Signals

← Signals

☆KO

3875 in-universe funds with a nonzero position in KO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#315
Score / z0.766 / 0.67
Consensus998.13 over 2033 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

Clean as of 2026Q1
Accrual ratio0.018
F-score—
M-score—
Net issuance0.0%
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 3
FiledFormItems
2026-07-28 8-K 2.02, 9.01
2026-07-16 8-K 8.01
2026-06-25 8-K 5.02, 9.01
2026-05-01 8-K 5.07
2026-04-28 8-K 2.02, 9.01
2026-02-20 8-K 5.02, 9.01
2026-02-10 8-K 2.02, 9.01
2026-01-14 8-K 5.02, 9.01
2025-12-10 8-K 5.02, 9.01
2025-10-21 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2024-08-08 424B5 COCA COLA CO
2024-08-07 424B5 COCA COLA CO
2024-05-07 424B5 COCA COLA CO
2024-05-06 424B5 COCA COLA CO
2021-05-10 424B5 COCA COLA CO
2021-04-28 424B5 COCA COLA CO
2021-04-28 424B5 COCA COLA CO
2021-03-01 424B5 COCA COLA CO
2021-03-01 424B5 COCA COLA CO
2020-09-14 424B5 COCA COLA CO
Showing the 10 most recent.

LLM reads

Ticker EvalMixed
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 ▾
☆BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 30,420.0 11.6% 4 +1.4 pp +1.6 pp +0.6 pp +11.6 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 25,370.0 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 12,804.7 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 8,181.3 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 7,053.1 0.4% 4 +0.1 pp +0.1 pp -0.0 pp +0.4 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 6,988.5 0.4% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 5,807.4 0.9% 4 +0.1 pp +0.1 pp +0.0 pp +0.9 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 3,347.6 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 3,111.2 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3,060.6 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2,752.4 0.6% 4 +0.1 pp +0.2 pp +0.0 pp +0.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 2,414.1 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2,344.5 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 2,241.7 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2,205.5 0.4% 4 +0.1 pp +0.0 pp -0.0 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2,152.8 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2,126.6 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2,024.0 0.4% 4 +0.0 pp -0.0 pp -0.2 pp +0.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 2,017.2 0.5% 5 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1,820.2 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 1,651.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 1,606.1 2.5% 4 -0.5 pp +0.2 pp +0.0 pp +2.5 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 1,538.9 1.0% 4 +0.1 pp +0.1 pp -0.0 pp +1.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 1,431.5 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆Amundi CIK 0001330387 0.000 1 1,426.9 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 1,395.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 1,386.2 1.1% 4 +0.1 pp +0.1 pp -0.0 pp +1.1 pp
☆Capital International Investors CIK 0001562230 0.968 446 1,336.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Capital World Investors CIK 0001422849 0.974 637 1,276.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,175.8 0.4% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 1,152.9 2.9% 4 +0.3 pp +0.4 pp +0.1 pp +2.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1,133.9 1.5% 4 +0.1 pp +0.2 pp -0.1 pp +1.5 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 1,047.3 0.9% 4 +0.2 pp +0.2 pp +0.2 pp +0.9 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,026.1 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 972.6 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 933.2 2.0% 4 +0.1 pp +0.2 pp +0.0 pp +2.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 912.1 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 902.8 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 856.2 0.8% 5 -0.1 pp -0.4 pp -0.5 pp -0.8 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 816.7 0.3% 6 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 757.3 0.5% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 723.3 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆National Pension Service CIK 0001608046 0.956 552 706.3 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 690.4 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 645.2 0.4% 4 +0.0 pp +0.0 pp -0.2 pp +0.4 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 644.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 634.6 0.6% 4 +0.0 pp +0.1 pp -0.0 pp +0.6 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 631.5 0.7% 5 +0.2 pp +0.5 pp +0.4 pp +0.4 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 629.7 1.6% 4 +0.0 pp +0.3 pp +0.1 pp +1.6 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 624.6 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 600.