Signals

SONY

1051 in-universe funds with a nonzero position in SONY within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-09-16 Insider Ito Yasuhiro (Chief People Officer (CPO)) disposed via sale ($218,610)
2026-06-22 Ownership Dilution filing by Sony Group Corp (424B5)

Flow ranking

Rank#1402
Score / z0.017 / 0.00
Consensus236.75 over 444 funds
Momentumnot computed

Price & positioning

225 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

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-16 Ito Yasuhiro S $218,610

8-K events

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 1
FiledFormFiler
2026-06-22 424B5 Sony Group Corp

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
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2,251.1 0.7% 5 -0.1 pp -0.3 pp -0.5 pp -0.4 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 1,195.6 0.7% 5 -0.2 pp -0.4 pp -0.7 pp -0.8 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 827.9 1.7% 5 -0.2 pp -0.6 pp -0.9 pp -0.7 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 470.6 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 290.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mondrian Investment Partners LTD CIK 0001317724 0.804 111 245.5 3.8% 4 +0.0 pp +0.1 pp -0.8 pp +3.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 188.8 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 176.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital International Investors CIK 0001562230 0.968 446 156.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 139.5 1.3% 5 -0.1 pp -0.3 pp -0.3 pp -0.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 137.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 133.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 100.9 0.6% 5 -0.1 pp -0.3 pp -0.5 pp -0.4 pp
Capital World Investors CIK 0001422849 0.974 637 100.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 99.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 97.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 93.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 91.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 90.2 0.8% 5 -0.1 pp -0.4 pp -0.6 pp -0.7 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 88.4 0.2% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 79.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 66.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 62.2 0.1% 5 -0.0 pp -0.1 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 59.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 56.0 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 53.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 51.2 0.0% 5 +0.0 pp -0.1 pp -0.0 pp -0.0 pp
DV EQUITIES, LLC CIK 0001841659 0.000 100 50.7 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 45.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 40.0 0.2% 2 -0.0 pp +0.2 pp +0.1 pp +0.1 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 38.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 37.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 36.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 34.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 33.8 3.0% 5 -0.3 pp -0.8 pp -1.1 pp -0.8 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 31.5 0.1% 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 27.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 24.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 23.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 23.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 21.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 21.6 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 21.1 0.0% 5 -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 20.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Long Focus Capital Management, LLC CIK 0001602716 0.525 76 19.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 19.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 19.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 18.9 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Martin Investment Management, LLC CIK 0001511888 0.424 47 17.4 5.8% 5 +0.3 pp -1.1 pp -1.2 pp -1.1 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 17.1 1.7% 5 -0.2 pp -0.6 pp -0.9 pp -0.9 pp
Arnhold LLC CIK 0001733755 0.661 113 16.8 1.2% 5 -0.1 pp -0.2 pp -0.5 pp -0.5 pp
CLARK ESTATES INC/NY CIK 0001056466 0.278 90 16.5 3.8% 5 +0.4 pp +2.3 pp +2.2 pp +1.5 pp
LMR Partners LLP CIK 0001578621 0.225 1167 16.5 0.1% 1 +0.1 pp -0.0 pp -0.3 pp -0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 16.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 16.0 0.0% 5 -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 15.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 15.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 15.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 15.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Foresight Global Investors, Inc. CIK 0001973323 0.201 32 14.9 9.0% 5 +3.5 pp -0.7 pp -4.9 pp -6.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 14.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 14.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CapWealth Advisors, LLC CIK 0001531809 0.480 118 13.3 0.9% 5 -0.0 pp -0.1 pp -0.5 pp -0.5 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 12.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 12.2 2.2% 5 -0.1 pp -0.7 pp -1.1 pp -0.9 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 12.2 0.5% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 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 11.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rock Point Advisors, LLC CIK 0001301540 0.271 123 11.6 2.8% 5 -0.1 pp -0.1 pp -0.5 pp -0.4 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 11.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 10.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 10.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Alight Capital Management LP CIK 0001651473 0.049 76 10.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 10.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 10.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BCWM, LLC CIK 0001542165 0.322 57 10.0 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 9.8 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 9.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 9.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 9.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 9.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 9.