Signals

MA

4052 in-universe funds with a nonzero position in MA within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23247
Score / z-2.876 / -2.63
Consensus950.18 over 1931 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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 33,483.2 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
Mastercard Foundation Asset Management Corp CIK 0002006397 0.996 3 32,595.2 96.8% 4 -0.6 pp +4.6 pp +2.5 pp +96.8 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 18,226.6 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
FMR LLC CIK 0000315066 0.989 5571 12,123.7 0.6% 4 -0.1 pp -0.2 pp -0.1 pp +0.6 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 10,498.4 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 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 7,576.1 0.5% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Capital Research Global Investors CIK 0001422848 0.983 426 6,937.4 1.1% 4 -0.1 pp -0.0 pp -0.0 pp +1.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 6,496.4 1.2% 4 -0.1 pp -0.0 pp -0.0 pp +1.2 pp
Capital International Investors CIK 0001562230 0.968 446 5,336.3 1.3% 4 -0.4 pp -0.3 pp -0.4 pp +1.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 4,341.5 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
Nuveen, LLC CIK 0001871926 0.966 3735 4,113.6 1.1% 4 +0.0 pp -0.0 pp -0.1 pp +1.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3,825.6 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 3,706.2 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 3,545.0 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 2,999.5 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 2,940.1 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 2,823.4 0.9% 4 -0.1 pp -0.2 pp -0.2 pp +0.9 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2,735.3 0.7% 4 -0.2 pp -0.4 pp -0.5 pp +0.7 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 2,679.0 1.4% 4 -0.2 pp -0.1 pp -0.2 pp +1.4 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2,641.2 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 2,559.8 1.8% 4 +0.2 pp +0.0 pp -0.3 pp +1.8 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 2,543.3 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2,453.7 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 2,339.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 2,272.7 1.1% 4 -0.2 pp -0.5 pp -0.6 pp +1.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2,259.3 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2,202.4 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 2,111.2 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 1,989.2 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
Capital World Investors CIK 0001422849 0.974 637 1,970.3 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 1,948.2 1.3% 4 -0.2 pp -0.3 pp -0.7 pp +1.3 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 1,831.8 1.0% 4 -0.0 pp +0.1 pp +0.0 pp +1.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1,820.2 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 1,743.9 2.9% 4 +0.3 pp +0.4 pp +0.5 pp +2.9 pp
Amundi CIK 0001330387 0.000 1 1,712.3 0.5% 4 -0.0 pp -0.2 pp -0.1 pp +0.5 pp
Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 1,608.3 5.4% 4 +0.3 pp -0.1 pp -0.6 pp +5.4 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1,562.4 0.5% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1,305.6 0.4% 4 +0.0 pp -0.1 pp -0.1 pp +0.4 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1,292.8 0.5% 6 -0.2 pp -0.3 pp -0.4 pp -0.5 pp
Swiss National Bank CIK 0001582202 0.961 2301 1,241.6 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
Soroban Capital Partners LP CIK 0001517857 0.964 23 1,231.4 8.8% 4 +1.0 pp +3.7 pp +3.1 pp +8.8 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,217.9 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
Sanders Capital, LLC CIK 0001508097 0.970 47 1,179.4 1.4% 4 +0.4 pp +0.4 pp +0.3 pp +1.4 pp
