Signals

← Signals

☆SMG

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

Flow ranking

Rank#21947
Score / z0.000 / -0.00
Consensus138.36 over 257 funds
Momentumnot computed

Price & positioning

225 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 ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 272.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 245.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 205.5 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 85.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 79.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 66.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 65.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 51.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 46.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 41.1 0.8% 2 -0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 40.7 0.0% 2 -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 39.7 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 37.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 37.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 36.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 29.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 28.1 0.0% 2 -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 27.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvey Partners, LLC CIK 0001406484 0.483 47 26.9 2.4% 2 -0.6 pp +2.4 pp +2.4 pp +2.4 pp
☆Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 25.3 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Interval Partners, LP CIK 0001590228 0.033 216 25.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 25.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 25.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 24.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 23.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 20.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 20.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 20.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 16.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 16.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 15.9 0.0% 2 +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 15.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 14.5 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 14.3 0.9% 2 +0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 13.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 13.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 12.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 12.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 11.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 11.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 11.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ceredex Value Advisors LLC CIK 0001738726 0.067 168 11.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 10.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 9.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 9.1 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 9.1 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 8.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 7.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 7.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 7.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IBEX WEALTH ADVISORS CIK 0001686242 0.327 209 6.1 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 5.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Edgestream Partners, L.P. CIK 0001535061 0.020 936 5.6 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 4.4 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 3.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INVESTMENT HOUSE LLC CIK 0001566030 0.558 220 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 3.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC CIK 0001380137 0.430 294 2.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.7 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 2.7 0.0% 2 -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 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆De Lisle Partners LLP CIK 0002011184 0.284 178 2.6 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 2.6 0.0% 2 +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 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 2.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elo Mutual Pension Insurance Co CIK 0001739877 0.574 593 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnett & Company, Inc. CIK 0001426588 0.122 86 2.3 1.8% 2 -0.4 pp +1.8 pp +1.8 pp +1.8 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 2.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCHULHOFF & CO INC CIK 0001080197 0.348 133 2.1 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Caption Management, LLC CIK 0001706766 0.079 538 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scott & Selber, Inc. CIK 0001315269 0.412 91 2.0 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆INTREPID CAPITAL MANAGEMENT INC CIK 0001092838 0.287 109 2.0 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREATMARK INVESTMENT PARTNERS, INC. CIK 0001540944 0.537 153 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PARTHENON LLC CIK 0001088859 0.632 133 1.7 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYAR ASSET MANAGEMENT INC. CIK 0001218254 0.333 77 1.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Independent Family Office, LLC CIK 0001756485 0.549 85 1.7 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 1.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investors Research Corp CIK 0001730630 0.347 805 1.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Pavion Blue Capital, LLC CIK 0001792565 0.372 111 1.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONARCH CAPITAL MANAGEMENT INC CIK 0000938759 0.352 130 1.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kera Capital Partners, Inc. CIK 0002040353 0.311 629 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 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
☆Focus Partners Wealth CIK 0001542153 0.901 2759 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 SMG). Qtrs Held counts distinct quarters this fund has actually held SMG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SMG position size. Δ columns are the percentage-point change in SMG's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status