Signals

OWL

723 in-universe funds with a nonzero position in OWL 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 Full insider history

DateTypeWhat happened
2026-09-14 Insider Zahr Marc (Co-President) disposed via J
2026-09-11 Insider Kirshenbaum Alan (Chief Financial Officer) disposed via G
2026-09-11 Insider Owl Rock Capital Feeder LLC disposed via J
2026-09-11 Insider Dyal Capital SLP LP disposed via J
2026-09-11 Insider Rees Michael Douglass (Co-President) disposed via G
2026-09-11 Insider LIPSCHULTZ MARC S (Co-Chief Executive Officer) disposed via G
2026-09-01 Insider Dyal Capital SLP LP disposed via J
2026-08-18 8-K Item(s) 1.01, 2.03, 8.01, 9.01
2026-08-13 Ownership Dilution filing by BLUE OWL CAPITAL INC. (424B5)
2026-08-12 8-K Item(s) 8.01, 9.01
2026-08-11 Ownership Dilution filing by BLUE OWL CAPITAL INC. (424B5)
2026-08-06 Insider Ostrover Douglas I (Co-Chief Executive Officer) acquired via award
2026-08-06 Insider Packer Craig (Co-President) acquired via award
2026-08-06 Insider Rees Michael Douglass (Co-President) acquired via award
2026-07-30 8-K Item(s) 2.02, 8.01, 9.01
2026-06-04 8-K Item(s) 5.07
2026-04-30 8-K Item(s) 2.02, 8.01, 9.01
2026-02-05 8-K Item(s) 2.02, 8.01, 9.01
2025-12-04 8-K Item(s) 8.01
2025-12-02 8-K Item(s) 8.01
2025-10-30 8-K Item(s) 2.02, 8.01, 9.01
2025-08-08 8-K Item(s) 1.01, 2.03, 9.01
2022-12-22 Ownership Dilution filing by BLUE OWL CAPITAL INC. (S-3)
2022-06-16 Ownership Dilution filing by BLUE OWL CAPITAL INC. (S-3)
2021-06-02 Ownership Dilution filing by BLUE OWL CAPITAL INC. (D)
2021-06-02 Ownership Dilution filing by BLUE OWL CAPITAL INC. (D)

Flow ranking

Rank#334
Score / z0.714 / 0.63
Consensus225.68 over 401 funds
Momentumno 12m return

Price & positioning

248 cached closes, trailing year
Drawdownno history
Short interest-5% / 4.6d

Forensics

Clean as of 2026Q2
Accrual ratio
F-score
M-score
Net issuance

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-14 Zahr Marc J
2026-09-11 Kirshenbaum Alan G
2026-09-11 Owl Rock Capital Feeder LLC J
2026-09-11 Dyal Capital SLP LP J
2026-09-11 Rees Michael Douglass G
2026-09-11 LIPSCHULTZ MARC S G
2026-09-01 Dyal Capital SLP LP J
2026-08-06 Ostrover Douglas I A
2026-08-06 Packer Craig A
2026-08-06 Rees Michael Douglass A
Showing the 10 most recent.

8-K events

Negative / total0 / 3
FiledFormItems
2026-08-18 8-K 1.01, 2.03, 8.01, 9.01
2026-08-12 8-K 8.01, 9.01
2026-07-30 8-K 2.02, 8.01, 9.01
2026-06-04 8-K 5.07
2026-04-30 8-K 2.02, 8.01, 9.01
2026-02-05 8-K 2.02, 8.01, 9.01
2025-12-04 8-K 8.01
2025-12-02 8-K 8.01
2025-10-30 8-K 2.02, 8.01, 9.01
2025-08-08 8-K 1.01, 2.03, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 2
FiledFormFiler
2026-08-13 424B5 BLUE OWL CAPITAL INC.
2026-08-11 424B5 BLUE OWL CAPITAL INC.
2022-12-22 S-3 BLUE OWL CAPITAL INC.
2022-06-16 S-3 BLUE OWL CAPITAL INC.
2021-06-02 D BLUE OWL CAPITAL INC.
2021-06-02 D BLUE OWL CAPITAL INC.