AKRE CAPITAL MANAGEMENT LLC CIK 0001112520 0.966 19 1,139.8 18.6% 4 -0.2 pp +0.7 pp +0.5 pp +18.6 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 1,115.8 1.0% 4 -0.1 pp -0.1 pp -0.2 pp +1.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1,049.0 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 1,013.4 0.8% 4 -0.1 pp -0.0 pp -0.1 pp +0.8 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 968.8 1.0% 4 -0.1 pp -0.2 pp -0.3 pp +1.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 966.0 0.3% 4 -0.0 pp -0.1 pp -0.1 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 954.4 0.4% 4 -0.1 pp -0.0 pp -0.1 pp +0.4 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 939.2 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
Fiera Capital Corp CIK 0001505817 0.842 401 934.0 3.2% 4 +0.1 pp -0.0 pp -0.2 pp +3.2 pp
PineStone Asset Management Inc. CIK 0001904893 0.920 44 904.6 6.4% 4 +0.3 pp +0.7 pp +0.5 pp +6.4 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 890.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Swedbank AB CIK 0000946431 0.941 696 879.2 0.9% 3 -0.3 pp -0.3 pp +0.9 pp +0.9 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 865.1 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
National Pension Service CIK 0001608046 0.956 552 860.1 0.7% 4 -0.1 pp -0.0 pp -0.1 pp +0.7 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 846.9 2.5% 4 -0.2 pp -0.3 pp -0.3 pp +2.5 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 837.0 0.7% 4 +0.3 pp +0.3 pp +0.2 pp +0.7 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 825.4 1.5% 4 +0.0 pp +0.1 pp +0.0 pp +1.5 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 785.6 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
GARDNER RUSSO & QUINN LLC CIK 0000860643 0.971 85 777.0 9.1% 4 -0.6 pp -0.7 pp -0.9 pp +9.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 770.7 0.8% 4 -0.1 pp -0.0 pp -0.0 pp +0.8 pp
POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 770.2 5.3% 4 +0.1 pp +0.3 pp +0.2 pp +5.3 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 762.2 0.7% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
FIL Ltd CIK 0000318989 0.878 1140 750.2 0.6% 4 -0.1 pp +0.1 pp +0.1 pp +0.6 pp
Valley Forge Capital Management, LP CIK 0001697868 0.968 7 743.2 22.0% 4 +2.8 pp +1.7 pp +3.6 pp +22.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 740.9 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 733.2 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 723.5 1.2% 4 -0.2 pp -0.2 pp -0.5 pp +1.2 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 702.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 688.3 0.8% 4 -0.2 pp +0.0 pp +0.2 pp +0.8 pp
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA CIK 0000932974 0.899 565 687.7 6.9% 4 +0.4 pp -0.1 pp -0.1 pp +6.9 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 682.6 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
Rothschild & Co Wealth Management UK Ltd CIK 0001784260 0.981 25 675.8 10.3% 4 -2.1 pp -2.3 pp -0.9 pp +10.3 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 658.7 0.6% 5 +0.3 pp +0.4 pp +0.2 pp -0.3 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 642.9 0.7% 6 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 621.4 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 617.9 0.4% 4 -0.1 pp -0.2 pp -0.3 pp +0.4 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 614.1 1.9% 4 +0.1 pp +0.6 pp +0.7 pp +1.9 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 609.9 1.8% 4 -0.2 pp -0.2 pp -0.3 pp +1.8 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 601.9 1.5% 4 -0.1 pp -0.0 pp -0.0 pp +1.5 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 597.2 0.4% 4 +0.0 pp +0.0 pp -0.1 pp +0.4 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 567.7 0.4% 4 +0.3 pp +0.3 pp -0.1 pp +0.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 562.5 0.4% 4 +0.3 pp +0.3 pp +0.0 pp +0.4 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 548.3 0.8% 4 -0.1 pp -0.1 pp -0.0 pp +0.8 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 547.6 2.0% 4 -0.6 pp +0.1 pp -0.3 pp +2.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 533.5 1.2% 4 -0.3 pp -0.3 pp -0.3 pp +1.2 pp
LPL Financial LLC CIK 0001403438 0.957 5996 531.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Veritas Asset Management LLP CIK 0001541448 0.871 21 531.3 9.0% 4 +4.4 pp +5.0 pp +5.1 pp +9.0 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 530.0 1.8% 4 +0.0 pp +0.1 pp -0.1 pp +1.8 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 515.0 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 509.2 0.9% 4 -0.1 pp -0.1 pp -0.2 pp +0.9 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 496.0 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 482.2 1.6% 3 -0.0 pp -0.3 pp +1.6 pp +1.6 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 479.4 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
