Signals

← Signals

☆SLF

586 in-universe funds with a nonzero position in SLF within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#22087
Score / z0.000 / -0.02
Consensus197.73 over 342 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)
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Fund Positions
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Quarters Held
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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 3,258.5 0.6% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 1,260.0 0.0% 1 +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 959.5 0.3% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 792.8 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 695.3 0.7% 6 +0.2 pp +0.2 pp +0.0 pp -0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 633.5 1.1% 5 +0.0 pp +0.3 pp +0.4 pp +0.3 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 624.6 0.8% 5 +0.0 pp -0.0 pp -0.3 pp -0.4 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 544.1 0.8% 6 +0.1 pp +0.3 pp +0.3 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 526.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 499.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 471.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 464.5 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 457.8 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 433.8 1.1% 5 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 415.6 1.3% 5 +0.0 pp -0.1 pp -0.1 pp -0.6 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 385.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 336.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 300.9 0.7% 5 +0.5 pp +0.5 pp +0.1 pp -0.5 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 293.1 0.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 293.0 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 285.5 0.5% 5 -0.4 pp -0.2 pp -0.2 pp -0.3 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 280.3 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 246.8 3.6% 5 +0.4 pp +0.4 pp +0.4 pp +0.2 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 245.9 0.9% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 245.0 0.9% 5 +0.4 pp +0.8 pp +0.7 pp +0.7 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 220.6 0.0% 5 +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 198.4 0.0% 7 -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 188.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 161.4 1.5% 2 +0.6 pp +1.5 pp +1.5 pp +1.5 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 145.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 143.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 140.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 116.6 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 103.2 0.2% 5 -0.0 pp -0.3 pp -0.5 pp -0.9 pp
☆Amundi CIK 0001330387 0.000 1 101.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 99.9 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 97.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 91.6 2.2% 5 -1.5 pp +0.1 pp +0.2 pp -0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 87.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 84.8 0.3% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 84.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 81.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Polar Asset Management Partners Inc. CIK 0001326389 0.033 798 78.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Value Partners Investments Inc. CIK 0001800916 0.592 104 72.2 5.0% 5 -0.3 pp -0.3 pp -0.4 pp -0.8 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 71.7 0.2% 5 +0.1 pp +0.1 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 69.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BCV Asset Management Inc. CIK 0002110721 0.558 116 67.8 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 65.1 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 61.4 1.7% 5 +0.2 pp +0.2 pp +0.1 pp -0.3 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 55.9 0.4% 5 +0.1 pp +0.2 pp +0.1 pp -0.1 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 54.9 1.6% 5 +0.8 pp -2.1 pp -0.7 pp +0.7 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 52.4 0.1% 5 +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 52.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 51.5 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 51.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUFG Securities EMEA plc CIK 0001597694 0.264 575 47.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 46.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 41.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 41.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 40.9 1.0% 5 +0.2 pp +0.1 pp +0.1 pp +0.3 pp
☆QV Investors Inc. CIK 0001570253 0.548 68 38.2 2.9% 5 +0.3 pp -1.1 pp -2.3 pp -4.8 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 36.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 35.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 34.9 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 33.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 32.9 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 31.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 31.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 30.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 29.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 29.2 0.0% 5 -0.0 pp -0.1 pp +0.0 pp -0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 28.1 0.7% 6 +0.1 pp +0.0 pp -0.1 pp -0.5 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 26.6 2.2% 5 +0.3 pp +0.5 pp +0.5 pp +0.2 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 26.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 26.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 24.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 22.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 22.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 21.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 20.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 19.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Systematic Alpha Investments, LLC CIK 0001806755 0.793 233 19.7 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 19.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 16.1 1.9% 5 -1.1 pp -0.2 pp -0.1 pp +0.1 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 15.8 0.2% 5 +0.1 pp +0.1 pp +0.0 pp -0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 15.7 0.0% 5 -0.1 pp +0.0 pp -0.1 pp -0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 14.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 13.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 13.1 2.7% 5 +0.4 pp +0.9 pp +1.0 pp +0.7 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 12.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PensionDanmark Pensionsforsikringsaktieselskab CIK 1897090 0.813 590 12.