Signals

SARO

367 in-universe funds with a nonzero position in SARO within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23101
Score / z-0.712 / -0.67
Consensus143.26 over 243 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

Negative / total0 / 3
FiledFormItems
2026-08-07 8-K/A 2.02, 9.01
2026-08-06 8-K 2.02, 9.01
2026-06-26 8-K 5.07
2026-06-02 8-K 5.02, 7.01
2026-05-07 8-K 2.02, 9.01
2026-02-25 8-K 2.02, 9.01
2026-01-29 8-K 1.01, 8.01, 9.01
2026-01-27 8-K 2.02, 9.01
2025-12-10 8-K 8.01
2025-11-10 8-K 2.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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
Carlyle Group Inc. (CG, CGABL) CIK 0001527166 0.988 19 2,184.9 20.6% 1 +20.6 pp -75.5 pp -75.5 pp +20.6 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 562.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 395.9 0.7% 4 +0.2 pp +0.3 pp +0.2 pp +0.7 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 327.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 311.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 245.6 0.2% 4 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 211.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Findlay Park Partners LLP CIK 0001351950 0.605 49 105.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
FMR LLC CIK 0000315066 0.989 5571 99.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 95.1 0.0% 4 +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 90.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 90.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 89.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 83.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 74.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 67.9 0.2% 4 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 56.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
M.D. Sass, LLC CIK 0000922940 0.313 38 55.5 4.2% 3 -0.3 pp +1.6 pp +4.2 pp +4.2 pp
Burkehill Global Management, LP CIK 0001904549 0.000 173 49.1 2.4% 4 -0.4 pp +0.1 pp -1.1 pp +2.4 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 42.8 1.1% 4 -0.1 pp -0.1 pp +0.2 pp +1.1 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 42.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 40.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 37.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 37.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 35.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 34.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 31.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 31.0 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 30.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 29.9 0.0% 4 +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 28.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 28.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Trinity Street Asset Management LLP CIK 0001592579 0.799 23 25.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Verbena Value LP CIK 0002082932 0.500 31 23.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 22.1 0.2% 4 +0.1 pp +0.1 pp -0.1 pp +0.2 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 22.0 0.5% 4 +0.3 pp -0.1 pp +0.2 pp +0.5 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 21.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 21.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 21.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 21.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 19.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 18.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 18.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Vulcan Value Partners, LLC CIK 0001556785 0.887 36 18.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 18.1 0.2% 4 +0.1 pp -0.0 pp -1.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 16.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 16.5 1.1% 4 +0.3 pp +0.3 pp -1.7 pp +1.1 pp
Laurion Capital Management LP CIK 0001390202 0.192 253 15.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 14.8 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 14.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 13.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 12.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Yaupon Capital Management LP CIK 0001755028 0.055 110 11.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 10.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mountaineer Partners Management, LLC CIK 0001730532 0.000 1 10.5 5.2% 4 -0.7 pp +0.6 pp -0.9 pp +5.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 10.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 9.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 9.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 9.6 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 9.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sculptor Capital LP CIK 0001054587 0.143 320 8.8 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.2 pp
Unisphere Establishment CIK 0002012090 0.867 56 8.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DLD Asset Management, LP CIK 0001578299 0.099 392 7.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Roubaix Capital, LLC CIK 0001769700 0.005 50 7.6 3.5% 4 -0.0 pp +0.5 pp +0.4 pp +3.5 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 7.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 7.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NEXT CENTURY GROWTH INVESTORS LLC CIK 0001134007 0.159 113 6.8 0.5% 4 -0.0 pp +0.0 pp -0.2 pp +0.5 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 6.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 6.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 5.9 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 5.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 5.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 5.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 5.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 4.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 4.4 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 4.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EVR Research LP CIK 0001843019 0.106 28 4.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 3.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SeaBridge Investment Advisors LLC CIK 0001304229 0.321 188 3.9 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covalis Capital LLP CIK 0001698819 0.034 100 3.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BURLING WEALTH PARTNERS, LLC CIK 0002054946 0.383 180 3.8 0.6% 2 +0.5 pp +0.6 pp +0.6 pp +0.6 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.1 0.0% 3 -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 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 2.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 2.8 0.1% 1 +0.1 pp +0.1 pp -0.1 pp +0.1 pp
Renaissance Capital LLC CIK 0001535058 0.222 52 2.7 2.0% 4 +0.1 pp -0.8 pp -0.9 pp +2.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Freshford Capital Management, LLC CIK 0001459270 0.282 22 2.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Expect Equity LLC CIK 0002007407 0.122 65 2.5 2.4% 3 +0.2 pp +2.0 pp +2.4 pp +2.4 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 2.5 0.1% 3 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
LuminArx Capital Management LP CIK 0001992915 0.000 55 2.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PenderFund Capital Management Ltd. CIK 0001706164 0.245 231 2.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Delaney Capital Management Ltd. CIK 2140766 0.741 53 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK INVESTMENTS L P CIK 0001011443 0.226 197 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 1.5 0.0% 4 -0.0 pp -0.5 pp -0.5 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLSTATE CORP (ALL, ALL-PB, ALL-PH, ALL-PI, ALL-PJ) CIK 0000899051 0.706 1338 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANT POINT INVESTMENT MANAGEMENT LLC CIK 0001279030 0.141 96 1.1 0.3% 4 -0.3 pp -0.2 pp -0.7 pp +0.3 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Irenic Capital Management LP CIK 0001929389 0.387 43 0.0 0.0% 0 -0.1 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
DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Machina Capital S.A.S. CIK 0001744373 0.008 368 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Elyxium Wealth, LLC CIK 0002043538 0.051 298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHERBROOKE PARK ADVISERS LLC CIK 0001965377 0.000 182 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 0.0 0.0% 0 -1.7 pp -1.6 pp -1.8 pp +0.0 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
PINEBRIDGE INVESTMENTS, L.P. CIK 0001531721 0.734 524 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 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 -0.1 pp -0.1 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Longaeva Partners L.P. CIK 0002054122 0.000 326 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 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% 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 +0.0 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
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brooklands Fund Management Ltd CIK 0002036388 0.035 36 0.0 0.0% 0 -0.1 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
Steamboat Capital Partners, LLC CIK 0001635663 0.148 59 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Fortress Investment Group LLC CIK 0001380393 0.650 25 0.0 0.0% 0 -0.0 pp -3.5 pp -3.1 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FNY Investment Advisers, LLC CIK 0001742998 0.000 833 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
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
Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 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 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Symmetry Investments LP CIK 0001691919 0.056 112 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp -0.1 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 0.0 0.0% 0 -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
Ghisallo Capital Management LLC CIK 0001825214 0.000 339 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 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 SARO). Qtrs Held counts distinct quarters this fund has actually held SARO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SARO position size. Δ columns are the percentage-point change in SARO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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