Signals

← Signals

☆SAN

809 in-universe funds with a nonzero position in SAN within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#21816
Score / z0.000 / -0.02
Consensus268.01 over 488 funds
Momentumnot computed

Price & positioning

224 cached closes, trailing year
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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆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 1,219.2 0.1% 7 +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 650.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 570.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 453.8 0.1% 5 -0.0 pp -0.3 pp -0.3 pp -0.3 pp
☆Mondrian Investment Partners LTD CIK 0001317724 0.804 111 267.5 4.1% 4 +0.4 pp -0.6 pp -0.6 pp +4.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 244.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 193.2 0.5% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital International Investors CIK 0001562230 0.968 446 192.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 179.0 0.0% 5 +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 166.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 153.7 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 149.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 115.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 113.2 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 112.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 107.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 102.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 93.9 0.5% 5 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 89.9 1.6% 5 +0.2 pp -0.1 pp +0.0 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 84.2 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 79.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 74.0 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 69.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 56.0 0.0% 6 +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 55.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 50.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 43.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 41.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 38.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 35.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 32.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 30.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 28.9 0.1% 5 +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 25.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 24.3 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 24.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilkinson Global Asset Management LLC CIK 0001764000 0.656 62 22.8 1.8% 3 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.778 1214 20.3 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 17.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 14.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 14.0 0.0% 5 +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 13.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 13.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 13.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 13.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 11.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 10.5 2.9% 1 +2.9 pp +2.9 pp -1.0 pp -1.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 9.4 0.1% 7 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 9.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 8.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steamboat Capital Partners, LLC CIK 0001635663 0.148 59 8.3 1.8% 5 -0.8 pp -1.1 pp -2.0 pp -1.7 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 8.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 7.4 1.3% 5 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 7.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 7.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 6.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 6.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 5.9 0.5% 5 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 5.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DV EQUITIES, LLC CIK 0001841659 0.000 100 5.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 5.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 5.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 5.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.1 0.0% 5 +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 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 4.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CacheTech Inc. CIK 0002013390 0.380 169 4.4 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 4.1 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 3.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 3.5 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 3.5 0.1% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 3.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 3.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Adams Wealth Management CIK 0001803084 0.408 147 3.4 0.7% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆NWAM LLC CIK 0001655006 0.392 684 3.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp -0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Trust Investment Advisors, LLC CIK 0001291424 0.154 81 3.3 1.6% 5 +0.3 pp +0.2 pp +0.4 pp +0.5 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 3.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.8 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.8 0.0% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 2.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 2.7 0.1% 1 +0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 2.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 2.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 2.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 2.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAELIPSKIE PARTNERSHIP CIK 0002023896 0.603 124 2.4 0.9% 5 +0.1 pp +0.0 pp -0.1 pp +0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Qtron Investments LLC CIK 0001768099 0.279 449 2.4 0.3% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Verdence Capital Advisors LLC CIK 0001719305 0.417 653 2.2 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 2.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 2.2 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Strategic Global Advisors, LLC CIK 0001580212 0.136 129 2.1 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 2.1 0.3% 5 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 1.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 1.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 1.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 1.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 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
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 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
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Compass Rose Asset Management, LP CIK 0001758811 0.215 17 0.0 0.0% 0 -2.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Myriad Asset Management US LP CIK 0001857187 0.066 52 0.0 0.0% 0 -0.5 pp +0.0 pp -0.5 pp +0.0 pp
☆Dempze Nancy E CIK 0001592614 0.301 91 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 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
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 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
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sonoma Allocations LLC CIK 0002084965 0.086 118 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆FLAGSHIP WEALTH ADVISORS, LLC CIK 0002036117 0.193 484 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Myriad Asset Management Advisors LLC CIK 0002069031 0.243 49 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.0% 0 -0.1 pp -0.1 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 SAN). Qtrs Held counts distinct quarters this fund has actually held SAN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SAN position size. Δ columns are the percentage-point change in SAN'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