Signals

STM

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

Flow ranking

Rank#1429
Score / z0.015 / 0.00
Consensus234.08 over 453 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

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 1,051.4 0.6% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
Situational Awareness LP CIK 0002045724 0.574 23 584.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 490.5 0.0% 5 +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 478.6 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WT Asset Management Ltd CIK 0001780365 0.252 29 431.1 8.5% 1 +8.5 pp +8.5 pp +8.5 pp +8.5 pp
Slate Path Capital LP CIK 0001559706 0.201 40 392.4 5.4% 3 +2.3 pp +3.6 pp +5.4 pp +5.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 385.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 355.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 288.5 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 260.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 257.0 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 232.5 0.4% 2 +0.3 pp +0.4 pp +0.3 pp +0.3 pp
Hill City Capital, LP CIK 0001837343 0.897 28 232.2 5.9% 2 +3.1 pp +5.9 pp +5.9 pp +5.9 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 218.0 0.1% 7 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 214.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 212.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 209.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 199.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIL Ltd CIK 0000318989 0.878 1140 194.7 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 186.9 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Sachem Head Capital Management LP CIK 0001582090 0.459 19 164.8 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 161.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 161.6 0.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 145.8 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 142.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 132.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 132.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 131.6 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 129.9 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 114.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 112.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 105.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Contour Asset Management LLC CIK 0001510669 0.151 27 104.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 95.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 92.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 92.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 84.8 0.4% 5 +0.3 pp +0.3 pp +0.3 pp +0.2 pp
Analog Century Management LP CIK 0001753384 0.298 25 77.2 2.8% 2 -1.0 pp +2.8 pp -1.4 pp -1.1 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 67.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Defiance ETFs, LLC CIK 0001732541 0.057 384 66.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 61.3 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 58.6 0.1% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 57.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEYSTONE INVESTORS PTE LTD CIK 0001926253 0.000 84 54.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 54.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 52.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 51.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 50.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 47.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 47.4 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 46.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
STEADFAST CAPITAL MANAGEMENT LP CIK 0001214822 0.034 84 45.2 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 43.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 42.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GLENVIEW CAPITAL MANAGEMENT, LLC CIK 0001138995 0.683 42 41.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 40.4 0.6% 5 +0.3 pp +0.3 pp +0.3 pp +0.2 pp
Nishkama Capital, LLC CIK 0001633799 0.047 34 39.5 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 39.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 38.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Alta Park Capital, LP CIK 0001621855 0.086 26 38.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
Yaupon Capital Management LP CIK 0001755028 0.055 110 37.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 36.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 32.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 28.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KADENSA CAPITAL Ltd CIK 0001720980 0.063 28 28.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
SAMLYN CAPITAL, LLC CIK 0001421097 0.327 77 27.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
LMR Partners LLP CIK 0001578621 0.225 1167 24.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 24.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hardman Johnston Global Advisors LLC CIK 0001006364 0.797 77 24.2 0.8% 4 -0.0 pp +0.4 pp +0.3 pp +0.8 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 21.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 20.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 19.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 18.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 17.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 14.8 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 14.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 14.2 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 13.4 0.0% 5 +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 13.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADVENT CAPITAL MANAGEMENT /DE/ CIK 0001097278 0.171 219 12.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Voleon Capital Management LP CIK 0001479847 0.338 761 12.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 11.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 11.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 11.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 11.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 11.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KR Capital LP CIK 0002103364 0.031 79 10.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 10.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 10.5 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 10.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 10.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 10.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MMCAP International Inc. SPC CIK 0001304857 0.030 303 10.2 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