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 589.4 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 577.5 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Vontobel Holding Ltd. CIK 0001588340 0.633 1197 538.1 1.8% 4 -0.0 pp -0.9 pp -1.9 pp +1.8 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 524.1 0.4% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 497.5 0.5% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 496.6 0.5% 6 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 491.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 490.4 0.3% 4 +0.1 pp +0.1 pp -0.2 pp +0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 468.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 459.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Rathbones Group PLC CIK 0001351991 0.902 665 457.2 2.0% 4 +0.3 pp +0.4 pp +0.2 pp +2.0 pp
☆ALLEN HOLDING INC /NY CIK 0000919489 0.947 10 456.3 45.3% 4 +5.3 pp +7.7 pp +3.5 pp +45.3 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 455.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 452.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 436.8 0.5% 5 +0.2 pp +0.3 pp +0.2 pp +0.2 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 425.4 0.5% 4 -0.3 pp +0.4 pp +0.3 pp +0.5 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 409.8 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆AVIVA PLC CIK 0001140022 0.925 854 386.1 0.6% 4 +0.2 pp +0.2 pp +0.1 pp +0.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 380.2 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 378.2 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 364.2 2.0% 4 +0.1 pp +0.9 pp +0.0 pp +2.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 350.7 0.5% 6 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 324.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 315.5 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆Alphinity Investment Management Pty Ltd CIK 0001731012 0.631 27 314.8 5.5% 4 -0.2 pp +0.9 pp +0.1 pp +5.5 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 312.8 0.5% 4 +0.0 pp -0.2 pp -0.3 pp +0.5 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 309.3 2.9% 4 +0.5 pp +0.5 pp +0.2 pp +2.9 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 308.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 299.0 0.9% 4 +0.3 pp +0.3 pp +0.1 pp +0.9 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 289.2 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 287.6 1.2% 4 +0.1 pp +0.2 pp +0.1 pp +1.2 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 277.0 0.7% 6 +0.1 pp +0.2 pp +0.0 pp +0.3 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 258.9 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 257.3 1.7% 4 +1.6 pp +1.6 pp +1.6 pp +1.7 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 254.0 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 249.0 1.0% 4 +0.1 pp +0.2 pp +0.1 pp +1.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 248.1 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 246.4 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 243.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 240.7 0.7% 6 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 237.5 1.1% 4 +0.3 pp +0.5 pp +0.4 pp +1.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 230.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 228.1 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 226.3 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 225.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 224.2 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 224.0 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 222.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMF Tjanstepension AB CIK 0001553562 0.910 121 221.3 1.5% 4 +0.2 pp +0.4 pp +0.6 pp +1.5 pp
☆Guinness Asset Management LTD CIK 0001409661 0.807 141 220.5 3.8% 4 +0.3 pp +0.4 pp -0.2 pp +3.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 220.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 214.3 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 209.5 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 207.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 202.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 202.4 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 199.4 0.3% 4 +0.2 pp +0.3 pp -0.2 pp +0.3 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 194.5 0.2% 4 +0.0 pp +0.0 pp -0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 192.0 0.2% 4 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 190.2 0.3% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 190.1 0.4% 4 +0.1 pp +0.0 pp +0.0 pp +0.4 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 186.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 180.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 180.3 0.4% 4 +0.3 pp +0.3 pp +0.2 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 176.