Mirova US LLC CIK 0001802900 0.862 45 478.5 5.4% 4 -0.3 pp -0.5 pp -0.8 pp +5.4 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 476.2 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 475.1 1.2% 4 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 469.7 0.6% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 469.7 2.9% 4 -1.6 pp -1.3 pp -2.3 pp +2.9 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 469.3 1.6% 4 -0.3 pp -0.8 pp -0.9 pp +1.6 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 461.4 1.3% 4 -0.1 pp -0.2 pp -0.3 pp +1.3 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 456.8 0.6% 6 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 452.7 0.6% 4 -0.1 pp +0.2 pp +0.1 pp +0.6 pp
Aberdeen Group plc CIK 0001716774 0.934 934 442.4 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 435.5 0.8% 4 -0.5 pp -0.5 pp -0.6 pp +0.8 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 431.8 0.7% 4 +0.3 pp -0.0 pp -0.7 pp +0.7 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 429.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 429.4 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 422.6 2.0% 2 -0.0 pp +2.0 pp +2.0 pp +2.0 pp
Winslow Capital Management, LLC CIK 0000900973 0.758 66 418.0 1.6% 4 -0.7 pp -0.7 pp -0.9 pp +1.6 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 414.9 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 412.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 408.3 0.3% 4 +0.2 pp +0.2 pp -0.2 pp +0.3 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 402.3 1.0% 4 +0.6 pp +0.9 pp +0.4 pp +1.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 395.1 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
ALKEON CAPITAL MANAGEMENT LLC CIK 0001230239 0.851 79 389.0 1.8% 4 -0.2 pp -0.2 pp -0.4 pp +1.8 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 385.6 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 384.2 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 378.5 1.1% 6 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
Man Group plc CIK 0001637460 0.631 2032 377.7 0.8% 4 -0.1 pp -0.2 pp -0.1 pp +0.8 pp
AVIVA PLC CIK 0001140022 0.925 854 367.6 0.6% 4 -0.1 pp -0.1 pp -0.2 pp +0.6 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 362.2 1.9% 4 -1.1 pp -1.6 pp -1.8 pp +1.9 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 356.6 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 354.2 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 346.0 1.6% 4 -0.2 pp -0.4 pp -0.6 pp +1.6 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 342.4 0.9% 4 -0.1 pp -0.2 pp -0.3 pp +0.9 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 337.9 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
Sarasin & Partners LLP CIK 0001510481 0.875 94 336.9 4.1% 4 -0.1 pp +0.1 pp +0.2 pp +4.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 334.8 0.5% 4 -0.0 pp -0.1 pp +0.1 pp +0.5 pp
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST CIK 0001026720 0.963 20 334.8 4.1% 4 +0.5 pp +0.5 pp +0.3 pp +4.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 332.3 0.4% 5 -0.1 pp -0.2 pp -0.4 pp -0.5 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 331.8 3.8% 4 -1.0 pp -1.2 pp -1.3 pp +3.8 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 330.9 0.8% 4 -0.1 pp -0.0 pp -0.1 pp +0.8 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 323.6 1.2% 4 -0.1 pp -0.2 pp -0.3 pp +1.2 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 318.0 0.7% 4 -0.1 pp +0.0 pp +0.0 pp +0.7 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 317.3 0.3% 4 -0.1 pp -0.0 pp -0.1 pp +0.3 pp
Mariner, LLC CIK 0001373442 0.925 3517 317.2 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
EAGLE CAPITAL MANAGEMENT LLC CIK 0000945631 0.887 56 312.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 307.4 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 302.1 0.5% 4 -0.1 pp -0.1 pp -0.2 pp +0.5 pp
MARSHFIELD ASSOCIATES CIK 0000914976 0.905 17 299.9 6.0% 4 -0.3 pp +0.2 pp -0.5 pp +6.0 pp
Magellan Asset Management Ltd CIK 0001536105 0.373 78 292.3 3.8% 4 -0.6 pp -0.6 pp -0.4 pp +3.8 pp
