Signals

SF

646 in-universe funds with a nonzero position in SF within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#20136
Score / z0.000 / -0.01
Consensus206.11 over 381 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,201.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,168.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 690.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 416.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 383.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 362.4 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 317.8 1.4% 3 -0.0 pp -0.0 pp +1.4 pp +1.4 pp
Boston Partners CIK 0001386060 0.833 802 290.9 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 286.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Capital Research Global Investors CIK 0001422848 0.983 426 276.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 265.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 231.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 216.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 178.8 0.0% 3 +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 176.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 172.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 160.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 150.0 0.1% 3 +0.0 pp -0.0 pp +0.1 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 148.0 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 125.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 121.8 0.0% 3 +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 117.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 105.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 100.8 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Channing Capital Management, LLC CIK 0001302404 0.414 106 91.3 2.3% 3 +0.1 pp -0.2 pp +2.3 pp +2.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 90.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 84.0 0.2% 3 +0.1 pp +0.0 pp +0.2 pp +0.2 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 83.4 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 78.5 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 77.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 74.0 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 73.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 62.5 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 61.6 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 51.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 51.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 51.8 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 48.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 48.1 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 46.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 46.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 44.1 0.4% 3 -0.2 pp -0.0 pp +0.4 pp +0.4 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 40.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
ALGEBRIS (UK) LTD CIK 0001700286 0.190 73 39.8 3.1% 3 -0.0 pp +1.4 pp +3.1 pp +3.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 36.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 36.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 36.2 0.0% 3 +0.0 pp +0.0 pp +0.0 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 33.3 0.0% 3 +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 32.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 32.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 31.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 30.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 28.6 0.2% 3 -0.5 pp -0.3 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 27.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 26.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Interval Partners, LP CIK 0001590228 0.034 216 26.1 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 25.6 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 25.3 0.9% 3 -0.4 pp +0.2 pp +0.9 pp +0.9 pp
Swiss National Bank CIK 0001582202 0.961 2301 25.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 25.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 25.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 23.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 23.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 23.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 23.1 0.7% 2 -0.6 pp +0.7 pp +0.7 pp +0.7 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 22.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 22.1 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 20.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 20.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Jain Global LLC CIK 0002024579 0.024 1417 19.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 19.2 0.0% 3 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 19.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Voleon Capital Management LP CIK 0001479847 0.338 761 19.1 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 18.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 18.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 18.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 18.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 17.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 17.1 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
PEREGRINE CAPITAL MANAGEMENT LLC CIK 0000764529 0.431 282 17.0 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 16.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp -0.2 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 16.3 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Access Investment Management LLC CIK 0002010477 0.311 144 16.2 4.3% 2 +0.0 pp +4.3 pp +4.3 pp +4.3 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 16.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 16.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 15.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 13.5 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 13.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
EULAV Asset Management CIK 0001540826 0.373 152 13.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 12.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 12.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 12.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 12.3 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 12.1 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 11.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 11.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 11.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 11.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 10.7 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 10.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 10.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 10.1 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 9.7 0.6% 3 +0.5 pp +0.5 pp +0.6 pp +0.6 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 9.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 9.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 9.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 9.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 9.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 8.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 8.6 0.0% 3 +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 8.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 7.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 7.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIXIS CIK 0001274981 0.561 1107 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 7.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 7.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FJ Capital Management LLC CIK 0001599170 0.114 120 7.3 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
LPL Financial LLC CIK 0001403438 0.957 5996 7.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 7.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 6.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
1492 Capital Management LLC CIK 0001584087 0.142 133 6.7 2.6% 3 +0.2 pp +0.2 pp +2.6 pp +2.6 pp
Woodline Partners LP CIK 0001784547 0.424 1011 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 6.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 6.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 6.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 6.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 6.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 6.0 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 5.8 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 5.7 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 5.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 5.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.3 0.0% 4 +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 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 5.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Informed Momentum Co LLC CIK 0001510989 0.009 268 5.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 5.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 4.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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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
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 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
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 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
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 +0.0 pp -0.1 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
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 -0.1 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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