Signals

SU

743 in-universe funds with a nonzero position in SU within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22407
Score / z-0.114 / -0.17
Consensus224.50 over 415 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+2% / 2.8d

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
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2,799.2 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 2,473.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elliott Investment Management L.P. CIK 0001791786 0.977 17 2,336.5 16.0% 4 -0.1 pp -0.2 pp -2.4 pp +16.0 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 1,620.7 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 1,456.7 2.2% 3 +0.2 pp +0.3 pp +2.2 pp +2.2 pp
DODGE & COX CIK 0000200217 0.944 222 1,209.2 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 1,159.4 2.1% 3 +0.2 pp +0.1 pp +2.1 pp +2.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,024.0 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
FIL Ltd CIK 0000318989 0.878 1140 934.3 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 860.9 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 825.9 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 789.2 1.0% 3 -0.3 pp -0.3 pp +1.0 pp +1.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 746.2 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 741.8 0.6% 3 -0.2 pp -0.1 pp +0.6 pp +0.6 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 735.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 625.6 0.0% 3 +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 571.3 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 544.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 544.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 541.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 534.4 0.6% 4 +0.0 pp -0.1 pp -0.2 pp +0.6 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 522.8 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 508.8 0.5% 3 +0.1 pp -0.0 pp +0.5 pp +0.5 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 439.5 1.1% 3 -0.0 pp +0.0 pp +1.1 pp +1.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 434.8 1.1% 3 -0.2 pp -0.1 pp +1.1 pp +1.1 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 385.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 360.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 350.6 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 348.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 340.3 1.3% 3 +0.0 pp +0.0 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 283.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 267.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 243.1 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 226.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 220.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 216.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 213.2 4.8% 3 +0.4 pp +0.5 pp +4.8 pp +4.8 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 210.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 205.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 200.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 195.6 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 192.2 1.2% 3 +0.0 pp -0.0 pp +1.2 pp +1.2 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 176.2 0.3% 4 -0.1 pp +0.0 pp -0.4 pp +0.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 157.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Merewether Investment Management, LP CIK 0001736852 0.195 81 145.5 3.3% 3 -0.3 pp -0.0 pp +3.3 pp +3.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 144.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 142.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 139.6 0.6% 3 +0.0 pp -0.1 pp +0.6 pp +0.6 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 130.4 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 129.0 0.4% 3 +0.0 pp +0.3 pp +0.4 pp +0.4 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 125.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 123.4 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 111.5 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 101.6 0.2% 3 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 100.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 92.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 90.4 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 88.3 2.6% 3 +0.1 pp +0.2 pp +2.6 pp +2.6 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 81.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 81.2 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 79.3 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
Recurrent Investment Advisors LLC CIK 0001803146 0.719 71 79.2 5.9% 3 +0.0 pp +0.4 pp +5.9 pp +5.9 pp
LOCUST WOOD CAPITAL ADVISERS, LLC CIK 0001349434 0.761 31 79.1 2.0% 3 -0.6 pp -0.6 pp +2.0 pp +2.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 75.2 2.2% 3 +0.6 pp +0.5 pp +2.2 pp +2.2 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 73.8 1.2% 3 -0.3 pp -0.3 pp +1.2 pp +1.2 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 65.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 62.1 4.3% 3 +0.3 pp +0.1 pp +4.3 pp +4.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 61.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 61.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 60.8 0.3% 3 +0.0 pp -0.1 pp +0.3 pp +0.3 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 57.8 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Nuveen, LLC CIK 0001871926 0.966 3735 57.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 50.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 47.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 47.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 46.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 46.4 1.4% 3 +0.0 pp -0.1 pp +1.4 pp +1.4 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 45.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 44.5 2.0% 3 -0.2 pp +0.5 pp +2.0 pp +2.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 44.4 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 42.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 42.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 41.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 36.8 1.0% 3 +0.7 pp +0.7 pp +1.0 pp +1.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 35.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 34.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 33.2 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 32.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 32.7 2.8% 3 +0.2 pp +0.3 pp +2.8 pp +2.8 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 32.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 31.4 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 31.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 31.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 31.0 2.0% 2 +1.1 pp +2.0 pp +2.0 pp +2.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 26.4 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 26.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 24.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 24.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 23.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.763 80 22.0 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 21.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 21.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rempart Asset Management Inc. CIK 0001844571 0.589 36 21.2 4.0% 3 +0.2 pp +0.6 pp +4.0 pp +4.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 21.1 0.7% 2 +0.6 pp +0.7 pp +0.7 pp +0.7 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 20.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 20.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MUFG Securities EMEA plc CIK 0001597694 0.264 575 20.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 19.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 19.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 17.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 17.6 1.1% 3 +0.0 pp -0.0 pp +1.1 pp +1.1 pp
