Signals

← Signals

☆DGX

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

Flow ranking

Rank#17119
Score / z0.000 / -0.02
Consensus330.40 over 606 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 / 1
FiledFormItems
2026-07-23 8-K 2.02, 9.01
2026-05-21 8-K 5.07
2026-05-08 8-K 1.01, 9.01
2026-05-01 8-K 8.01, 9.01
2026-04-21 8-K 2.02, 9.01
2026-03-12 8-K 5.02, 7.01, 9.01
2026-02-10 8-K 2.02, 8.01, 9.01
2026-01-12 8-K 2.02, 7.01, 9.01
2025-10-21 8-K 2.02, 9.01
2025-07-22 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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)
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Fund Positions
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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 2,556.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,852.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 931.4 0.0% 1 +0.0 pp +0.0 pp +0.0 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 778.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boston Partners CIK 0001386060 0.833 802 544.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 533.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 504.6 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 385.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 341.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 329.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 314.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 297.9 0.1% 1 +0.1 pp +0.1 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 287.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 287.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 243.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆NORGES BANK CIK 0001374170 0.994 1617 238.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 223.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 221.9 0.0% 1 +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 218.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 212.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 211.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M&G Plc CIK 0001802539 0.820 370 193.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 175.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 159.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 151.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 151.2 0.0% 1 +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 147.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 142.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 134.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 131.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 128.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 116.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 100.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 96.6 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 91.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RTW INVESTMENTS, LP CIK 0001493215 0.781 84 89.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 87.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Amundi CIK 0001330387 0.000 1 78.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 75.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 73.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 73.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 72.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 70.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 63.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 63.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 60.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 60.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 57.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 54.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 52.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 52.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 50.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 50.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 50.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 49.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 47.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 44.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆National Pension Service CIK 0001608046 0.956 552 40.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 40.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Artemis Investment Management LLP CIK 0001535385 0.328 213 40.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 39.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 39.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 38.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 36.8 0.0% 1 +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 36.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 35.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 34.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 34.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 33.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 31.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 31.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 30.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 28.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 27.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coho Partners, Ltd. CIK 0001350585 0.545 32 27.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Integral Health Asset Management, LLC CIK 0001773206 0.244 89 26.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 26.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 25.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Investment Counsel CIK 0001310929 0.439 125 24.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BRAUN STACEY ASSOCIATES INC CIK 0000872080 0.525 113 24.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 22.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 20.8 0.0% 1 +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 20.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 20.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 19.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 18.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 18.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 18.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 18.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 17.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 17.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Distillate Capital Partners LLC CIK 0001741001 0.168 118 16.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PAYDEN & RYGEL CIK 0000919219 0.212 131 16.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 16.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 16.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHURCHILL MANAGEMENT Corp CIK 0001094749 0.882 164 16.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 15.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 15.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 15.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Trust Walden Corp CIK 0001534866 0.672 396 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 14.8 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Artia Global Partners LP CIK 0001937964 0.290 47 14.7 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 14.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 14.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Boston Common Asset Management, LLC CIK 0001409427 0.491 186 13.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 13.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 12.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 12.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 11.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 11.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 11.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 10.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Atwater Malick LLC CIK 0001769288 0.558 124 10.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.7 0.0% 2 -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 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAMS DIVERSIFIED EQUITY FUND, INC. (ADX) CIK 0000002230 0.528 103 9.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 9.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 9.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆IVY LANE CAPITAL MANAGEMENT, LLC CIK 0001839851 0.336 14 9.0 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 8.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bellevue Group AG CIK 0001674546 0.451 148 8.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -1.0 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
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 -0.2 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 DGX). Qtrs Held counts distinct quarters this fund has actually held DGX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DGX position size. Δ columns are the percentage-point change in DGX'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