Signals

SYY

1698 in-universe funds with a nonzero position in SYY within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22659
Score / z-0.332 / -0.48
Consensus414.27 over 830 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest+7% / 5.9d

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
VANGUARD GROUP INC CIK 0000102909 0.000 0 4,591.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,974.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 1,948.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Capital Research Global Investors CIK 0001422848 0.983 426 1,344.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,190.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 934.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Boston Partners CIK 0001386060 0.833 802 791.7 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 583.2 0.7% 3 -0.4 pp -0.3 pp +0.7 pp +0.7 pp
NORGES BANK CIK 0001374170 0.994 1617 542.8 0.1% 1 +0.1 pp -0.0 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 446.4 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 431.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Diamond Hill Capital Management, LLC (Investment Advisor) CIK 0001217541 0.718 186 419.4 2.1% 3 -0.3 pp -0.3 pp +2.1 pp +2.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 416.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 385.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Longview Partners (Guernsey) LTD CIK 0001426092 0.805 23 361.7 3.8% 3 -0.5 pp +0.1 pp +3.8 pp +3.8 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 347.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 344.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 339.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 329.5 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 282.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 271.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 253.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 237.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 235.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 182.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 177.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 175.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Nebraska Trust Co CIK 2134841 0.657 231 167.8 15.3% 5 -3.7 pp -3.8 pp -4.2 pp -4.1 pp
Interval Partners, LP CIK 0001590228 0.034 216 158.4 3.7% 2 -0.5 pp +3.7 pp +3.7 pp +3.7 pp
FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 155.3 1.7% 3 -0.2 pp -0.0 pp +1.7 pp +1.7 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 155.1 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 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 150.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 150.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 144.6 0.1% 3 +0.0 pp -0.1 pp +0.1 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 143.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 141.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Mondrian Investment Partners LTD CIK 0001317724 0.804 111 136.4 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 131.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 125.0 0.1% 3 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 118.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 114.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 113.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 112.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 109.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 106.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 96.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 94.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 94.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 94.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 94.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YACKTMAN ASSET MANAGEMENT LP CIK 0000905567 0.814 74 90.2 1.3% 3 -0.2 pp -0.1 pp +1.3 pp +1.3 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 89.5 0.1% 3 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 88.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 86.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 84.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 82.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empower Advisory Group, LLC CIK 0001978885 0.959 532 81.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
MONTANOVA CAPITAL, LLC CIK 0001569064 0.534 95 79.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 78.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 76.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 76.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 74.6 0.9% 2 +0.2 pp +0.9 pp +0.9 pp +0.9 pp
Mariner, LLC CIK 0001373442 0.925 3517 73.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 72.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 72.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 71.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 70.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 67.7 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 67.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
EMINENCE CAPITAL, LP CIK 0001107310 0.000 0 66.1 1.0% 2 +0.4 pp +1.0 pp +1.0 pp +1.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 64.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
EARNEST PARTNERS LLC CIK 0001102578 0.774 304 63.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 63.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 63.2 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
National Pension Service CIK 0001608046 0.956 552 61.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clarkston Capital Partners, LLC CIK 0001562855 0.621 96 60.5 1.4% 3 -1.7 pp -1.6 pp +1.4 pp +1.4 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 59.9 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 59.1 0.4% 3 -0.0 pp +0.2 pp +0.4 pp +0.4 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 53.7 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 52.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 49.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sunriver Management LLC CIK 0001663900 0.082 21 48.1 5.0% 2 +0.1 pp +5.0 pp +5.0 pp +5.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 48.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 47.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 47.4 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 46.4 2.0% 3 -0.3 pp -0.2 pp +2.0 pp +2.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 46.2 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
OLD REPUBLIC INTERNATIONAL CORP (ORI) CIK 0000074260 0.634 54 45.7 1.8% 3 -0.0 pp +0.0 pp +1.8 pp +1.8 pp