PRIMECAP MANAGEMENT CO/CA/ CIK 0000763212 0.947 324 290.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
Metropolis Capital Ltd CIK 0001765388 0.808 16 290.8 9.8% 4 +1.2 pp +4.1 pp +3.7 pp +9.8 pp
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COMPASS CAPITAL MANAGEMENT, INC CIK 0001002152 0.556 91 11.4 0.7% 4 -0.0 pp -0.1 pp -0.2 pp +0.7 pp
Capital Group Private Client Services, Inc. CIK 0001857666 0.933 260 11.4 0.2% 4 -0.1 pp -0.2 pp -0.6 pp +0.2 pp
Sky Investment Group LLC CIK 0001333792 0.439 146 11.3 1.9% 4 -0.2 pp -0.2 pp -0.3 pp +1.9 pp
LMCG INVESTMENTS, LLC CIK 0001470944 0.480 225 11.3 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
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Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 11.2 0.3% 4 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
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Arkadios Wealth Advisors CIK 0001800798 0.458 1680 11.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 10.9 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
Clear Harbor Asset Management, LLC CIK 0001511857 0.499 443 10.9 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
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Plato Investment Management Ltd CIK 0001984475 0.427 496 10.8 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
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Americana Partners, LLC CIK 0001797678 0.514 596 10.7 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
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SAWGRASS ASSET MANAGEMENT LLC CIK 0001105467 0.316 193 10.6 1.6% 4 +0.0 pp -0.0 pp -0.2 pp +1.6 pp
Solidarity Wealth, LLC CIK 0001906613 0.451 92 10.6 2.0% 4 -0.9 pp -1.0 pp -1.1 pp +2.0 pp
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Ravenswood Partners LP CIK 0002015178 0.244 36 10.5 3.9% 2 +1.0 pp +3.9 pp +3.9 pp +3.9 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 10.5 0.6% 4 -0.1 pp -0.3 pp -0.3 pp +0.6 pp
MARIETTA INVESTMENT PARTNERS LLC CIK 0001114702 0.345 170 10.5 2.1% 4 -0.5 pp -0.5 pp -0.6 pp +2.1 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 10.5 1.5% 4 -0.2 pp -0.2 pp -0.4 pp +1.5 pp
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Fruth Investment Management CIK 0001416856 0.254 225 10.4 2.6% 4 -0.6 pp -0.6 pp -0.6 pp +2.6 pp
Chapman Investment Management, LLC CIK 0001751006 0.000 0 10.4 8.6% 4 -0.1 pp +0.2 pp +0.4 pp +8.6 pp
MASTERINVEST Kapitalanlage GmbH CIK 0002075029 0.420 300 10.3 1.1% 3 +0.0 pp +0.1 pp +1.1 pp +1.1 pp
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GAMMA Investing LLC CIK 0002010235 0.492 4173 10.2 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
UNTITLED INVESTMENTS LP CIK 0001808696 0.457 18 10.2 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
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Northside Capital Management, LLC CIK 0001631052 0.582 187 10.2 0.9% 4 -0.2 pp -0.2 pp -0.0 pp +0.9 pp
BENNETT SELBY INVESTMENTS LP CIK 0001840740 0.654 85 10.2 3.6% 4 -0.1 pp -0.2 pp -0.4 pp +3.6 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 10.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Royal Capital Wealth Management, LLC CIK 0001904323 0.452 101 10.1 6.3% 4 -0.5 pp -0.7 pp -1.2 pp +6.3 pp
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Morningstar Investment Management LLC CIK 0001673385 0.738 317 9.9 0.6% 3 -0.2 pp +0.1 pp +0.6 pp +0.6 pp
SeaTown Holdings Pte. Ltd. CIK 0001512367 0.277 15 9.8 6.4% 4 +0.8 pp +0.3 pp +0.9 pp +6.4 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 9.8 1.4% 4 -0.2 pp -0.2 pp -0.3 pp +1.4 pp
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Legacy Private Trust Co. CIK 0001352547 0.732 262 9.7 0.6% 4 -0.0 pp -0.1 pp -0.1 pp +0.6 pp
Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 9.7 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
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Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 9.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Apella Capital, LLC CIK 0001801507 0.827 695 9.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
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IFP Advisors, Inc CIK 0001641866 0.492 5147 9.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 9.5 1.4% 4 -0.1 pp -0.2 pp -0.7 pp +1.4 pp
