Signals

SBUX

2721 in-universe funds with a nonzero position in SBUX within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1441
Score / z0.020 / -0.00
Consensus644.34 over 1284 funds
Momentumnot computed

Price & positioning

227 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
Capital World Investors CIK 0001422849 0.974 637 9,255.0 1.3% 4 +0.3 pp +0.4 pp +0.2 pp +1.3 pp
Capital Research Global Investors CIK 0001422848 0.983 426 9,169.1 1.4% 4 +0.1 pp +0.1 pp +0.0 pp +1.4 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 7,128.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 4,276.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2,499.9 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 2,308.2 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 2,227.5 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 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 1,412.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,277.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Capital International Investors CIK 0001562230 0.968 446 1,254.9 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,220.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,099.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,097.2 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 975.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 884.3 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 840.0 1.1% 4 +0.2 pp +0.2 pp +0.0 pp +1.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 823.8 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 778.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 694.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 629.7 0.1% 5 +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 603.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 576.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 548.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 457.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 452.9 3.1% 4 +0.7 pp +0.7 pp +0.4 pp +3.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 441.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 384.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 360.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 356.8 0.1% 4 +0.0 pp +0.0 pp -0.2 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 341.3 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 299.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 294.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 282.8 0.1% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 269.0 0.4% 4 +0.1 pp +0.0 pp -0.2 pp +0.4 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 253.7 0.1% 6 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
National Pension Service CIK 0001608046 0.956 552 247.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 245.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 238.8 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 233.4 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 232.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 223.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 216.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 206.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 204.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 203.2 1.3% 4 +0.0 pp -0.0 pp -0.2 pp +1.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 195.3 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 191.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 186.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 180.0 0.2% 4 +0.0 pp -0.3 pp -0.4 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 176.1 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 159.5 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 157.3 0.2% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 155.2 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 148.3 0.9% 4 -0.3 pp -0.3 pp -0.3 pp +0.9 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 148.0 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 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 144.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 144.1 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 126.9 0.2% 6 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 119.4 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 116.7 1.9% 4 +0.1 pp +0.1 pp +0.5 pp +1.9 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 110.7 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 107.6 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 106.5 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 104.7 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 103.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 99.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 97.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 96.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 94.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 92.2 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 90.0 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Aberdeen Group plc CIK 0001716774 0.934 934 88.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 88.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 85.9 1.1% 4 +0.1 pp +0.1 pp -0.1 pp +1.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 85.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 84.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 81.9 0.8% 4 +0.1 pp +0.2 pp +0.1 pp +0.8 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 78.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 77.3 0.1% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 76.4 0.1% 4 -0.2 pp -0.2 pp -0.4 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 75.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 75.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 74.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 73.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 73.0 0.6% 4 +0.1 pp +0.1 pp +0.0 pp +0.6 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 71.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 71.5 0.7% 4 +0.6 pp +0.6 pp +0.6 pp +0.7 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 69.7 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 69.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
SUMMITRY LLC CIK 0001280043 0.623 340 69.3 3.0% 4 +0.3 pp +0.3 pp +0.4 pp +3.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 65.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Capital International Sarl CIK 0001065349 0.698 287 63.0 1.0% 4 +0.3 pp +0.3 pp +0.2 pp +1.0 pp
PFA Pension, Forsikringsaktieselskab CIK 0001730073 0.831 419 62.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 57.9 1.1% 4 +0.1 pp +0.2 pp +0.1 pp +1.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 57.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Saratoga Research & Investment Management CIK 0001477872 0.809 46 56.4 3.2% 4 +0.6 pp +0.5 pp +0.7 pp +3.2 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 56.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 55.9 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 55.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 54.3 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 53.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 52.1 0.8% 3 -0.1 pp +0.5 pp +0.8 pp +0.8 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 52.0 0.1% 2 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 51.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 51.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
TREMBLANT CAPITAL GROUP CIK 0001353312 0.409 58 50.8 1.6% 4 +0.4 pp -1.3 pp -1.5 pp +1.6 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 50.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Swedbank AB CIK 0000946431 0.941 696 50.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 50.3 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 49.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 49.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 49.1 0.2% 6 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 48.8 0.1% 4 -0.0 pp +0.1 pp -0.1 pp +0.1 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 48.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 47.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 46.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 46.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 45.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 45.7 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 45.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 44.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 44.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 44.3 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 44.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 43.1 0.0% 4 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 42.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 42.0 0.6% 4 +0.5 pp +0.6 pp +0.5 pp +0.6 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 41.6 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 41.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 40.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 39.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 39.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 39.2 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 39.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 39.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 38.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 38.3 0.9% 4 +0.2 pp +0.3 pp +0.2 pp +0.9 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 38.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 37.6 0.2% 4 -0.2 pp -0.2 pp -0.4 pp +0.2 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 37.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 37.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 37.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 35.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 35.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Eurizon Capital SGR S.p.A. CIK 0002107286 0.838 1237 35.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 34.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 33.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
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Octavia Wealth Advisors, LLC CIK 0001841259 0.830 231 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Wealth Advisors Northwest LLC CIK 0002053892 0.732 65 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 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 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Nicholson Wealth Management Group, LLC CIK 0002035982 0.131 109 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp +0.0 pp
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALLIUM FINANCIAL ADVISORS, LLC CIK 0002067277 0.408 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Mountain Hill Investment Partners Corp. CIK 0002055557 0.198 195 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
LVM CAPITAL MANAGEMENT LTD/MI CIK 0001053054 0.597 163 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp +0.0 pp
Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 0.0 0.0% 0 -1.1 pp -0.9 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Severin Investments, LLC CIK 0001763454 0.048 174 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
Deane Retirement Strategies, Inc. CIK 0001659346 0.026 52 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 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 -0.1 pp -0.0 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marest Capital, LLC CIK 0002010315 0.854 30 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 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp -1.2 pp -1.2 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
K.J. Harrison & Partners Inc CIK 0001418359 0.131 224 0.0 0.0% 0 -0.3 pp +0.0 pp -0.1 pp +0.0 pp
Draper Asset Management, LLC CIK 0001847921 0.770 16 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
SilverOak Wealth Management LLC CIK 0001764766 0.811 126 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp -0.0 pp -1.3 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Howard Capital Management Group, LLC CIK 0001860501 0.777 150 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
THOMPSON DAVIS & CO., INC. CIK 0001017284 0.206 168 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
BANK OF HAWAII CIK 0000315080 0.804 233 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FISHMAN JAY A LTD/MI CIK 0001006407 0.858 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WRAPMANAGER INC CIK 0001266014 0.383 150 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -1.5 pp -1.3 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gifford Fong Associates CIK 0001740316 0.472 124 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp +0.0 pp
von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
OMC Financial Services LTD CIK 0002026391 0.472 61 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 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 SBUX). Qtrs Held counts distinct quarters this fund has actually held SBUX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SBUX position size. Δ columns are the percentage-point change in SBUX'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