Signals

← Signals

☆SSNC

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

Flow ranking

Rank#22157
Score / z-0.039 / -0.07
Consensus244.31 over 448 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-2% / 3.3d

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

Negative / total0 / 1
FiledFormItems
2026-07-23 8-K 2.02, 9.01
2026-05-22 8-K 5.02, 5.07, 8.01, 9.01
2026-04-23 8-K 2.02, 9.01
2026-02-05 8-K 2.02, 9.01
2025-10-23 8-K 2.02, 9.01
2025-10-14 8-K 1.01, 2.01, 2.03, 7.01, 9.01
2025-07-23 8-K 2.02, 9.01
2025-07-21 8-K 8.01, 9.01
2025-05-22 8-K 5.02, 5.07, 8.01, 9.01
2025-04-24 8-K 2.02, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2018-04-03 424B5 SS&C Technologies Holdings Inc
2015-06-19 424B5 SS&C Technologies Holdings Inc
2015-06-17 424B5 SS&C Technologies Holdings Inc
2011-07-12 S-3/A SS&C Technologies Holdings Inc
2011-06-17 S-3/A SS&C Technologies Holdings Inc
2011-06-03 S-3 SS&C Technologies Holdings Inc

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 2,443.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 1,794.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 1,225.4 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
☆PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 901.6 2.7% 3 -0.2 pp -0.1 pp +2.7 pp +2.7 pp
☆FMR LLC CIK 0000315066 0.989 5571 677.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 530.1 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 448.1 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Boston Partners CIK 0001386060 0.833 802 374.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.471 27 372.3 2.0% 3 -0.1 pp -0.0 pp +2.0 pp +2.0 pp
☆Swedbank AB CIK 0000946431 0.941 696 327.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 325.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 275.7 1.4% 3 -0.0 pp -0.2 pp +1.4 pp +1.4 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 267.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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 261.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 242.8 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LYRICAL ASSET MANAGEMENT LP CIK 0001542302 0.853 41 220.6 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 198.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 192.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 176.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 171.5 3.2% 3 +0.0 pp +0.3 pp +3.2 pp +3.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 157.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 154.3 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 149.3 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 129.9 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 123.1 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 114.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 105.4 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Hudson Way Capital Management LLC CIK 0001697597 0.644 18 104.8 8.3% 3 -0.8 pp +1.1 pp +8.3 pp +8.3 pp
☆Amundi CIK 0001330387 0.000 1 104.6 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 102.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Progeny 3, Inc. CIK 0001536006 0.774 29 98.4 5.3% 3 +0.1 pp +0.1 pp +5.3 pp +5.3 pp
☆Capital International Investors CIK 0001562230 0.968 446 98.1 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 94.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 92.0 0.7% 3 -0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Senator Investment Group LP CIK 0001443689 0.106 58 90.5 3.6% 3 +0.4 pp +0.7 pp +3.6 pp +3.6 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 78.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Junto Capital Management LP CIK 0001595880 0.030 80 77.3 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 76.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 71.6 5.0% 3 -0.2 pp +0.1 pp +5.0 pp +5.0 pp
☆PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 71.1 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Turtle Creek Asset Management Inc. CIK 0001484148 0.717 38 70.7 3.1% 3 +0.7 pp +0.7 pp +3.1 pp +3.1 pp
☆WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 67.2 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 66.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 65.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 63.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 61.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆GMT CAPITAL CORP CIK 0001106191 0.809 68 61.5 3.2% 3 +0.1 pp -0.4 pp +3.2 pp +3.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 61.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 60.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Danica Pension, Livsforsikringsaktieselskab CIK 0002096095 0.689 184 59.4 0.9% 5 -0.1 pp -0.3 pp -0.1 pp +0.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 58.9 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 57.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 56.4 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆Sunriver Management LLC CIK 0001663900 0.082 21 55.2 5.8% 3 +0.9 pp +1.5 pp +5.8 pp +5.8 pp
☆NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 54.7 2.5% 3 -0.0 pp -0.1 pp +2.5 pp +2.5 pp
☆NORTH STAR ASSET MANAGEMENT INC CIK 0001056559 0.560 372 53.2 2.1% 3 -0.0 pp +0.0 pp +2.1 pp +2.1 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 52.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆River Road Asset Management, LLC CIK 0001341401 0.545 175 51.0 0.6% 3 -0.0 pp -0.1 pp +0.6 pp +0.6 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 50.6 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 50.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 49.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 48.7 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 48.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 45.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 44.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 41.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 41.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 39.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 39.0 1.6% 3 -0.1 pp +0.3 pp +1.6 pp +1.6 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 38.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 35.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 34.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Prana Capital Management, LP CIK 0001710951 0.303 118 34.4 1.2% 3 -0.1 pp -0.5 pp +1.2 pp +1.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 33.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 32.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 32.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 32.0 1.2% 3 +0.0 pp +0.1 pp +1.2 pp +1.2 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 29.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 27.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 26.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Victor Wealth Advisors, LLC CIK 0001769063 0.385 252 25.3 1.5% 3 -0.0 pp -0.0 pp +1.5 pp +1.5 pp
