Signals

SBH

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

Flow ranking

Rank#21808
Score / z0.000 / -0.02
Consensus93.30 over 153 funds
Momentumnot computed

Price & positioning

226 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)
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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 223.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 90.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 85.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 62.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 60.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 53.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 52.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 47.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 46.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
WASATCH ADVISORS LP CIK 0000814133 0.571 219 46.7 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 46.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ranmore Fund Management Ltd CIK 0002055400 0.170 23 42.4 4.7% 5 +0.2 pp -1.2 pp -5.0 pp -3.4 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 41.5 0.0% 5 -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 34.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 28.6 0.0% 5 -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 22.4 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 19.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 19.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 16.3 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 15.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 14.1 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 11.8 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 11.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 11.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 9.9 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 9.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 9.0 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 8.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 8.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Access Investment Management LLC CIK 0002010477 0.311 144 8.0 2.1% 4 -0.0 pp -0.4 pp -0.4 pp +2.1 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 8.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 7.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 7.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 7.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 6.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CX Institutional CIK 0001737089 0.437 1568 6.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 5.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CastleKnight Management LP CIK 0001835751 0.112 402 5.5 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 5.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 5.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 5.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 4.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 3.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 3.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invenomic Capital Management LP CIK 0001769456 0.090 115 3.3 0.2% 5 +0.0 pp -0.3 pp -0.4 pp -0.7 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 3.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 2.4 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 2.3 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 2.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.7 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 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 1.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 1.5 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.4 0.0% 7 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AUXIER ASSET MANAGEMENT LLC CIK 0001105863 0.410 184 1.3 0.2% 5 -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 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1.0 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mountain Lake Investment Management LLC CIK 0001308555 0.344 31 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DENALI ADVISORS LLC CIK 0001142941 0.174 318 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.8 0.0% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUIDANCE CAPITAL, INC CIK 0001958743 0.490 233 0.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOKF, NA CIK 0000009634 0.752 1160 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 0.4 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.3 0.1% 2 -0.9 pp +0.1 pp +0.1 pp +0.1 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.3 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 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.3 0.0% 5 -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 0.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vinva Investment Management Ltd CIK 0001968109 0.574 468 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JMN Financial LLC CIK 0002113267 0.057 229 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ares Systematic Credit Ltd CIK 0002135379 0.004 242 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atom Investors LP CIK 0001738902 0.004 818 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hudson Portfolio Management LLC CIK 0001847700 0.159 117 0.2 0.2% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.2 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 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 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
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cedar Mountain Advisors, LLC CIK 0001798986 0.801 1175 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FINANCIAL CONSULATE, INC CIK 0001624510 0.813 1449 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bronte Capital Management Pty Ltd. CIK 0001471085 0.794 56 0.0 0.0% 0 -0.3 pp -1.1 pp -1.8 pp -1.0 pp
Performa Ltd (US), LLC CIK 0001650303 0.771 49 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
EMC Capital Management CIK 0001847772 0.576 53 0.0 0.0% 0 +0.0 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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Jackson Creek Investment Advisors LLC CIK 0001831003 0.004 312 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Intesa Sanpaolo Wealth Management CIK 0002110902 0.252 309 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 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 SBH). Qtrs Held counts distinct quarters this fund has actually held SBH (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SBH position size. Δ columns are the percentage-point change in SBH'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