Signals

← Signals

☆SU

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

Flow ranking

Rank#24599
Score / z-0.143 / -0.19
Consensus249.91 over 467 funds
Momentum0.19 ≠

Price & positioning

225 cached closes, trailing year
Drawdown-23%
Short interest-31% / 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 3,572.2 0.6% 5 -0.2 pp +0.1 pp +0.1 pp +0.2 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 2,288.6 0.8% 5 -0.2 pp +0.2 pp +0.3 pp +0.4 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 1,839.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elliott Investment Management L.P. CIK 0001791786 0.977 17 1,581.1 11.1% 6 -10.8 pp -5.0 pp -5.0 pp -5.2 pp
☆FIL Ltd CIK 0000318989 0.878 1140 1,551.7 1.1% 5 -0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 1,436.6 0.6% 5 -0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆DODGE & COX CIK 0000200217 0.944 222 1,361.7 0.7% 5 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 1,225.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,076.4 1.1% 6 -0.0 pp +0.4 pp +0.5 pp +0.4 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,026.8 0.9% 5 -0.5 pp +0.1 pp +0.1 pp +0.1 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 920.8 1.1% 5 -0.3 pp +0.1 pp -0.2 pp -0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 856.4 0.4% 5 -0.2 pp -0.0 pp +0.0 pp +0.1 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 816.6 1.5% 5 -0.7 pp +0.4 pp +0.2 pp +0.3 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 791.0 0.6% 5 -0.2 pp +0.0 pp -0.2 pp -0.1 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 760.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 683.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 637.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 625.5 1.6% 5 -0.5 pp +0.5 pp +0.5 pp +0.4 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 620.6 0.2% 7 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 598.7 0.5% 5 -0.2 pp +0.0 pp +0.1 pp +0.0 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 596.3 1.0% 5 -0.4 pp -1.1 pp -0.9 pp -1.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 591.0 1.8% 5 -0.2 pp +0.5 pp +0.5 pp +0.6 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 588.3 1.3% 5 -0.6 pp +0.2 pp +0.2 pp +0.2 pp
☆Artisan Partners Limited Partnership CIK 0001466153 0.780 328 584.1 1.0% 5 -0.9 pp -1.3 pp -1.1 pp -0.9 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 582.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 566.8 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 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 520.1 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 500.6 0.8% 5 -1.4 pp -0.6 pp -0.5 pp -0.5 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 498.6 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 466.8 0.3% 5 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 407.2 0.1% 5 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 377.0 0.1% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 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 351.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 301.2 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 279.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 278.8 0.4% 6 -0.1 pp +0.2 pp +0.0 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 264.6 0.2% 5 +0.1 pp +0.1 pp +0.1 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 252.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Amundi CIK 0001330387 0.000 1 251.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 242.0 0.3% 5 -0.5 pp +0.2 pp +0.3 pp +0.3 pp
☆SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 226.2 0.8% 5 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 223.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 217.4 0.8% 5 -0.1 pp +0.2 pp +0.3 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 208.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 205.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 202.2 0.1% 5 -0.3 pp -0.2 pp -0.2 pp -0.1 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 199.8 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 194.6 0.1% 5 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆Fiera Capital Corp CIK 0001505817 0.842 401 187.5 0.7% 5 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 169.1 4.1% 5 -2.1 pp -0.7 pp -0.3 pp -0.2 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 168.1 0.3% 5 -0.1 pp +0.0 pp +0.1 pp +0.2 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 165.4 0.0% 7 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 163.7 1.5% 3 -0.5 pp +1.0 pp +1.5 pp +1.5 pp
☆Alberta Investment Management Corp CIK 0001463559 0.789 663 163.4 0.9% 2 -0.6 pp +0.9 pp +0.9 pp +0.9 pp
☆Allianz Asset Management GmbH CIK 0001535323 0.869 1564 157.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merewether Investment Management, LP CIK 0001736852 0.195 81 151.3 2.9% 5 -1.1 pp -0.5 pp -0.8 pp -0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 147.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 145.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 145.0 0.2% 5 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Life Cycle Investment Partners Ltd CIK 0002072459 0.833 158 141.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 140.5 0.4% 5 -0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 138.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ninepoint Partners LP CIK 0001715635 0.295 162 130.8 11.7% 5 -3.8 pp +10.6 pp +10.8 pp +11.1 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 124.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 123.3 0.2% 2 -1.6 pp +0.2 pp +0.2 pp +0.2 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 122.4 3.0% 5 -0.1 pp +0.4 pp +0.5 pp +0.5 pp
☆AustralianSuper Pty Ltd CIK 0001694164 0.632 288 121.0 0.5% 5 +0.1 pp +0.2 pp +0.3 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 119.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 108.9 0.7% 5 -0.1 pp +0.3 pp +0.3 pp +0.2 pp
☆Goehring & Rozencwajg Associates, LLC CIK 0001863154 0.771 41 106.1 6.1% 2 -0.4 pp +6.1 pp +6.1 pp +6.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 103.4 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 91.3 2.6% 5 -1.2 pp +0.4 pp +1.0 pp +1.0 pp
☆MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 89.7 2.4% 5 -0.9 pp +0.2 pp +0.1 pp +0.1 pp
☆Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 85.0 1.9% 5 +0.7 pp +0.9 pp +1.6 pp +1.7 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 82.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 82.0 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 81.9 0.5% 2 -0.0 pp +0.5 pp +0.1 pp -0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 74.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 69.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 68.8 4.9% 5 -1.5 pp +0.7 pp +1.0 pp +0.8 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 68.7 0.1% 5 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 66.9 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 65.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Recurrent Investment Advisors LLC CIK 0001803146 0.719 71 62.7 3.9% 5 -2.2 pp -2.0 pp -1.9 pp -1.6 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 61.6 0.6% 5 -0.2 pp +0.1 pp +0.0 pp +0.0 pp