☆SHAPIRO CAPITAL MANAGEMENT LLC CIK 0001177244 0.525 50 25.3 1.3% 3 -0.1 pp -0.1 pp +1.3 pp +1.3 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 25.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 25.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 24.7 0.8% 2 +0.7 pp +0.8 pp +0.8 pp +0.8 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 24.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Capital Investment Services of America, Inc. CIK 0000811360 0.541 83 24.3 2.3% 3 -0.0 pp +0.1 pp +2.3 pp +2.3 pp
☆Vinva Investment Management Ltd CIK 0001968109 0.574 468 23.7 0.3% 3 +0.3 pp +0.2 pp +0.3 pp +0.3 pp
☆Heron Bay Capital Management CIK 0001842149 0.545 97 23.7 4.5% 3 +0.0 pp -0.0 pp +4.5 pp +4.5 pp
☆LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 23.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 22.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORRIS PERNE & FRENCH LLP/MI CIK 0001092290 0.441 65 22.1 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆Achmea Investment Management B.V. CIK 0001697765 0.760 115 21.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 21.6 0.0% 3 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 21.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Callodine Capital Management, LP CIK 0001741675 0.554 62 20.7 1.7% 3 +0.1 pp +0.0 pp +1.7 pp +1.7 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 20.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 20.2 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
☆CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 20.0 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 19.8 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 19.2 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆St. James Investment Company, LLC CIK 0001504492 0.506 24 18.9 3.0% 2 -0.0 pp +3.0 pp +3.0 pp +3.0 pp
☆National Pension Service CIK 0001608046 0.956 552 18.7 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 18.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BRADLEY FOSTER & SARGENT INC/CT CIK 0001015086 0.719 535 18.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.516 160 17.3 1.3% 3 -0.1 pp -0.0 pp +1.3 pp +1.3 pp
☆STRS OHIO CIK 0000820478 0.777 2154 17.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 17.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 17.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 16.9 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Distillate Capital Partners LLC CIK 0001741001 0.168 118 16.7 0.9% 3 -0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 16.4 3.1% 3 +0.1 pp +0.1 pp +3.1 pp +3.1 pp
☆PAYDEN & RYGEL CIK 0000919219 0.212 131 16.3 1.1% 3 -0.6 pp -0.4 pp +1.1 pp +1.1 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 16.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 16.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 16.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Running Oak Capital LLC CIK 0001803994 0.162 59 15.9 2.0% 3 +0.1 pp +0.2 pp +2.0 pp +2.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 15.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVIVA PLC CIK 0001140022 0.925 854 15.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 14.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 14.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 13.9 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 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 13.0 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 13.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Paradiem, LLC CIK 0001733356 0.135 68 12.6 3.0% 3 +0.0 pp -0.0 pp +3.0 pp +3.0 pp
☆Triavera Capital LLC CIK 0002011325 0.546 15 12.5 6.0% 3 -0.2 pp -0.1 pp +6.0 pp +6.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 12.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund CIK 0001730896 0.655 184 12.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 12.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 12.2 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 12.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Bryn Mawr Trust Advisors, LLC CIK 0001700481 0.590 456 12.1 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 12.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 12.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 11.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Vulcan Value Partners, LLC CIK 0001556785 0.887 36 0.0 0.0% 0 -0.6 pp -0.8 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆CM Management, LLC CIK 0001841857 0.058 71 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Lombard Odier Asset Management (Switzerland) SA CIK 0001535660 0.603 453 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WEALTH ALLIANCE, LLC CIK 0001793904 0.335 573 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 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
☆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
☆MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NEW YORK LIFE INVESTMENT MANAGEMENT LLC CIK 0001133639 0.756 778 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pines Wealth Management, LLC CIK 0002037426 0.294 218 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Financiere des Professionnels - Fonds d'investissement inc. CIK 0001996846 0.378 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 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
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Polar Capital Holdings Plc CIK 0001837309 0.683 242 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Metis Global Partners, LLC CIK 0001594916 0.657 714 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AG2R LA MONDIALE GESTION D'ACTIFS CIK 0002047606 0.632 342 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆S&T BANK/PA CIK 0001010911 0.357 445 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
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longboard Asset Management, LP CIK 0002045792 0.000 28 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Elequin Capital, LP CIK 0001810873 0.000 680 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
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 -0.4 pp -0.1 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TruNorth Capital Management, LLC CIK 0001639695 0.822 123 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Roberts Capital Advisors, LLC CIK 0001883719 0.000 0 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Philosophy Capital Management LLC CIK 0001869199 0.250 35 0.0 0.0% 0 -0.9 pp -1.9 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
☆Heartwood Wealth Advisors LLC CIK 0001794935 0.727 227 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 SSNC). Qtrs Held counts distinct quarters this fund has actually held SSNC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SSNC position size. Δ columns are the percentage-point change in SSNC'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