Signals

← Signals

☆SNY

1003 in-universe funds with a nonzero position in SNY within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#22208
Score / z0.000 / -0.02
Consensus192.44 over 398 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 1,198.2 0.6% 5 -0.2 pp -0.9 pp -1.1 pp -1.3 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 456.6 0.0% 7 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 453.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 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 341.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 290.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Mondrian Investment Partners LTD CIK 0001317724 0.804 111 235.6 3.6% 4 +0.0 pp +0.0 pp +0.8 pp +3.6 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 176.5 1.2% 5 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 164.2 0.2% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Boston Partners CIK 0001386060 0.833 802 164.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 159.0 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 156.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 145.2 0.0% 5 -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 139.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 137.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 135.3 0.0% 5 -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 127.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 114.5 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARROW HANLEY MEWHINNEY & STRAUSS LLC CIK 0000313028 0.681 369 114.4 0.3% 5 -0.6 pp -0.8 pp -0.7 pp -0.8 pp
☆Regal Partners Ltd CIK 0001577774 0.595 122 113.2 6.3% 5 -0.4 pp +0.9 pp +0.7 pp -0.1 pp
☆EQUITY INVESTMENT CORP CIK 0001685771 0.623 76 111.0 2.1% 5 -0.4 pp -0.4 pp -0.4 pp -0.5 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 102.6 0.2% 2 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 94.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 90.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 90.1 0.2% 2 -0.1 pp +0.2 pp +0.1 pp +0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 85.8 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Vestal Point Capital, LP CIK 0001974915 0.263 68 85.3 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 82.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 79.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 78.3 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 77.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 72.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 72.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 71.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 53.1 0.7% 5 -0.1 pp +0.7 pp +0.6 pp +0.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 46.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 45.4 1.3% 4 +0.8 pp +0.5 pp +0.3 pp +1.3 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 37.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 37.3 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 35.0 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆CAUSEWAY CAPITAL MANAGEMENT LLC CIK 0001165797 0.788 122 34.3 0.4% 5 -0.3 pp -0.3 pp -0.2 pp -0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 32.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 32.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Newport Trust Company, LLC CIK 0001722329 0.972 63 29.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 28.8 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 27.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 27.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 26.3 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 26.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Willis Investment Counsel CIK 0001310929 0.439 125 25.7 1.2% 5 -0.4 pp -0.3 pp -0.2 pp -0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 24.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 22.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 21.5 2.5% 5 -1.5 pp -1.3 pp -1.5 pp -1.4 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 20.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 20.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 20.0 0.0% 5 -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 19.4 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 19.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 18.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 17.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 16.4 0.9% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Sio Capital Management, LLC CIK 0001482416 0.050 57 15.5 2.7% 5 +1.0 pp -5.1 pp -4.1 pp -1.0 pp
☆CSM Advisors, LLC CIK 0001863523 0.423 406 15.4 0.3% 4 -0.1 pp -0.2 pp -0.2 pp +0.3 pp
☆BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 14.8 0.4% 5 -0.3 pp -0.3 pp -0.3 pp -0.5 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 14.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 14.4 0.0% 5 -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 14.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 14.1 0.3% 4 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆Krensavage Asset Management, LLC CIK 0001609251 0.683 18 13.8 5.3% 5 -0.9 pp -0.3 pp -1.3 pp +1.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 13.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 12.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 12.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 12.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 12.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 0.432 56 11.7 1.4% 5 -0.1 pp -0.3 pp -0.4 pp -0.6 pp
☆SPHERA FUNDS MANAGEMENT LTD. CIK 0001496201 0.149 97 11.5 1.6% 5 -0.6 pp -0.8 pp -0.8 pp -1.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 11.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 11.0 0.4% 1 +0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 10.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Altrius Capital Management Inc CIK 0001940646 0.194 89 10.2 1.9% 5 -0.2 pp -0.1 pp -0.1 pp +0.1 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 10.0 0.5% 5 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 9.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 9.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.793 1868 9.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 9.3 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 9.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 9.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Goodman Financial Corp CIK 0001382303 0.242 73 8.9 1.4% 2 -0.3 pp +1.4 pp +1.4 pp +1.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 8.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 8.3 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 8.3 0.5% 5 -0.1 pp +0.2 pp +0.2 pp -0.0 pp
