Signals

SOC

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

Flow ranking

Rank#23041
Score / z-0.510 / -0.48
Consensus94.65 over 149 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest-21% / 3.8d

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
Pilgrim Global Advisors LLC CIK 0001963918 0.580 3 300.8 38.9% 4 +8.5 pp +5.3 pp -8.0 pp +38.9 pp
CONTINENTAL GENERAL INSURANCE CO CIK 0000024046 0.620 9 226.4 32.7% 2 +31.4 pp +32.7 pp +32.7 pp +32.7 pp
Encompass Capital Advisors LLC CIK 0001541901 0.063 53 222.2 9.1% 4 +3.2 pp +3.4 pp +4.7 pp +9.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 154.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 125.0 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 120.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FourWorld Capital Management LLC CIK 0001770525 0.050 20 119.2 64.9% 1 +64.9 pp +64.9 pp +64.9 pp +64.9 pp
Two Seas Capital LP CIK 0001823138 0.761 37 90.8 4.2% 4 +3.3 pp +3.5 pp +3.2 pp +4.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 76.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 48.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 44.4 0.1% 4 -0.2 pp +0.1 pp +0.0 pp +0.1 pp
Capital World Investors CIK 0001422849 0.974 637 39.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 36.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 35.2 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 33.8 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 31.7 0.0% 4 +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 31.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Whitefort Capital Management, LP CIK 0001884931 0.541 19 25.5 7.8% 2 +2.6 pp +7.8 pp +7.8 pp +7.8 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 24.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.7 0.0% 4 -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 21.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 16.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 16.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 16.5 0.6% 4 +0.3 pp -0.1 pp -0.5 pp +0.6 pp
Aventail Capital Group, LP CIK 0001803822 0.064 155 16.4 0.8% 4 +0.1 pp +0.6 pp +0.4 pp +0.8 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 12.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 12.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 11.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
PLUSTICK MANAGEMENT LLC CIK 0001643351 0.216 23 11.2 5.4% 2 +4.0 pp +5.4 pp +5.4 pp +5.4 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 7.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 6.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Purpose Unlimited Inc. CIK 0002115120 0.732 601 6.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 5.4 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 5.2 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 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kore Advisors LP CIK 0001971339 0.208 14 4.2 4.8% 3 +2.7 pp +4.2 pp +4.8 pp +4.8 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 3.4 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 3.3 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Swiss National Bank CIK 0001582202 0.961 2301 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 2.5 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 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 2.3 0.0% 4 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 2.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 2.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLOUGH CAPITAL PARTNERS L P CIK 0001276144 0.069 101 2.0 0.2% 2 +0.1 pp +0.2 pp +0.0 pp +0.2 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 1.9 0.1% 5 -0.1 pp -0.2 pp -0.1 pp -0.2 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 1.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
COBALT CAPITAL MANAGEMENT, INC. CIK 0001086762 0.041 26 1.8 1.0% 4 -0.0 pp +0.9 pp +0.8 pp +1.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Wealth Advisors, LLC CIK 0002111463 0.377 148 1.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 1.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Soviero Asset Management, LP CIK 0001755622 0.015 55 1.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 1.2 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 1.2 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
LEE DANNER & BASS INC CIK 0000939219 0.560 250 1.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.0 0.0% 3 +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 1.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 1.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.8 0.1% 4 +0.1 pp +0.0 pp -0.0 pp +0.1 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.7 0.6% 4 +0.3 pp +0.2 pp +0.0 pp +0.6 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Penn Capital Management Company, LLC CIK 0001158202 0.097 185 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.4 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clarus Group, Inc. CIK 0001844568 0.654 127 0.4 0.1% 4 +0.1 pp -0.0 pp -0.0 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rangeley Capital, LLC CIK 0001517796 0.020 176 0.3 0.3% 4 +0.2 pp -0.3 pp -0.4 pp +0.3 pp
MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
XPONANCE LLC CIK 0001637541 0.815 1841 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTERCAPITAL, LLC CIK 0002108411 0.060 64 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 0.146 197 0.1 0.0% 1 +0.0 pp -0.3 pp -0.5 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.1 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 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CFG Wealth Management Services, Inc. CIK 0002133547 0.527 80 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 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 SOC). Qtrs Held counts distinct quarters this fund has actually held SOC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SOC position size. Δ columns are the percentage-point change in SOC'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