Signals

CUSIP:819047AB7

52 in-universe funds with a nonzero position in CUSIP:819047AB7 within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#12294
Score / z0.000 / -0.02
Consensus15.39 over 28 funds
Momentumnot computed

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

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
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
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CSS LLC/IL CIK 0001103646 0.116 766 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
DeepCurrents Investment Group LLC CIK 0001754535 0.160 103 0.0 1.2% 5 -0.3 pp -0.1 pp +0.0 pp +0.1 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 0.0 0.3% 4 +0.1 pp +0.1 pp +0.2 pp +0.3 pp
Opti Capital Management, LP CIK 0001738654 0.202 46 0.0 1.5% 3 -0.3 pp +1.0 pp +1.5 pp +1.5 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Holdings, LLC CIK 0001411784 0.174 237 0.0 0.5% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
INSIGNEO ADVISORY SERVICES, LLC CIK 0001964958 0.245 875 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAMDEN ASSET MANAGEMENT L P /CA CIK 0000903944 0.079 73 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.9 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Chicago Capital Management, LLC CIK 0001580162 0.011 27 0.0 3.5% 1 +3.5 pp +0.8 pp +0.0 pp +0.3 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 5 -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
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ADVENT CAPITAL MANAGEMENT /DE/ CIK 0001097278 0.171 219 0.0 0.2% 5 +0.0 pp +0.0 pp -0.4 pp -0.2 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TENOR CAPITAL MANAGEMENT Co., L.P. CIK 0001346554 0.176 549 0.0 1.6% 5 -0.2 pp +0.2 pp +1.2 pp +1.2 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
SHENKMAN CAPITAL MANAGEMENT INC CIK 0001275228 0.059 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OFI INVEST ASSET MANAGEMENT CIK 0001977602 0.467 365 0.0 0.0% 0 +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 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
KIM, LLC CIK 0001888968 0.145 67 0.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 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 0.0 0.0% 7 -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 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Oaktree Fund Advisors, LLC CIK 0001822973 0.325 14 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SSI INVESTMENT MANAGEMENT LLC CIK 0000938487 0.152 248 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
OAKTREE CAPITAL MANAGEMENT LP CIK 0000949509 0.556 138 0.0 0.0% 1 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Selective Wealth Management, Inc. CIK 0001755670 0.654 136 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Fox Hill Wealth Management CIK 0002016110 0.179 120 0.0 0.0% 5 -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% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
HBK INVESTMENTS L P CIK 0001011443 0.226 197 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 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 CUSIP:819047AB7). Qtrs Held counts distinct quarters this fund has actually held CUSIP:819047AB7 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:819047AB7 position size. Δ columns are the percentage-point change in CUSIP:819047AB7's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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