Signals

SFM

800 in-universe funds with a nonzero position in SFM within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#23748
Score / z-0.046 / -0.07
Consensus188.31 over 374 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

Issuance as of 2026Q2
Accrual ratio-0.001
F-score5
M-score
Net issuance28.3%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-09-01 8-K 5.02
2026-07-29 8-K 2.02, 7.01, 9.01
2026-05-21 8-K 5.07
2026-05-19 8-K 5.02, 9.01
2026-04-29 8-K 2.02, 7.01, 9.01
2026-02-19 8-K 5.02, 9.01
2026-02-19 8-K 2.02, 7.01, 9.01
2025-10-29 8-K 2.02, 7.01, 9.01
2025-09-08 8-K 1.01
2025-08-19 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

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 1,196.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,075.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 444.3 0.6% 2 -0.3 pp +0.6 pp +0.6 pp +0.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 331.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 288.6 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 268.4 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 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 261.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 226.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 208.7 0.0% 2 -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 205.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 183.9 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 181.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 180.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 180.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 153.5 0.5% 2 +0.4 pp +0.5 pp +0.5 pp +0.5 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 153.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 151.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 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 151.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 141.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 123.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Anomaly Capital Management, LP CIK 0001817534 0.473 24 112.7 3.3% 2 +0.8 pp +3.3 pp +3.3 pp +3.3 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 107.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 102.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 101.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 101.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 98.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 96.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 93.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 91.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 88.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 77.6 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 76.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 76.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 71.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 70.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 65.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
AMF Tjanstepension AB CIK 0001553562 0.910 121 64.6 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 63.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 62.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 58.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
GILDER GAGNON HOWE & CO LLC CIK 0000902464 0.577 274 57.9 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 56.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 54.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 49.1 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 44.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 44.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 44.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 44.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 43.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 43.4 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 37.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 37.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 36.2 0.2% 2 -0.4 pp +0.2 pp +0.2 pp +0.2 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 32.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 32.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 31.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 30.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 29.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 29.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 29.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 28.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ABN AMRO Bank N.V. CIK 0001561082 0.622 231 28.8 0.3% 4 -0.3 pp -0.3 pp -0.2 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 28.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 26.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 24.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 23.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 23.5 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 22.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 22.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Annex Advisory Services, LLC CIK 0001542287 0.657 356 22.6 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 22.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 22.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 21.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 20.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 20.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 20.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 19.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. CIK 0001238990 0.383 164 18.8 1.1% 2 -0.6 pp +1.1 pp +1.1 pp +1.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 18.8 0.0% 2 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 18.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENN DAVIS MCFARLAND INC CIK 0001108893 0.681 79 18.7 1.9% 2 -1.3 pp +1.9 pp +1.9 pp +1.9 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 17.8 0.6% 2 -0.4 pp +0.6 pp +0.6 pp +0.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 17.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 17.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 17.1 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 17.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 16.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARLOW WEALTH PARTNERS, LLC CIK 0001999928 0.497 149 16.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 15.8 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
Fiera Capital Corp CIK 0001505817 0.842 401 15.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 14.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 14.7 0.4% 2 -0.3 pp +0.4 pp +0.4 pp +0.4 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 14.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 14.6 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 14.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rule One Partners, LLC CIK 0002040263 0.586 9 13.9 12.4% 2 -6.5 pp +12.4 pp +12.4 pp +12.4 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 13.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 13.4 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 13.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hood River Capital Management LLC CIK 0001578177 0.546 166 12.6 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 12.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 12.0 0.0% 2 -0.1 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 11.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 11.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 11.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 10.2 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 10.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 9.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 9.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.0 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 8.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
White Pine Investment CO CIK 0001318259 0.426 72 8.3 2.0% 2 -1.2 pp +2.0 pp +2.0 pp +2.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 7.8 2.2% 2 -1.4 pp +2.2 pp +2.2 pp +2.2 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 7.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 7.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 7.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 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 7.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 7.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 7.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Front Row Advisors LLC CIK 0001729254 0.508 576 7.1 2.4% 2 -2.0 pp +2.4 pp +2.4 pp +2.4 pp
Trek Financial, LLC CIK 0001768195 0.100 501 7.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIROVA CIK 0001767843 0.367 185 6.9 1.0% 2 -0.4 pp +1.0 pp +1.0 pp +1.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 6.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL PLC CIK 0000898419 0.878 691 6.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYSTONE INVESTORS PTE LTD CIK 0001926253 0.000 84 6.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 5.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Ranger Investment Management, L.P. CIK 0001319691 0.273 83 5.6 0.4% 2 -1.3 pp +0.4 pp +0.4 pp +0.4 pp
Measured Risk Portfolios, Inc. CIK 0001576704 0.085 63 5.5 6.0% 2 -3.4 pp +6.0 pp +6.0 pp +6.0 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 5.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 5.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 5.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 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 SFM). Qtrs Held counts distinct quarters this fund has actually held SFM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SFM position size. Δ columns are the percentage-point change in SFM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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