Signals

← Signals

☆SYK

2170 in-universe funds with a nonzero position in SYK within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#24022
Score / z-7.818 / -10.02
Consensus704.35 over 1378 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+12% / 3.8d

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)
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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 ▾
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 13,253.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 10,534.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 6,602.8 58.4% 1 +58.4 pp +58.4 pp +58.4 pp +58.4 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 5,929.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 4,838.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 2,910.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 2,830.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Capital Research Global Investors CIK 0001422848 0.983 426 2,677.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 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 2,460.9 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 2,214.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 2,199.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,940.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORGES BANK CIK 0001374170 0.994 1617 1,882.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fundsmith LLP CIK 0001569205 0.605 41 1,850.4 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 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 1,572.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,365.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1,356.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1,327.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Western Trust Bank CIK 0001513189 0.923 215 1,287.6 57.9% 1 +57.9 pp +57.9 pp +57.9 pp +57.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 975.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 912.9 0.2% 1 +0.2 pp +0.2 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 907.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 887.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 873.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 805.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 800.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 762.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 707.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 706.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FUNDSMITH INVESTMENT SERVICES LTD. CIK 0001868537 0.429 27 645.1 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 591.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 574.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 573.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JENSEN INVESTMENT MANAGEMENT INC CIK 0001106129 0.771 83 560.9 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 559.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 544.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 522.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 502.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 461.3 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 454.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 440.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 427.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Amundi CIK 0001330387 0.000 1 423.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 415.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 411.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 387.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Winslow Capital Management, LLC CIK 0000900973 0.758 66 381.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 365.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 353.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 347.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BlueSpruce Investments, LP CIK 0001600285 0.502 18 346.6 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 342.4 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 329.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 309.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 301.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 289.4 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 274.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 264.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆National Pension Service CIK 0001608046 0.956 552 264.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 256.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 250.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 250.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 242.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 234.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RTW INVESTMENTS, LP CIK 0001493215 0.781 84 233.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 232.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 230.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 216.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 215.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Bellevue Group AG CIK 0001674546 0.451 148 211.7 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆Magellan Asset Management Ltd CIK 0001536105 0.373 78 210.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 207.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 203.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 199.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 191.0 2.5% 3 +0.1 pp +0.4 pp +2.5 pp +2.5 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 190.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Alecta Tjanstepension Omsesidigt CIK 0001484429 0.889 91 181.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 180.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 177.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 177.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 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 174.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 174.5 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆FIL Ltd CIK 0000318989 0.878 1140 172.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 169.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 167.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 166.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 164.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 162.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 152.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 147.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆ORBIMED ADVISORS LLC CIK 0001055951 0.515 121 142.1 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 140.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 139.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 139.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 136.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 130.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 130.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 130.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SATURNA CAPITAL CORP CIK 0001316617 0.899 140 125.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 125.1 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 124.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Boston Trust Walden Corp CIK 0001534866 0.673 396 122.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 121.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 120.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 119.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 114.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bahl & Gaynor LLC CIK 0000872259 0.777 341 112.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 108.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Tandem Investment Advisors, Inc. CIK 0001694284 0.539 68 108.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 105.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVIVA PLC CIK 0001140022 0.925 854 101.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 100.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CWS Financial Advisors, LLC CIK 0001802459 0.573 171 100.7 29.3% 1 +29.3 pp +29.3 pp +29.3 pp +29.3 pp
☆Korea Investment CORP CIK 0001441689 0.896 677 98.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LBP AM SA CIK 0001970075 0.619 423 94.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 93.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Haverford Trust Co CIK 0000842941 0.805 424 93.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 92.5 0.3% 3 -0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 92.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 91.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 88.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 85.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 82.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 81.9 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 80.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆LGT CAPITAL PARTNERS LTD. CIK 0001641992 0.707 38 80.1 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 78.7 3.3% 2 -0.0 pp +3.3 pp +3.3 pp +3.3 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 78.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 78.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Chicago Capital, LLC CIK 0001740053 0.633 360 78.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 77.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 77.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AMF Tjanstepension AB CIK 0001553562 0.910 121 76.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 76.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 76.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 75.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 75.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 71.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Candriam S.C.A. CIK 0001537014 0.787 677 70.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 70.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆FERGUSON WELLMAN CAPITAL MANAGEMENT, INC CIK 0000869353 0.769 442 70.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 70.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
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☆EVERMAY WEALTH MANAGEMENT LLC CIK 0001066816 0.791 651 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆MTM Investment Management, LLC CIK 0001831416 0.252 708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BURKETT FINANCIAL SERVICES, LLC CIK 0001762716 0.749 266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.0 0.0% 2 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Knuff & Co LLC CIK 0001768089 0.369 142 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lowe Wealth Advisors, LLC CIK 0001574010 0.768 395 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wellington Shields & Co., LLC CIK 0001506073 0.261 329 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mid-American Wealth Advisory Group, Inc. CIK 0001911264 0.071 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kennebec Savings Bank CIK 0002043536 0.172 284 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roxbury Financial LLC CIK 0002054149 0.185 410 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Securities, Inc. CIK 0002009539 0.110 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HORIZON FINANCIAL SERVICES, LLC CIK 0001674020 0.474 646 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Trust Company, N.A CIK 0002005547 0.209 345 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighMark Wealth Management LLC CIK 0001802451 0.444 562 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARRETT & COMPANY, INC. CIK 0000887602 0.414 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LMR Partners LLP CIK 0001578621 0.225 1167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REDMONT WEALTH ADVISORS LLC CIK 0001910482 0.162 307 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Moisand Fitzgerald Tamayo, LLC CIK 0001649107 0.895 535 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richardson Capital Management LLC CIK 0001621646 0.839 243 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Your Advocates Ltd., LLP CIK 0001774437 0.874 209 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone National Bank & Trust Co CIK 0002104293 0.272 216 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copeland Capital Management, LLC CIK 0001541743 0.466 265 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Morton Brown Family Wealth, LLC CIK 0001909851 0.844 416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITY HOLDING CO (CHCO) CIK 0000726854 0.394 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆City State Bank CIK 0001910666 0.322 809 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sawyer & Company, Inc CIK 0001722436 0.287 202 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Byrne Asset Management LLC CIK 0001911322 0.159 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family CFO Inc CIK 0001911695 0.752 47 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Wealth Management, LLC CIK 0002032602 0.450 714 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valued Wealth Advisors LLC CIK 0002007175 0.794 913 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beaird Harris Wealth Management, LLC CIK 0001908938 0.832 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Minot DeBlois Advisors LLC CIK 0001475933 0.277 240 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Redwood Park Advisors LLC CIK 0002056274 0.690 351 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 0.0 0.0% 0 -1.9 pp -1.8 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
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.8 pp -0.9 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 0.0 0.0% 0 -2.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 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 SYK). Qtrs Held counts distinct quarters this fund has actually held SYK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SYK position size. Δ columns are the percentage-point change in SYK's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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