Signals

STRL

998 in-universe funds with a nonzero position in STRL 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 Full insider history

DateTypeWhat happened
2026-09-21 Insider CUTILLO JOSEPH A (Chief Executive Officer) disposed via G
2026-08-06 Insider Govin Daniel P. (Chief Operating Officer (COO)) disposed via tax withholding ($3,516,149)
2026-08-03 8-K Item(s) 2.02, 7.01, 9.01
2026-07-10 Insider GRINDSTAFF NICHOLAS M (Chief Financial Officer (CFO)) disposed via tax withholding ($379,353)
2026-07-10 8-K Item(s) 5.02
2026-07-08 8-K Item(s) 1.01, 2.03, 7.01, 9.01
2026-06-25 Insider Wolf Mark D. (General Counsel, Corporate Sec) disposed via sale ($2,220,000)
2026-06-18 Insider Dill Julie disposed via G
2026-06-09 8-K Item(s) 7.01, 9.01
2026-05-21 8-K Item(s) 5.02
2026-05-20 Insider CUTILLO JOSEPH A (Chief Executive Officer) acquired via award
2026-05-12 8-K Item(s) 7.01
2026-05-07 Insider Dill Julie acquired via award
2026-05-07 Insider ROSE B ANDREW acquired via award
2026-05-07 Insider CREGG ROGER A acquired via award
2026-05-07 Insider Schulz David S. acquired via award
2026-05-07 8-K Item(s) 5.07
2026-05-04 8-K Item(s) 2.02, 7.01, 9.01
2026-04-08 8-K Item(s) 7.01, 9.01
2026-02-25 8-K Item(s) 2.02, 7.01, 9.01
2020-05-05 Ownership Dilution filing by STERLING INFRASTRUCTURE, INC. (S-3)
2017-05-26 Ownership Dilution filing by STERLING INFRASTRUCTURE, INC. (S-3)
2017-05-26 Ownership Dilution filing by STERLING INFRASTRUCTURE, INC. (S-3)
2016-05-04 Ownership Dilution filing by STERLING INFRASTRUCTURE, INC. (424B5)
2014-05-01 Ownership Dilution filing by STERLING INFRASTRUCTURE, INC. (424B5)
2014-04-23 Ownership Dilution filing by STERLING INFRASTRUCTURE, INC. (S-3/A)
2014-04-04 Ownership Dilution filing by STERLING INFRASTRUCTURE, INC. (S-3)
2009-12-11 Ownership Dilution filing by STERLING INFRASTRUCTURE, INC. (424B5)

Flow ranking

Rank#1301
Score / z0.008 / 0.03
Consensus231.95 over 471 funds
Momentum1.33 =

Price & positioning

224 cached closes, trailing year
Drawdown-16%
Short interest-30% / 1.0d

Forensics

Clean as of 2026Q2
Accrual ratio-0.002
F-score7
M-score
Net issuance-193.5%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-21 CUTILLO JOSEPH A G
2026-08-06 Govin Daniel P. F $3,516,149
2026-07-10 GRINDSTAFF NICHOLAS M F $379,353
2026-06-25 Wolf Mark D. S $2,220,000
2026-06-18 Dill Julie G
2026-05-20 CUTILLO JOSEPH A A
2026-05-07 Dill Julie A
2026-05-07 ROSE B ANDREW A
2026-05-07 CREGG ROGER A A
2026-05-07 Schulz David S. A
Showing the 10 most recent.

