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 37.7 5.0% 4 +0.5 pp +1.1 pp +1.4 pp +5.0 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 37.4 0.3% 4 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 37.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 36.7 1.7% 4 +0.0 pp -0.3 pp -0.5 pp +1.7 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.700 250 36.2 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 34.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 34.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 32.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 30.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saratoga Research & Investment Management CIK 0001477872 0.809 46 28.2 1.6% 4 +0.4 pp -0.1 pp -0.2 pp +1.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 26.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 25.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 25.5 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 22.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 22.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 22.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 21.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 20.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 19.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 19.7 0.2% 4 -0.0 pp +0.2 pp +0.1 pp +0.2 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 18.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Monaco Asset Management SAM CIK 0001803593 0.097 36 18.5 5.9% 2 +1.4 pp +5.9 pp +5.9 pp +5.9 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 18.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 0.431 56 17.9 2.0% 2 +0.8 pp +2.0 pp +2.0 pp +2.0 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 16.8 1.0% 4 -0.3 pp -0.5 pp -0.6 pp +1.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 15.8 0.4% 4 +0.1 pp +0.0 pp -0.1 pp +0.4 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 15.6 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 14.8 0.2% 4 +0.0 pp -0.1 pp -0.0 pp +0.2 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 13.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 13.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 13.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Townsend & Associates, Inc CIK 0001729359 0.659 114 13.0 1.1% 4 -0.1 pp -0.3 pp -0.4 pp +1.1 pp
CORDA Investment Management, LLC. CIK 0001545812 0.556 85 12.6 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 12.3 0.0% 4 -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 11.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 11.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 11.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 11.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SKBA CAPITAL MANAGEMENT LLC CIK 0000932024 0.366 79 11.6 1.6% 4 -0.3 pp -0.3 pp +0.2 pp +1.6 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 11.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 10.8 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 10.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tweedy, Browne Co LLC CIK 0000732905 0.823 91 9.4 0.7% 4 -0.2 pp -0.3 pp -0.5 pp +0.7 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 9.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 8.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 8.6 0.9% 4 +0.2 pp +0.3 pp +0.3 pp +0.9 pp
Allied Investment Advisors, LLC CIK 0001729869 0.375 110 8.4 1.2% 4 -0.0 pp -0.1 pp -0.2 pp +1.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 8.3 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Poehling Capital Management, INC. CIK 0001730815 0.228 166 7.2 1.5% 4 -0.1 pp +0.4 pp +0.2 pp +1.5 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 7.1 1.0% 4 +0.2 pp +0.1 pp +0.0 pp +1.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 7.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Great Hill Capital LLC CIK 0002096165 0.494 29 6.9 4.3% 2 +0.2 pp +4.3 pp +4.3 pp +4.3 pp
Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 6.2 0.7% 4 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 6.2 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 5.4 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Eldred Rock Partners, LLC CIK 0001984180 0.460 29 5.4 1.4% 4 -0.3 pp -0.9 pp -0.9 pp +1.4 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 5.3 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.0 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 4.7 0.0% 4 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 4.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 4.3 1.0% 4 -0.1 pp -0.3 pp -0.5 pp +1.0 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 4.2 0.1% 4 -0.0 pp -0.1 pp -0.4 pp +0.1 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 4.1 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 4.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 3.7 0.2% 1 +0.2 pp +0.2 pp -0.0 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
McGinn Penninger Investment Management, Inc. CIK 0001845031 0.367 38 3.5 2.3% 4 +0.3 pp -0.4 pp -0.6 pp +2.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROFFMAN MILLER ASSOCIATES INC /PA/ CIK 0000869367 0.633 87 3.4 0.2% 4 -0.1 pp -0.2 pp -0.4 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Transmarket Holdings LP CIK 0002134828 0.000 33 3.2 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
&PARTNERS CIK 0000107136 0.806 2509 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 3.0 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lafayette Investments, Inc. CIK 0001308377 0.521 162 2.7 0.6% 4 -0.0 pp -0.5 pp -0.6 pp +0.6 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RBO & CO LLC CIK 0001162827 0.582 56 2.7 0.4% 4 -0.1 pp -1.4 pp -1.5 pp +0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 2.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DRH Investments, Inc. CIK 0001630709 0.723 20 2.6 2.1% 4 +1.3 pp -4.7 pp -6.2 pp +2.1 pp
Kerrisdale Advisers, LLC CIK 0001569688 0.050 114 2.5 1.0% 4 -0.3 pp -0.6 pp -0.5 pp +1.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 2.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Infusive Asset Management Inc. CIK 0001749333 0.228 30 2.5 1.2% 3 +0.0 pp +0.3 pp +1.2 pp +1.2 pp
SALT Holding Corp. CIK 1996109 0.656 25 2.4 1.5% 3 -0.7 pp -2.4 pp +1.5 pp +1.5 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Phoenix Financial Ltd. CIK 0001679543 0.682 519 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 2.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 2.2 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Royal Fund Management, LLC CIK 0001810099 0.176 273 2.2 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
Marble Harbor Investment Counsel, LLC CIK 0001387130 0.545 200 2.2 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DMKC Advisory Services, LLC CIK 0001901337 0.052 92 2.1 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hillman Capital Management, Inc. CIK 0001314620 0.172 54 2.0 1.4% 4 +0.0 pp -0.2 pp -0.2 pp +1.4 pp
R.H. Investment Group, LLC CIK 0002048733 0.373 47 2.0 1.6% 4 -0.2 pp -0.5 pp -0.7 pp +1.6 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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TOWER BRIDGE ADVISORS CIK 0001278249 0.477 222 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LOM Asset Management Ltd CIK 0002077907 0.225 279 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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
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
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jessup Wealth Management, Inc CIK 0001963536 0.414 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.6 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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
Heritage Wealth Advisors CIK 0001591122 0.892 703 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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
BNP PARIBAS CIK 872786 0.647 329 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
CoreFirst Bank & Trust CIK 0001845199 0.321 279 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 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.6 pp -0.7 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
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
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
One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.3 pp -0.3 pp -0.4 pp -0.3 pp
Canoe Financial LP CIK 0001908219 0.715 110 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
HORAN Wealth, LLC CIK 0002072569 0.370 217 0.0 0.0% 0 -0.1 pp -0.2 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
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
Sigma Planning Corp CIK 0001449126 0.520 1394 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 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
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 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
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 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
Texas Yale Capital Corp. CIK 0001332342 0.882 512 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLINAN ASSOCIATES INC CIK 0001161670 0.511 204 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEITZ INVESTMENT MANAGEMENT, INC. CIK 0000883965 0.743 50 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Precision Wealth Strategies, LLC CIK 0001844197 0.113 170 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Prevatt Capital Ltd CIK 0002009520 0.815 12 0.0 0.0% 0 +0.0 pp -5.2 pp -5.6 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
Timber Creek Capital Management LLC CIK 0001510848 0.327 80 0.0 0.0% 0 +0.0 pp -0.9 pp -1.1 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
Arlington Trust Co LLC CIK 0001997685 0.934 846 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
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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