PDT Partners, LLC CIK 0001564702 0.042 489 17.3 1.1% 3 +0.2 pp +0.4 pp +1.1 pp +1.1 pp
Corigliano Investment Advisers, LLC CIK 0002031771 0.014 37 17.2 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 17.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 17.1 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 17.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 16.7 1.4% 3 -0.6 pp -0.4 pp +1.4 pp +1.4 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 16.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIR Capital Management, L.P. CIK 0001434997 0.033 79 16.1 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 16.0 0.3% 3 +0.0 pp +0.2 pp +0.3 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 15.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.412 391 15.4 1.2% 3 +0.3 pp +0.3 pp +1.2 pp +1.2 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 14.8 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 13.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 13.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 12.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 12.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 12.0 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST FOUNDATION ADVISORS CIK 0001086763 0.748 353 11.1 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 10.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventail Capital Group, LP CIK 0001803822 0.064 155 10.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
LPL Financial LLC CIK 0001403438 0.957 5996 10.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 10.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 10.2 1.7% 3 +0.1 pp +0.2 pp +1.7 pp +1.7 pp
Creative Planning CIK 0001540235 0.979 4196 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 9.7 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
SIG North Trading, ULC CIK 0001868643 0.319 79 9.7 1.7% 3 -0.5 pp -6.7 pp +1.7 pp +1.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 9.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 9.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 9.3 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Sagefield Capital LP CIK 0001771179 0.140 107 9.2 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
Greenfield Seitz Capital Management, LLC CIK 0002097528 0.357 107 8.9 2.9% 5 +0.1 pp +0.2 pp -0.2 pp -0.3 pp
Ninepoint Partners LP CIK 0001715635 0.295 162 8.9 1.1% 3 +0.2 pp +0.5 pp +1.1 pp +1.1 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 8.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Interval Partners, LP CIK 0001590228 0.034 216 8.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Guinness Asset Management LTD CIK 0001409661 0.807 141 8.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Heronetta Management, L.P. CIK 0001588225 0.831 15 8.0 4.6% 3 +0.4 pp +0.9 pp +4.6 pp +4.6 pp
BEARING POINT CAPITAL, LLC CIK 0002052916 0.277 203 8.0 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MARSHALL WACE, LLP CIK 0001318757 0.756 2719 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
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 -0.3 pp -0.1 pp +0.0 pp +0.0 pp
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
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 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
Perritt Capital Management Inc CIK 0001279342 0.000 0 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
Lingohr Asset Management GmbH CIK 0001527570 0.031 109 0.0 0.0% 0 -0.7 pp -1.0 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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 +0.0 pp -0.2 pp -0.4 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
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 -0.4 pp -0.6 pp +0.0 pp +0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 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
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 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 +0.0 pp -0.2 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 0.452 175 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
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 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 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 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
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 0.0 0.0% 0 -0.2 pp -0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 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
Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
PROSPECTOR PARTNERS LLC CIK 0001080380 0.000 16 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
Bear Mountain Capital, Inc. CIK 0002009419 0.837 214 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.0 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
Westend Capital Management, LLC CIK 0001331997 0.170 242 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -0.1 pp -0.1 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Sanders Capital, LLC CIK 0001508097 0.970 47 0.0 0.0% 0 +0.0 pp -0.2 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
Perkins Coie Trust Co CIK 0001513038 0.513 260 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 +0.0 pp -3.4 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
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
HighPoint Advisor Group LLC CIK 0001616034 0.583 691 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.2 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 0.0 0.0% 0 -0.2 pp -0.4 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
SPROTT INC. (SII) CIK 0001512920 0.660 256 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 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.014 136 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.167 731 0.0 0.0% 0 -0.2 pp -0.2 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
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
LGT Group Foundation CIK 0001911278 0.801 284 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Martin Investment Management, LLC CIK 0001511888 0.424 47 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 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 +0.0 pp -0.2 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
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 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
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -1.4 pp -1.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 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
FCG Investment Co CIK 0002011697 0.075 118 0.0 0.0% 0 -0.3 pp -0.5 pp +0.0 pp +0.0 pp
Canoe Financial LP CIK 0001908219 0.716 110 0.0 0.0% 0 -0.1 pp -0.1 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
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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