Signals

SBSW

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

Flow ranking

Rank#20178
Score / z0.000 / -0.02
Consensus97.31 over 181 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)
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
Lingotto Investment Management LLP CIK 0001732768 0.824 31 246.2 4.9% 4 -2.3 pp -1.0 pp +0.5 pp +4.9 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 109.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 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 80.7 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 77.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Condire Management, LP CIK 0001847739 0.000 1 64.6 6.2% 4 -1.6 pp -0.4 pp -0.4 pp +6.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 62.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 54.5 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 53.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Goehring & Rozencwajg Associates, LLC CIK 0001863154 0.771 41 52.6 2.8% 4 -2.2 pp -1.7 pp -0.9 pp +2.8 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 47.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 37.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 36.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 34.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 31.1 0.0% 4 +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 29.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 26.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 24.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 22.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 22.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 20.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 18.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 16.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 16.7 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 15.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 13.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 12.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 12.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSP Capital Management Group, LLC CIK 0001317208 0.520 43 12.0 2.9% 4 -2.5 pp -2.6 pp -1.2 pp +2.9 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 11.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 11.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MAC Alpha Capital Management, LP CIK 0002111003 0.531 21 10.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 6.7 0.2% 5 +0.2 pp +0.0 pp +0.1 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 6.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 5.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 5.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCGM Wealth Management, LLC CIK 0001830467 0.218 182 5.3 1.3% 4 -0.5 pp -0.7 pp -0.1 pp +1.3 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 5.2 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
Glenorchy Capital Ltd CIK 0002008506 0.248 59 4.7 2.5% 4 -1.0 pp -0.7 pp +0.3 pp +2.5 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arlington Capital Management, Inc. CIK 0001606507 0.000 112 3.9 2.2% 2 -0.2 pp +2.2 pp +2.2 pp +2.2 pp
Hartree Partners, LP CIK 0001597857 0.130 112 3.9 0.8% 4 -0.5 pp -0.1 pp +0.8 pp +0.8 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stanley-Laman Group, Ltd. CIK 0001601489 0.169 298 3.8 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 3.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 3.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
U S GLOBAL INVESTORS INC (GROW) CIK 0000754811 0.508 127 3.4 0.4% 4 -0.0 pp -0.3 pp -0.1 pp +0.4 pp
FIL Ltd CIK 0000318989 0.878 1140 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 3.2 0.0% 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 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Dorsey Wright & Associates CIK 0001376772 0.051 131 3.0 0.4% 3 -0.2 pp -0.1 pp +0.4 pp +0.4 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 3.0 0.0% 4 +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 3.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 2.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Voleon Capital Management LP CIK 0001479847 0.337 761 2.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 2.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.4 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Foster Group, Inc. CIK 0001841544 0.874 318 2.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
De Lisle Partners LLP CIK 0002011184 0.284 178 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 2.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Sense Advisors, Inc. CIK 0001358828 0.159 137 1.5 0.3% 1 +0.3 pp +0.3 pp +0.2 pp +0.3 pp
Nokomis Capital, L.L.C. CIK 0001541055 0.249 48 1.5 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorShares Investments LLC CIK 0001425930 0.032 269 1.4 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadence Wealth Management LLC CIK 0001845250 0.544 63 1.1 0.5% 4 -0.2 pp -0.1 pp -0.1 pp +0.5 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VectorGlobal IAG, Inc. CIK 0001845843 0.507 132 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mandatum Life Insurance Co Ltd CIK 0001664324 0.701 90 0.8 0.2% 4 -0.1 pp -0.1 pp +0.0 pp +0.2 pp
Steadtrust LLC CIK 0002097595 0.161 132 0.8 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Papamarkou Wellner Asset Management inc. CIK 0002063952 0.431 75 0.7 0.4% 5 -0.1 pp +0.0 pp +0.2 pp +0.3 pp
PETRA FINANCIAL ADVISORS INC CIK 0001971427 0.069 168 0.7 0.4% 4 -0.0 pp +0.1 pp +0.2 pp +0.4 pp
STRS OHIO CIK 0000820478 0.777 2154 0.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.7 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.5 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 0.5 0.2% 4 -0.2 pp -0.2 pp -0.1 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 0.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PCM Encore, LLC CIK 0002109846 0.244 459 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.4 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 0.4 0.0% 4 -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 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PERSONAL CFO SOLUTIONS, LLC CIK 0001677501 0.175 529 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
E Fund Management (Hong Kong) Co., Ltd. CIK 0001777469 0.142 551 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Management Advisory Group, LLC CIK 0001631864 0.543 572 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Basecamp Wealth Advisors LLC CIK 2115254 0.611 1822 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthspire Retirement, LLC CIK 0002040084 0.698 321 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABBINGTON INVESTMENT GROUP CIK 0002088867 0.393 52 0.3 0.1% 2 -2.2 pp +0.1 pp +0.1 pp +0.1 pp
HUSSMAN STRATEGIC ADVISORS, INC. CIK 0001179475 0.008 231 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Total Wealth Planning & Management, Inc. CIK 0002058383 0.058 189 0.2 0.2% 2 -0.0 pp +0.2 pp +0.0 pp +0.2 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.677 616 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SmartHarvest Portfolios, LLC CIK 0002066604 0.170 461 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Comprehensive Money Management Services LLC CIK 0002058921 0.127 200 0.2 0.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
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Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 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
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Resolute Wealth Strategies, LLC CIK 0001973981 0.414 132 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
KELLY LAWRENCE W & ASSOCIATES INC/CA CIK 0000920441 0.418 128 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
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 0.0 0.0% 0 -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
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
LINDEN ADVISORS LP CIK 0001279396 0.256 638 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 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
Acuitas Investments, LLC CIK 0001524828 0.353 7 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
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
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BXM Wealth LLC CIK 0002052379 0.166 163 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 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
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -0.7 pp +0.0 pp -0.2 pp +0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 0.0 0.0% 0 -2.3 pp -4.5 pp -0.9 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
Vanguard Capital Wealth Advisors CIK 0001730578 0.118 132 0.0 0.0% 0 +0.0 pp -0.2 pp -0.6 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 SBSW). Qtrs Held counts distinct quarters this fund has actually held SBSW (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SBSW position size. Δ columns are the percentage-point change in SBSW'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