Signals

← Signals

☆FMX

359 in-universe funds with a nonzero position in FMX within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23077
Score / z-0.615 / -0.58
Consensus128.92 over 204 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)
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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 ▾
☆First Eagle Investment Management, LLC CIK 0001325447 0.890 425 1,432.9 1.9% 4 -0.3 pp -0.4 pp -0.7 pp +1.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 690.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HARDING LOEVNER LP CIK 0000928196 0.802 82 617.4 6.4% 4 +1.1 pp +2.2 pp +2.6 pp +6.4 pp
☆FMR LLC CIK 0000315066 0.989 5571 395.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 346.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 337.4 0.3% 4 +0.1 pp +0.1 pp +0.0 pp +0.3 pp
☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 311.9 0.3% 4 +0.0 pp +0.0 pp -0.1 pp +0.3 pp
☆HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 249.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 183.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 117.0 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 110.7 2.1% 4 +0.1 pp -0.4 pp -0.8 pp +2.1 pp
☆ALTRINSIC GLOBAL ADVISORS LLC CIK 0001167388 0.901 55 91.6 3.3% 4 -0.0 pp -0.0 pp -0.2 pp +3.3 pp
☆DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 89.2 0.7% 2 +0.2 pp +0.7 pp +0.6 pp +0.7 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 88.2 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 71.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 71.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Amundi CIK 0001330387 0.000 1 68.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Black Creek Investment Management Inc. CIK 0001528593 0.701 27 65.5 3.5% 4 -0.1 pp -0.0 pp -0.3 pp +3.5 pp
☆Northcape Capital Pty Ltd CIK 0001686776 0.933 8 54.9 6.3% 3 +1.0 pp +1.0 pp +6.3 pp +6.3 pp
☆USS Investment Management Ltd CIK 0001587381 0.888 617 51.4 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 49.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 46.8 0.0% 4 +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 46.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LBP AM SA CIK 0001970075 0.619 423 46.0 0.6% 4 +0.0 pp +0.0 pp +0.0 pp +0.6 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 44.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 41.9 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 41.4 1.0% 2 +0.0 pp +1.0 pp -0.3 pp +1.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 34.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Skerryvore Asset Management Ltd CIK 0002043964 0.765 7 30.8 25.7% 3 -2.0 pp +1.5 pp +25.7 pp +25.7 pp
☆STRS OHIO CIK 0000820478 0.777 2154 30.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 26.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cook & Bynum Capital Management, LLC CIK 0001542280 0.846 6 25.9 20.9% 4 +1.2 pp +2.5 pp +2.0 pp +20.9 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 22.3 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 21.9 0.0% 4 +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 20.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 19.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 19.6 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 18.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sustainable Growth Advisers, LP CIK 0001290668 0.854 47 18.3 0.2% 4 +0.1 pp +0.1 pp +0.0 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 17.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 17.1 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 16.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 16.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perpetual Ltd CIK 0001647273 0.486 419 16.1 0.2% 4 +0.1 pp +0.2 pp -0.9 pp +0.2 pp
☆Value Partners Investments Inc. CIK 0001800916 0.592 104 15.2 1.2% 4 +0.1 pp +0.1 pp +0.4 pp +1.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 15.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 14.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INCA Investments LLC CIK 0001513137 0.802 10 12.2 4.3% 4 -9.6 pp -12.4 pp -6.6 pp +4.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.4 0.0% 4 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 10.5 0.0% 4 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆BARINGS LLC CIK 0000009015 0.845 191 10.1 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 9.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 9.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fundamenta Capital S.A. CIK 0002088289 0.075 14 9.3 8.0% 1 +8.0 pp +8.0 pp +8.0 pp +8.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 8.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 8.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆B. Metzler seel. Sohn & Co. AG CIK 0001847838 0.781 709 7.9 0.1% 4 +0.0 pp +0.0 pp -0.0 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 7.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABS Direct Equity Fund LLC CIK 0001729347 0.000 0 7.3 5.5% 4 -2.4 pp -7.2 pp -5.2 pp +5.5 pp
