Signals

TKO

528 in-universe funds with a nonzero position in TKO within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23895
Score / z-1.149 / -1.49
Consensus197.98 over 357 funds
Momentumno 12m return

Price & positioning

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

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

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

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
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,410.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 882.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 843.2 0.0% 1 +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 808.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 793.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lindsell Train Ltd CIK 0001484150 0.949 28 577.4 13.6% 1 +13.6 pp +13.6 pp +13.6 pp +13.6 pp
Independent Franchise Partners LLP CIK 0001483866 0.955 26 572.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
XN LP CIK 0001756558 0.535 27 473.2 16.5% 1 +16.5 pp +16.5 pp +16.5 pp +16.5 pp
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP CIK 0001854440 0.970 10 404.8 12.9% 1 +12.9 pp +12.9 pp +12.9 pp +12.9 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 364.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 328.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 316.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 258.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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 221.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 208.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 176.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 169.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 166.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 162.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 138.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NORGES BANK CIK 0001374170 0.994 1617 132.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 131.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 119.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 115.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 114.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 114.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARSICO CAPITAL MANAGEMENT LLC CIK 0001055966 0.532 69 102.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 97.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 97.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 91.3 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 90.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gates Capital Management, Inc. CIK 0001312908 0.682 31 88.9 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 85.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 82.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 82.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 67.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Munro Partners CIK 0001768744 0.213 59 65.7 2.1% 3 -0.9 pp +0.6 pp +2.1 pp +2.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 64.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Grotto Capital, LLC CIK 0001764725 0.188 29 63.2 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 61.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 58.3 0.0% 1 +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 57.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Valiant Capital Management, L.P. CIK 0001452689 0.804 25 54.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 53.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 51.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TREMBLANT CAPITAL GROUP CIK 0001353312 0.409 58 50.7 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 47.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 46.2 0.0% 1 +0.0 pp +0.0 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 45.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 45.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 45.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 45.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAWK RIDGE CAPITAL MANAGEMENT LP CIK 0001609074 0.308 44 39.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Nuveen, LLC CIK 0001871926 0.966 3735 35.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollo Management Holdings, L.P. CIK 0001449434 0.790 83 34.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 32.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 28.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 27.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 27.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DigitalBridge Group, Inc. (DBRG, DBRG-PH, DBRG-PI, DBRG-PJ) CIK 0001679688 0.391 57 27.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
COOPER INVESTORS PTY LTD CIK 0001561728 0.068 39 26.2 4.8% 3 +1.5 pp +2.1 pp +4.8 pp +4.8 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 25.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 24.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 24.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 23.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 23.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARLOW WEALTH PARTNERS, LLC CIK 0001999928 0.497 149 22.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 21.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marathon Partners Equity Management, LLC CIK 0001353311 0.619 14 20.2 18.3% 1 +18.3 pp +18.3 pp +18.3 pp +18.3 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 19.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRAUN STACEY ASSOCIATES INC CIK 0000872080 0.525 113 19.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Sycale Advisors (NY) LLC CIK 0001811522 0.084 22 19.1 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 17.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northern Right Capital Management, L.P. CIK 0001346543 0.130 27 16.1 5.5% 1 +5.5 pp +5.5 pp +5.5 pp +5.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 16.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 16.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 15.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 15.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 15.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JAG CAPITAL MANAGEMENT, LLC CIK 0001080374 0.349 142 13.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CW Advisors, LLC CIK 0001904976 0.000 0 13.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ninety One SA (PTY) Ltd CIK 0001491998 0.712 110 12.9 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 12.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 12.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 12.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 11.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 11.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triavera Capital LLC CIK 0002011325 0.546 15 11.1 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sellaronda Global Management LP CIK 0001975764 0.385 10 10.9 9.6% 1 +9.6 pp +9.6 pp +9.6 pp +9.6 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 10.5 0.0% 1 +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 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAMS DIVERSIFIED EQUITY FUND, INC. (ADX) CIK 0000002230 0.528 103 9.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Cercano Management LLC CIK 0001936416 0.054 133 9.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 8.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 8.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 7.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Symmetry Investments LP CIK 0001691919 0.056 112 7.5 0.6% 2 -1.8 pp +0.6 pp +0.6 pp +0.6 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SANDLER CAPITAL MANAGEMENT CIK 0001000742 0.008 112 7.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stenham Asset Management Ltd CIK 0001840750 0.459 15 7.2 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 6.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SORA INVESTORS LLC CIK 0001894532 0.034 76 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 5.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atika Capital Management LLC CIK 0001599731 0.149 62 4.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOSH ARNOLD INVESTMENT CONSULTANT, LLC CIK 0001911348 0.541 21 4.6 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
Arlington Partners LLC CIK 0001389848 0.487 64 4.6 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 4.6 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 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LBP AM SA CIK 0001970075 0.619 423 4.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 3.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 3.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
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Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winthrop Capital Management, LLC CIK 0002010657 0.431 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global X Japan Co., Ltd. CIK 0002027450 0.619 390 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brown Shipley& Co Ltd CIK 0001912970 0.520 75 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 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 TKO). Qtrs Held counts distinct quarters this fund has actually held TKO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its TKO position size. Δ columns are the percentage-point change in TKO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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