Signals

← Signals

☆SOC

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

Flow ranking

Rank#24137
Score / z-0.038 / -0.06
Consensus111.30 over 188 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownno history
Short interestno FINRA history

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 ▾
☆Pilgrim Global Advisors LLC CIK 0001963918 0.580 3 56.1 12.0% 5 -26.9 pp -18.4 pp -21.7 pp -34.9 pp
☆Encompass Capital Advisors LLC CIK 0001541901 0.063 53 44.5 1.9% 5 -7.1 pp -3.9 pp -3.7 pp -2.5 pp
☆CONTINENTAL GENERAL INSURANCE CO CIK 0000024046 0.620 9 43.5 9.1% 3 -23.6 pp +7.9 pp +9.1 pp +9.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 32.9 0.0% 5 -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 25.9 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Two Seas Capital LP CIK 0001823138 0.761 37 25.8 1.0% 5 -3.2 pp +0.1 pp +0.3 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 24.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FourWorld Capital Management LLC CIK 0001770525 0.050 20 21.0 24.3% 2 -40.6 pp +24.3 pp +24.3 pp +24.3 pp
☆Capital International Investors CIK 0001562230 0.968 446 18.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 17.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whitefort Capital Management, LP CIK 0001884931 0.541 19 11.5 2.8% 3 -4.9 pp -2.4 pp +2.8 pp +2.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 10.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 10.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BW Gestao de Investimentos Ltda. CIK 0001568280 0.067 294 9.3 0.2% 2 -1.3 pp +0.2 pp +0.2 pp +0.2 pp
☆REDWOOD CAPITAL MANAGEMENT, LLC CIK 0001316622 0.238 25 9.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 9.2 0.1% 5 -0.3 pp -0.1 pp -0.1 pp -0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 7.9 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆Capital World Investors CIK 0001422849 0.974 637 7.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SONA ASSET MANAGEMENT (US) LLC CIK 0001856405 0.084 390 4.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 4.5 0.1% 2 -0.5 pp +0.1 pp +0.1 pp +0.1 pp
☆SIH Partners, LLLP CIK 0001996244 0.030 285 4.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 4.0 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 3.4 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 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.9 0.0% 7 -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 2.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 2.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PLUSTICK MANAGEMENT LLC CIK 0001643351 0.216 23 2.3 1.0% 3 -4.4 pp -0.4 pp +1.0 pp +1.0 pp
☆Weiss Asset Management LP CIK 0001357550 0.000 613 2.2 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Covalis Capital LLP CIK 0001698819 0.034 100 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 1.5 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SIR Capital Management, L.P. CIK 0001434997 0.033 79 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Converium Capital Inc. CIK 0002043653 0.298 24 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Black Maple Capital Management LP CIK 0001588959 0.231 82 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Yaupon Capital Management LP CIK 0001755028 0.055 110 0.8 0.0% 1 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Soviero Asset Management, LP CIK 0001755622 0.015 55 0.7 0.4% 2 -0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BBR PARTNERS, LLC CIK 0001352467 0.882 250 0.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.7 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 0.7 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Advisors, LLC CIK 0002111463 0.377 148 0.6 0.3% 2 -0.6 pp +0.3 pp +0.3 pp +0.3 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Union Square Park Capital Management, LLC CIK 0001666231 0.041 51 0.5 0.4% 1 +0.4 pp +0.4 pp -1.3 pp +0.4 pp
☆GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.5 0.0% 6 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.4 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 0.4 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 0.3 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.3 0.0% 5 -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 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tactive Advisors, LLC CIK 0002002409 0.103 282 0.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LEE DANNER & BASS INC CIK 0000939219 0.560 250 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Odyssean, LLC CIK 0002092853 0.021 485 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 0.2 0.1% 5 -0.5 pp -0.2 pp -0.3 pp -0.4 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDUCIENT ADVISORS LLC CIK 0001729866 0.386 153 0.1 0.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆BITTERROOT CAPITAL ADVISORS LLC CIK 0002110106 0.748 53 0.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Walleye Trading LLC CIK 0001388391 0.179 946 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Boston Partners CIK 0001386060 0.833 802 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.1 0.0% 3 -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 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXQ CAPITAL, LP CIK 0001916908 0.003 960 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alpine Global Management, LLC CIK 0001581655 0.035 232 0.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 0.1 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIG BROKERAGE, LP CIK 1094429 0.013 305 0.1 0.0% 1 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 5 -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% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 0.1 0.0% 2 -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 0.1 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 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarus Group, Inc. CIK 0001844568 0.654 127 0.1 0.0% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DRW Securities, LLC CIK 0001481986 0.026 811 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Inscription Capital, LLC CIK 0001767868 0.329 789 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rangeley Capital, LLC CIK 0001517796 0.020 176 0.1 0.1% 5 -0.3 pp -0.1 pp -0.6 pp -0.6 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 0.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kemnay Advisory Services Inc. CIK 0001555283 0.677 1169 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallax Volatility Advisers, L.P. CIK 0001521001 0.043 648 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Merewether Investment Management, LP CIK 0001736852 0.195 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 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
☆Nokomis Capital, L.L.C. CIK 0001541055 0.249 48 0.0 0.0% 0 +0.0 pp -0.2 pp -0.5 pp -0.8 pp
☆Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.116 1625 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DDD Partners, LLC CIK 0001729673 0.504 164 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Ionic Capital Management LLC CIK 0001386462 0.013 103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.2 pp
☆WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Kore Advisors LP CIK 0001971339 0.208 14 0.0 0.0% 0 -4.8 pp -2.1 pp -0.6 pp +0.0 pp
☆CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SCOGGIN MANAGEMENT LP CIK 0001086416 0.464 48 0.0 0.0% 0 +0.0 pp -0.8 pp -2.9 pp -3.6 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMIST CAPITAL MANAGEMENT, LP CIK 0001767809 0.000 39 0.0 0.0% 0 +0.0 pp -5.8 pp +0.0 pp +0.0 pp
☆Clayton Partners LLC CIK 0001550509 0.242 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Shay Capital LLC CIK 0001723643 0.044 394 0.0 0.0% 0 +0.0 pp -0.0 pp -2.1 pp +0.0 pp
☆Blackhawk Capital Partners, LLC CIK 0001582561 0.049 146 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆COBALT CAPITAL MANAGEMENT, INC. CIK 0001086762 0.041 26 0.0 0.0% 0 -1.0 pp -1.0 pp -0.2 pp -0.2 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 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 -0.1 pp -0.3 pp -0.0 pp -0.1 pp
☆Sheets Smith Investment Management CIK 0001785199 0.008 137 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆FIFTH LANE CAPITAL, LP CIK 0001858558 0.000 5 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 0.0 0.0% 0 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆SHP Wealth Management CIK 0001807060 0.763 1981 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Ankerstar Wealth, LLC CIK 0002053917 0.179 989 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
☆GARNET EQUITY CAPITAL HOLDINGS, INC. CIK 0001423876 0.505 25 0.0 0.0% 0 +0.0 pp -0.7 pp -1.6 pp -5.4 pp
☆Pertento Partners LLP CIK 0001894571 0.801 14 0.0 0.0% 0 +0.0 pp -1.1 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DUPONT CAPITAL MANAGEMENT CORP CIK 0001128251 0.000 41 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Sculptor Capital LP CIK 0001054587 0.143 320 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆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
☆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
☆COMERICA BANK CIK 0000901541 0.812 3711 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 (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