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
FMR LLC CIK 0000315066 0.989 5571 782.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 530.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 518.2 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 313.7 7.0% 4 -0.5 pp -0.0 pp -3.8 pp +7.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 304.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 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 155.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Lind Value II ApS CIK 0001891185 0.876 7 139.3 30.9% 2 +21.0 pp +30.9 pp +30.9 pp +30.9 pp
Caption Management, LLC CIK 0001706766 0.079 538 138.0 6.6% 3 +5.7 pp +6.0 pp +6.6 pp +6.6 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 120.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 109.9 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 105.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 98.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 89.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 87.8 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 70.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RDST Capital LLC CIK 0001912187 0.448 18 69.8 6.7% 4 -2.1 pp -0.4 pp +0.2 pp +6.7 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 64.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 57.8 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 57.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 55.4 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 53.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 47.9 1.0% 4 -1.1 pp -1.1 pp -1.5 pp +1.0 pp
Capital International Investors CIK 0001562230 0.968 446 44.1 0.0% 4 -0.1 pp -0.2 pp -0.2 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 39.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 39.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 38.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Estuary Capital Management LP CIK 0001965005 0.035 21 38.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 37.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 36.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 34.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 33.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 33.4 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 33.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
State of New Jersey Common Pension Fund A CIK 0001483262 0.906 3 32.5 14.4% 3 -5.3 pp -7.0 pp +14.4 pp +14.4 pp
National Philanthropic Trust CIK 0001785342 0.575 409 31.9 0.3% 6 -0.3 pp -0.1 pp -0.3 pp -0.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 30.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callodine Capital Management, LP CIK 0001741675 0.554 62 26.9 1.9% 4 -4.2 pp -3.9 pp -3.1 pp +1.9 pp
Brown University CIK 0001664741 0.445 10 23.5 23.0% 4 -3.9 pp -2.7 pp -11.7 pp +23.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 21.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 21.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OCO Capital Partners, L.P. CIK 0001764525 0.849 5 20.1 5.3% 2 +1.9 pp +5.3 pp +5.3 pp +5.3 pp
Partners Group Holding AG CIK 0001534259 0.621 52 19.9 1.5% 4 -1.3 pp -0.4 pp -0.1 pp +1.5 pp
Man Group plc CIK 0001637460 0.631 2032 19.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Barton Investment Management CIK 0001387818 0.844 60 18.6 2.3% 4 -0.8 pp -1.0 pp -1.5 pp +2.3 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 18.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 18.3 0.1% 2 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 18.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 17.5 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 16.8 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Verity & Verity, LLC CIK 0001542108 0.503 138 16.7 1.2% 4 +0.0 pp +0.3 pp -0.3 pp +1.2 pp
PEAK6 LLC CIK 0001389958 0.149 850 16.2 0.5% 3 +0.3 pp +0.1 pp +0.5 pp +0.5 pp
Cander Asset Management LP CIK 0002082399 0.104 47 15.9 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
LPL Financial LLC CIK 0001403438 0.957 5996 15.5 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 15.4 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 15.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alpine Global Management, LLC CIK 0001581655 0.035 232 14.5 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 13.6 0.8% 4 +0.0 pp +0.0 pp -0.1 pp +0.8 pp
Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 12.8 0.2% 6 -0.7 pp -0.8 pp -0.6 pp -0.8 pp
CORTLAND ASSOCIATES INC/MO CIK 0001014315 0.553 62 12.1 1.7% 4 -0.8 pp -2.3 pp -2.8 pp +1.7 pp
Swiss National Bank CIK 0001582202 0.961 2301 11.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 11.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN FINANCIAL GROUP INC (AFG, AFGB, AFGC, AFGD, AFGE) CIK 0001042046 0.422 73 10.8 4.0% 2 +0.7 pp +4.0 pp +4.0 pp +4.0 pp
Lalia Capital, LLC CIK 0002106818 0.475 15 10.7 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 9.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 9.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DG Capital Management, LLC CIK 0001512716 0.198 20 9.3 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 9.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 9.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Chescapmanager LLC CIK 0001697162 0.734 21 8.8 1.4% 4 -1.0 pp -0.3 pp -0.1 pp +1.4 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 8.4 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 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 7.3 0.6% 4 -0.6 pp -0.7 pp -1.0 pp +0.6 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 7.1 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 6.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 6.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 6.6 0.5% 4 -0.3 pp -0.1 pp -0.2 pp +0.5 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 6.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 6.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 6.4 0.6% 1 +0.6 pp +0.4 pp +0.4 pp +0.6 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arcus Capital Partners, LLC CIK 0001651960 0.155 108 6.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 5.9 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 5.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Explore Capital Management, LLC CIK 0002026286 0.656 11 5.7 5.3% 3 -2.4 pp -3.9 pp +5.3 pp +5.3 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 5.4 0.0% 4 -0.0 pp -0.4 pp -0.4 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 5.1 0.2% 1 +0.2 pp +0.1 pp -0.1 pp +0.2 pp
