Signals

SLF

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

Flow ranking

Rank#20266
Score / z0.000 / -0.01
Consensus162.19 over 277 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
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2,826.6 0.5% 3 -0.0 pp -0.2 pp +0.5 pp +0.5 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 1,615.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 959.1 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 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 645.1 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 637.0 0.8% 3 -0.2 pp -0.4 pp +0.8 pp +0.8 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 478.6 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 418.2 0.7% 3 +0.1 pp -0.0 pp +0.7 pp +0.7 pp
NORGES BANK CIK 0001374170 0.994 1617 398.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 393.8 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 389.6 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 388.3 0.5% 4 -0.2 pp -0.5 pp -0.5 pp +0.5 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 374.0 0.6% 4 +0.1 pp -0.3 pp -0.2 pp +0.6 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 353.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 347.8 1.3% 3 -0.0 pp -0.5 pp +1.3 pp +1.3 pp
FMR LLC CIK 0000315066 0.989 5571 335.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 310.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 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 246.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 243.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 204.2 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 200.5 3.3% 3 -0.0 pp -0.2 pp +3.3 pp +3.3 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 171.5 0.4% 3 -0.2 pp -0.7 pp +0.4 pp +0.4 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 161.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 140.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 136.4 0.8% 3 +0.1 pp -0.0 pp +0.8 pp +0.8 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 125.6 3.6% 3 +1.3 pp +2.7 pp +3.6 pp +3.6 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 106.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 102.3 0.0% 3 +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 100.1 0.0% 4 -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 98.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 92.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 92.0 2.1% 3 +0.1 pp -0.3 pp +2.1 pp +2.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 86.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 84.0 0.2% 3 -0.4 pp -1.0 pp +0.2 pp +0.2 pp
Amundi CIK 0001330387 0.000 1 76.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 70.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 70.3 5.4% 3 -0.1 pp -0.4 pp +5.4 pp +5.4 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 66.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 60.8 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 53.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 53.0 1.5% 3 -0.1 pp -0.5 pp +1.5 pp +1.5 pp
QV Investors Inc. CIK 0001570253 0.548 68 49.9 4.1% 3 -1.1 pp -3.7 pp +4.1 pp +4.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 49.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 42.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 41.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 40.9 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 37.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 37.3 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 36.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 35.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 33.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 33.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 31.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 29.2 0.9% 3 -0.0 pp +0.1 pp +0.9 pp +0.9 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 28.6 0.2% 3 -0.1 pp -0.3 pp +0.2 pp +0.2 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 27.6 0.6% 4 -0.1 pp -0.5 pp -0.5 pp +0.6 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 27.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 25.9 0.1% 3 -0.0 pp -0.2 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 25.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 24.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 24.5 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 22.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 22.9 2.1% 3 +0.2 pp +0.4 pp +2.1 pp +2.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 22.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 20.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 20.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 20.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 20.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 20.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 19.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 19.4 1.7% 3 -0.1 pp -0.3 pp +1.7 pp +1.7 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 19.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 18.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 18.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SIG North Trading, ULC CIK 0001868643 0.319 79 16.2 2.8% 3 -1.6 pp +1.6 pp +2.8 pp +2.8 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 16.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 15.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 15.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
Kepler Cheuvreux (Suisse) SA CIK 0002096459 0.115 162 14.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 14.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 12.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 12.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 12.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
Sienna Gestion CIK 0002021242 0.252 178 11.6 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 10.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 9.7 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 9.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 9.7 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 9.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 8.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 7.9 1.8% 3 +0.1 pp -0.2 pp +1.8 pp +1.8 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 7.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 7.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 7.2 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 6.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 6.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 5.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 5.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 5.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 4.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 4.5 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 4.5 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
LPL Financial LLC CIK 0001403438 0.957 5996 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 4.4 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 4.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 4.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 3.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 3.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Avanza Fonder AB CIK 0002035325 0.716 459 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 3.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 2.8 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 2.7 2.1% 3 -0.1 pp -0.6 pp +2.1 pp +2.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 2.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 2.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 2.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Metis Global Partners, LLC CIK 0001594916 0.657 714 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 1.9 0.1% 3 -0.3 pp -0.5 pp +0.1 pp +0.1 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 1.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 1.5 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Resource Group CIK 0001764968 0.307 183 1.4 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
ASR Vermogensbeheer N.V. CIK 0001916757 0.646 460 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 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 -0.1 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 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 -0.0 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 +0.0 pp +0.0 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 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 -0.1 pp -0.0 pp -0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 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 SLF). Qtrs Held counts distinct quarters this fund has actually held SLF (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SLF position size. Δ columns are the percentage-point change in SLF'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