Signals

← Signals

☆SMFG

521 in-universe funds with a nonzero position in SMFG within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#20472
Score / z0.000 / -0.02
Consensus183.43 over 315 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 ▾
☆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 453.4 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 248.2 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 211.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 151.7 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 122.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 74.7 0.5% 4 -0.0 pp +0.0 pp -0.2 pp +0.5 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 63.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 61.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 59.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 43.5 0.0% 4 -0.0 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 42.7 0.0% 4 +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 36.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 34.5 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 33.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 31.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 25.8 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 25.0 0.3% 4 -0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 24.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 21.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 16.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 16.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 15.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 14.6 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 14.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 14.3 1.2% 4 +0.0 pp +0.1 pp +0.1 pp +1.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 12.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 12.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 11.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.7 0.0% 4 +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 11.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 9.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 9.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 9.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 8.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 8.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 8.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 8.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 8.0 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 8.0 1.0% 4 -0.9 pp -0.6 pp -0.2 pp +1.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 7.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 6.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 6.5 0.0% 3 +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 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CCM INVESTMENT ADVISERS LLC CIK 0000931097 0.448 88 6.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 5.8 0.2% 4 -0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 5.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 5.2 1.2% 4 +0.2 pp +0.3 pp +0.1 pp +1.2 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 5.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 4.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 4.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 4.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 4.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 4.1 0.6% 4 -0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.0 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 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 3.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Calamos Wealth Management LLC CIK 0001455258 0.686 456 3.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Calamos Advisors LLC CIK 0001316507 0.672 942 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆DJE Kapital AG CIK 0001659196 0.349 124 3.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 3.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 2.7 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 2.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 2.7 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 2.6 0.5% 3 +0.2 pp +0.2 pp +0.5 pp +0.5 pp
☆Dorsey Wright & Associates CIK 0001376772 0.051 131 2.5 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 2.4 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 2.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 2.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 2.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 2.0 0.0% 6 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 1.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 1.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.5 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dorsey & Whitney Trust CO LLC CIK 0001384042 0.505 730 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 1.4 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.3 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 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abacus Wealth Partners, LLC CIK 0001978011 0.633 321 1.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 1.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 1.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Themes Management Co LLC CIK 0002107564 0.055 120 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Limestone Investment Advisors LP CIK 0002075597 0.017 152 0.9 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆RNC CAPITAL MANAGEMENT LLC CIK 0000051762 0.545 181 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ellevest, Inc. CIK 0001644128 0.537 469 0.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Checchi Capital Advisers, LLC CIK 0001598186 0.372 603 0.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LOUISBOURG INVESTMENTS INC. CIK 0002053050 0.211 210 0.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
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☆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
☆Massar Capital Management, LP CIK 0002037238 0.000 246 0.0 0.0% 0 +0.0 pp +0.0 pp -5.6 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABC ARBITRAGE SA CIK 0002049221 0.044 381 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆XY Capital Ltd CIK 0001933132 0.000 44 0.0 0.0% 0 -2.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinpoint Asset Management (Singapore) Pte. Ltd. CIK 0002080247 0.158 151 0.0 0.0% 0 +0.0 pp -0.3 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
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 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 +0.0 pp -0.0 pp +0.0 pp
☆Covenant Partners, LLC CIK 0001302739 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 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
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Myriad Asset Management US LP CIK 0001857187 0.066 52 0.0 0.0% 0 +0.0 pp -1.1 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
☆PARADIGM ASSET MANAGEMENT CO LLC CIK 0001034549 0.034 419 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
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MOTCO CIK 0001306333 0.349 840 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 -0.2 pp -0.2 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 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
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.1 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
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 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 -0.1 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 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 -0.1 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SELDON CAPITAL LP CIK 0001867731 0.151 74 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 SMFG). Qtrs Held counts distinct quarters this fund has actually held SMFG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SMFG position size. Δ columns are the percentage-point change in SMFG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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