Signals

CUSIP:624756102

736 in-universe funds with a nonzero position in CUSIP:624756102 within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#551
Score / z0.284 / 0.39
Consensus232.21 over 424 funds
Momentumno 12m return

Price & positioning

No cached price history for this ticker yet — the price-cache warm job has not reached it. Not the same as a flat price.
Drawdownno history
Short interestno FINRA history

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
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nilsine Partners, LLC CIK 0001913043 0.348 429 0.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Summit Wealth Group, LLC CIK 0001802865 0.629 129 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 3 -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 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XPONANCE LLC CIK 0001637541 0.815 1841 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 3 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathmere Capital Management, LLC CIK 0001794543 0.522 671 0.0 0.0% 2 +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 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 3 -0.9 pp -0.9 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Impact Partnership Wealth, LLC CIK 0001984555 0.191 439 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kendall Capital Management CIK 0001731372 0.288 236 0.0 0.2% 3 +0.0 pp +0.0 pp +0.2 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 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rothschild Wealth LLC CIK 0001811345 0.247 656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maridea Wealth Management LLC CIK 0002056245 0.140 538 0.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Argent Trust Co CIK 0001625292 0.533 769 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BankPlus Trust Department CIK 0002047270 0.431 470 0.0 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shay Capital LLC CIK 0001723643 0.044 394 0.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Global Advisors, LLC CIK 0001580212 0.136 129 0.0 1.4% 2 +1.1 pp +1.4 pp +1.4 pp +1.4 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 0.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 0.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 0.0 0.0% 1 +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
Swiss National Bank CIK 0001582202 0.961 2301 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cambria Investment Management, L.P. CIK 0001529389 0.166 731 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 +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
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 0.0 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROWLANDMILLER & PARTNERS.ADV CIK 0000225816 0.407 195 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Catalyst Funds Management Pty Ltd CIK 0001896150 0.000 641 0.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 0.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trust Point Inc. CIK 0001635633 0.568 463 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 1 +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 0.0 0.0% 5 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOTH FINANCIAL ADVISORY CORP CIK 0000866780 0.283 876 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 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
QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
waypoint wealth counsel CIK 0001807909 0.207 149 0.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.4% 3 +0.2 pp +0.3 pp +0.4 pp +0.4 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEIK CAPITAL MANAGEMENT CIK 0001278793 0.478 93 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WoodTrust Financial Corp CIK 0001725247 0.499 179 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 0.0 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essex Financial Services, Inc. CIK 0001315785 0.468 836 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GenTrust, LLC CIK 0001697110 0.832 201 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANDERSON HOAGLAND & CO CIK 0000791191 0.556 137 0.0 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHASE INVESTMENT COUNSEL CORP CIK 0000019475 0.116 138 0.0 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.0 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
Impala Asset Management LLC CIK 0001317679 0.277 20 0.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 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
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Accredited Investors Inc. CIK 0001518364 0.747 299 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.0 0.9% 3 +0.1 pp +0.2 pp +0.9 pp +0.9 pp
Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.0 0.4% 3 +0.0 pp +0.2 pp +0.4 pp +0.4 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSSIAM CIK 0001767471 0.182 680 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOVEM GROUP CIK 0001926783 0.247 437 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Westfuller Advisors, LLC CIK 0002024115 0.118 765 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investment Services, LLC CIK 0001426940 0.193 143 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 0.0 0.6% 3 +0.0 pp +0.1 pp +0.6 pp +0.6 pp
HOHIMER WEALTH MANAGEMENT, LLC CIK 0001802533 0.312 377 0.0 0.0% 3 +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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ariose Capital Management Ltd CIK 0001665925 0.000 19 0.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Capital Square, LLC CIK 0001798736 0.168 241 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 0.0 0.0% 3 -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
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Truvestments Capital LLC CIK 0001750405 0.266 1150 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Sivia Capital Partners, LLC CIK 0002012032 0.068 540 0.0 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NKCFO LLC CIK 0001757282 0.145 92 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 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% 4 +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
MRP Capital Investments, LLC CIK 0001964831 0.122 223 0.0 0.1% 3 -0.2 pp -0.3 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 0.0 0.2% 3 -0.1 pp -0.0 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 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bancreek Capital Management, LP CIK 0001852042 0.000 15 0.0 0.0% 0 +0.0 pp -8.4 pp +0.0 pp +0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 0.0 0.0% 4 -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% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. CIK 0001672142 0.000 157 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 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
Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marshall Financial Group, LLC CIK 0001841496 0.264 311 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
T. Rowe Price Investment Management, Inc. CIK 0001897612 0.034 738 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 0.0 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baron Wealth Management LLC CIK 0001968507 0.535 304 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Day Solutions, LLC CIK 0001467517 0.377 134 0.0 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 0.0 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lingohr Asset Management GmbH CIK 0001527570 0.031 109 0.0 0.0% 0 -0.9 pp -0.6 pp +0.0 pp +0.0 pp
Crestmont Private Wealth LLC CIK 0001873372 0.765 105 0.0 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GF FUND MANAGEMENT CO. LTD. CIK 0002057060 0.516 587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARLOW WEALTH PARTNERS, LLC CIK 0001999928 0.497 149 0.0 3.4% 3 -0.1 pp +0.5 pp +3.4 pp +3.4 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
US Asset Management LLC CIK 0001882673 0.219 112 0.0 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 0.0 1.5% 3 +0.0 pp +0.2 pp +1.5 pp +1.5 pp
Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnett & Company, Inc. CIK 0001426588 0.122 86 0.0 1.0% 3 +0.1 pp +0.3 pp +1.0 pp +1.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 1 +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
Welch Group, LLC CIK 0001443095 0.629 320 0.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 0.0 0.3% 2 -0.2 pp +0.3 pp +0.3 pp +0.3 pp
Convergence Investment Partners, LLC CIK 0001456133 0.067 241 0.0 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.180 208 0.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 0.0 1.1% 3 +0.1 pp +0.2 pp +1.1 pp +1.1 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JSF Financial, LLC CIK 0001802224 0.568 141 0.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EMC Capital Management CIK 0001847772 0.576 53 0.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 0.0 0.0% 2 +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
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 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
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 0.0 0.0% 5 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.0 0.0% 3 -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 CUSIP:624756102). Qtrs Held counts distinct quarters this fund has actually held CUSIP:624756102 (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its CUSIP:624756102 position size. Δ columns are the percentage-point change in CUSIP:624756102'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