Cullen Capital Management, LLC CIK 0001362535 0.719 208 45.6 0.5% 3 -0.1 pp -0.1 pp +0.5 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 44.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 43.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 43.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 41.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 40.8 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 40.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 39.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RWC Asset Management LLP CIK 0001520478 0.536 160 38.9 1.9% 3 -0.3 pp -0.4 pp +1.9 pp +1.9 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 36.6 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
CAMBIAR INVESTORS LLC CIK 0000823621 0.361 150 36.4 1.6% 3 +0.0 pp +0.2 pp +1.6 pp +1.6 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 36.3 0.8% 3 -0.1 pp -0.0 pp +0.8 pp +0.8 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 36.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Candriam S.C.A. CIK 0001537014 0.787 677 35.7 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 33.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 33.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 33.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BECKER CAPITAL MANAGEMENT INC CIK 0000799004 0.643 303 33.1 0.9% 3 -0.2 pp -0.1 pp +0.9 pp +0.9 pp
MEYER HANDELMAN CO CIK 0000045319 0.624 274 32.9 1.0% 3 -0.2 pp -0.2 pp +1.0 pp +1.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 32.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Troy Asset Management Ltd CIK 0001601407 0.937 29 32.6 0.8% 3 -0.1 pp +0.0 pp +0.8 pp +0.8 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 32.1 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 32.0 0.6% 3 -0.2 pp -0.4 pp +0.6 pp +0.6 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 31.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 31.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 30.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GEM Asset Management, LLC CIK 0001963319 0.462 116 30.3 13.5% 3 -2.4 pp -3.4 pp +13.5 pp +13.5 pp
Korea Investment CORP CIK 0001441689 0.896 677 30.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
DELTA ASSET MANAGEMENT LLC/TN CIK 0000860857 0.649 599 29.0 2.5% 3 -0.3 pp -0.1 pp +2.5 pp +2.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 28.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 28.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 28.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 27.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 27.3 0.9% 3 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 27.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 26.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 26.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 25.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 24.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 24.6 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
Man Group plc CIK 0001637460 0.631 2032 24.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 23.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 23.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 22.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Creative Planning CIK 0001540235 0.979 4196 22.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 21.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 21.1 0.4% 3 -0.0 pp +0.1 pp +0.4 pp +0.4 pp
PROFESSIONAL ADVISORY SERVICES INC CIK 0000894205 0.418 93 20.7 2.7% 3 -0.3 pp -0.2 pp +2.7 pp +2.7 pp
Prevatt Capital Ltd CIK 0002009520 0.815 12 20.6 6.0% 3 -1.9 pp -1.4 pp +6.0 pp +6.0 pp
CLIFFORD SWAN INVESTMENT COUNSEL LLC CIK 0001034642 0.619 335 20.2 0.7% 3 -0.1 pp -0.0 pp +0.7 pp +0.7 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 20.0 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 19.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 19.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 19.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 19.6 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
LIBERTY ONE INVESTMENT MANAGEMENT, LLC CIK 0001807328 0.362 154 19.4 2.5% 3 -0.7 pp -0.2 pp +2.5 pp +2.5 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 19.3 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 19.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI CIK 0001033974 0.517 160 19.0 1.4% 3 -0.2 pp -0.1 pp +1.4 pp +1.4 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.663 1702 19.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 18.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 18.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
ISLAY CAPITAL MANAGEMENT, LLC CIK 0001738560 0.215 230 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Venture Visionary Partners LLC CIK 0001792283 0.558 673 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOUNDERS GROVE WEALTH PARTNERS, LLC CIK 0002046157 0.447 184 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FOURPATH CAPITAL MANAGEMENT, LLC CIK 0001894484 0.280 227 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Heck Capital Advisors, LLC CIK 0002046227 0.468 214 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Insight Wealth Strategies, LLC CIK 0001749914 0.080 182 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
Smith Thornton Advisors LLC CIK 0002032436 0.254 140 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 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
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group CIK 0002033881 0.450 27 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
WILLNER & HELLER, LLC CIK 0001927796 0.169 165 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Seelaus Asset Management LLC CIK 0001705655 0.067 204 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Blue Chip Partners, LLC CIK 0001632801 0.571 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Ellevest, Inc. CIK 0001644128 0.537 469 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FreeGulliver LLC CIK 0002032561 0.536 123 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
WHALEROCK POINT PARTNERS, LLC CIK 0001389709 0.504 207 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Applied Capital LLC/FL CIK 0001965393 0.206 92 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BLODGETT WEALTH ADVISORS, LLC CIK 0001907826 0.560 72 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Main Street Research LLC CIK 0001513211 0.625 140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
National Philanthropic Trust CIK 0001785342 0.575 409 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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Trajan Wealth LLC CIK 0001934415 0.705 152 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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 +0.0 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 SYY). Qtrs Held counts distinct quarters this fund has actually held SYY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its SYY position size. Δ columns are the percentage-point change in SYY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status