Signals

SONY

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

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#20555
Score / z0.000 / -0.02
Consensus234.65 over 437 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 2,290.1 0.8% 4 -0.2 pp -0.4 pp -0.3 pp +0.8 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 1,211.6 1.0% 4 -0.2 pp -0.5 pp -0.5 pp +1.0 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 909.5 1.9% 4 -0.4 pp -0.7 pp -0.6 pp +1.9 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 517.2 0.0% 6 -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 351.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mondrian Investment Partners LTD CIK 0001317724 0.804 111 251.5 3.8% 3 +0.0 pp -0.9 pp +3.8 pp +3.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 194.4 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 185.6 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 152.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital International Investors CIK 0001562230 0.968 446 146.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 137.4 1.4% 4 -0.2 pp -0.2 pp -0.3 pp +1.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 136.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 121.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 107.6 0.7% 4 -0.2 pp -0.4 pp -0.4 pp +0.7 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 104.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 104.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 102.9 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 95.0 0.9% 4 -0.3 pp -0.5 pp -0.6 pp +0.9 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 91.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 74.1 0.1% 1 +0.1 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 66.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 64.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 59.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 59.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 46.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 44.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 41.3 0.3% 1 +0.3 pp +0.1 pp +0.1 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 40.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 40.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 38.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 38.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 36.8 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 34.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Pictet North America Advisors SA CIK 0001599576 0.451 154 32.8 3.3% 4 -0.5 pp -0.8 pp -0.5 pp +3.3 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 28.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 27.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 26.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 26.0 0.1% 4 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 23.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 22.7 0.0% 4 -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 22.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 21.5 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 21.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 20.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 20.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Martin Investment Management, LLC CIK 0001511888 0.424 47 18.4 5.5% 4 -1.4 pp -1.5 pp -1.4 pp +5.5 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 17.4 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Arnhold LLC CIK 0001733755 0.661 113 17.3 1.3% 4 -0.1 pp -0.4 pp -0.4 pp +1.3 pp
CABOT WEALTH MANAGEMENT INC CIK 0001016683 0.214 142 17.2 2.0% 4 -0.3 pp -0.7 pp -0.6 pp +2.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 17.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 16.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 15.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 15.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 15.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 15.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 15.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CLARK ESTATES INC/NY CIK 0001056466 0.278 90 14.3 3.4% 4 +1.9 pp +1.8 pp +1.1 pp +3.4 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 14.2 0.7% 4 -0.1 pp -0.3 pp -0.1 pp +0.7 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 14.0 0.0% 4 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 13.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 13.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 13.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 12.9 0.6% 4 -0.1 pp -0.2 pp -0.1 pp +0.6 pp
CapWealth Advisors, LLC CIK 0001531809 0.480 118 12.8 1.0% 4 -0.1 pp -0.5 pp -0.5 pp +1.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 12.8 0.0% 4 -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 12.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 12.2 2.3% 4 -0.5 pp -0.9 pp -0.8 pp +2.3 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 11.7 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 11.1 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Rock Point Advisors, LLC CIK 0001301540 0.271 123 10.7 2.9% 4 -0.0 pp -0.5 pp -0.4 pp +2.9 pp
Ethic Inc. CIK 0001780570 0.636 1358 10.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
BCWM, LLC CIK 0001542165 0.322 57 10.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 10.1 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 10.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 9.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 9.4 1.3% 4 -0.2 pp -0.5 pp -0.4 pp +1.3 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 8.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Foresight Global Investors, Inc. CIK 0001973323 0.201 32 8.4 5.5% 4 -4.2 pp -8.4 pp -9.5 pp +5.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 8.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 8.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 7.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 7.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.5 0.0% 4 -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 7.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 7.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 7.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 7.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 6.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Boston Common Asset Management, LLC CIK 0001409427 0.491 186 6.7 0.4% 4 +0.1 pp +0.2 pp +0.2 pp +0.4 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 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 6.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.5 0.1% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 6.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Henry James International Management Inc. CIK 0001750423 0.252 91 6.4 2.3% 4 -1.0 pp -1.6 pp -1.5 pp +2.3 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 6.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 6.0 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
CWM, LLC CIK 0001535847 0.788 5645 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 5.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 5.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 5.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Inlet Private Wealth, LLC CIK 0001759751 0.306 133 5.6 1.4% 4 -0.2 pp -0.5 pp -0.4 pp +1.4 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 5.5 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 5.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 5.3 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 5.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 5.0 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 4.9 1.4% 3 -0.3 pp -0.3 pp +1.4 pp +1.4 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Stamos Capital Partners, L.P. CIK 0001705399 0.257 140 4.8 0.8% 4 +0.2 pp +0.4 pp +0.4 pp +0.8 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 4.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 4.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
American Trust Investment Advisors, LLC CIK 0001291424 0.154 81 4.7 2.6% 4 -0.4 pp -0.6 pp -0.4 pp +2.6 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.5 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 4.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 4.3 0.7% 4 -0.2 pp -0.3 pp -0.3 pp +0.7 pp
Timber Creek Capital Management LLC CIK 0001510848 0.327 80 4.3 1.0% 4 -0.2 pp -0.4 pp -0.3 pp +1.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 4.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Humankind Investments LLC CIK 0001845373 0.696 22 4.2 2.4% 4 +0.1 pp +1.3 pp +1.1 pp +2.4 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 4.2 0.1% 4 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 3.8 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 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 3.7 0.5% 4 -0.1 pp +0.1 pp -0.4 pp +0.5 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 3.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 3.2 1.5% 4 -0.3 pp -0.4 pp -0.4 pp +1.5 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 3.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 -0.3 pp -0.2 pp -0.1 pp +0.0 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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 -0.1 pp +0.0 pp
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.0 0.0% 0 -0.1 pp -0.2 pp -0.1 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
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 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
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
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -0.1 pp +0.0 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 -0.1 pp +0.0 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 -0.1 pp +0.0 pp +0.0 pp
Petros Family Wealth, LLC CIK 0002004963 0.220 133 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 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 -0.1 pp -0.0 pp -0.1 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 (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