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 12.5 0.3% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 11.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 10.6 0.5% 5 +0.2 pp +0.2 pp +0.3 pp +0.2 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 10.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 10.1 0.9% 5 +0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 9.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 9.8 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 9.5 0.0% 7 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 9.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.1 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 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 7.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Munich Reinsurance Co Stock Corp in Munich CIK 0002090208 0.476 164 7.3 0.2% 3 -0.2 pp +0.1 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 7.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEB Asset Management AB CIK 0002127509 0.832 700 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 7.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 6.7 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 6.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 6.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 5.8 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 5.7 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.7 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 5.6 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Fideuram Asset Management (Ireland) dac CIK 0002109923 0.020 738 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Avanza Fonder AB CIK 0002035325 0.716 459 4.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 4.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 4.6 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Utah Retirement Systems CIK 0001548392 0.790 1027 4.3 0.0% 5 +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 4.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 3.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Gold Investment Management Ltd. CIK 0002006008 0.278 202 3.6 1.0% 5 +0.1 pp +0.1 pp +0.1 pp -0.1 pp
☆KRAEMATON INVESTMENT ADVISORS, INC CIK 0001910852 0.174 103 3.4 2.5% 5 +0.3 pp +0.4 pp +0.3 pp -0.2 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 3.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp -1.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆V-Square Quantitative Management LLC CIK 0001943239 0.480 725 2.9 0.3% 5 +0.0 pp +0.1 pp -0.1 pp -0.0 pp
☆Plato Investment Management Ltd CIK 0001984475 0.428 496 2.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 2.7 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Sustainable Insight Capital Management, LLC CIK 0001580677 0.133 78 2.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MidFirst Bank CIK 0002077076 0.526 943 2.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Kepler Cheuvreux (Suisse) SA CIK 0002096459 0.115 162 2.4 0.1% 3 -0.9 pp -0.7 pp +0.1 pp +0.1 pp
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☆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
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Investors Portfolio Services LLC CIK 0002073833 0.299 673 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆St. Louis Trust Co CIK 0001661144 0.000 125 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Triasima Portfolio Management inc. CIK 0001938757 0.172 127 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆SIG North Trading, ULC CIK 0001868643 0.319 79 0.0 0.0% 0 -2.4 pp -2.8 pp -4.4 pp -1.2 pp
☆Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 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 +0.0 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 +0.0 pp +0.0 pp -0.2 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆M&G Plc CIK 0001802539 0.820 370 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 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 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 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
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL CITY TRUST CO/FL CIK 0001095836 0.561 129 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial & Tax Architects, LLC CIK 0001758543 0.127 110 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Ninepoint Partners LP CIK 0001715635 0.295 162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.6 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 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 -0.1 pp -0.1 pp
☆Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆SHELTON CAPITAL MANAGEMENT CIK 0001002784 0.614 744 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆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
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PBU - The Pension Fund of Early Childhood & Youth Educators CIK 0002103310 0.321 124 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 0.0 0.0% 0 -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 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
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆PRUDENTIAL PLC CIK 0000898419 0.878 691 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆denkapparat Operations GmbH CIK 0001999514 0.033 383 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 -0.3 pp +0.0 pp -0.2 pp -0.4 pp
☆MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH CIK 0001142433 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆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
☆XPONANCE LLC CIK 0001637541 0.815 1841 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Numerai GP LLC CIK 0001668527 0.018 710 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
☆PCJ Investment Counsel Ltd. CIK 0001426318 0.110 62 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.8 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
☆Addison Advisors LLC CIK 0001843745 0.131 707 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
☆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
☆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
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 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
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 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 -0.1 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
☆Sienna Gestion CIK 0002021242 0.252 178 0.0 0.0% 0 -0.8 pp -0.7 pp -0.7 pp -0.8 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp +0.0 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
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Summerhill Capital Management lnc. CIK 0002017598 0.443 18 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.8 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laurel Wealth Advisors LLC CIK 0001757128 0.723 200 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Long Run Wealth Advisors, LLC CIK 0001903296 0.675 106 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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