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Swedbank AB CIK 0000946431 0.941 696 176.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 174.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 171.0 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 170.1 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 167.8 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆COMMERZBANK AKTIENGESELLSCHAFT /FI CIK 0000852933 0.000 347 167.6 3.5% 4 +0.3 pp +0.6 pp +0.4 pp +3.5 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 166.5 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Asset Management One Co., Ltd. CIK 0001068855 0.899 957 166.1 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 165.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 163.2 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 162.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆YACKTMAN ASSET MANAGEMENT LP CIK 0000905567 0.814 74 159.6 2.1% 4 +0.1 pp +0.2 pp +0.0 pp +2.1 pp
☆FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND CIK 0001540880 0.830 525 156.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 155.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 155.2 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 154.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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☆Colonial Trust Co / SC CIK 0001954093 0.347 1135 6.0 0.8% 4 +0.1 pp +0.1 pp -0.0 pp +0.8 pp
☆Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 6.0 1.0% 4 +0.1 pp +0.1 pp -0.0 pp +1.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 6.0 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 6.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 5.9 0.6% 4 +0.3 pp +0.5 pp +0.4 pp +0.6 pp
☆Bath Savings Trust Co CIK 0001384943 0.576 177 5.9 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 5.9 1.0% 4 +0.2 pp +0.3 pp +0.2 pp +1.0 pp
☆SCHULHOFF & CO INC CIK 0001080197 0.347 133 5.8 2.4% 4 +0.1 pp +0.2 pp -0.0 pp +2.4 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 5.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 5.8 1.3% 4 -0.0 pp +0.0 pp +0.9 pp +1.3 pp
☆REIK & CO., LLC CIK 0001388028 0.842 60 5.8 1.6% 4 +0.1 pp +0.3 pp +0.3 pp +1.6 pp
☆Savoir Faire Capital Management, L.P. CIK 0001710593 0.239 43 5.8 3.5% 4 -2.1 pp -0.7 pp -1.5 pp +3.5 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 5.8 0.5% 4 +0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆TWIN CAPITAL MANAGEMENT INC CIK 0001059187 0.369 269 5.7 0.7% 4 +0.0 pp +0.1 pp -0.1 pp +0.7 pp
☆BENEDICT FINANCIAL ADVISORS INC CIK 0000711089 0.323 142 5.7 1.2% 4 +0.1 pp +0.1 pp -0.0 pp +1.2 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 5.7 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆BURKE & HERBERT BANK & TRUST CO CIK 0001101250 0.293 246 5.7 1.6% 4 +0.1 pp +0.3 pp +0.2 pp +1.6 pp
☆SVB WEALTH LLC CIK 0001626116 0.541 384 5.7 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 5.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆TEMA ETFS LLC CIK 0002056807 0.118 583 5.7 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 5.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 5.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 5.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 5.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 5.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Longbow Finance SA CIK 0001965552 0.241 59 5.7 1.0% 4 +0.1 pp +0.3 pp -0.7 pp +1.0 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 5.6 1.3% 6 +0.1 pp +0.2 pp +0.1 pp -0.0 pp
☆Baskin Financial Services Inc. CIK 0001511098 0.683 54 5.6 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆MSH Capital Advisors LLC CIK 0002056306 0.286 320 5.6 1.2% 4 +0.1 pp +0.1 pp -0.0 pp +1.2 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 5.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 5.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Concentric Capital Strategies, LP CIK 0001851869 0.147 304 5.6 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 5.6 0.1% 2 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 5.6 0.3% 4 -0.3 pp -0.3 pp -0.3 pp +0.3 pp
☆HARVEY INVESTMENT CO LLC CIK 0001162781 0.624 99 5.5 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 5.5 0.2% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 5.5 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆BIP Wealth, LLC CIK 0001590214 0.504 560 5.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 5.5 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 5.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 5.5 0.5% 6 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆LEE DANNER & BASS INC CIK 0000939219 0.560 250 5.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆BDF-GESTION CIK 0001632812 0.000 143 5.5 0.7% 4 +0.1 pp +0.1 pp -0.0 pp +0.7 pp