8-K events

Negative / total0 / 3
FiledFormItems
2026-08-03 8-K 2.02, 7.01, 9.01
2026-07-10 8-K 5.02
2026-07-08 8-K 1.01, 2.03, 7.01, 9.01
2026-06-09 8-K 7.01, 9.01
2026-05-21 8-K 5.02
2026-05-12 8-K 7.01
2026-05-07 8-K 5.07
2026-05-04 8-K 2.02, 7.01, 9.01
2026-04-08 8-K 7.01, 9.01
2026-02-25 8-K 2.02, 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2020-05-05 S-3 STERLING INFRASTRUCTURE, INC.
2017-05-26 S-3 STERLING INFRASTRUCTURE, INC.
2017-05-26 S-3 STERLING INFRASTRUCTURE, INC.
2016-05-04 424B5 STERLING INFRASTRUCTURE, INC.
2014-05-01 424B5 STERLING INFRASTRUCTURE, INC.
2014-04-23 S-3/A STERLING INFRASTRUCTURE, INC.
2014-04-04 S-3 STERLING INFRASTRUCTURE, INC.
2009-12-11 424B5 STERLING INFRASTRUCTURE, INC.

LLM reads

Ticker Evalpending
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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,713.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 1,118.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 1,098.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 987.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 802.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 752.0 0.4% 5 +0.2 pp +0.3 pp +0.3 pp +0.4 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 659.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 654.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 639.2 0.4% 4 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 564.2 0.8% 5 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
LONE PINE CAPITAL LLC CIK 0001061165 0.321 34 511.7 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 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 431.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 310.2 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 267.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 247.5 0.2% 4 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 215.9 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 211.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 205.8 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 200.4 1.1% 5 +0.3 pp +0.5 pp +0.4 pp +0.4 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 193.4 1.2% 5 -0.3 pp +0.2 pp +0.0 pp +0.3 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 187.8 0.6% 4 +0.1 pp +0.5 pp +0.5 pp +0.6 pp
NORGES BANK CIK 0001374170 0.994 1617 178.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 165.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 163.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 162.6 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 158.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 156.1 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 154.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 150.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 144.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 135.2 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 131.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 130.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 129.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 120.6 0.7% 5 +0.2 pp +0.3 pp -0.2 pp -0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 111.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 108.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 101.4 0.0% 5 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 100.9 0.0% 5 -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 95.5 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 89.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 89.7 0.2% 5 -0.3 pp -0.4 pp -1.0 pp -1.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 87.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 87.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 85.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital World Investors CIK 0001422849 0.974 637 81.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 74.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 72.6 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 72.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 71.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 71.8 2.4% 5 +0.9 pp +1.3 pp +1.2 pp +1.5 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 66.6 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 65.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 62.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Value Aligned Research Advisors, LLC CIK 0001963565 0.606 59 61.6 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 58.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 58.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 55.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 55.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 50.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 50.4 0.1% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 50.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 50.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 49.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 49.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 45.3 0.2% 5 +0.2 pp +0.1 pp +0.1 pp +0.1 pp
Richard C. Young & CO., LTD. CIK 0001387304 0.454 101 42.4 3.1% 4 +1.4 pp +1.8 pp +2.1 pp +3.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 41.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 40.8 4.2% 5 +1.7 pp +2.3 pp +2.0 pp +2.5 pp
Ranger Investment Management, L.P. CIK 0001319691 0.273 83 39.6 2.5% 2 +0.9 pp +2.5 pp +2.5 pp +2.5 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 38.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 38.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 38.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 36.9 1.4% 1 +1.4 pp +0.8 pp +0.8 pp +1.4 pp