☆Guardian Partners Inc. CIK 0001884799 0.412 391 7.8 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 7.5 0.0% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 7.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 6.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 6.3 0.1% 5 -1.3 pp -1.2 pp -1.1 pp -1.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 6.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 5.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 5.6 0.1% 5 -0.2 pp -0.1 pp -0.2 pp -0.3 pp
☆TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 5.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 5.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TrueMark Investments, LLC CIK 0001974457 0.124 187 5.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆OPAL CAPITAL LLC CIK 0002100122 0.079 136 5.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 5.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ProVise Management Group, LLC CIK 0001305707 0.509 282 5.2 0.3% 5 -0.5 pp -0.4 pp -0.4 pp -0.4 pp
☆Optiver Holding B.V. CIK 0001859606 0.114 2337 4.9 0.1% 1 +0.1 pp -0.2 pp +0.1 pp -0.6 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.441 548 4.7 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 4.4 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Thomasville National Bank CIK 0001561790 0.600 241 4.3 0.2% 1 +0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 4.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 4.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Northwest Bancshares, Inc. (NWBI) CIK 0001471265 0.432 175 4.0 0.7% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 3.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 3.9 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Voleon Capital Management LP CIK 0001479847 0.338 761 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 3.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Providence Capital Advisors, LLC CIK 0001730814 0.167 385 3.7 0.6% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 3.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 3.6 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆First Bank & Trust CIK 0001692632 0.535 270 3.6 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 3.5 0.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cardinal Capital Management CIK 0001434845 0.362 138 3.4 0.4% 5 -0.1 pp -0.1 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 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆American Assets Investment Management, LLC CIK 0001389256 0.544 146 3.4 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 3.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Diameter Capital Partners LP CIK 0001727012 0.000 31 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 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
☆Simplify Asset Management Inc. CIK 0001846368 0.982 136 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Sage Capital Management, LLC CIK 0002030667 0.243 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ledyard National Bank CIK 0001310658 0.559 255 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO CIK 0001019231 0.393 423 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 +0.0 pp -0.1 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GREENUP STREET WEALTH MANAGEMENT LLC CIK 0001909904 0.391 141 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 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 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUPERSTRING CAPITAL MANAGEMENT LP CIK 0001931118 0.056 32 0.0 0.0% 0 +0.0 pp +0.0 pp -2.3 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
☆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
☆Keystone Financial Services CIK 0001865158 0.422 131 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 0.0 0.0% 0 -0.0 pp +0.0 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
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Trivant Custom Portfolio Group, LLC CIK 0001977992 0.217 82 0.0 0.0% 0 -0.4 pp -0.4 pp -0.4 pp -0.5 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
☆Meriwether Wealth & Planning, LLC CIK 0002055554 0.303 122 0.0 0.0% 0 -0.5 pp -0.4 pp -0.4 pp -0.4 pp
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Seed Wealth Management, Inc. CIK 0001963728 0.397 100 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆PATTEN & PATTEN INC/TN CIK 0001044905 0.575 350 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nvest Wealth Strategies, Inc. CIK 0002106942 0.726 351 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
☆Burford Brothers, Inc. CIK 0002001434 0.297 182 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.4 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
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 +0.0 pp -0.2 pp -0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 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
☆Alan B Lancz & Associates, Inc. CIK 0001897835 0.171 138 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆Capital International, Inc./CA/ CIK 0000895213 0.745 302 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆W1M Asset Management Ltd CIK 0001767559 0.885 203 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fusion Capital, LLC CIK 0001802955 0.422 112 0.0 0.0% 0 -2.0 pp -2.0 pp -2.1 pp -2.3 pp
☆Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp -0.1 pp
☆Symphony Financial, Ltd. Co. CIK 0001800687 0.386 371 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Procyon Advisors, LLC CIK 0001804329 0.458 586 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TANG CAPITAL MANAGEMENT LLC CIK 0001232621 0.706 41 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.5 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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 (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