Signals

OWL

503 in-universe funds with a nonzero position in OWL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24164
Score / z-0.253 / -0.38
Consensus197.37 over 332 funds
Momentumno 12m return

Price & positioning

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

Forensics

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

Insider

No Form 4 activity on file for this ticker.

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
Capital World Investors CIK 0001422849 0.974 637 1,442.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,149.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 1,062.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 1,053.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 790.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 567.2 7.0% 2 -3.8 pp +7.0 pp +7.0 pp +7.0 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 382.0 0.0% 3 -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 207.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 205.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 195.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 188.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 174.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 166.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 116.1 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
REGENTS OF THE UNIVERSITY OF CALIFORNIA CIK 0000315054 0.902 11 101.4 7.9% 2 -14.4 pp +7.9 pp +7.9 pp +7.9 pp
HMI Capital Management, L.P. CIK 0001469026 0.519 13 96.6 5.6% 2 -0.6 pp +5.6 pp +5.6 pp +5.6 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 93.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ADVENT INTERNATIONAL, L.P. CIK 0001034196 0.000 34 92.7 1.9% 2 -1.3 pp +1.9 pp +1.9 pp +1.9 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 83.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RDST Capital LLC CIK 0001912187 0.448 18 76.0 7.2% 2 +0.7 pp +7.2 pp +7.2 pp +7.2 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 71.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 67.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Callodine Capital Management, LP CIK 0001741675 0.554 62 66.1 5.8% 2 +0.8 pp +5.8 pp +5.8 pp +5.8 pp
Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 65.2 1.0% 4 +0.2 pp -0.0 pp -0.3 pp +1.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 65.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 63.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 63.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
State of New Jersey Common Pension Fund A CIK 0001483262 0.906 3 60.2 21.3% 1 +21.3 pp +21.3 pp +21.3 pp +21.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 56.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 54.9 0.0% 2 -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 51.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 51.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 50.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 49.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 49.4 0.4% 2 +0.2 pp +0.4 pp +0.4 pp +0.4 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 47.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Kinetic Partners Management, LP CIK 0001911448 0.140 47 46.9 2.3% 2 -0.6 pp +2.3 pp +2.3 pp +2.3 pp
Brown University CIK 0001664741 0.445 10 43.5 25.7% 2 -9.1 pp +25.7 pp +25.7 pp +25.7 pp
National Philanthropic Trust CIK 0001785342 0.575 409 43.2 0.5% 4 -0.1 pp -0.3 pp -0.7 pp +0.5 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 42.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 41.5 0.0% 2 -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 41.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CORTLAND ASSOCIATES INC/MO CIK 0001014315 0.553 62 34.0 4.0% 2 -0.5 pp +4.0 pp +4.0 pp +4.0 pp
Partners Group Holding AG CIK 0001534259 0.621 52 32.8 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
Barton Investment Management CIK 0001387818 0.844 60 32.5 3.3% 2 -0.5 pp +3.3 pp +3.3 pp +3.3 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 30.2 0.0% 2 -0.1 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 27.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 27.3 0.0% 2 -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 27.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 26.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 26.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 25.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 23.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Research Global Investors CIK 0001422848 0.983 426 22.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 21.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CAT ROCK CAPITAL MANAGEMENT LP CIK 0001654648 0.282 7 20.5 2.5% 2 -0.9 pp +2.5 pp +2.5 pp +2.5 pp
Nuveen, LLC CIK 0001871926 0.966 3735 19.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 19.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 19.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 18.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 18.3 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 18.2 1.6% 2 -0.9 pp +1.6 pp +1.6 pp +1.6 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 18.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 17.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 16.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Explore Capital Management, LLC CIK 0002026286 0.656 11 14.9 9.2% 1 +9.2 pp +9.2 pp +9.2 pp +9.2 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 14.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 14.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 13.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 13.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 12.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
PEAK6 LLC CIK 0001389958 0.149 850 12.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 12.3 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 12.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Verity & Verity, LLC CIK 0001542108 0.503 138 12.1 1.0% 2 -0.6 pp +1.0 pp +1.0 pp +1.0 pp
Avalon Trust Co CIK 0001798150 0.724 462 11.8 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 11.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 11.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 10.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Chescapmanager LLC CIK 0001697162 0.734 21 10.8 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 10.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 10.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 10.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 10.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 9.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 9.4 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 9.2 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 9.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 8.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 8.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 8.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LYELL WEALTH MANAGEMENT, LP CIK 0001686444 0.516 232 8.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 7.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 7.7 0.0% 2 -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 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 6.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 6.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPX Gestao de Recursos Ltda CIK 0001589176 0.023 79 6.5 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 6.3 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 5.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV CIK 0000709089 0.398 195 5.3 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
Munro Partners CIK 0001768744 0.213 59 5.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 5.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M.D. Sass, LLC CIK 0000922940 0.313 38 4.9 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 4.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFC Advisors LLC CIK 0002053348 0.691 179 4.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Tranquility Partners, LLC CIK 0001783773 0.246 232 4.3 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
Granite FO LLC CIK 0002034090 0.642 171 4.3 2.3% 2 -0.3 pp +2.3 pp +2.3 pp +2.3 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 4.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Parcion Private Wealth LLC CIK 0001801263 0.489 529 4.1 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 4.0 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
Orange Investment Advisors, Inc. CIK 0000943442 0.498 143 4.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tredje AP-fonden CIK 0001650290 0.789 424 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 3.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 3.1 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 3.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 2.8 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Castle Hook Partners LP CIK 0001687241 0.157 66 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 2.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
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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
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 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
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Petrus Trust Company, LTA CIK 0001473429 0.705 27 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kaizen Financial Strategies CIK 0001842013 0.281 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 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
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
Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 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
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 0.0 0.0% 0 -0.1 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
Northside Capital Management, LLC CIK 0001631052 0.582 187 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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 -0.1 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
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 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 -1.4 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
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
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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