Signals

SNY

703 in-universe funds with a nonzero position in SNY within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#21601
Score / z0.000 / -0.02
Consensus214.85 over 442 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
DODGE & COX CIK 0000200217 0.944 222 3,464.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 634.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 483.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 443.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 403.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 398.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 351.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 284.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 264.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 209.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 206.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Boston Partners CIK 0001386060 0.833 802 192.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 187.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FMR LLC CIK 0000315066 0.989 5571 174.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 165.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 156.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 149.6 0.0% 1 +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 134.8 0.0% 1 +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 127.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 121.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 120.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 119.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 105.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 102.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 101.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 94.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 81.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regal Partners Ltd CIK 0001577774 0.595 122 74.8 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 67.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 54.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 42.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 40.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 40.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 37.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 35.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 35.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 32.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 31.3 0.0% 1 +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 31.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 30.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 29.4 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 29.4 0.0% 1 +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 29.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 28.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 27.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Callodine Capital Management, LP CIK 0001741675 0.554 62 24.9 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Willis Investment Counsel CIK 0001310929 0.439 125 24.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 23.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 23.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 22.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 21.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 21.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 20.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 18.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 18.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 17.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 17.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 17.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zimmer Partners, LP CIK 0001565854 0.202 112 16.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redwood Grove Capital, LLC CIK 0001691170 0.478 25 13.8 4.6% 1 +4.6 pp +4.6 pp +4.6 pp +4.6 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 13.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 0.432 56 12.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Parkwood LLC CIK 0001597823 0.292 71 12.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 11.7 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 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 11.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPHERA FUNDS MANAGEMENT LTD. CIK 0001496201 0.149 97 10.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
Creative Planning CIK 0001540235 0.979 4196 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 10.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProVise Management Group, LLC CIK 0001305707 0.509 282 9.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
TANG CAPITAL MANAGEMENT LLC CIK 0001232621 0.706 41 9.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 9.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sio Capital Management, LLC CIK 0001482416 0.050 57 9.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 8.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.412 391 8.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.441 548 8.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 8.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altrius Capital Management Inc CIK 0001940646 0.194 89 8.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 8.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 7.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Krensavage Asset Management, LLC CIK 0001609251 0.683 18 7.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Fusion Capital, LLC CIK 0001802955 0.422 112 6.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 6.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 5.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 5.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ethic Inc. CIK 0001780570 0.636 1358 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 4.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
W1M Asset Management Ltd CIK 0001767559 0.885 203 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Thomasville National Bank CIK 0001561790 0.600 241 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 3.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.347 185 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cardinal Capital Management CIK 0001434845 0.362 138 3.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
China Universal Asset Management Co., Ltd. CIK 0001906594 0.356 513 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Bank & Trust CIK 0001692632 0.535 270 3.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Capital Investment Counsel, LLC CIK 0002033609 0.304 152 3.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOTCO CIK 0001306333 0.349 840 3.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
World Investment Advisors CIK 0001652594 0.670 1523 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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Providence Capital Advisors, LLC CIK 0001730814 0.167 385 2.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 2.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Waterfront Wealth Inc. CIK 0001775210 0.257 298 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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CHOREO, LLC CIK 0001679031 0.797 1690 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCG Wealth Advisors LLC CIK 0001855713 0.478 555 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Old Port Advisors CIK 0001744348 0.222 266 1.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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Raleigh Capital Management Inc. CIK 0001911726 0.166 610 1.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATAURO, LLC CIK 0002052964 0.684 158 1.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CGN Advisors LLC CIK 0001841506 0.595 322 1.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cascade Investment Advisors, Inc. CIK 0001681490 0.127 113 1.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Verdence Capital Advisors LLC CIK 0001719305 0.417 653 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glass Wealth Management Co LLC CIK 0002017692 0.375 69 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INTRUST BANK NA CIK 0001034771 0.638 416 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC CIK 0002026926 0.339 219 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Great Lakes Retirement, Inc. CIK 0001801667 0.399 216 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arjuna Capital CIK 0001703208 0.352 113 1.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stablepoint Partners, LLC CIK 0002011237 0.277 260 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JAMISON PRIVATE WEALTH MANAGEMENT, INC. CIK 0002006637 0.371 222 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HF Advisory Group, LLC CIK 0001963169 0.209 168 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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FSB PREMIER WEALTH MANAGEMENT, INC. CIK 0000887748 0.206 257 1.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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GeoWealth Management, LLC CIK 0001593387 0.736 882 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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AE Wealth Management LLC CIK 0001697723 0.686 2663 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Code Waechter LLC CIK 0002039212 0.356 127 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Henshaw Capital LLC CIK 0002131483 0.689 160 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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BEACON FINANCIAL GROUP CIK 0001591379 0.409 377 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWIN CITY PRIVATE WEALTH, LLC CIK 0002021982 0.133 104 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Millstone Evans Group, LLC CIK 0002041943 0.218 877 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOEY INVESTMENTS, INC CIK 0001799544 0.834 453 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Piscataqua Savings Bank CIK 0001855835 0.236 412 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Western Pacific Wealth Management, LP CIK 0001907320 0.467 181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blume Capital Management, Inc. CIK 0001587192 0.385 356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 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
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Mattson Financial Services, LLC CIK 0002034595 0.217 235 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 SNY). Qtrs Held counts distinct quarters this fund has actually held SNY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SNY position size. Δ columns are the percentage-point change in SNY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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