Signals

SWK

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

Flow ranking

Rank#435
Score / z0.467 / 0.55
Consensus285.55 over 503 funds
Momentum-0.14 ≠

Price & positioning

226 cached closes, trailing year
Drawdown0%
Short interest-18% / 3.0d

Forensics

Clean as of 2026Q2
Accrual ratio-0.020
F-score
M-score
Net issuance-8333.3%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total1 / 3
FiledFormItems
2026-09-04 8-K 7.01, 9.01
2026-07-29 8-K 2.02, 9.01
2026-06-24 8-K 1.01, 1.02, 2.03, 9.01
2026-04-29 8-K 2.02, 9.01
2026-04-27 8-K 5.02, 5.07, 9.01
2026-04-20 8-K 7.01, 9.01
2026-04-06 8-K 7.01, 9.01
2026-02-04 8-K 2.02, 9.01
2026-01-26 8-K 5.02, 9.01
2025-12-22 8-K 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2023-03-03 424B5 STANLEY BLACK & DECKER, INC.
2023-03-01 424B5 STANLEY BLACK & DECKER, INC.
2022-02-24 424B5 STANLEY BLACK & DECKER, INC.
2022-02-22 424B5 STANLEY BLACK & DECKER, INC.
2020-10-29 424B5 STANLEY BLACK & DECKER, INC.
2020-05-07 424B5 STANLEY BLACK & DECKER, INC.

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
Capital Research Global Investors CIK 0001422848 0.983 426 1,234.6 0.2% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,006.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 954.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 823.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 647.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 476.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 427.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 399.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 349.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 343.5 1.0% 5 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 293.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 292.6 0.0% 7 +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 256.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 255.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Clean Energy Transition LLP CIK 0001911523 0.831 14 247.6 17.2% 5 +2.1 pp -1.0 pp -1.1 pp +5.4 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 202.8 0.3% 5 +0.1 pp -0.0 pp -0.1 pp -0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 200.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 169.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 166.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 161.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 156.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 138.2 0.2% 4 -0.1 pp +0.1 pp +0.2 pp +0.2 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 131.4 0.7% 5 +0.1 pp +0.0 pp +0.0 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 128.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 126.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 123.8 0.0% 5 +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 85.6 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 82.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 71.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 70.7 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 69.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 59.9 0.6% 5 +0.1 pp -0.0 pp -0.1 pp -0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 56.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 55.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 53.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
WILSEY ASSET MANAGEMENT INC CIK 0001598379 0.675 28 51.0 7.5% 5 +1.5 pp +1.5 pp +0.5 pp +1.2 pp
Mariner, LLC CIK 0001373442 0.925 3517 50.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paralel Advisors LLC CIK 0001895911 0.889 126 49.9 1.9% 5 +0.4 pp -0.0 pp -0.0 pp +0.1 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 46.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 45.6 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 42.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 42.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 39.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 39.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Alyeska Investment Group, L.P. CIK 0001453072 0.264 652 36.5 0.1% 4 +0.0 pp -0.2 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 36.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 35.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 34.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 33.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 32.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 32.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 32.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 31.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 30.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 29.8 0.4% 5 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 29.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 29.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 29.1 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 28.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 27.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 25.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 25.3 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 24.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hardman Johnston Global Advisors LLC CIK 0001006364 0.797 77 22.9 0.8% 5 +0.0 pp +0.4 pp +0.3 pp +0.4 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 21.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GODSEY & GIBB, INC CIK 0000887402 0.496 383 20.8 1.7% 5 +0.4 pp +0.3 pp +0.3 pp +0.5 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 20.5 0.1% 7 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 19.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 19.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. CIK 0001710477 0.510 184 19.3 1.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 17.8 1.5% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 17.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 17.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 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 16.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 16.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 15.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 15.5 0.7% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 14.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 14.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 14.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 14.0 1.9% 5 +0.4 pp +0.2 pp +0.2 pp +0.3 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 13.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 13.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Great Hill Capital LLC CIK 0002096165 0.494 29 12.6 6.1% 3 +1.5 pp +0.6 pp +6.1 pp +6.1 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 12.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 11.7 0.5% 5 +0.1 pp +0.0 pp +0.5 pp +0.5 pp
Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 11.5 0.5% 5 +0.1 pp -0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 11.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DE BURLO GROUP INC CIK 0001134288 0.340 90 11.5 2.1% 5 +0.1 pp +0.2 pp -0.3 pp +1.2 pp
Kiltearn Partners LLP CIK 0001582633 0.598 29 11.5 2.8% 5 +0.3 pp +0.3 pp +0.0 pp +0.1 pp
Douglas Lane & Associates, LLC CIK 0001672594 0.701 250 11.3 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Americana Partners, LLC CIK 0001797678 0.514 596 11.1 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 9.8 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BCWM, LLC CIK 0001542165 0.322 57 9.7 2.8% 5 +0.3 pp +0.2 pp +0.4 pp -0.2 pp
Rempart Asset Management Inc. CIK 0001844571 0.589 36 9.6 2.0% 5 +0.4 pp +0.5 pp -0.2 pp -0.1 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 9.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 9.1 1.9% 5 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Assenagon Asset Management S.A. CIK 0001546007 0.732 1145 9.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 9.0 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
Bell Bank CIK 0001002672 0.895 195 9.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 8.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 8.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 8.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 8.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MIRABELLA FINANCIAL SERVICES LLP CIK 0001538853 0.059 663 8.3 0.8% 2 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 8.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 7.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 7.9 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 7.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 7.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 7.7 0.8% 4 +0.2 pp +0.2 pp +0.2 pp +0.8 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 7.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 7.1 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 7.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Monte Financial Group, LLC CIK 0001755651 0.166 102 6.9 2.2% 5 +0.4 pp +0.2 pp +0.2 pp +0.3 pp
Old North State Wealth Management, LLC CIK 0002041262 0.250 112 6.8 2.9% 5 +0.7 pp +0.3 pp +0.7 pp +0.8 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 6.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 6.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 6.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICON ADVISERS INC/CO CIK 0001058470 0.054 195 6.5 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +0.7 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 6.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 6.4 0.3% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 6.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 6.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sompo Asset Management Co., Ltd. CIK 0001533504 0.542 177 6.1 1.0% 5 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 6.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 6.0 0.4% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 5.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 5.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEYER HANDELMAN CO CIK 0000045319 0.624 274 5.5 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 5.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EASTERLY INVESTMENT PARTNERS LLC CIK 0001766150 0.402 252 5.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Kinloch Capital, LLC CIK 0001818557 0.119 79 5.2 1.9% 5 +0.7 pp +0.9 pp +0.5 pp +0.6 pp
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DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.1 pp
OPTIMIZE FINANCIAL INC. CIK 0002033266 0.127 294 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Belpointe Asset Management LLC CIK 0001721242 0.443 1121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.6 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SevenBridge Financial Group, LLC CIK 0001673954 0.435 212 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 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
Portus Wealth Advisors, LLC CIK 0002097516 0.354 50 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.4 pp -0.1 pp -0.7 pp +0.0 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 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 SWK). Qtrs Held counts distinct quarters this fund has actually held SWK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SWK position size. Δ columns are the percentage-point change in SWK'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