Signals

SOLS

1373 in-universe funds with a nonzero position in SOLS within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24517
Score / z-0.172 / -0.22
Consensus341.02 over 673 funds
Momentumno 12m return

Price & positioning

191 cached closes, trailing year
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)
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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,411.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 703.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 635.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 448.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 297.3 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 291.7 0.0% 3 +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 255.2 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 250.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Castle Hook Partners LP CIK 0001687241 0.157 66 197.3 2.1% 3 -1.3 pp +1.3 pp +2.1 pp +2.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 196.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 194.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XN LP CIK 0001756558 0.535 27 191.2 5.0% 3 -2.4 pp +4.1 pp +5.0 pp +5.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 190.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 160.0 0.0% 3 -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 153.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 147.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 147.6 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 138.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 137.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 135.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 133.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 129.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 103.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 100.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 92.6 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 91.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 90.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merewether Investment Management, LP CIK 0001736852 0.195 81 80.7 1.5% 2 +0.6 pp +1.5 pp +1.5 pp +1.5 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 79.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 76.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BOWEN HANES & CO INC CIK 0001077583 0.789 151 76.8 1.9% 3 +0.0 pp +0.7 pp +1.9 pp +1.9 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 72.8 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 70.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 70.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 70.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kinetic Partners Management, LP CIK 0001911448 0.140 47 69.7 1.7% 3 -1.4 pp -1.2 pp +1.7 pp +1.7 pp
Progeny 3, Inc. CIK 0001536006 0.774 29 64.8 3.3% 3 +0.4 pp +1.4 pp +3.3 pp +3.3 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 62.9 0.1% 3 -0.0 pp +0.0 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 58.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 56.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 55.9 1.6% 3 +1.0 pp +1.2 pp +1.6 pp +1.6 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 55.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 53.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 52.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 49.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 47.4 0.0% 3 +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 45.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 43.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 43.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 43.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 43.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 43.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 42.9 1.4% 3 +0.6 pp +0.5 pp +1.4 pp +1.4 pp
Pennant Investors, LP CIK 0001759176 0.571 16 42.4 12.6% 3 -0.8 pp +4.4 pp +12.6 pp +12.6 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 41.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 41.3 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 39.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 39.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covea Finance CIK 0001636948 0.445 153 38.7 1.2% 3 +0.6 pp +0.7 pp +1.2 pp +1.2 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 37.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 37.0 1.5% 3 -0.0 pp +0.5 pp +1.5 pp +1.5 pp
CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 36.5 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
Voleon Capital Management LP CIK 0001479847 0.338 761 35.7 0.7% 2 +0.3 pp +0.7 pp +0.7 pp +0.7 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 35.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 35.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 34.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 34.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 33.3 0.1% 3 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 32.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 31.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 30.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 29.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
No Street GP LP CIK 0001765774 0.675 32 28.8 1.7% 3 -0.8 pp +0.5 pp +1.7 pp +1.7 pp
Swiss National Bank CIK 0001582202 0.961 2301 28.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 27.2 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 26.5 1.7% 3 +0.2 pp +1.2 pp +1.7 pp +1.7 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 25.2 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 25.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 24.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Munro Partners CIK 0001768744 0.213 59 23.7 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 23.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 23.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 23.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSICO CAPITAL MANAGEMENT LLC CIK 0001055966 0.532 69 23.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 22.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 22.0 0.3% 3 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Private Wealth Partners, LLC CIK 0001335851 0.644 178 20.9 1.5% 3 +0.1 pp +0.5 pp +1.5 pp +1.5 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 20.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 19.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 19.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 19.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 19.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 19.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 18.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Yaupon Capital Management LP CIK 0001755028 0.055 110 18.6 0.6% 1 +0.6 pp -0.1 pp +0.6 pp +0.6 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 18.3 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 17.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunriver Management LLC CIK 0001663900 0.082 21 17.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
