Signals

← Signals

☆SON

530 in-universe funds with a nonzero position in SON within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#969
Score / z0.078 / 0.10
Consensus133.03 over 242 funds
Momentumno 12m return

Price & positioning

226 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)
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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 ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 480.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 433.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 257.6 0.9% 3 +0.7 pp +0.6 pp +0.9 pp +0.9 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 187.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 170.1 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 121.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EARNEST PARTNERS LLC CIK 0001102578 0.774 304 112.0 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 90.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 83.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 79.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 65.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 62.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 56.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 54.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COOPER CREEK PARTNERS MANAGEMENT LLC CIK 0001512162 0.071 87 49.8 2.4% 3 +0.5 pp -0.6 pp +2.4 pp +2.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 48.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 47.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 44.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 42.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 38.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invenomic Capital Management LP CIK 0001769456 0.090 115 38.0 1.8% 3 -0.1 pp +0.2 pp +1.8 pp +1.8 pp
☆PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 37.7 1.1% 3 -0.0 pp -0.2 pp +1.1 pp +1.1 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 35.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 34.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 34.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 33.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 28.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 28.6 0.5% 3 -0.5 pp -0.9 pp +0.5 pp +0.5 pp
☆FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 28.1 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆OLD REPUBLIC INTERNATIONAL CORP (ORI) CIK 0000074260 0.634 54 25.2 1.0% 3 +0.1 pp +0.0 pp +1.0 pp +1.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 20.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 20.1 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Charter Oak Advisors LP CIK 0002022905 0.653 13 16.6 14.0% 1 +14.0 pp +14.0 pp +14.0 pp +14.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 16.1 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 16.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 15.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 15.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SPEECE THORSON CAPITAL GROUP INC CIK 0000900169 0.350 37 14.5 3.1% 3 +0.1 pp -0.0 pp +3.1 pp +3.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 14.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 13.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 13.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 13.3 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 13.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Concentric Capital Strategies, LP CIK 0001851869 0.147 304 12.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 11.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 11.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 11.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Access Investment Management LLC CIK 0002010477 0.311 144 11.2 3.0% 2 +0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 10.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Meadow Creek Wealth Advisors LLC CIK 0001801107 0.256 139 10.4 6.7% 3 +0.3 pp -0.4 pp +6.7 pp +6.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 9.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 9.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆EVR Research LP CIK 0001843019 0.106 28 9.6 5.2% 2 +3.9 pp +5.2 pp +5.2 pp +5.2 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 9.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 9.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 9.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 9.3 0.0% 3 -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 9.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 8.7 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 8.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 8.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 7.6 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 7.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 6.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 6.7 0.0% 3 +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 6.2 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 6.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 5.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Retirement Systems of Alabama CIK 0001593051 0.859 950 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 5.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 4.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 4.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 4.5 0.0% 3 +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 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 4.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Synergy Asset Management, LLC CIK 0001699080 0.127 274 4.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 4.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 4.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 3.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 3.5 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 3.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WASATCH ADVISORS LP CIK 0000814133 0.571 219 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 2.7 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 2.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 2.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KEMPNER CAPITAL MANAGEMENT INC. CIK 0000898399 0.200 43 2.3 2.1% 3 +1.3 pp +1.1 pp +2.1 pp +2.1 pp
☆Boston Partners CIK 0001386060 0.833 802 2.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NAPLES GLOBAL ADVISORS, LLC CIK 0001582151 0.425 466 2.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARGA Investment Management, LP CIK 0001556915 0.380 121 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mork Capital Management, LLC CIK 0001626494 0.103 104 2.0 1.2% 3 +0.6 pp +0.6 pp +1.2 pp +1.2 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 1.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CastleKnight Management LP CIK 0001835751 0.112 402 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 1.8 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 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 1.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Fruth Investment Management CIK 0001416856 0.254 225 1.7 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Evercore Wealth Management, LLC CIK 0001482689 0.807 433 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 1.5 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Westhampton Capital, LLC CIK 0001639997 0.307 131 1.5 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argyle Capital Management, LLC CIK 0001321194 0.239 138 1.4 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆ALLEN WEALTH MANAGEMENT, LLC CIK 0002012003 0.589 60 1.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freestone Grove Partners LP CIK 0002007591 0.063 989 1.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Benson Investment Management Company, Inc. CIK 0001694896 0.000 9 0.0 0.0% 0 +0.0 pp -1.2 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
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆My Legacy Advisors, LLC CIK 0001767802 0.172 206 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ICON ADVISERS INC/CO CIK 0001058470 0.054 195 0.0 0.0% 0 +0.0 pp -0.8 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
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☆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
☆Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp -0.0 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
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆GENTRY PRIVATE WEALTH, LLC CIK 0002022634 0.550 108 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 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 SON). Qtrs Held counts distinct quarters this fund has actually held SON (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SON position size. Δ columns are the percentage-point change in SON's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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