Signals

STWD

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

Flow ranking

Rank#20738
Score / z0.000 / -0.02
Consensus195.11 over 345 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 607.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 208.8 0.0% 4 +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 127.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 113.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 98.4 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 93.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 69.0 0.8% 4 +0.0 pp +0.5 pp +0.4 pp +0.8 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 62.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 48.2 0.1% 4 +0.0 pp -0.0 pp -0.0 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 46.9 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 45.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 44.2 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 42.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 37.3 0.0% 1 +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 33.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 30.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 27.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 21.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 20.3 1.0% 4 -0.1 pp -0.2 pp -0.4 pp +1.0 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 19.9 1.3% 4 +0.2 pp -0.1 pp -0.3 pp +1.3 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 19.3 0.0% 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 15.8 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 15.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CapWealth Advisors, LLC CIK 0001531809 0.480 118 15.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 14.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 13.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 13.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 13.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 12.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 12.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NFC Investments, LLC CIK 0001512858 0.653 43 11.6 3.2% 4 -0.3 pp -0.5 pp -0.5 pp +3.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 11.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Columbus Macro, LLC CIK 0001727269 0.259 207 11.2 1.2% 4 +0.2 pp +0.2 pp +0.2 pp +1.2 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 10.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 10.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Seneca House Advisors CIK 0001731359 0.316 103 10.7 4.3% 4 +0.3 pp -0.0 pp -0.3 pp +4.3 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 10.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 9.2 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 9.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 8.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 7.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 7.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 6.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 6.0 1.1% 4 +0.1 pp +0.1 pp +0.3 pp +1.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.7 0.0% 4 +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 5.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 5.0 0.7% 4 +0.0 pp -0.1 pp -0.0 pp +0.7 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 5.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 4.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 4.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.5 0.1% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 3.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
Oak Thistle LLC CIK 0001755987 0.000 466 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 3.6 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 3.5 0.6% 4 -0.0 pp -0.1 pp -0.3 pp +0.6 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 3.4 1.2% 4 +0.1 pp +0.3 pp +0.0 pp +1.2 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.4 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
Grange Capital, LLC CIK 0002048387 0.138 54 3.3 3.3% 4 -1.1 pp -1.2 pp -1.9 pp +3.3 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 3.3 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 3.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 3.1 0.1% 4 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 3.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Argosy-Lionbridge Management, LLC CIK 0002056354 0.263 20 3.0 2.1% 4 -0.7 pp +0.8 pp +1.8 pp +2.1 pp
OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 3.0 1.6% 2 +1.2 pp +1.6 pp +1.6 pp +1.6 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 3.0 0.4% 4 -0.0 pp -0.1 pp -0.2 pp +0.4 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 2.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 2.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.7 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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 2.7 1.2% 4 -0.1 pp -0.3 pp -0.9 pp +1.2 pp
Focused Wealth Management, Inc CIK 0001586052 0.778 228 2.7 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.7 0.0% 4 +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 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 2.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.5 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 2.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 2.4 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 2.4 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AVENIR CORP CIK 0001033475 0.849 79 2.3 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
GraniteShares Advisors LLC CIK 0001839545 0.113 90 2.2 1.6% 2 +0.0 pp +1.6 pp +1.6 pp +1.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 2.1 0.4% 4 +0.1 pp +0.1 pp -0.4 pp +0.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 2.0 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 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Premier Fund Managers Ltd CIK 0001673907 0.066 174 2.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 2.0 1.0% 4 +0.1 pp -0.0 pp -0.2 pp +1.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 2.0 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 2.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Aljian Capital Management, LLC CIK 0001731260 0.728 134 1.9 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 1.9 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 1.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 1.8 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 1.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
Collar Capital Management, LLC CIK 0002056719 0.177 73 1.7 1.1% 4 -0.1 pp -0.2 pp -0.4 pp +1.1 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 1.7 0.6% 4 -0.0 pp -0.1 pp -0.2 pp +0.6 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Adams Asset Advisors, LLC CIK 0001386929 0.524 88 1.6 0.2% 4 +0.0 pp +0.1 pp -0.0 pp +0.2 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.5 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.5 0.0% 1 +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 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 1.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cercano Management LLC CIK 0001936416 0.054 133 1.4 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bramshill Investments, LLC CIK 0001619899 0.793 157 1.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1.3 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 1.3 0.3% 4 +0.0 pp -0.0 pp -0.1 pp +0.3 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 0.617 908 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 1.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Almitas Capital LLC CIK 0001596468 0.265 130 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portman Square Capital LLP CIK 0001966898 0.153 39 1.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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LDR Capital Management LLC CIK 0001566089 0.098 45 0.0 0.0% 0 -0.6 pp -0.7 pp -3.3 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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
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
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
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Vantage Financial Partners, LLC CIK 0001911766 0.643 212 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 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
Alteri Wealth LLC CIK 0002054980 0.233 296 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 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 (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