Signals

SF

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

Flow ranking

Rank#20293
Score / z0.000 / -0.02
Consensus320.72 over 544 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 1,070.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 622.1 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
FMR LLC CIK 0000315066 0.989 5571 601.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 343.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 339.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Boston Partners CIK 0001386060 0.833 802 313.5 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 279.1 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 273.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 272.8 1.1% 4 -0.2 pp -0.3 pp -0.2 pp +1.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 210.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 206.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 193.4 0.0% 4 -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 146.0 0.0% 6 -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 138.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 124.8 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 113.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 108.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 101.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 100.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 98.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 95.5 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 93.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fiera Capital Corp CIK 0001505817 0.842 401 90.6 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 90.1 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 82.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 79.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 69.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 64.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 58.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 53.7 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 51.0 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 49.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 49.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 47.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 46.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 45.6 1.0% 4 -0.2 pp -0.1 pp -0.1 pp +1.0 pp
ALGEBRIS (UK) LTD CIK 0001700286 0.190 73 44.6 3.2% 4 +0.1 pp +0.1 pp +1.5 pp +3.2 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 43.9 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 42.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 41.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 36.3 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 36.2 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 36.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 35.9 0.8% 4 -0.3 pp -0.2 pp -0.3 pp +0.8 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 33.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 32.8 0.2% 4 +0.0 pp -0.4 pp -0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 31.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 31.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 31.4 0.0% 4 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 31.3 1.0% 4 +0.0 pp -0.3 pp +0.2 pp +1.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 31.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 30.5 0.0% 4 -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 30.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 29.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 28.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 27.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 26.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 25.7 0.3% 4 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 25.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 25.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 24.8 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 23.4 0.2% 4 -0.2 pp -0.3 pp -0.2 pp +0.2 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 23.0 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 22.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 22.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 22.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 22.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 20.0 0.4% 4 -0.1 pp -0.0 pp +0.0 pp +0.4 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 19.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Voleon Capital Management LP CIK 0001479847 0.338 761 19.4 0.4% 4 +0.0 pp +0.2 pp +0.3 pp +0.4 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 19.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 19.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WINTON GROUP Ltd CIK 0001612063 0.015 1137 18.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 18.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 16.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 16.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 16.8 0.0% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 16.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Access Investment Management LLC CIK 0002010477 0.311 144 15.8 4.2% 3 -0.1 pp -0.1 pp +4.2 pp +4.2 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 15.1 0.5% 4 -0.1 pp +0.0 pp +0.1 pp +0.5 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 14.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 14.4 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 14.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 14.3 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 13.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 13.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 13.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 13.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 13.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 12.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 11.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
EULAV Asset Management CIK 0001540826 0.373 152 11.6 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 11.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 11.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 10.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 10.4 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
CWM, LLC CIK 0001535847 0.788 5645 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 9.9 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
Channing Capital Management, LLC CIK 0001302404 0.414 106 9.8 0.3% 4 -2.1 pp -2.0 pp -2.3 pp +0.3 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 9.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 9.6 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 9.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 9.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.068 294 9.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 8.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 8.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PDT Partners, LLC CIK 0001564702 0.042 489 8.3 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 8.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 8.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 7.8 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 7.6 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 7.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 7.5 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 7.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 7.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 6.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 6.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 6.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 6.1 0.1% 4 -0.1 pp -0.1 pp +0.0 pp +0.1 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 6.0 0.3% 4 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
1492 Capital Management LLC CIK 0001584087 0.142 133 6.0 2.3% 4 -0.3 pp -0.1 pp -0.1 pp +2.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 5.9 0.1% 1 +0.1 pp +0.1 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 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 5.5 0.0% 4 -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 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 5.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 5.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 5.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 5.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 4.9 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 4.9 0.0% 4 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 4.8 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 4.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 4.7 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Signature Equity Partners, LLC CIK 0002109813 0.088 1571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION WEALTH PARTNERS, LLC CIK 0001976256 0.446 1305 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Intellus Advisors LLC CIK 0002055137 0.675 134 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
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 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
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 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
Integrated Advisors Network LLC CIK 0001660177 0.358 674 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
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cynosure Group, LLC CIK 0001763409 0.331 180 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Informed Momentum Co LLC CIK 0001510989 0.009 268 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Savvy Advisors, Inc. CIK 0002003633 0.613 1232 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 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 +0.0 pp +0.0 pp
Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cloud Capital Management, LLC CIK 0002060492 0.455 126 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 -0.0 pp -0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Covenant Partners, LLC CIK 0001302739 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
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KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.0 0.0% 0 -0.1 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 -0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 0.0 0.0% 0 -0.8 pp -0.3 pp +0.0 pp +0.0 pp
Olympiad Research LP CIK 0001787147 0.000 138 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
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
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.3 pp -0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
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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
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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
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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
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Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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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
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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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
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AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
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Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Caldwell Trust Co CIK 0002080218 0.488 811 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 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
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 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 -0.0 pp +0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 0.0 0.0% 0 -0.7 pp -1.3 pp +0.0 pp +0.0 pp
Keystone Financial Services CIK 0001865158 0.422 131 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Bank & Trust CIK 0001692632 0.535 270 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Busey Bank CIK 0001427202 0.741 388 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 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 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 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 SF). Qtrs Held counts distinct quarters this fund has actually held SF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SF position size. Δ columns are the percentage-point change in SF'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