☆Columbia Asset Management CIK 0001585047 0.434 168 5.5 1.0% 4 +0.1 pp +0.1 pp -0.0 pp +1.0 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 5.5 1.6% 4 +0.3 pp +0.5 pp +0.4 pp +1.6 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 5.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 5.4 0.8% 5 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
☆WESTPAC BANKING CORP (WBKCY, WEBNF) CIK 0000719245 0.475 498 5.4 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 5.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 5.4 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 5.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Verum Partners LLC CIK 0001958984 0.585 200 5.3 1.0% 4 +0.1 pp +0.1 pp -0.0 pp +1.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 5.3 1.4% 4 +0.2 pp +0.3 pp +0.1 pp +1.4 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.3 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 5.3 0.3% 4 -0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 5.3 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 5.3 1.1% 5 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 5.3 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 5.3 1.7% 4 +0.1 pp +0.2 pp -0.1 pp +1.7 pp
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☆BONTEMPO OHLY CAPITAL MGMT LLC CIK 0001632118 0.684 33 5.3 2.4% 4 +0.3 pp +0.4 pp +0.2 pp +2.4 pp
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☆Sandhill Capital Partners LLC CIK 0001556245 0.418 98 5.2 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 5.2 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Auto-Owners Insurance Co CIK 0001964189 0.901 95 5.2 0.1% 4 +0.0 pp +0.1 pp -0.8 pp +0.1 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 5.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 5.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆NLB Skladi, upravljanje premozenja, d.o.o. CIK 0002110897 0.518 358 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆FULTON BANK, N.A. CIK 0000883782 0.643 694 5.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 5.0 0.1% 4 +0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 5.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆SIGMA INVESTMENT COUNSELORS INC CIK 0001085163 0.800 218 4.9 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 4.9 1.6% 4 +1.0 pp +0.5 pp +0.8 pp +1.6 pp
☆Lexington Hill Partners, LLC CIK 0002111980 0.557 77 4.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 4.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 4.9 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆Concord Asset Management, LLC/VA CIK 0002031885 0.516 126 4.9 0.8% 4 +0.1 pp +0.1 pp +0.2 pp +0.8 pp
☆Third View Private Wealth, LLC CIK 0002083406 0.418 288 4.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WRIGHT INVESTORS SERVICE INC CIK 0000108572 0.214 148 4.8 1.5% 4 +0.2 pp +0.1 pp -0.5 pp +1.5 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 4.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
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☆DT Investment Partners, LLC CIK 0001537621 0.779 512 4.8 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 4.8 0.3% 4 -0.0 pp -0.0 pp -0.3 pp +0.3 pp
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☆WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 4.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Management Investment Advisory, Inc. CIK 0001767855 0.396 160 4.8 0.7% 4 +0.1 pp +0.2 pp -0.1 pp +0.7 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 4.8 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆INGALLS & SNYDER LLC CIK 0001041885 0.567 467 4.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆North Star Investment Management Corp. CIK 0001342857 0.537 1733 4.7 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 4.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 4.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
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☆PARTHENON LLC CIK 0001088859 0.632 133 4.7 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 4.7 0.3% 4 +0.0 pp +0.2 pp +0.1 pp +0.3 pp
☆BAR HARBOR WEALTH MANAGEMENT CIK 0001035463 0.603 268 4.7 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Argent Advisors, Inc. CIK 0001426851 0.354 186 4.6 1.3% 4 +0.1 pp +0.1 pp -0.0 pp +1.3 pp
☆PHYSICIANS FINANCIAL SERVICES, INC. CIK 0001665518 0.540 106 4.6 1.3% 4 +0.1 pp +0.2 pp -0.0 pp +1.3 pp
☆Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 4.6 1.9% 4 +1.7 pp +1.8 pp +1.8 pp +1.9 pp
☆Tufton Capital Management CIK 0001055963 0.400 127 4.5 0.8% 4 +0.1 pp +0.1 pp -0.0 pp +0.8 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 4.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Signet Investment Advisory Group, Inc. CIK 0001766328 0.276 73 4.5 2.1% 4 +0.2 pp +0.5 pp +0.5 pp +2.1 pp
☆Kinloch Capital, LLC CIK 0001818557 0.119 79 4.5 1.8% 4 +0.0 pp +0.1 pp -0.1 pp +1.8 pp
☆WealthBridge Investment Counsel Inc. CIK 0001799425 0.452 44 4.5 1.4% 4 +0.1 pp +0.1 pp -0.0 pp +1.4 pp
