Signals

FMX

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

Flow ranking

Rank#22718
Score / z-0.438 / -0.64
Consensus119.89 over 193 funds
Momentumno 12m return

Price & positioning

227 cached closes, trailing year
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
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 1,264.1 2.2% 3 -0.0 pp -0.4 pp +2.2 pp +2.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 609.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 599.8 5.3% 3 +1.1 pp +1.5 pp +5.3 pp +5.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 389.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 359.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 353.4 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 297.5 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 273.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 130.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 125.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 97.3 2.0% 3 -0.5 pp -0.9 pp +2.0 pp +2.0 pp
ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 91.8 3.3% 3 -0.0 pp -0.2 pp +3.3 pp +3.3 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 77.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Black Creek Investment Management Inc. CIK 0001528593 0.701 27 72.5 3.6% 3 +0.0 pp -0.2 pp +3.6 pp +3.6 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 68.0 0.5% 1 +0.5 pp +0.4 pp +0.5 pp +0.5 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 67.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 65.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 57.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 56.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LBP AM SA CIK 0001970075 0.619 423 53.5 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 53.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Northcape Capital Pty Ltd CIK 0001686776 0.933 8 46.3 5.3% 2 +0.0 pp +5.3 pp +5.3 pp +5.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 46.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 43.2 0.0% 3 -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 42.2 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 41.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 41.4 1.0% 1 +1.0 pp -0.3 pp +1.0 pp +1.0 pp
INCA Investments LLC CIK 0001513137 0.802 10 39.9 14.0% 3 -2.8 pp +3.0 pp +14.0 pp +14.0 pp
Skerryvore Asset Management Ltd CIK 0002043964 0.765 7 35.5 27.7% 2 +3.5 pp +27.7 pp +27.7 pp +27.7 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 32.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
STRS OHIO CIK 0000820478 0.777 2154 29.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 27.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 25.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cook & Bynum Capital Management, LLC CIK 0001542280 0.846 6 23.6 19.7% 3 +1.3 pp +0.9 pp +19.7 pp +19.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 22.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 21.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 20.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 20.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 20.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 19.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 18.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 18.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 18.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 17.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 15.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 13.9 1.1% 3 -0.0 pp +0.3 pp +1.1 pp +1.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Perpetual Ltd CIK 0001647273 0.486 419 8.6 0.1% 3 +0.1 pp -1.0 pp +0.1 pp +0.1 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 8.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BARINGS LLC CIK 0000009015 0.845 191 8.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 7.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Janney Capital Management LLC CIK 0001569855 0.432 253 7.8 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 7.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
ABS Direct Equity Fund LLC CIK 0001729347 0.000 0 6.7 7.9% 3 -4.8 pp -2.8 pp +7.9 pp +7.9 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6.0 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 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 5.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 5.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 4.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 4.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 4.4 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CIK 0001907480 0.228 89 4.1 2.4% 3 -0.2 pp -0.3 pp +2.4 pp +2.4 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 4.0 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 3.9 0.0% 2 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 3.7 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Wealth Planning, LLC CIK 0001566728 0.877 154 3.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 3.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC CIK 0001028074 0.249 32 3.2 1.0% 3 +0.2 pp +0.2 pp +1.0 pp +1.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 3.1 0.0% 3 +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 3.1 0.0% 3 +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 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 2.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 2.8 1.1% 3 -0.1 pp -0.4 pp +1.1 pp +1.1 pp
Callan Family Office, LLC CIK 0001938970 0.625 1226 2.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 2.6 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 2.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 2.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 2.1 0.0% 3 -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 2.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caption Management, LLC CIK 0001706766 0.079 538 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 1.8 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
Atria Investments, Inc CIK 0001535865 0.500 2111 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 1.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sarasin & Partners LLP CIK 0001510481 0.875 94 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ethic Inc. CIK 0001780570 0.636 1358 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TCTC Holdings, LLC CIK 0001483870 0.833 240 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Trading LLC CIK 0001388391 0.179 946 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Councilmark Asset Management, LLC CIK 0002022076 0.457 84 0.9 0.5% 3 -0.0 pp -0.1 pp +0.5 pp +0.5 pp
One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sava Infond d.o.o. CIK 0002055882 0.373 242 0.8 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 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Future Fund LLC CIK 0001911970 0.079 118 0.7 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
SUMMITRY LLC CIK 0001280043 0.623 340 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Caprock Group, LLC CIK 0001610769 0.496 1234 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 0.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Lester Murray Antman dba SimplyRich CIK 0001725888 0.345 166 0.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.0 0.0% 0 +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
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 0.0 0.0% 0 +0.0 pp -0.1 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
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 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 FMX). Qtrs Held counts distinct quarters this fund has actually held FMX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its FMX position size. Δ columns are the percentage-point change in FMX'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