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 8.7 1.1% 5 -0.2 pp -0.4 pp -0.7 pp -0.7 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 8.6 0.4% 5 +0.1 pp +0.4 pp +0.3 pp +0.3 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 8.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 8.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 8.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 8.1 0.0% 1 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 7.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 7.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Boston Partners CIK 0001386060 0.833 802 7.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 7.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 6.9 0.0% 2 -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 6.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 6.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 6.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 6.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Henry James International Management Inc. CIK 0001750423 0.252 91 6.2 1.8% 5 -0.4 pp -1.4 pp -2.0 pp -2.0 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 6.1 0.4% 5 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 6.1 0.3% 5 -0.4 pp -0.6 pp -0.7 pp -0.5 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 5.7 0.2% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 5.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 5.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Inlet Private Wealth, LLC CIK 0001759751 0.306 133 5.4 1.3% 5 -0.1 pp -0.3 pp -0.6 pp -0.5 pp
American Trust Investment Advisors, LLC CIK 0001291424 0.154 81 5.4 2.6% 5 +0.0 pp -0.4 pp -0.6 pp -0.3 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 5.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 5.3 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 5.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 5.1 0.8% 5 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 5.1 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 5.1 1.4% 4 +0.0 pp -0.3 pp -0.3 pp +1.4 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 5.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 5.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 4.9 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 4.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Timber Creek Capital Management LLC CIK 0001510848 0.327 80 4.2 0.9% 5 -0.2 pp -0.4 pp -0.6 pp -0.5 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 4.2 0.6% 5 -0.1 pp -0.3 pp -0.4 pp -0.4 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Humankind Investments LLC CIK 0001845373 0.696 22 4.1 1.9% 5 -0.5 pp -0.4 pp +0.9 pp +0.7 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Partners Group Holding AG CIK 0001534259 0.621 52 3.9 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 3.9 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aperture Investors, LLC CIK 0001787596 0.152 82 3.6 0.4% 5 -0.1 pp -0.2 pp +0.0 pp -0.5 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 3.6 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ABC ARBITRAGE SA CIK 0002049221 0.044 381 3.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Naviter Wealth, LLC CIK 0001855567 0.441 304 3.3 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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DELTA CAPITAL MANAGEMENT LLC CIK 0000893738 0.223 108 3.1 1.4% 5 -0.2 pp -0.6 pp -0.9 pp -0.8 pp
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FRANKLIN STREET ADVISORS INC /NC CIK 0001010873 0.594 176 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 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
Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SECURED RETIREMENT ADVISORS, LLC CIK 0002012356 0.043 134 0.0 0.0% 0 +0.0 pp -0.7 pp -0.8 pp -0.9 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arkadios Wealth Advisors CIK 0001800798 0.458 1680 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
EVERPAR ADVISORS LLC CIK 0002010410 0.221 302 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.2 pp
Arkos Global Advisors CIK 0001769089 0.805 124 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
Lodestone Wealth Management LLC CIK 0001950158 0.202 781 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.5 pp -0.5 pp +0.0 pp -0.5 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 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
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.1 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
VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Navigoe, LLC CIK 0002056100 0.632 1224 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brucke Financial, Inc. CIK 0002058446 0.331 175 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kercheville Advisors, LLC CIK 0001890748 0.215 108 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 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
AdvisorShares Investments LLC CIK 0001425930 0.032 269 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 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 -0.3 pp -0.2 pp -0.1 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
LOM Asset Management Ltd CIK 0002077907 0.225 279 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Morton Capital Management LLC/CA CIK 0002002628 0.801 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aspen Grove Capital, LLC CIK 0001806027 0.350 214 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.0 0.0% 0 -0.1 pp -0.1 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
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp -0.1 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.1 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATURAL INVESTMENTS, LLC CIK 0001800245 0.299 301 0.0 0.0% 0 -0.4 pp -0.5 pp -0.6 pp -0.5 pp
Wealth Science Advisors LLC CIK 0002083087 0.266 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
DIVERSIFIED MANAGEMENT INC CIK 0000922372 0.159 171 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
ENTERPRISE FINANCIAL SERVICES CORP (EFSC, EFSCP) CIK 0001025835 0.248 184 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Lion Street Advisors, LLC CIK 0001801991 0.052 224 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 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 SONY). Qtrs Held counts distinct quarters this fund has actually held SONY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SONY position size. Δ columns are the percentage-point change in SONY'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