Signals

← Signals

☆SNY

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

Flow ranking

Rank#22079
Score / z0.000 / -0.00
Consensus218.74 over 435 funds
Momentumnot computed

Price & positioning

224 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 ▾
☆DODGE & COX CIK 0000200217 0.944 222 3,253.6 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 593.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 466.0 0.0% 3 -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 356.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 336.4 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 273.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 263.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 194.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 185.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 173.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mondrian Investment Partners LTD CIK 0001317724 0.804 111 171.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 162.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 160.8 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 154.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 145.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 143.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 140.4 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 136.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 133.2 1.1% 2 -0.0 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 125.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 122.1 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 117.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 110.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 102.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 97.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 82.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Regal Partners Ltd CIK 0001577774 0.595 122 78.2 5.6% 2 -0.7 pp +5.6 pp +5.6 pp +5.6 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 77.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 75.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 70.8 1.2% 2 +0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 67.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 66.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 58.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 56.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 55.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 50.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 46.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 46.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 45.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 37.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 36.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 35.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 33.0 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 32.9 2.9% 2 +0.3 pp +2.9 pp +2.9 pp +2.9 pp
☆MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 32.1 4.0% 2 +0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 31.7 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 29.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 28.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 27.6 0.0% 2 -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 27.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sio Capital Management, LLC CIK 0001482416 0.050 57 26.6 6.7% 2 +3.1 pp +6.7 pp +6.7 pp +6.7 pp
☆Willis Investment Counsel CIK 0001310929 0.439 125 26.3 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 25.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 24.7 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 24.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 22.8 0.0% 1 +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 21.0 0.0% 2 -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 19.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 18.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 18.6 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 18.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 18.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 18.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 17.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 17.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 16.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 15.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krensavage Asset Management, LLC CIK 0001609251 0.683 18 15.3 6.5% 2 +2.7 pp +6.5 pp +6.5 pp +6.5 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 14.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 14.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 12.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.7 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 12.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 0.431 56 12.2 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Redwood Grove Capital, LLC CIK 0001691170 0.478 25 11.9 3.4% 2 -1.1 pp +3.4 pp +3.4 pp +3.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 11.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 10.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPHERA FUNDS MANAGEMENT LTD. CIK 0001496201 0.149 97 10.4 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 10.3 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 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 10.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 9.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 9.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 9.1 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 9.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 9.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 8.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.440 548 8.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 8.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 7.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 7.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 7.2 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 6.5 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 6.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 6.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 6.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 5.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.9 0.0% 2 +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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 5.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 5.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 5.5 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 4.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TANG CAPITAL MANAGEMENT LLC CIK 0001232621 0.706 41 4.7 0.2% 2 -0.3 pp +0.2 pp +0.2 pp +0.2 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 4.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.778 1214 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 4.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 4.1 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thomasville National Bank CIK 0001561790 0.600 241 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 3.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Assets Investment Management, LLC CIK 0001389256 0.544 146 3.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1370 3.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 3.6 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆ADAR1 Capital Management, LLC CIK 0001940272 0.312 267 3.5 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cardinal Capital Management CIK 0001434845 0.362 138 3.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MOTCO CIK 0001306333 0.349 840 3.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.0 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆44 WEALTH MANAGEMENT LLC CIK 0001831187 0.110 184 2.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 2.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SSA SWISS ADVISORS AG CIK 0002066265 0.178 107 2.6 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arjuna Capital CIK 0001703208 0.352 113 2.6 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
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☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 2.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SUPERSTRING CAPITAL MANAGEMENT LP CIK 0001931118 0.055 32 2.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
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☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 2.1 0.4% 2 -0.6 pp +0.4 pp +0.4 pp +0.4 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Old Port Advisors CIK 0001744348 0.222 266 2.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 1.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Leo Wealth, LLC CIK 0001912202 0.425 452 1.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
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☆Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 -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% 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 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 +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BINGHAM PRIVATE WEALTH, LLC CIK 0002063211 0.112 178 0.0 0.0% 0 -0.3 pp -0.3 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 (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