Signals

SMR

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

Flow ranking

Rank#20494
Score / z0.000 / -0.02
Consensus199.63 over 361 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)
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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 139.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 124.1 0.2% 4 -0.0 pp -0.3 pp -0.3 pp +0.2 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 98.6 1.0% 4 +0.7 pp +0.2 pp +1.0 pp +1.0 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 76.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 59.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 46.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 40.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 40.4 0.0% 4 -0.0 pp +0.0 pp -0.1 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 38.5 0.3% 4 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 38.4 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 36.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 28.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 24.2 0.1% 4 -0.1 pp -0.5 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 22.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clear Street Group Inc. CIK 0001881567 0.813 1364 19.3 0.1% 3 -0.5 pp -0.6 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 16.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 16.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 16.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 15.0 0.0% 4 +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 14.8 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 14.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 13.9 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 13.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 12.9 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 12.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 12.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 11.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
RPG Investment Advisory, LLC CIK 0001666664 0.411 93 11.3 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 10.7 0.1% 2 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.1 0.0% 4 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 8.5 0.0% 6 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.9 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 7.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 7.4 0.1% 2 +0.0 pp +0.1 pp -0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 6.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 6.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Once Capital Management, LLC CIK 0001712892 0.768 22 6.1 1.6% 4 +0.0 pp -0.3 pp -0.8 pp +1.6 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 5.9 0.0% 4 -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 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quadrature Capital Ltd CIK 0001651424 0.000 1542 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 4.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 3.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 3.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 3.1 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 2.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 2.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Canal Insurance CO CIK 0001313473 0.375 76 2.5 0.5% 4 -0.3 pp -0.8 pp -1.4 pp +0.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 2.4 0.3% 3 +0.2 pp -0.4 pp +0.3 pp +0.3 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 2.3 0.1% 5 +0.1 pp -0.1 pp -0.2 pp -0.1 pp
CAZ INVESTMENTS LP CIK 0001159363 0.045 49 2.2 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 2.2 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.0 0.0% 1 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Voleon Capital Management LP CIK 0001479847 0.338 761 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 1.7 0.0% 2 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LMR Partners LLP CIK 0001578621 0.225 1167 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 1.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 1.4 0.4% 4 +0.1 pp -0.5 pp -0.7 pp +0.4 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 1.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Defiance ETFs, LLC CIK 0001732541 0.057 384 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 1.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Encompass More Asset Management CIK 0002011218 0.126 270 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Fox Hill Wealth Management CIK 0002016110 0.179 120 1.2 0.6% 4 -0.2 pp -1.4 pp -1.9 pp +0.6 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PORTLAND INVESTMENT COUNSEL INC. CIK 0001081668 0.608 58 1.1 0.4% 4 +0.1 pp -0.1 pp -0.1 pp +0.4 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
PINEBRIDGE INVESTMENTS LLC CIK 0002088548 0.709 524 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOROS FUND MANAGEMENT LLC CIK 0001029160 0.230 254 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.8 0.1% 4 +0.0 pp -0.1 pp -0.1 pp +0.1 pp
Private Wealth Partners, LLC CIK 0001335851 0.644 178 0.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Themes Management Co LLC CIK 0002107564 0.055 120 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CastleKnight Management LP CIK 0001835751 0.112 402 0.6 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Worthington Financial Partners, LLC CIK 0002111427 0.103 99 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.6 0.5% 4 -0.1 pp -1.2 pp -1.3 pp +0.5 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MRA Advisory Group CIK 0001841816 0.219 157 0.6 0.2% 4 -0.0 pp -0.2 pp +0.1 pp +0.2 pp
MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.5 0.1% 4 -0.0 pp -0.2 pp -0.3 pp +0.1 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Audent Global Asset Management, LLC CIK 0001834874 0.165 46 0.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 4 -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 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cypress Capital Management LLC (WY) CIK 0001633896 0.218 213 0.5 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY FINANCIAL GROUP, LLC CIK 0002011333 0.471 397 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.4 0.0% 6 -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 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
WESBANCO BANK INC CIK 0000877134 0.627 676 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.0 0.0% 0 +0.0 pp +0.0 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
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFW Advisors LLC CIK 0001989744 0.585 124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Black Swift Group, LLC CIK 0001704212 0.419 143 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Infini Capital Management Ltd CIK 0001936249 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
FCG Investment Co CIK 0002011697 0.075 118 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 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 SMR). Qtrs Held counts distinct quarters this fund has actually held SMR (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SMR position size. Δ columns are the percentage-point change in SMR'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