Signals

← Signals

☆SNY

847 in-universe funds with a nonzero position in SNY within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#1597
Score / z0.001 / -0.01
Consensus223.84 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)
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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 2,737.6 1.5% 3 -0.3 pp -0.5 pp +1.5 pp +1.5 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 588.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 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 441.1 0.0% 5 +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 414.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 337.7 1.1% 3 +0.1 pp -0.1 pp +1.1 pp +1.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 296.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 259.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 247.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mondrian Investment Partners LTD CIK 0001317724 0.804 111 217.8 3.6% 2 +0.7 pp +3.6 pp +3.6 pp +3.6 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 176.5 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Boston Partners CIK 0001386060 0.833 802 176.1 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 164.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 159.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 154.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 145.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 141.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 141.2 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 132.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 130.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 127.2 2.6% 3 +0.0 pp -0.1 pp +2.6 pp +2.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 107.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 103.6 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 103.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 99.1 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 95.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 93.9 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Regal Partners Ltd CIK 0001577774 0.595 122 92.6 5.3% 3 -0.3 pp -1.0 pp +5.3 pp +5.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 87.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 80.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 79.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 74.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 72.7 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 60.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 59.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 58.2 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 51.6 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 49.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sio Capital Management, LLC CIK 0001482416 0.050 57 47.1 7.8% 3 +1.1 pp +4.2 pp +7.8 pp +7.8 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 44.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newport Trust Company, LLC CIK 0001722329 0.972 63 37.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 36.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 34.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 33.4 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 32.8 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 30.8 3.7% 3 -0.2 pp -0.1 pp +3.7 pp +3.7 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 30.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 30.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 29.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Willis Investment Counsel CIK 0001310929 0.439 125 29.3 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 28.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 26.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 26.2 0.0% 3 -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 26.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 24.4 0.7% 3 -0.0 pp -0.2 pp +0.7 pp +0.7 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 22.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 21.5 0.0% 3 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 20.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 18.5 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 18.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 17.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 16.6 0.3% 1 +0.3 pp -0.3 pp +0.3 pp +0.3 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 16.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krensavage Asset Management, LLC CIK 0001609251 0.683 18 15.7 5.5% 3 -1.0 pp +1.7 pp +5.5 pp +5.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 14.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 13.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 13.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 12.8 0.0% 3 +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 12.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 0.432 56 12.6 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 11.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 11.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 11.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SPHERA FUNDS MANAGEMENT LTD. CIK 0001496201 0.149 97 11.6 2.4% 3 -0.0 pp -0.3 pp +2.4 pp +2.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 11.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 10.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 10.9 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 10.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 10.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 10.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 10.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 9.7 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 9.4 2.0% 3 -0.1 pp +0.1 pp +2.0 pp +2.0 pp
☆Redwood Grove Capital, LLC CIK 0001691170 0.478 25 9.2 2.6% 3 -0.8 pp -2.0 pp +2.6 pp +2.6 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 9.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 8.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFM Health Sciences, LP CIK 0001442756 0.073 96 8.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.441 548 8.2 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 7.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 7.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 7.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 7.0 2.0% 3 -0.1 pp -0.3 pp +2.0 pp +2.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 6.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 6.3 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 6.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 5.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 5.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 5.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Benson Investment Management Company, Inc. CIK 0001694896 0.000 9 5.4 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 5.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 4.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 4.7 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 4.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Thomasville National Bank CIK 0001561790 0.600 241 4.2 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 4.1 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 4.0 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 4.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 4.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 4.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 3.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆American Assets Investment Management, LLC CIK 0001389256 0.544 146 3.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 3.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 3.8 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.8 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 3.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 3.6 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Cardinal Capital Management CIK 0001434845 0.362 138 3.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 3.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 3.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 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
☆AR ASSET MANAGEMENT INC CIK 0001080166 0.519 122 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Simplify Asset Management Inc. CIK 0001846368 0.982 136 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 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
☆Murphy & Mullick Capital Management Corp CIK 0002047271 0.141 666 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1248 Management, LLC CIK 0002011147 0.275 149 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Grey Fox Wealth Advisors, LLC CIK 0001965362 0.690 179 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 -0.1 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
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CERTUITY, LLC CIK 0001800752 0.558 672 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +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% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 0.0 0.0% 0 -2.9 pp -2.6 pp +0.0 pp +0.0 pp
☆First Eagle Investment Management, LLC CIK 0001325447 0.890 425 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.6 pp -0.7 pp +0.0 pp +0.0 pp
☆Bard Financial Services, Inc. CIK 0001850858 0.569 212 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Drucker Wealth 3.0, LLC CIK 0002031642 0.427 289 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
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☆BayBridge Capital Group, LLC CIK 0001898297 0.330 96 0.0 0.0% 0 +0.0 pp -0.8 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
☆Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 -1.5 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound View Wealth Advisors Group, LLC CIK 0001784777 0.489 440 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 0.0 0.0% 0 -0.4 pp -0.4 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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