Signals

STWD

546 in-universe funds with a nonzero position in STWD within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#22190
Score / z0.000 / -0.00
Consensus215.62 over 381 funds
Momentumnot computed

Price & positioning

226 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

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 673.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 638.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 218.5 0.0% 2 -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 150.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 121.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 113.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 104.4 0.0% 2 -0.0 pp +0.0 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 68.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 53.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 52.8 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 51.4 0.0% 2 -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 50.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 46.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 45.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 40.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 36.4 0.0% 2 -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 29.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 27.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 27.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 26.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 24.1 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 23.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 22.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 22.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 22.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 21.3 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 20.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 20.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 19.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 17.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 17.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 17.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 14.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 13.4 0.0% 2 +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 13.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 12.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 12.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NFC Investments, LLC CIK 0001512858 0.653 43 12.9 3.7% 2 -0.0 pp +3.7 pp +3.7 pp +3.7 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 12.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 12.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 12.2 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 12.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 11.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 11.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 11.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 11.4 0.0% 2 +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 11.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seneca House Advisors CIK 0001731359 0.316 103 10.6 4.3% 2 -0.3 pp +4.3 pp +4.3 pp +4.3 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 10.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 9.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 8.8 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.745 724 8.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 8.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 8.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 7.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 7.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 7.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 6.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 6.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 5.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 5.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
SkyOak Wealth, LLC CIK 0001800379 0.450 251 5.5 1.0% 2 +0.2 pp +1.0 pp +1.0 pp +1.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Grange Capital, LLC CIK 0002048387 0.138 54 4.7 4.5% 2 -0.7 pp +4.5 pp +4.5 pp +4.5 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.4 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focused Wealth Management, Inc CIK 0001586052 0.779 228 4.0 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 4.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 3.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 3.8 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 3.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 3.4 1.6% 2 -0.5 pp +1.6 pp +1.6 pp +1.6 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 3.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 3.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
WHITTIER TRUST CO CIK 0001137881 0.805 1354 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 2.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 2.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 2.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVENIR CORP CIK 0001033475 0.849 79 2.5 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 2.4 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Premier Fund Managers Ltd CIK 0001673907 0.066 174 2.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Aljian Capital Management, LLC CIK 0001731260 0.728 134 2.2 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 2.1 0.9% 2 -0.3 pp +0.9 pp +0.9 pp +0.9 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 2.0 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
Argosy-Lionbridge Management, LLC CIK 0002056354 0.263 20 2.0 1.3% 2 +0.9 pp +1.3 pp +1.3 pp +1.3 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 2.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 1.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Collar Capital Management, LLC CIK 0002056719 0.177 73 1.9 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 1.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 1.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 1.8 0.7% 4 +0.5 pp +0.5 pp +0.5 pp +0.7 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 1.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLAND CAPITAL MANAGEMENT, LLC CIK 0000860486 0.485 411 1.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cercano Management LLC CIK 0001936416 0.054 133 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Interval Partners, LP CIK 0001590228 0.034 216 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 1.5 0.3% 2 -0.4 pp +0.3 pp +0.3 pp +0.3 pp
Bramshill Investments, LLC CIK 0001619899 0.794 157 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Carnegie Lake Advisors LLC CIK 0002043591 0.284 167 1.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 1.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
NATIXIS CIK 0001274981 0.561 1107 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 0.617 908 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Avion Wealth CIK 0001792704 0.773 1750 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MV CAPITAL MANAGEMENT, INC. CIK 0001633366 0.606 1278 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 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
CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LM Advisors LLC CIK 0002011314 0.053 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CLOUGH CAPITAL PARTNERS L P CIK 0001276144 0.069 101 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Blue Owl Capital Holdings LP CIK 0001858703 0.121 71 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
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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
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AXS Investments LLC CIK 0001801467 0.203 193 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.602 985 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 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
Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CASCADE INVESTMENT GROUP, INC. CIK 0000919447 0.239 156 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.0 0.0% 0 -0.0 pp +0.0 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
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 STWD). Qtrs Held counts distinct quarters this fund has actually held STWD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its STWD position size. Δ columns are the percentage-point change in STWD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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