Aperture Investors, LLC CIK 0001787596 0.152 82 36.8 3.9% 5 +1.0 pp +1.1 pp +0.1 pp +0.7 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 36.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 36.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 35.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventail Capital Group, LP CIK 0001803822 0.064 155 34.9 2.0% 4 +1.8 pp +1.8 pp +1.9 pp +2.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 34.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 31.7 0.0% 1 +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 30.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 30.5 0.1% 5 -0.1 pp -0.0 pp -0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 30.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 28.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 28.6 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 28.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 27.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 26.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 25.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 25.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Nicholas Investment Partners, LP CIK 0001389574 0.098 204 25.3 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 25.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 24.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 24.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bensler, LLC CIK 0001965941 0.354 198 22.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 22.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXIOM INVESTORS LLC /DE CIK 0001109147 0.743 133 22.4 0.2% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
NEXT CENTURY GROWTH INVESTORS LLC CIK 0001134007 0.159 113 22.0 1.2% 5 -0.8 pp -0.6 pp -1.1 pp -1.5 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 21.9 0.3% 5 +0.1 pp +0.2 pp +0.1 pp +0.2 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 20.9 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 20.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BIP Wealth, LLC CIK 0001590214 0.504 560 20.5 0.6% 5 +0.0 pp +0.2 pp -0.2 pp -0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 20.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 19.9 0.0% 7 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 19.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Trexquant Investment LP CIK 0001633445 0.115 1625 19.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 18.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Jain Global LLC CIK 0002024579 0.024 1417 18.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 18.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 18.3 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JACOBS LEVY EQUITY MANAGEMENT, INC CIK 0000884414 0.610 934 18.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 17.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 17.6 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 17.2 0.8% 2 +0.5 pp +0.8 pp +0.8 pp +0.8 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 17.0 0.0% 1 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 16.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
FIRST SABREPOINT CAPITAL MANAGEMENT LP CIK 0001731530 0.281 20 16.8 7.2% 5 +3.8 pp +3.4 pp +1.4 pp +2.2 pp
CROWN ADVISORS MANAGEMENT, INC. CIK 0001733248 0.311 43 16.8 9.2% 5 +3.8 pp +5.6 pp +5.1 pp +7.4 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 16.8 4.5% 2 +0.9 pp +4.5 pp +4.5 pp +4.5 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 16.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 16.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Defiance ETFs, LLC CIK 0001732541 0.057 384 16.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 16.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 16.0 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Terra Nova Asset Management LLC CIK 0001658652 0.114 93 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp +0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.4 pp -0.3 pp -0.4 pp -0.3 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Baader Bank Aktiengesellschaft CIK 0001542629 0.269 391 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
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
Pier Capital, LLC CIK 0001310051 0.081 129 0.0 0.0% 0 -0.8 pp -0.6 pp -0.7 pp -1.8 pp
Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Round Rock Advisors LLC CIK 0001846991 0.524 318 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
TimesSquare Capital Management, LLC CIK 0001313816 0.500 158 0.0 0.0% 0 -0.4 pp -0.2 pp -0.1 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
J.M. Arbour, LLC CIK 0002099154 0.056 132 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Telligent Fund, LP CIK 0001470723 0.205 23 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Glenview Trust Co CIK 0001691827 0.856 500 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Matrix Trust Co CIK 0001784277 0.681 101 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
David J Yvars Group CIK 0001836266 0.505 105 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
4D Advisors, LLC CIK 0001938268 0.008 37 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp -3.7 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -0.9 pp
Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lokken Investment Group LLC CIK 0001842840 0.331 148 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.4 pp
Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
CIM INVESTMENT MANAGEMENT INC CIK 0001179791 0.491 251 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cascades Capital Asset Management, LLC CIK 0002035512 0.455 167 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Hutchens & Kramer Investment Management Group, LLC CIK 0001920117 0.402 160 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Convergence Investment Partners, LLC CIK 0001456133 0.067 241 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.3 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
OPTIMIZE FINANCIAL INC. CIK 0002033266 0.127 294 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp -0.2 pp
Future Fund LLC CIK 0001911970 0.079 118 0.0 0.0% 0 +0.0 pp -0.5 pp -0.6 pp -0.4 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leibman Financial Services, Inc. CIK 0002006661 0.144 46 0.0 0.0% 0 -1.0 pp -0.7 pp -3.3 pp -2.6 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
Prosperitas Financial LLC CIK 0002001016 0.381 103 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Divisadero Street Capital Management, LP CIK 0001901865 0.210 140 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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 STRL). Qtrs Held counts distinct quarters this fund has actually held STRL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its STRL position size. Δ columns are the percentage-point change in STRL'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