☆Verity & Verity, LLC CIK 0001542108 0.503 138 4.5 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆Premier Fund Managers Ltd CIK 0001673907 0.066 174 4.5 0.3% 4 +0.2 pp +0.3 pp +0.2 pp +0.3 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.5 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 4.5 0.7% 4 +0.1 pp +0.1 pp -0.0 pp +0.7 pp
☆BURNS J W & CO INC/NY CIK 0001047339 0.575 189 4.5 0.5% 4 +0.1 pp +0.1 pp +0.0 pp +0.5 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 4.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Spartan Wealth Advisory Services LLC CIK 0002075193 0.356 320 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Nicollet Investment Management, Inc. CIK 0001729048 0.486 77 4.5 1.5% 4 +0.2 pp +0.2 pp +0.0 pp +1.5 pp
☆J.P. Marvel Investment Advisors, LLC CIK 0001426755 0.742 64 4.5 0.6% 4 +0.1 pp +0.0 pp -0.1 pp +0.6 pp
☆Summit Global Investments CIK 0001697953 0.729 523 4.4 0.3% 2 +0.2 pp +0.3 pp +0.2 pp +0.3 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 4.4 1.2% 4 +0.1 pp +0.1 pp +0.1 pp +1.2 pp
☆Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 4.4 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
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☆Trilogy Capital Inc. CIK 0001722512 0.616 400 4.4 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 4.4 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 4.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 4.4 0.5% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 4.4 0.7% 4 +0.1 pp +0.0 pp -0.1 pp +0.7 pp
☆Impact Capital Partners LLC CIK 0002054916 0.218 283 4.4 1.3% 4 +0.1 pp +0.2 pp +0.1 pp +1.3 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 4.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 4.3 1.8% 5 +0.1 pp +0.1 pp -0.1 pp -0.2 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 4.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 4.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Gen-Wealth Partners Inc CIK 0002023375 0.216 722 4.3 1.3% 4 +0.1 pp +0.6 pp +0.6 pp +1.3 pp
☆DJE Kapital AG CIK 0001659196 0.349 124 4.3 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
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☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 4.2 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
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☆Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 4.1 0.6% 4 -0.1 pp -0.0 pp -0.1 pp +0.6 pp
☆BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 4.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Callahan Advisors, LLC CIK 0001395055 0.520 181 4.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 4.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆ZEVIN ASSET MANAGEMENT LLC CIK 0001394096 0.453 97 0.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC CIK 0002011649 0.558 104 0.5 0.3% 4 -0.0 pp +0.0 pp -0.1 pp +0.3 pp
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☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.4 0.4% 4 +0.0 pp +0.1 pp -0.0 pp +0.4 pp
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☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.4 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆GOULD ASSET MANAGEMENT LLC /CA/ CIK 0001091961 0.732 176 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.582 174 0.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Tempo Wealth, LLC CIK 0002112005 0.447 237 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Braeburn Wealth Management LLC CIK 0002111759 0.246 99 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Sippican Capital Advisors CIK 0001557406 0.154 111 0.4 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆PCB Capital LLC CIK 0002123661 0.087 114 0.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆Parisi Gray Wealth Management CIK 0001716659 0.472 155 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Oak Asset Management, LLC CIK 0001726375 0.419 115 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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☆Planning Center, Inc. CIK 0001910966 0.907 84 0.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Rede Wealth, LLC CIK 0001842054 0.714 117 0.4 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.4 0.3% 4 +0.0 pp +0.0 pp -0.0 pp +0.3 pp
☆Element Wealth, LLC CIK 0001802743 0.267 212 0.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.4 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
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☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 0.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
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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 KO). Qtrs Held counts distinct quarters this fund has actually held KO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its KO position size. Δ columns are the percentage-point change in KO'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