Signals

CUSIP:82509LAA5

57 in-universe funds with a nonzero position in CUSIP:82509LAA5 within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#13062
Score / z0.000 / -0.02
Consensus27.49 over 45 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
CAMDEN ASSET MANAGEMENT L P /CA CIK 0000903944 0.079 73 0.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Warberg Asset Management LLC CIK 0001597506 0.000 145 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kohlberg Kravis Roberts & Co. L.P. CIK 0001399770 0.972 99 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 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 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARISTEIA CAPITAL, L.L.C. CIK 0001080171 0.156 786 0.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 0.0 0.0% 1 +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% 1 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR Arbitrage LLC CIK 0001167456 0.150 634 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
PERISCOPE CAPITAL INC. CIK 0001695320 0.049 462 0.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RWC Asset Management LLP CIK 0001520478 0.536 160 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aequim Alternative Investments LP CIK 0001728201 0.539 102 0.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 1 +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% 1 +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% 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 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 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 0.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DNCA FINANCE CIK 0001752759 0.468 116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaero Capital S.A. CIK 0001843510 0.029 65 0.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEELHEAD PARTNERS LLC CIK 0001133521 0.408 25 0.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fox Hill Wealth Management CIK 0002016110 0.179 120 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.0 0.0% 1 +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% 1 +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% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 1 +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% 2 +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 0.0 0.0% 3 -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 0.0 0.0% 1 +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:82509LAA5). Qtrs Held counts distinct quarters this fund has actually held CUSIP:82509LAA5 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:82509LAA5 position size. Δ columns are the percentage-point change in CUSIP:82509LAA5'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