Signals

← Signals

☆SNY

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

Flow ranking

Rank#20530
Score / z0.000 / -0.02
Consensus256.63 over 506 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 1,421.5 0.8% 4 -0.7 pp -1.0 pp -1.2 pp +0.8 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 602.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 551.3 0.2% 4 -0.0 pp -0.0 pp -0.1 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 457.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 345.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 319.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 283.7 0.9% 4 -0.2 pp -0.1 pp -0.3 pp +0.9 pp
☆Mondrian Investment Partners LTD CIK 0001317724 0.804 111 242.8 3.6% 3 +0.0 pp +0.8 pp +3.6 pp +3.6 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 229.1 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 193.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 186.1 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 183.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 179.4 1.3% 4 +0.2 pp +0.2 pp +0.2 pp +1.3 pp
☆Boston Partners CIK 0001386060 0.833 802 173.4 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 165.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 164.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 153.4 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 152.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 128.3 2.5% 4 -0.1 pp -0.0 pp -0.1 pp +2.5 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 124.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Regal Partners Ltd CIK 0001577774 0.595 122 122.6 6.7% 4 +1.3 pp +1.1 pp +0.3 pp +6.7 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 113.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 111.1 0.3% 1 +0.3 pp +0.1 pp +0.2 pp +0.3 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 109.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 107.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 106.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 103.5 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 100.2 0.6% 4 +0.0 pp +0.0 pp -0.0 pp +0.6 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 92.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 88.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 80.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 72.2 1.4% 4 +0.1 pp +0.2 pp +0.3 pp +1.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 71.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vestal Point Capital, LP CIK 0001974915 0.263 68 67.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 57.5 0.8% 4 +0.8 pp +0.7 pp +0.7 pp +0.8 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 51.3 0.6% 4 -0.1 pp +0.0 pp -0.0 pp +0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 49.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 47.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 40.2 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 38.0 0.0% 4 +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 37.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 37.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 37.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Newport Trust Company, LLC CIK 0001722329 0.972 63 35.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 32.9 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
☆MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 32.7 3.9% 4 +0.2 pp -0.1 pp +0.1 pp +3.9 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 31.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 30.9 0.0% 4 -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 30.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 30.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Investment Counsel CIK 0001310929 0.439 125 29.1 1.6% 4 +0.1 pp +0.2 pp +0.2 pp +1.6 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 28.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 28.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 27.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 25.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 24.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 23.9 0.7% 4 +0.0 pp -0.0 pp -0.2 pp +0.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 22.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 22.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 22.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 20.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 19.5 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 19.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 18.7 1.1% 4 +0.0 pp -0.0 pp -0.0 pp +1.1 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 17.5 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 17.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 17.0 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 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 15.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krensavage Asset Management, LLC CIK 0001609251 0.683 18 15.6 6.1% 4 +0.6 pp -0.4 pp +2.3 pp +6.1 pp
☆ADAR1 Capital Management, LLC CIK 0001940272 0.312 267 15.3 0.9% 4 +0.7 pp +0.6 pp +0.8 pp +0.9 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 14.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 14.5 0.5% 3 -0.3 pp -0.4 pp +0.5 pp +0.5 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 13.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 0.432 56 13.2 1.5% 4 -0.2 pp -0.3 pp -0.4 pp +1.5 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 13.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SPHERA FUNDS MANAGEMENT LTD. CIK 0001496201 0.149 97 13.0 2.2% 4 -0.2 pp -0.2 pp -0.5 pp +2.2 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 12.8 0.5% 3 +0.2 pp +0.4 pp +0.5 pp +0.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 11.7 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆Sio Capital Management, LLC CIK 0001482416 0.050 57 11.5 1.7% 4 -6.1 pp -5.1 pp -2.0 pp +1.7 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 11.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 11.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 11.3 0.8% 4 +0.0 pp +0.1 pp +0.0 pp +0.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 10.7 2.1% 4 +0.1 pp +0.1 pp +0.2 pp +2.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 10.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 9.9 0.8% 4 +0.0 pp +0.1 pp +0.0 pp +0.8 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 9.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 9.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 9.1 0.7% 4 +0.5 pp +0.5 pp +0.5 pp +0.7 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 9.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 8.8 0.6% 4 +0.3 pp +0.2 pp +0.0 pp +0.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 7.3 2.0% 4 +0.0 pp -0.1 pp -0.3 pp +2.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 7.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 7.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 6.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 6.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 6.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 6.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 6.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 5.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 5.9 0.0% 4 -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% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.441 548 5.3 0.1% 4 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 5.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 5.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.1 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 5.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 5.0 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 4.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.8 0.0% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEUTHOLD GROUP, LLC CIK 0001170152 0.149 237 4.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 4.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Voleon Capital Management LP CIK 0001479847 0.338 761 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 4.5 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 4.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 4.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 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 4.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 4.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 4.1 0.0% 4 -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% 4 -0.0 pp -0.1 pp -0.2 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Redwood Grove Capital, LLC CIK 0001691170 0.478 25 3.9 1.3% 4 -1.3 pp -2.1 pp -3.3 pp +1.3 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 3.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 3.9 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 3.9 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 3.9 0.0% 1 +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% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 3.8 0.7% 4 +0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 3.8 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portfolio Design Labs, LLC CIK 0002010278 0.229 227 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
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 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
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Good Steward Wealth Advisors,LLC CIK 0002060772 0.488 71 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Counsel, LLC CIK 0002033609 0.304 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 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 (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