Signals

← Signals

☆SU

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

Flow ranking

Rank#644
Score / z0.250 / 0.21
Consensus249.04 over 465 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+19% / 1.2d ⚡

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 4,233.5 0.8% 4 +0.3 pp +0.3 pp +0.4 pp +0.8 pp
☆Elliott Investment Management L.P. CIK 0001791786 0.977 17 3,482.1 21.9% 5 +5.8 pp +5.8 pp +5.6 pp +3.4 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 2,413.0 1.0% 4 +0.3 pp +0.4 pp +0.5 pp +1.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 1,923.8 1.5% 4 +0.8 pp +0.9 pp +0.9 pp +1.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,796.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DODGE & COX CIK 0000200217 0.944 222 1,736.2 1.0% 4 +0.3 pp +0.3 pp +0.4 pp +1.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 1,725.0 0.9% 4 +0.6 pp +0.6 pp +0.7 pp +0.9 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,681.1 1.4% 4 +0.5 pp +0.6 pp +0.5 pp +1.4 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,195.9 0.4% 4 +0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 1,183.8 2.3% 4 +0.8 pp +1.0 pp +1.0 pp +2.3 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,165.7 0.6% 4 +0.2 pp +0.2 pp +0.3 pp +0.6 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 1,142.0 1.9% 4 -0.4 pp -0.2 pp -0.0 pp +1.9 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 1,135.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 1,070.5 1.4% 4 +0.4 pp +0.1 pp +0.2 pp +1.4 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 975.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 960.5 2.2% 4 +1.1 pp +0.9 pp +1.0 pp +2.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 954.6 0.8% 4 +0.2 pp +0.0 pp +0.1 pp +0.8 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 936.3 1.1% 5 +0.5 pp +0.5 pp +0.4 pp +0.3 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 833.6 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 829.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 809.1 1.4% 4 -0.7 pp -0.5 pp -0.6 pp +1.4 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 756.8 1.8% 4 +0.8 pp +0.8 pp +0.8 pp +1.8 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 727.4 2.2% 4 +1.0 pp +1.0 pp +1.0 pp +2.2 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 700.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 677.0 0.7% 4 +0.2 pp +0.3 pp +0.2 pp +0.7 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 589.1 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 576.6 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 564.5 2.0% 4 +0.7 pp +0.8 pp +0.8 pp +2.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 563.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 517.8 0.2% 6 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 513.0 0.8% 4 +0.7 pp +0.8 pp +0.8 pp +0.8 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 496.4 0.0% 6 -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 452.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 404.8 0.2% 4 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 359.7 0.1% 4 +0.0 pp +0.0 pp -0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 330.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 330.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 315.1 0.6% 5 +0.3 pp +0.2 pp +0.3 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 309.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Amundi CIK 0001330387 0.000 1 304.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 296.6 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 290.0 1.2% 4 +0.4 pp +0.4 pp +0.4 pp +1.2 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 288.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 267.1 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 264.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 243.0 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 236.5 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 231.4 6.2% 4 +1.4 pp +1.8 pp +2.0 pp +6.2 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 223.6 0.8% 4 +0.6 pp +0.6 pp +0.6 pp +0.8 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 216.4 1.0% 4 +0.4 pp +0.4 pp +0.3 pp +1.0 pp
☆Merewether Investment Management, LP CIK 0001736852 0.195 81 205.2 4.0% 4 +0.6 pp +0.3 pp +0.6 pp +4.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 198.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 191.5 0.3% 4 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 190.2 2.0% 2 +1.5 pp +2.0 pp +2.0 pp +2.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 185.1 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 178.7 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 154.6 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 152.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 148.4 0.1% 4 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 132.5 0.4% 4 +0.0 pp +0.0 pp +0.3 pp +0.4 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 132.4 3.8% 4 +1.6 pp +2.2 pp +2.2 pp +3.8 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 132.1 0.8% 4 +0.4 pp +0.4 pp +0.3 pp +0.8 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 131.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ninepoint Partners LP CIK 0001715635 0.295 162 131.0 15.5% 4 +14.4 pp +14.7 pp +14.9 pp +15.5 pp
☆Goehring & Rozencwajg Associates, LLC CIK 0001863154 0.771 41 121.7 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 118.1 3.1% 4 +0.5 pp +0.6 pp +0.7 pp +3.1 pp
☆MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 116.5 3.4% 4 +1.1 pp +1.0 pp +1.0 pp +3.4 pp
☆Recurrent Investment Advisors LLC CIK 0001803146 0.719 71 101.9 6.1% 4 +0.3 pp +0.3 pp +0.6 pp +6.1 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 98.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 94.4 0.2% 4 +0.1 pp +0.0 pp +0.0 pp +0.2 pp
☆Life Cycle Investment Partners Ltd CIK 0002072459 0.833 158 93.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 91.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 89.1 6.4% 4 +2.2 pp +2.4 pp +2.3 pp +6.4 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 84.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 82.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 82.3 0.4% 4 +0.1 pp +0.2 pp +0.0 pp +0.4 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 80.0 0.1% 4 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 78.3 0.5% 1 +0.5 pp +0.1 pp -0.1 pp +0.5 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 75.8 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 71.5 0.9% 4 +0.4 pp +0.3 pp +0.3 pp +0.9 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 68.7 1.9% 4 +0.6 pp +0.6 pp +0.5 pp +1.9 pp
☆Ruffer LLP CIK 0001426859 0.221 187 66.4 2.7% 4 +0.7 pp +0.5 pp +1.2 pp +2.7 pp
