Signals

← Signals

☆DGX

1265 in-universe funds with a nonzero position in DGX within the trailing 4 quarters, as of 2026Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-07-23 8-K Item(s) 2.02, 9.01
2026-05-21 8-K Item(s) 5.07
2026-05-08 8-K Item(s) 1.01, 9.01
2026-05-01 8-K Item(s) 8.01, 9.01
2026-04-21 8-K Item(s) 2.02, 9.01
2026-03-12 8-K Item(s) 5.02, 7.01, 9.01
2026-02-10 8-K Item(s) 2.02, 8.01, 9.01
2026-01-12 8-K Item(s) 2.02, 7.01, 9.01
2025-10-21 8-K Item(s) 2.02, 9.01
2025-07-22 8-K Item(s) 2.02, 9.01

Flow ranking

Rank#1603
Score / z0.008 / -0.01
Consensus349.84 over 645 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+8% / 4.5d

Forensics

Clean as of 2026Q2
Accrual ratio-0.016
F-score—
M-score—
Net issuance—
See the full series →

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 Evalpending
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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,797.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 1,054.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 786.7 0.8% 4 +0.1 pp +0.0 pp +0.2 pp +0.8 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 602.7 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 486.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EdgePoint Investment Group Inc. CIK 0001481669 0.920 39 439.8 3.5% 4 +1.2 pp +2.3 pp +3.5 pp +3.5 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 382.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 369.0 0.9% 4 +0.1 pp +0.0 pp -0.0 pp +0.9 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 361.8 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 345.5 0.1% 4 +0.0 pp -0.0 pp -0.0 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 343.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 321.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 317.1 1.5% 4 +0.2 pp +0.1 pp +0.2 pp +1.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 264.3 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 218.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 184.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 170.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 165.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 158.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M&G Plc CIK 0001802539 0.820 370 157.8 0.8% 4 -0.0 pp -0.3 pp -0.2 pp +0.8 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 149.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 144.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 144.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 141.3 1.8% 4 -0.2 pp -0.5 pp -0.3 pp +1.8 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 137.6 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 128.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 121.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 118.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Woodline Partners LP CIK 0001784547 0.424 1011 116.4 0.4% 4 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 110.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 108.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 103.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 95.3 1.6% 4 +0.2 pp +0.1 pp +0.1 pp +1.6 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 91.2 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 89.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Artemis Investment Management LLP CIK 0001535385 0.328 213 87.7 0.9% 4 -0.0 pp -0.1 pp +0.4 pp +0.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 80.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 80.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 68.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 67.8 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 64.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisors Capital Management, LLC CIK 0001345576 0.650 634 64.1 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 64.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M.D. Sass, LLC CIK 0000922940 0.313 38 58.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 58.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 56.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 53.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 51.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 51.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 50.2 0.4% 4 +0.2 pp -0.1 pp -0.3 pp +0.4 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 49.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 47.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 47.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 46.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 46.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 45.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 45.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 44.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 41.6 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 41.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 39.3 0.0% 4 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 38.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 38.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 36.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CONNING INC. CIK 0000801051 0.496 327 34.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 33.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 31.9 0.6% 4 -0.0 pp +0.3 pp +0.6 pp +0.6 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 31.8 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BRAUN STACEY ASSOCIATES INC CIK 0000872080 0.525 113 30.7 1.0% 4 +0.2 pp +0.1 pp +0.1 pp +1.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 30.6 1.3% 4 +0.1 pp +0.0 pp -0.0 pp +1.3 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 30.4 0.7% 4 +0.1 pp +0.0 pp +0.0 pp +0.7 pp
☆Willis Investment Counsel CIK 0001310929 0.439 125 29.7 1.6% 4 +0.3 pp +0.0 pp +0.2 pp +1.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 29.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 29.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 29.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 27.5 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Achmea Investment Management B.V. CIK 0001697765 0.760 115 26.9 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 26.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 25.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 25.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 24.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 24.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 23.8 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 22.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 22.0 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 22.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 21.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 21.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 21.2 0.7% 4 +0.1 pp +0.0 pp +0.1 pp +0.7 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 21.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 20.4 0.1% 4 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 20.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 20.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 19.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 19.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 18.8 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 18.7 0.2% 6 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 18.7 0.0% 4 +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 18.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 18.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Swedbank AB CIK 0000946431 0.941 696 18.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 18.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 17.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 17.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 17.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Boston Common Asset Management, LLC CIK 0001409427 0.491 186 17.7 1.1% 4 +0.3 pp +0.6 pp +0.8 pp +1.1 pp
☆Ceredex Value Advisors LLC CIK 0001738726 0.067 168 17.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆FIL Ltd CIK 0000318989 0.878 1140 17.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 16.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 16.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 15.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND CIK 0001540880 0.830 525 15.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 15.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 15.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 15.0 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
☆PAYDEN & RYGEL CIK 0000919219 0.212 131 15.0 1.2% 4 +0.0 pp -0.3 pp -0.2 pp +1.2 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 15.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 15.0 0.2% 6 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 14.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 14.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 14.0 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 13.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 13.3 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆JGP Wealth Management, LLC CIK 0001748278 0.652 231 13.2 1.4% 4 -0.1 pp -0.3 pp -0.4 pp +1.4 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 13.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 12.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 12.3 0.4% 4 +0.1 pp +0.0 pp -0.0 pp +0.4 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 11.9 0.4% 4 +0.1 pp -0.2 pp -0.0 pp +0.4 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 11.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integral Health Asset Management, LLC CIK 0001773206 0.244 89 11.8 0.6% 4 -0.0 pp -0.6 pp -1.9 pp +0.6 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 11.6 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 11.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 10.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.384 356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 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
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆R Squared Ltd CIK 0001896148 0.003 509 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆International Private Wealth Advisors LLC CIK 0002022637 0.140 160 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.0 0.0% 0 +0.0 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 -0.1 pp -0.1 pp +0.0 pp
☆Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Humankind Investments LLC CIK 0001845373 0.696 22 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 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
☆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
☆Luminist Capital LLC CIK 0001807270 0.130 418 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 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 (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