Signals

SGI

396 in-universe funds with a nonzero position in SGI within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23833
Score / z-0.720 / -0.94
Consensus178.94 over 289 funds
Momentumno 12m return

Price & positioning

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

Forensics

Clean as of 2026Q2
Accrual ratio-0.011
F-score7
M-score
Net issuance-100.0%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 5
FiledFormItems
2026-08-26 8-K 2.01, 2.03, 7.01, 9.01
2026-08-25 8-K 7.01
2026-08-06 8-K 7.01, 9.01
2026-08-06 8-K 2.02, 8.01, 9.01
2026-07-27 8-K 1.01, 2.03, 7.01, 9.01
2026-06-04 8-K 7.01
2026-05-15 8-K 5.03, 5.07, 9.01
2026-05-07 8-K 7.01, 9.01
2026-05-07 8-K 2.02, 8.01, 9.01
2026-04-13 8-K 1.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2025-02-14 D SOMNIGROUP INTERNATIONAL INC.

LLM reads

Ticker EvalMixed
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
FMR LLC CIK 0000315066 0.989 5571 2,130.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,305.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,283.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 941.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
BROWNING WEST LP CIK 0001825564 0.966 6 699.4 48.5% 1 +48.5 pp +48.5 pp +48.5 pp +48.5 pp
Linonia Partnership LP CIK 0001985479 0.906 12 596.9 19.5% 1 +19.5 pp +19.5 pp +19.5 pp +19.5 pp
WINDACRE PARTNERSHIP LLC CIK 0001599383 0.983 11 530.6 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 457.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABRAMS CAPITAL MANAGEMENT, L.P. CIK 0001358706 0.977 11 397.8 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
Boston Partners CIK 0001386060 0.833 802 368.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Darsana Capital Partners LP CIK 0001609098 0.000 16 340.2 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 283.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TIMUCUAN ASSET MANAGEMENT INC/FL CIK 0001034541 0.882 27 271.7 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 269.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 260.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EMINENCE CAPITAL, LP CIK 0001107310 0.000 0 216.3 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
NORGES BANK CIK 0001374170 0.994 1617 212.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meritage Group LP CIK 0001427119 0.947 12 206.6 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
D1 Capital Partners L.P. CIK 0001747057 0.000 55 181.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 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 173.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 166.3 0.0% 1 +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 162.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 161.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 159.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 159.0 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 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 142.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 133.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Avala Global LP CIK 0001948899 0.077 30 119.3 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 118.5 0.0% 1 +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 115.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Way Capital Management LLC CIK 0001697597 0.645 18 109.4 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 102.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sculptor Capital LP CIK 0001054587 0.143 320 102.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
RIVULET CAPITAL, LLC CIK 0001566691 0.000 0 93.0 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 91.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 88.8 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 85.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Forest Avenue Capital Management LP CIK 0001944889 0.275 24 79.7 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 78.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Van Berkom & Associates Inc. CIK 0001524408 0.552 67 75.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Artemis Investment Management LLP CIK 0001535385 0.328 213 67.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 67.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 64.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cartenna Capital, LP CIK 0001808928 0.000 35 62.9 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
140 Summer Partners LP CIK 0001820788 0.432 20 59.3 7.7% 1 +7.7 pp +7.7 pp +7.7 pp +7.7 pp
GOODNOW INVESTMENT GROUP, LLC CIK 0001362255 0.658 23 55.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
SCOPIA CAPITAL MANAGEMENT LP CIK 0001279150 0.249 19 49.9 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 44.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 43.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 42.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Broad Bay Capital Management, LP CIK 0001759115 0.191 23 42.4 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
SW Investment Management LLC CIK 0001824821 0.648 5 41.5 9.9% 1 +9.9 pp +9.9 pp +9.9 pp +9.9 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 39.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castle Hook Partners LP CIK 0001687241 0.157 66 38.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RIT CAPITAL PARTNERS PLC CIK 0000939334 0.147 13 34.5 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Nuveen, LLC CIK 0001871926 0.966 3735 34.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANGROVE PARTNERS IM, LLC CIK 0001535392 0.170 426 32.4 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 31.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Anabranch Capital Management, LP CIK 0001822480 0.491 5 31.0 18.5% 1 +18.5 pp +18.5 pp +18.5 pp +18.5 pp
Senator Investment Group LP CIK 0001443689 0.107 58 30.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
12th Street Asset Management Company, LLC CIK 0001633703 0.411 32 30.3 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 30.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Robertson Opportunity Capital, LLC CIK 0001352122 0.555 29 29.9 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
M.D. Sass, LLC CIK 0000922940 0.313 38 29.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
MAKENA CAPITAL MANAGEMENT LLC CIK 0001359262 0.801 26 28.0 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 26.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
DENDUR CAPITAL LP CIK 0001782124 0.601 23 25.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Silver Point Capital L.P. CIK 0001332784 0.853 14 25.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 25.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 24.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 22.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 22.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 20.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 20.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kinetic Partners Management, LP CIK 0001911448 0.140 47 19.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
North Growth Management Ltd. CIK 0001745796 0.569 48 17.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 17.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 16.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zeno Equity Partners LLP CIK 0002013334 0.715 16 15.5 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 15.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 14.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 13.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hook Mill Capital Partners, LP CIK 0001943395 0.163 37 13.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 12.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 12.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 12.3 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 12.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FFT WEALTH MANAGEMENT LLC CIK 0001653199 0.706 96 10.7 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
STRS OHIO CIK 0000820478 0.777 2154 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 10.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ararat Capital Management LP CIK 0001768757 0.302 17 9.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 8.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 8.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ELWOOD CAPITAL PARTNERS LP CIK 0002050159 0.120 27 7.9 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 7.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 7.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 6.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 6.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kemnay Advisory Services Inc. CIK 0001555283 0.677 1169 6.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 6.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Emmett Investment Management, LP CIK 0002042845 0.043 28 5.7 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 5.6 0.0% 1 +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 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 5.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Salvus Wealth Management, LLC CIK 0001809236 0.164 125 5.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VISTA INVESTMENT PARTNERS LLC CIK 0002023386 0.143 168 4.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
COMERICA BANK CIK 0000901541 0.812 3711 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DONALDSON CAPITAL MANAGEMENT, LLC CIK 0001487438 0.564 309 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 4.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Zweig-DiMenna Associates LLC CIK 0001533950 0.165 70 4.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPIREPOINT PRIVATE CLIENT, LLC CIK 0002022908 0.424 332 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 3.6 0.0% 1 +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 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IRONWOOD INVESTMENT MANAGEMENT LLC CIK 0001127761 0.210 177 3.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 0.617 908 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
XPONANCE LLC CIK 0001637541 0.815 1841 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 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 SGI). Qtrs Held counts distinct quarters this fund has actually held SGI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SGI position size. Δ columns are the percentage-point change in SGI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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