☆Addenda Capital Inc. CIK 0001569411 0.638 128 59.9 1.6% 5 -0.3 pp +0.3 pp +0.3 pp +0.2 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 59.4 0.3% 5 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 58.3 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 56.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruffer LLP CIK 0001426859 0.221 187 54.2 1.9% 5 -0.8 pp -0.1 pp -0.3 pp +0.4 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 49.9 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 49.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 49.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 48.2 2.6% 4 +1.6 pp +0.7 pp +1.8 pp +2.6 pp
☆LOCUST WOOD CAPITAL ADVISERS, LLC CIK 0001349434 0.761 31 47.3 1.1% 5 -0.5 pp -0.8 pp -1.4 pp -1.4 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 47.0 0.6% 5 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 44.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 41.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 41.7 0.1% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.597 1911 39.8 0.3% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
☆Bridgewater Associates, LP CIK 0001350694 0.669 997 38.1 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 38.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 37.5 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 35.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 31.2 3.1% 5 -0.6 pp +0.3 pp +0.5 pp +0.6 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 30.8 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 30.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 29.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 28.4 0.2% 3 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 27.5 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Harvest Portfolios Group Inc. CIK 0001923739 0.706 267 25.6 0.4% 5 -0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 25.3 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 24.3 0.3% 1 +0.3 pp +0.2 pp +0.1 pp +0.1 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 23.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 22.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Old West Investment Management, LLC CIK 0001549358 0.124 124 22.5 2.4% 4 -0.6 pp +1.3 pp +1.7 pp +2.4 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 22.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 22.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 22.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BCV Asset Management Inc. CIK 0002110721 0.558 116 21.0 0.6% 2 -0.5 pp +0.6 pp +0.6 pp +0.6 pp
☆CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 20.3 1.0% 5 +0.5 pp +1.0 pp +1.0 pp +1.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 20.1 0.4% 5 +0.0 pp +0.3 pp +0.1 pp +0.0 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 20.1 1.1% 5 -0.3 pp -0.1 pp +0.1 pp +0.4 pp
☆Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 19.9 1.1% 5 -0.4 pp -0.0 pp -0.0 pp -0.0 pp
☆BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 19.6 1.6% 5 -0.7 pp +0.2 pp -0.4 pp -0.2 pp
☆GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 19.3 0.1% 5 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 19.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 19.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rempart Asset Management Inc. CIK 0001844571 0.589 36 19.0 3.9% 5 -1.9 pp -0.1 pp +0.1 pp +0.5 pp
☆Creative Planning CIK 0001540235 0.979 4196 18.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 18.0 0.4% 6 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 17.0 1.3% 2 -1.7 pp +1.3 pp +1.3 pp +1.3 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 16.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 16.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 16.4 0.3% 5 -0.4 pp -0.0 pp +0.1 pp +0.1 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 15.8 0.2% 5 -0.1 pp +0.0 pp -0.0 pp +0.0 pp
☆Sagefield Capital LP CIK 0001771179 0.140 107 15.8 1.2% 4 -0.3 pp +0.4 pp +0.7 pp +1.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MONTRUSCO BOLTON INVESTMENTS INC. CIK 0001475940 0.762 80 15.6 0.2% 5 -0.2 pp -0.0 pp -0.0 pp -0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 15.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORA Capital, LLC CIK 0001742435 0.008 345 14.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆COOKSON PEIRCE & CO INC CIK 0001141455 0.529 317 14.6 0.5% 2 -0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Investment Management Corp of Ontario CIK 0001811568 0.687 657 14.2 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 13.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆GUARDIAN POINT CAPITAL, LP CIK 0001595932 0.562 14 13.4 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
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☆ASAHI LIFE ASSET MANAGEMENT CO., LTD. CIK 0001564835 0.079 158 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
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☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆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
☆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
☆Elyxium Wealth, LLC CIK 0002043538 0.051 298 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
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆Americana Partners, LLC CIK 0001797678 0.514 596 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 +0.0 pp -0.2 pp -0.0 pp
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☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 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
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☆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
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
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☆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
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☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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
☆VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.0 0.0% 0 -0.0 pp -0.0 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
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆LYRICAL ASSET MANAGEMENT LP CIK 0001542302 0.852 41 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -3.4 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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 (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