One Fin Capital Management LP CIK 0001753875 0.050 22 16.8 5.9% 3 +0.3 pp +0.4 pp +5.9 pp +5.9 pp
NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 16.6 0.5% 3 -0.2 pp -0.0 pp +0.5 pp +0.5 pp
PDT Partners, LLC CIK 0001564702 0.042 489 14.9 0.8% 2 +0.2 pp +0.8 pp +0.8 pp +0.8 pp
NATIXIS CIK 0001274981 0.561 1107 14.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 14.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 14.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 13.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 13.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 13.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 13.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 13.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 13.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 12.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayberry Capital Partners LP CIK 0001771524 0.163 27 12.1 4.2% 3 +0.3 pp -0.2 pp +4.2 pp +4.2 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 11.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 11.7 0.0% 1 +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 11.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 11.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 11.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 10.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 10.9 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 10.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 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
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 10.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 10.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 10.0 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 10.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
De Lisle Partners LLP CIK 0002011184 0.284 178 9.8 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 9.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CASTLEARK MANAGEMENT LLC CIK 0001106832 0.341 309 9.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 9.3 1.1% 3 +0.1 pp +0.4 pp +1.1 pp +1.1 pp
LMR Partners LLP CIK 0001578621 0.225 1167 9.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 8.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 8.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
LUMINUS MANAGEMENT LLC CIK 0001279151 0.176 30 8.7 5.9% 3 +1.4 pp +1.5 pp +5.9 pp +5.9 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 8.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rheos Capital Works Inc. CIK 0001735445 0.176 82 7.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 7.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEYER HANDELMAN CO CIK 0000045319 0.623 274 7.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 7.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEMA ETFS LLC CIK 0002056807 0.118 583 7.1 0.2% 3 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 7.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Madison Avenue Partners, LP CIK 0001801265 0.565 25 0.0 0.0% 0 +0.0 pp -5.8 pp +0.0 pp +0.0 pp
Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
MainStreet Investment Advisors LLC CIK 0001729854 0.457 166 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lloyd Harbor Capital Management, LLC CIK 0001847935 0.000 16 0.0 0.0% 0 +0.0 pp -9.0 pp +0.0 pp +0.0 pp
Board of the Pension Protection Fund CIK 0002041021 0.002 110 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOODY NATIONAL BANK TRUST DIVISION CIK 0001092903 0.436 496 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
Generali Powszechne Towarzystwo Emerytalne CIK 0002042955 0.484 25 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Catalyst Funds Management Pty Ltd CIK 0001896150 0.000 641 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Clean Yield Group CIK 0001525865 0.299 395 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AYAL Capital Advisors Ltd CIK 0002011524 0.017 39 0.0 0.0% 0 +0.0 pp -1.9 pp +0.0 pp +0.0 pp
CYBER HORNET ETFs LLC CIK 0001818014 0.229 508 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Resolute Capital Asset Partners LLC CIK 0001834913 0.010 48 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Cresta Advisors, Ltd. CIK 0001947670 0.684 54 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centiva Capital, LP CIK 0001692507 0.034 1439 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULCRUM WEALTH ADVISORS, LLC CIK 0002108790 0.135 81 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
POM Investment Strategies, LLC CIK 0001906322 0.011 350 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Coppell Advisory Solutions LLC CIK 0001848433 0.000 553 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearline Capital LP CIK 0001600136 0.146 101 0.0 0.0% 0 +0.0 pp -1.8 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Gleason Group, Inc. CIK 0001822632 0.921 449 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CURIO WEALTH, LLC CIK 0002049201 0.748 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 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
MATTERN CAPITAL MANAGEMENT, LLC CIK 0001803227 0.272 166 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Modus Advisors, LLC CIK 0001799284 0.297 118 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Register Financial Advisors LLC CIK 0001962636 0.168 426 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Nearwater Capital Markets, Ltd CIK 0001915842 0.000 100 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOCK YARDS BANK & TRUST CO CIK 0000741073 0.681 397 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Covington Investment Advisors Inc. CIK 0001569036 0.525 73 0.0 0.0% 0 -0.1 pp -0.1 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
Empire Financial Management Company, LLC CIK 0001971875 0.017 139 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Camelot Portfolios, LLC CIK 0001569766 0.081 196 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clayton Partners LLC CIK 0001550509 0.242 44 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SOMERVILLE KURT F CIK 0001215208 0.429 97 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Networth Advisors, LLC CIK 0002099019 0.225 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nexus Investment Management ULC CIK 0001476329 0.664 72 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Sessa Capital IM, L.P. CIK 0001595849 0.879 26 0.0 0.0% 0 -4.1 pp -7.2 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
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 +0.0 pp -0.3 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 SOLS). Qtrs Held counts distinct quarters this fund has actually held SOLS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SOLS position size. Δ columns are the percentage-point change in SOLS'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