☆Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.7 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 5.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 5.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 5.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MMBG INVESTMENT ADVISORS CO. CIK 0001765876 0.726 177 4.8 0.4% 4 +0.1 pp +0.1 pp +0.0 pp +0.4 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 4.5 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆KLEIN PAVLIS & PEASLEY FINANCIAL, INC. CIK 0001907480 0.228 89 4.4 2.5% 4 +0.0 pp -0.2 pp -0.3 pp +2.5 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 4.0 0.5% 4 +0.0 pp +0.0 pp -0.1 pp +0.5 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 3.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 3.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 3.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC CIK 0001028074 0.249 32 3.5 1.4% 4 +0.5 pp +0.7 pp +0.6 pp +1.4 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 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 3.2 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 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ramirez Asset Management, Inc. CIK 0001992110 0.195 360 3.2 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 3.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Solstein Capital, LLC CIK 0001730769 0.250 434 3.1 1.3% 4 +0.1 pp +0.0 pp -0.3 pp +1.3 pp
☆Templeton & Phillips Capital Management, LLC CIK 0001961304 0.393 52 3.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 2.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 2.6 0.0% 4 +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 2.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aberdeen Group plc CIK 0001716774 0.934 934 2.2 0.0% 4 +0.0 pp -0.0 pp -0.2 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 2.1 0.0% 4 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 2.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Man Group plc CIK 0001637460 0.631 2032 2.0 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 2.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 1.9 0.0% 4 +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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 1.7 0.0% 4 +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 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 1.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sarasin & Partners LLP CIK 0001510481 0.875 94 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 1.3 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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PROFUND ADVISORS LLC CIK 0001129919 0.556 1175 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point Nemo Capital, LLC CIK 0001988307 0.000 188 1.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Councilmark Asset Management, LLC CIK 0002022076 0.457 84 1.0 0.6% 4 +0.1 pp +0.1 pp -0.0 pp +0.6 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 1.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruffer LLP CIK 0001426859 0.221 187 0.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.9 0.0% 3 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆TRANSCEND CAPITAL ADVISORS, LLC CIK 0001776082 0.378 814 0.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.8 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FORTRESS PRIVATE LEDGER, LLC CIK 0001718251 0.193 271 0.8 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 0.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Asset Management Inc CIK 0001021926 0.855 1428 0.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUMMITRY LLC CIK 0001280043 0.623 340 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Fund LLC CIK 0001911970 0.079 118 0.7 0.3% 4 +0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆O'Brien Greene & Co. Inc CIK 0001768635 0.320 141 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DELTEC ASSET MANAGEMENT LLC CIK 0001269950 0.274 264 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Cumberland Partners Ltd CIK 0001578985 0.443 153 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Summit Global Investments CIK 0001697953 0.729 523 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Medina Value Partners, LLC CIK 0001843543 0.082 28 0.0 0.0% 0 +0.0 pp -2.0 pp -2.5 pp +0.0 pp
☆PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -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 -0.1 pp -0.1 pp +0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMGEST GLOBAL INVESTORS S.A.S. CIK 0001574947 0.834 55 0.0 0.0% 0 +0.0 pp -0.3 pp -0.5 pp +0.0 pp
☆Onex Canada Asset Management Inc. CIK 0000905790 0.437 80 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GARDNER RUSSO & QUINN LLC CIK 0000860643 0.971 85 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.012 1893 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 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
☆Talaria Asset Management Pty Ltd CIK 0002026352 0.747 12 0.0 0.0% 0 +0.0 pp -3.5 pp +0.0 pp +0.0 pp
☆Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ninety One North America, Inc. CIK 0001633343 0.550 106 0.0 0.0% 0 +0.0 pp +0.0 pp -1.1 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GQG Partners LLC CIK 0001697233 0.860 102 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +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
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☆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
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fairtree Asset Management (Pty) Ltd CIK 0002059365 0.246 96 0.0 0.0% 0 -0.1 pp -0.3 pp -0.2 pp -0.2 pp
☆Riverview Trust Co CIK 0001593600 0.349 166 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆APG Asset Management N.V. CIK 0001434819 0.814 493 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
☆Ninety One UK Ltd CIK 0001418329 0.903 271 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
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☆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
☆Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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