GenTrust, LLC CIK 0001697110 0.832 201 5.1 0.2% 4 -0.1 pp -0.2 pp -0.3 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 5.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 5.1 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 4.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 4.5 0.4% 4 -0.4 pp -0.2 pp -0.1 pp +0.4 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 4.5 0.1% 6 -0.2 pp -0.3 pp +0.1 pp +0.1 pp
Atom Investors LP CIK 0001738902 0.004 818 4.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.1 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 3.8 0.3% 3 -0.2 pp -0.1 pp +0.3 pp +0.3 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 3.6 1.3% 4 -0.4 pp -0.6 pp -0.7 pp +1.3 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 3.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 3.4 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 3.2 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 3.0 1.1% 4 -0.3 pp -0.3 pp -0.7 pp +1.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 2.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 2.9 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.778 1214 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
CWM, LLC CIK 0001535847 0.788 5645 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 2.8 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Granite FO LLC CIK 0002034090 0.642 171 2.6 1.6% 4 -0.7 pp -0.8 pp -1.1 pp +1.6 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 2.4 2.0% 2 +1.6 pp +2.0 pp +2.0 pp +2.0 pp
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KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HMI Capital Management, L.P. CIK 0001469026 0.519 13 0.0 0.0% 0 -3.0 pp -5.6 pp -6.2 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 0 -0.1 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
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Astra Wealth Partners LLC CIK 0002054825 0.420 95 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ARDSLEY ADVISORY PARTNERS LP CIK 0000900529 0.026 130 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp +0.0 pp
Kinetic Partners Management, LP CIK 0001911448 0.140 47 0.0 0.0% 0 -0.6 pp -2.3 pp -2.9 pp +0.0 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 0.0 0.0% 0 -0.3 pp -0.4 pp -0.4 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 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 -0.1 pp -0.1 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp -0.4 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
Munro Partners CIK 0001768744 0.213 59 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RICHARDSON FINANCIAL SERVICES INC. CIK 0002012303 0.164 607 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
COBALT CAPITAL MANAGEMENT, INC. CIK 0001086762 0.041 26 0.0 0.0% 0 -4.6 pp +0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ritter Daniher Financial Advisory LLC / DE CIK 0001936603 0.757 602 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Permanent Capital Management, LP CIK 0002054108 0.729 211 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISION FINANCIAL MARKETS LLC CIK 0001378145 0.324 413 0.0 0.0% 0 +0.0 pp +0.0 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
Avalon Trust Co CIK 0001798150 0.724 462 0.0 0.0% 0 -0.0 pp -0.8 pp -1.0 pp +0.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 0.0 0.0% 0 +0.0 pp -0.3 pp -0.2 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bosman Wealth Management, LLC CIK 0002066260 0.092 56 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.8 pp
COMMERCE BANK CIK 0001009076 0.853 1332 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wedmont Private Capital CIK 0001904274 0.771 949 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Merrion Investment Management Co, LLC CIK 0001383782 0.283 106 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC CIK 0001794153 0.583 174 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AFFINITY WEALTH MANAGEMENT LLC CIK 0000810672 0.565 113 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castle Hook Partners LP CIK 0001687241 0.157 66 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
LAFFER TENGLER INVESTMENTS, INC. CIK 0001307878 0.336 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.0 0.0% 0 +0.0 pp -0.7 pp -0.9 pp +0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 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
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 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
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAPITAL INSIGHT PARTNERS, LLC CIK 0001664385 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHOLTZ & COMPANY, LLC CIK 0001606134 0.142 48 0.0 0.0% 0 +0.0 pp +0.0 pp -1.4 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Obermeyer Wealth Partners CIK 0001349654 0.722 300 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp -0.0 pp -0.5 pp +0.0 pp
BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 0.0 0.0% 0 +0.0 pp -0.9 pp -1.1 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Probity Advisors, Inc. CIK 0001676603 0.563 232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Freedom Day Solutions, LLC CIK 0001467517 0.377 134 0.0 0.0% 0 -0.4 pp -0.5 pp -0.6 pp +0.0 pp
COMMONS CAPITAL, LLC CIK 0001912835 0.286 96 0.0 0.0% 0 +0.0 pp -1.4 pp +0.0 pp +0.0 pp
OSTRUM ASSET MANAGEMENT CIK 0001767945 0.500 549 0.0 0.0% 0 -0.0 pp -0.1 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 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Voya Financial Advisors, Inc. CIK 0001424367 0.864 208 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 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 OWL). Qtrs Held counts distinct quarters this fund has actually held OWL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OWL position size. Δ columns are the percentage-point change in OWL'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