Signals

← Signals

☆SU

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

Flow ranking

Rank#23969
Score / z-0.113 / -0.17
Consensus214.00 over 397 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2,794.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 2,283.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elliott Investment Management L.P. CIK 0001791786 0.977 17 2,202.2 16.1% 3 -0.2 pp -2.3 pp +16.1 pp +16.1 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 1,417.0 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 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 1,362.2 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆DODGE & COX CIK 0000200217 0.944 222 1,148.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 969.9 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 945.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 911.6 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 796.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 789.2 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 786.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 775.1 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆FIL Ltd CIK 0000318989 0.878 1140 772.4 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 678.0 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 649.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 557.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 500.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 497.1 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 483.1 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 458.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 450.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 416.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 407.6 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 398.0 0.0% 3 +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 388.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 366.6 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 358.3 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 339.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 321.8 1.3% 2 +0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 304.7 0.0% 2 -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 226.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 218.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 210.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 210.5 0.4% 3 +0.1 pp -0.3 pp +0.4 pp +0.4 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 207.6 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 199.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Amundi CIK 0001330387 0.000 1 187.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 184.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 182.8 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 172.6 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Merewether Investment Management, LP CIK 0001736852 0.195 81 154.0 3.7% 2 +0.3 pp +3.7 pp +3.7 pp +3.7 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 152.5 4.4% 2 +0.2 pp +4.4 pp +4.4 pp +4.4 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 147.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 138.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 130.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 128.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 127.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 123.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 114.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 112.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 111.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 108.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 107.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 98.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LOCUST WOOD CAPITAL ADVISERS, LLC CIK 0001349434 0.761 31 94.1 2.6% 2 +0.0 pp +2.6 pp +2.6 pp +2.6 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 91.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 86.5 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 84.0 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 82.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 78.2 2.5% 2 +0.1 pp +2.5 pp +2.5 pp +2.5 pp
☆Recurrent Investment Advisors LLC CIK 0001803146 0.719 71 75.8 5.8% 2 +0.3 pp +5.8 pp +5.8 pp +5.8 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 74.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 70.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 66.7 4.0% 2 -0.2 pp +4.0 pp +4.0 pp +4.0 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 65.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 58.6 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 57.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 57.3 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 54.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 52.1 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 51.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 47.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 46.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 45.8 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 45.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 45.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 44.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 44.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 43.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 41.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 40.7 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 39.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ruffer LLP CIK 0001426859 0.221 187 39.1 2.2% 2 +0.6 pp +2.2 pp +2.2 pp +2.2 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 38.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 37.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 36.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 33.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 32.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 31.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 30.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 30.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 30.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 29.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 29.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 29.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 28.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 28.6 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 27.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Point72 Europe (London) LLP CIK 0001698051 0.000 0 25.4 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 24.3 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 23.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 23.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 23.2 2.6% 2 +0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 21.7 2.0% 2 +0.2 pp +2.0 pp +2.0 pp +2.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 21.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rempart Asset Management Inc. CIK 0001844571 0.589 36 20.3 3.8% 2 +0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 18.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mediolanum International Funds Ltd CIK 0002022028 0.592 452 17.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 17.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 16.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 16.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 16.2 1.1% 2 -0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 15.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 15.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆BARINGS LLC CIK 0000009015 0.845 191 14.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 14.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 14.7 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
☆SIG North Trading, ULC CIK 0001868643 0.319 79 14.4 2.2% 2 -6.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 13.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 13.8 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 13.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 12.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Guardian Partners Inc. CIK 0001884799 0.412 391 11.0 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 10.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Meixler Investment Management, Ltd. CIK 0001911615 0.249 89 10.3 6.3% 2 -0.6 pp +6.3 pp +6.3 pp +6.3 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 10.3 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 10.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 10.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 10.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guinness Asset Management LTD CIK 0001409661 0.807 141 9.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 9.3 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenfield Seitz Capital Management, LLC CIK 0002097528 0.357 107 8.8 2.8% 4 +0.1 pp -0.3 pp -0.4 pp +2.8 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KORNITZER CAPITAL MANAGEMENT INC /KS CIK 0000898358 0.441 548 7.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Heronetta Management, L.P. CIK 0001588225 0.831 15 7.7 4.2% 2 +0.5 pp +4.2 pp +4.2 pp +4.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 7.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEATING INVESTMENT COUNSELORS INC CIK 0001020580 0.747 59 7.3 2.1% 2 +0.1 pp +2.1 pp +2.1 pp +2.1 pp
☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 7.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Canoe Financial LP CIK 0001908219 0.716 110 7.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 6.9 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
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☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Whipplewood Advisors, LLC CIK 0002052510 0.077 636 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parvin Asset Management, LLC CIK 0002056764 0.101 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.2 pp -0.4 pp +0.0 pp +0.0 pp
☆MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 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
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 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
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Massar Capital Management, LP CIK 0002037238 0.000 246 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARDEROCK CAPITAL MANAGEMENT INC CIK 0001168889 0.312 67 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Live Oak Investment Partners CIK 0001822262 0.329 93 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanders Capital, LLC CIK 0001508097 0.970 47 0.0 0.0% 0 -0.2 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
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 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
☆LYRICAL ASSET MANAGEMENT LP CIK 0001542302 0.853 41 0.0 0.0% 0 -3.4 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 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 +0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 -0.2 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
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 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
☆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
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNION SAVINGS BANK CIK 0001985855 0.492 322 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Square Financial Group, LLC CIK 0002058285 0.000 210 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 SU). Qtrs Held counts distinct quarters this fund has actually held SU (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SU position size. Δ columns are the percentage-point change in SU'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