AZZAD ASSET MANAGEMENT INC /ADV CIK 0001121914 0.222 351 9.9 0.9% 5 +0.4 pp +0.5 pp +0.5 pp +0.4 pp
SALT Holding Corp. CIK 1996109 0.656 25 9.4 5.0% 4 +2.3 pp +3.4 pp +2.3 pp +5.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Henry James International Management Inc. CIK 0001750423 0.252 91 8.9 2.7% 5 +1.3 pp +1.8 pp +1.7 pp +1.6 pp
Revere Asset Management, Inc CIK 0001849529 0.214 37 8.4 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Foresight Global Investors, Inc. CIK 0001973323 0.201 32 8.3 5.0% 5 -1.6 pp -1.1 pp -4.2 pp -8.1 pp
Maxi Investments CY Ltd CIK 0001838222 0.024 72 8.0 1.6% 1 +1.6 pp +1.2 pp +1.6 pp +1.6 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORA Capital, LLC CIK 0001742435 0.008 345 7.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CastleKnight Management LP CIK 0001835751 0.112 402 7.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Beck Bode, LLC CIK 0001790548 0.122 104 7.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 7.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Candriam S.C.A. CIK 0001537014 0.787 677 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 6.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Melqart Asset Management (UK) Ltd CIK 0001712901 0.170 40 6.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Calamos Wealth Management LLC CIK 0001455258 0.686 456 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ELWOOD CAPITAL PARTNERS LP CIK 0002050159 0.120 27 6.0 4.4% 2 +1.0 pp +4.4 pp +4.4 pp +4.4 pp
Alight Capital Management LP CIK 0001651473 0.049 76 6.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Boston Partners CIK 0001386060 0.833 802 5.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 5.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 5.4 0.2% 1 +0.2 pp +0.2 pp +0.1 pp +0.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 4.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ardmore Road Asset Management LP CIK 0001835730 0.046 70 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 4.4 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 4.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 4.3 0.0% 1 +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 4.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 4.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Albar Capital Partners LLP CIK 0002034565 0.079 38 4.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp -1.1 pp
Midwest Trust Co CIK 0002077080 0.757 606 4.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 3.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 3.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Roundview Capital LLC CIK 0001476804 0.530 349 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Caption Management, LLC CIK 0001706766 0.079 538 3.5 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
SELDON CAPITAL LP CIK 0001867731 0.151 74 3.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 3.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 3.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BEACONLIGHT CAPITAL, LLC CIK 0001569537 0.033 31 3.1 1.4% 2 -6.1 pp +1.4 pp -2.3 pp +1.4 pp
Jain Global LLC CIK 0002024579 0.024 1417 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARDSLEY ADVISORY PARTNERS LP CIK 0000900529 0.026 130 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp -0.3 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova R Wealth, Inc. CIK 0001729457 0.640 85 2.9 0.8% 5 +0.4 pp +0.5 pp +0.4 pp +0.3 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 2.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.8 0.0% 5 +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 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
HM PAYSON & CO CIK 0000928052 0.806 1139 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
AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Maytus Capital Management, LLC CIK 0001708759 0.000 62 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp -1.1 pp
New Millennium Group LLC CIK 0001909654 0.000 0 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
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
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 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
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Limestone Investment Advisors LP CIK 0002075597 0.017 152 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp -0.2 pp
WASHINGTON CAPITAL MANAGEMENT, INC CIK 0000928566 0.160 113 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.8 pp
First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
Shellback Capital, LP CIK 0001591744 0.016 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.8 pp
MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clear Creek Financial Management, LLC CIK 0001784235 0.237 642 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Junto Capital Management LP CIK 0001595880 0.030 80 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.4 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 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
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 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
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 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
Motiv8 Investments LLC CIK 0002024873 0.073 1068 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
Eagle Strategies LLC CIK 0001907666 0.384 273 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
Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC CIK 0001638555 0.123 79 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Guided Capital Wealth Management, LLC CIK 0001849618 0.478 35 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 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
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 0 -0.1 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
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Trivest Advisors Ltd CIK 0001555623 0.592 15 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 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
Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Indiana Trust & Investment Management Co CIK 0001356407 0.462 472 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
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
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 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 STM). Qtrs Held counts distinct quarters this fund has actually held STM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its STM position size. Δ columns are the percentage-point change in STM'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