Signals

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☆SMRI

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

Flow ranking

Rank#24673
Score / z-0.186 / -0.24
Consensus2.09 over 4 funds
Momentum-0.09 =

Price & positioning

226 cached closes, trailing year
Drawdown-5%
Short interest+8% / 1.0d

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 ▾
☆Sepio Capital, LP CIK 0001751412 0.794 346 556.0 28.0% 5 +1.9 pp +2.0 pp +1.3 pp +10.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 1.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MARATHON CAPITAL MANAGEMENT CIK 0001213206 0.354 187 0.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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 SMRI). Qtrs Held counts distinct quarters this fund has actually held SMRI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SMRI position size. Δ columns are the percentage-point change in SMRI'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