Signals

STWD

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

Flow ranking

Rank#22299
Score / z0.000 / -0.02
Consensus186.89 over 334 funds
Momentumnot computed

Price & positioning

227 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 589.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 258.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 246.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 200.6 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 143.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 109.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 81.6 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 74.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 70.1 0.7% 5 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 49.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 48.0 0.0% 6 -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 44.3 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 43.4 0.0% 5 -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 38.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 36.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 36.2 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 30.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 28.5 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 26.2 0.0% 5 -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 24.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 22.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 20.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Leeward Investments, LLC - MA CIK 0001923173 0.390 140 20.3 0.9% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 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 19.5 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 18.0 1.0% 5 -0.2 pp -0.0 pp -0.4 pp -0.5 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 16.8 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 16.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CapWealth Advisors, LLC CIK 0001531809 0.480 118 16.0 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 15.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 15.0 0.0% 6 -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 14.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
NFC Investments, LLC CIK 0001512858 0.653 43 13.5 3.4% 5 +0.2 pp -0.0 pp -0.3 pp -0.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 13.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 11.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 11.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 10.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 10.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 10.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 10.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Seneca House Advisors CIK 0001731359 0.316 103 9.5 3.3% 5 -0.9 pp -0.6 pp -0.9 pp -1.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 9.4 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 8.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 7.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 7.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 7.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 5.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 5.9 0.0% 5 -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 5.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SkyOak Wealth, LLC CIK 0001800379 0.449 251 5.6 0.9% 5 -0.2 pp -0.1 pp -0.1 pp +0.1 pp
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 5.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 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% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 5.2 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 5.1 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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 4.8 0.6% 5 -0.1 pp -0.0 pp -0.2 pp -0.1 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 4.7 0.2% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 4.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 4.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 4.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Premier Fund Managers Ltd CIK 0001673907 0.066 174 3.9 0.4% 5 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 3.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Edgemoor Investment Advisors, Inc. CIK 0001313792 0.662 188 3.8 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 3.6 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.6 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 3.5 0.0% 5 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 3.4 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.4 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Adams Asset Advisors, LLC CIK 0001386929 0.524 88 3.3 0.4% 5 +0.2 pp +0.2 pp +0.3 pp +0.1 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 3.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Blue Owl Capital Holdings LP CIK 0001858703 0.121 71 3.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp -0.4 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 3.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 3.2 0.2% 5 -0.0 pp -0.0 pp -0.2 pp -0.2 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 3.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
OmniStar Financial Group, Inc. CIK 0001698777 0.208 118 3.1 1.4% 3 -0.1 pp +1.0 pp +1.4 pp +1.4 pp
Grange Capital, LLC CIK 0002048387 0.138 54 3.1 2.9% 5 -0.5 pp -1.6 pp -1.7 pp -2.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
United Advisor Group, LLC CIK 0002004873 0.269 527 2.9 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Carmel Capital Partners, LLC CIK 0001900481 0.216 134 2.7 0.9% 5 -0.3 pp -0.3 pp -0.0 pp -0.3 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 2.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 2.7 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 2.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Twin Lakes Capital Management, LLC CIK 0001847794 0.205 208 2.6 1.0% 5 -0.3 pp -0.4 pp -0.6 pp -1.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focused Wealth Management, Inc CIK 0001586052 0.778 228 2.5 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GraniteShares Advisors LLC CIK 0001839545 0.113 90 2.5 1.6% 3 -0.0 pp -0.0 pp +1.6 pp +1.6 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 2.4 0.3% 5 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Creative Planning CIK 0001540235 0.979 4196 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kovack Advisors, Inc. CIK 0001728321 0.312 1070 2.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 2.3 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 2.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AVENIR CORP CIK 0001033475 0.849 79 2.2 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 2.1 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Argosy-Lionbridge Management, LLC CIK 0002056354 0.263 20 2.0 1.3% 5 -0.9 pp -1.6 pp -0.0 pp +0.9 pp
KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 2.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 1.9 0.9% 5 -0.2 pp -0.1 pp -0.2 pp -0.4 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Aljian Capital Management, LLC CIK 0001731260 0.728 134 1.8 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Collar Capital Management, LLC CIK 0002056719 0.177 73 1.7 1.0% 5 -0.1 pp -0.2 pp -0.3 pp -0.6 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 1.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SlateStone Wealth, LLC CIK 0001764049 0.484 296 1.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.5 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 1.5 0.0% 5 -0.1 pp -0.1 pp -0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 1.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Riverview Capital Advisers, LLC CIK 0001962933 0.415 88 1.4 0.4% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
Portman Square Capital LLP CIK 0001966898 0.153 39 1.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Modern Wealth Management, LLC CIK 0002001900 0.385 1101 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviance Capital Partners, LLC CIK 0001542383 0.490 388 1.3 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Cercano Management LLC CIK 0001936416 0.054 133 1.3 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Apella Capital, LLC CIK 0001801507 0.827 695 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 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 +0.0 pp -0.1 pp -0.1 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 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 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
IHT Wealth Management, LLC CIK 0001697490 0.413 1236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CAISSE DES DEPOTS ET CONSIGNATIONS CIK 0001056947 0.946 235 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GFS Advisors, LLC CIK 0001427263 0.000 266 0.0 0.0% 0 +0.0 pp -0.4 pp -0.2 pp -0.3 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
AM INVESTMENT STRATEGIES LLC CIK 0001818897 0.690 114 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
Greenland Capital Management LP CIK 0001896430 0.029 237 0.0 0.0% 0 -0.2 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
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Crumly & Associates Inc. CIK 0001759578 0.412 194 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
Chung Wu Investment Group, LLC CIK 0002054278 0.139 283 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JTC Employer Solutions Trustee Ltd CIK 0001875645 0.848 313 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Alliance Wealth Advisors, LLC /UT CIK 0001893261 0.283 235 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
Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Walker Asset Management, LLC CIK 0001923053 0.350 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 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 (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