☆LOCUST WOOD CAPITAL ADVISERS, LLC CIK 0001349434 0.761 31 58.4 1.6% 4 -0.4 pp -1.0 pp -0.9 pp +1.6 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 55.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 55.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 53.6 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 52.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 50.4 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 49.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 48.2 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 47.3 0.1% 4 -0.1 pp -0.2 pp -0.3 pp +0.1 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 46.7 1.3% 4 +0.3 pp +0.9 pp +1.0 pp +1.3 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 45.5 0.3% 4 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Holocene Advisors, LP CIK 0001700574 0.334 782 44.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 43.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 43.0 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 42.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 41.8 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 41.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 40.4 0.1% 4 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 37.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 36.6 0.3% 2 +0.2 pp +0.3 pp +0.2 pp +0.3 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 36.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 35.6 0.5% 3 +0.0 pp -0.1 pp +0.5 pp +0.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 35.5 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 34.5 3.7% 4 +0.9 pp +1.1 pp +1.2 pp +3.7 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 33.7 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 33.3 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆BCV Asset Management Inc. CIK 0002110721 0.558 116 31.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 31.5 0.5% 4 +0.2 pp +0.2 pp +0.2 pp +0.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 29.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIR Capital Management, L.P. CIK 0001434997 0.033 79 28.7 2.7% 2 +0.9 pp +2.7 pp +2.7 pp +2.7 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 28.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 28.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 28.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 27.9 0.5% 4 +0.2 pp +0.2 pp +0.4 pp +0.5 pp
☆Rempart Asset Management Inc. CIK 0001844571 0.589 36 27.4 5.8% 4 +1.8 pp +2.0 pp +2.3 pp +5.8 pp
☆Old West Investment Management, LLC CIK 0001549358 0.124 124 27.3 3.0% 3 +1.9 pp +2.3 pp +3.0 pp +3.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 27.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 27.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 27.0 2.3% 4 +0.9 pp +0.3 pp +0.5 pp +2.3 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 25.0 1.5% 4 +0.4 pp +0.4 pp +0.4 pp +1.5 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 23.5 0.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 23.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Purpose Unlimited Inc. CIK 0002115120 0.732 601 22.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 22.8 1.3% 4 +0.2 pp +0.4 pp +0.7 pp +1.3 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 22.6 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 20.7 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
☆Sagefield Capital LP CIK 0001771179 0.140 107 20.3 1.5% 3 +0.7 pp +1.0 pp +1.5 pp +1.5 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 20.2 0.8% 4 +0.4 pp +0.5 pp +0.6 pp +0.8 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 20.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 19.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ceredex Value Advisors LLC CIK 0001738726 0.067 168 19.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 19.4 1.6% 4 +0.4 pp +0.7 pp +0.7 pp +1.6 pp
☆BARINGS LLC CIK 0000009015 0.845 191 19.1 0.3% 4 +0.2 pp +0.0 pp -0.0 pp +0.3 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 19.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Mediolanum International Funds Ltd CIK 0002022028 0.592 452 18.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 18.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 18.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 17.9 1.0% 3 -1.0 pp +0.1 pp +1.0 pp +1.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 17.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Man Group plc CIK 0001637460 0.631 2032 17.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 17.7 0.3% 4 -0.9 pp -1.2 pp -1.2 pp +0.3 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 17.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Guinness Asset Management LTD CIK 0001409661 0.807 141 17.0 0.3% 4 +0.2 pp +0.1 pp +0.1 pp +0.3 pp
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☆INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 12.9 0.1% 4 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 12.9 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
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☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 11.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.0 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
☆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
☆Alphadyne Asset Management LP CIK 0001535943 0.000 204 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 +0.0 pp -0.6 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
☆SENTRY INVESTMENT MANAGEMENT LLC CIK 0000089014 0.896 1 0.0 0.0% 0 -0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 0.0 0.0% 0 -0.1 pp -0.1 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 +0.0 pp -0.2 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 -0.0 pp -0.1 pp +0.0 pp
☆CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 0.0 0.0% 0 -0.0 pp -0.0 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 +0.0 pp -0.1 pp +0.0 pp
☆PROSPECTOR PARTNERS LLC CIK 0001080380 0.000 16 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 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
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Twin Tree Management, LP CIK 0001535588 0.000 420 0.0 0.0% 0 -0.0 pp +0.0 pp -0.2 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 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
☆SCP Investment, LP CIK 0001730961 0.067 47 0.0 0.0% 0 -1.2 pp -1.5 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
☆SIG North Trading, ULC CIK 0001868643 0.319 79 0.0 0.0% 0 -1.7 pp -2.2 pp -8.4 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanders Capital, LLC CIK 0001508097 0.970 47 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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
☆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
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 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 +0.0 pp -3.4 pp +0.0 pp
☆FIRST CITIZENS BANK & TRUST CO CIK 0001092203 0.598 644 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
☆Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 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 +0.0 pp +0.0 pp -0.1 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
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 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 +0.0 pp -0.6 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BAROMETER CAPITAL MANAGEMENT INC. CIK 0001536890 0.013 136 0.0 0.0% 0 +0.0 pp -2.1 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 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
☆BEESE FULMER INVESTMENT MANAGEMENT, INC. CIK 0000911274 0.475 401 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 +0.0 pp -0.1 pp -0.1 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 +0.0 pp -0.2 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
☆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
☆1 NORTH WEALTH SERVICES LLC CIK 0001641761 0.491 309 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 +0.0 pp -1.4 pp -1.0 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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆New England Research & Management, Inc. CIK 0001596077 0.109 134 0.0 0.0% 0 -0.3 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
☆R Squared Ltd CIK 0001896148 0.003 509 0.0 0.0% 0 -0.1 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
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 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 +0.0 pp -0.3 pp -0.5 pp +0.0 pp
☆Canoe Financial LP CIK 0001908219 0.716 110 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 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 (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