Signals

DOX

678 in-universe funds with a nonzero position in DOX 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
2020-06-17 Ownership Dilution filing by AMDOCS LTD (424B5)

Flow ranking

Rank#15280
Score / z0.000 / -0.02
Consensus167.22 over 295 funds
Momentumnot computed

Price & positioning

225 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
2020-06-17 424B5 AMDOCS LTD

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
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 827.6 2.7% 4 -0.2 pp +0.9 pp +0.7 pp +2.7 pp
FMR LLC CIK 0000315066 0.989 5571 745.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 303.8 2.2% 4 +0.5 pp +0.4 pp +0.2 pp +2.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 226.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 219.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 176.6 0.3% 3 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 148.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 142.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 134.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 133.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 117.9 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
DigitalBridge Group, Inc. (DBRG, DBRG-PH, DBRG-PI, DBRG-PJ) CIK 0001679688 0.391 57 96.2 6.1% 4 -0.1 pp +1.0 pp +0.8 pp +6.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 95.6 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 94.9 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 90.0 0.0% 6 -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 84.0 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 82.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 78.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 75.8 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 73.8 1.3% 4 +0.0 pp -0.0 pp -0.2 pp +1.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 70.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 67.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 58.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 54.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 52.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 45.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 44.0 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 42.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 41.9 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 41.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 40.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 37.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 33.8 1.6% 4 -0.3 pp -0.3 pp -0.5 pp +1.6 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 32.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 31.8 0.7% 4 -0.1 pp -0.1 pp -0.3 pp +0.7 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 31.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 29.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 28.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 25.2 0.6% 4 -0.3 pp -0.0 pp +0.1 pp +0.6 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 25.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 24.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 24.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arbejdsmarkedets Tillaegspension CIK 0002105395 0.283 164 23.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 23.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 22.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 22.5 0.0% 4 -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 22.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 20.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 19.8 0.0% 4 +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 19.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 19.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 19.0 0.0% 3 +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 18.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 18.2 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 17.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 17.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 17.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 17.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 16.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 16.8 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 16.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 15.5 0.9% 4 -0.2 pp -0.2 pp -0.4 pp +0.9 pp
Woodline Partners LP CIK 0001784547 0.424 1011 15.2 0.1% 1 +0.1 pp -0.1 pp -0.1 pp +0.1 pp
Distillate Capital Partners LLC CIK 0001741001 0.168 118 14.7 0.8% 4 +0.1 pp +0.1 pp +0.0 pp +0.8 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 14.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 14.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 14.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 14.1 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 13.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 13.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 13.5 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 13.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Running Oak Capital LLC CIK 0001803994 0.162 59 12.7 1.7% 4 -0.1 pp +0.0 pp -0.1 pp +1.7 pp
Talaria Asset Management Pty Ltd CIK 0002026352 0.747 12 12.3 2.5% 4 -0.4 pp -0.3 pp +0.8 pp +2.5 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 12.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 10.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 10.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 10.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 9.8 0.5% 4 +0.1 pp -0.0 pp -0.1 pp +0.5 pp
VALUE HOLDINGS MANAGEMENT CO. LLC CIK 0001695658 0.713 24 9.3 1.5% 4 +0.3 pp +0.5 pp +0.7 pp +1.5 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 9.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 9.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Defiance ETFs, LLC CIK 0001732541 0.057 384 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 8.2 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 8.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OCCUDO QUANTITATIVE STRATEGIES LP CIK 0001819697 0.010 748 7.5 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 7.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OAK ASSOCIATES LTD /OH/ CIK 0000836372 0.656 139 7.1 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 7.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 6.7 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 6.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 6.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 5.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.3 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Marks Group Wealth Management, Inc CIK 0001802473 0.165 350 5.0 0.5% 4 -0.1 pp -0.2 pp -0.3 pp +0.5 pp
Man Group plc CIK 0001637460 0.631 2032 4.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Promethos Capital, LLC CIK 0001908619 0.314 54 4.5 1.2% 3 -0.4 pp -0.5 pp +1.2 pp +1.2 pp
MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 4.4 0.7% 4 -0.2 pp -0.2 pp -0.3 pp +0.7 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 4.1 0.6% 4 +0.0 pp -0.1 pp -0.3 pp +0.6 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 4.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 4.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 3.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 3.9 0.1% 4 -0.0 pp -1.0 pp -1.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CORBYN INVESTMENT MANAGEMENT INC/MD CIK 0000919538 0.345 66 3.8 1.3% 4 +0.2 pp +0.4 pp +0.1 pp +1.3 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 3.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 3.5 0.1% 4 +0.0 pp -0.1 pp +0.0 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 3.3 0.1% 3 +0.1 pp -0.1 pp +0.1 pp +0.1 pp
Strategic Global Advisors, LLC CIK 0001580212 0.136 129 3.2 0.5% 4 -0.1 pp +0.1 pp +0.1 pp +0.5 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MORTON COMMUNITY BANK CIK 0002011821 0.254 120 3.2 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 3.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 3.0 0.2% 4 -1.0 pp -1.1 pp -1.4 pp +0.2 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 0.331 137 2.9 0.6% 4 -0.1 pp -0.4 pp -0.6 pp +0.6 pp
Hixon Zuercher, LLC CIK 0001806752 0.261 88 2.8 0.9% 4 +0.1 pp -0.1 pp -0.3 pp +0.9 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 2.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
C WorldWide Group Holding A/S CIK 0001625244 0.818 97 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 2.5 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CLARK ESTATES INC/NY CIK 0001056466 0.278 90 2.2 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.0 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 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Verdence Capital Advisors LLC CIK 0001719305 0.417 653 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Revisor Wealth Management LLC CIK 0001887409 0.198 371 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alhambra Investment Management LLC CIK 0001802696 0.273 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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
Steigerwald, Gordon & Koch Inc. CIK 0001731876 0.455 765 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Ascent Group, LLC CIK 0001913231 0.508 808 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 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Phillips Wealth Planners LLC CIK 0001962628 0.111 217 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Councilmark Asset Management, LLC CIK 0002022076 0.457 84 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALPINE WOODS CAPITAL INVESTORS, LLC CIK 0001226886 0.125 218 0.0 0.0% 0 -0.5 pp -0.9 pp -0.9 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
CFC Planning Co LLC CIK 0001854428 0.192 70 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 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
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Whalen Wealth Management Inc. CIK 0001894447 0.073 195 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 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 DOX). Qtrs Held counts distinct quarters this fund has actually held DOX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its DOX position size. Δ columns are the percentage-point change in DOX'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