JAMES INVESTMENT RESEARCH, INC. CIK 0000810384 0.370 375 9.5 1.1% 4 -0.3 pp -0.3 pp -0.4 pp +1.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 9.5 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
GAM Holding AG CIK 0001438848 0.338 273 9.4 0.8% 4 -0.2 pp -0.2 pp -0.3 pp +0.8 pp
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Huber Capital Management LLC CIK 0001511697 0.454 99 9.2 1.4% 4 -0.1 pp -0.2 pp -0.2 pp +1.4 pp
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INGALLS & SNYDER LLC CIK 0001041885 0.567 467 9.1 0.3% 4 -0.1 pp -0.0 pp -0.0 pp +0.3 pp
TBH Global Asset Management, LLC CIK 0001787125 0.368 263 9.1 1.8% 4 -0.1 pp -0.2 pp -0.3 pp +1.8 pp
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Progressive Investment Management Corp CIK 0001353318 0.535 56 9.0 2.4% 4 -0.1 pp -0.1 pp -0.2 pp +2.4 pp
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CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 8.9 2.1% 5 -0.2 pp -0.3 pp -0.5 pp -0.7 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 8.9 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
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Texas Yale Capital Corp. CIK 0001332342 0.882 512 8.9 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
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PayPay Securities Corp CIK 0001908623 0.257 302 8.8 0.3% 4 -0.4 pp -0.1 pp -0.1 pp +0.3 pp
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Infusive Asset Management Inc. CIK 0001749333 0.228 30 8.6 4.2% 4 +0.5 pp +0.8 pp +0.8 pp +4.2 pp
Norman Fields, Gottscho Capital Management, LLC CIK 0001352449 0.700 64 8.6 2.8% 4 -0.3 pp -0.3 pp -0.4 pp +2.8 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 8.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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TRUST CO OF TOLEDO NA /OH/ CIK 0001008937 0.464 865 8.6 0.8% 4 +0.1 pp +0.1 pp +0.0 pp +0.8 pp
Union Heritage Capital, LLC CIK 0001862428 0.324 65 8.6 3.2% 5 -0.2 pp -0.2 pp -0.4 pp -0.6 pp
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WINTON GROUP Ltd CIK 0001612063 0.014 1137 8.5 0.3% 4 -0.0 pp -0.1 pp +0.1 pp +0.3 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 8.5 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
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INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 8.4 0.6% 4 -0.1 pp -0.2 pp -0.1 pp +0.6 pp
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Broadleaf Partners, LLC CIK 0001712686 0.215 86 8.4 2.0% 4 -0.1 pp -0.1 pp -0.2 pp +2.0 pp
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Fremen Capital Management LP CIK 0002064172 0.329 14 7.8 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
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AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 7.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 7.4 0.0% 4 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Elefante Mark B CIK 0001661535 0.333 60 7.3 4.0% 4 -0.3 pp -0.4 pp -0.7 pp +4.0 pp
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CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 7.3 0.6% 4 -0.1 pp -0.1 pp -0.1 pp +0.6 pp
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Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 0.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MOSELEY INVESTMENT MANAGEMENT INC CIK 0000906396 0.372 162 0.7 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
STRATEGY ASSET MANAGERS LLC CIK 0001166716 0.354 265 0.7 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Keystone Financial Group CIK 0001729299 0.524 567 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 0.7 0.3% 4 -0.0 pp +0.0 pp +0.0 pp +0.3 pp
KILEY JUERGENS WEALTH MANAGEMENT, LLC CIK 0001723223 0.549 241 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NAVELLIER & ASSOCIATES INC CIK 0000872163 0.208 322 0.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 0.7 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Cauble & Harre Wealth Management, Inc. CIK 0002064807 0.336 72 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Fund Advisors of America Inc/FL CIK 0002116327 0.135 120 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
MRA Advisory Group CIK 0001841816 0.219 157 0.7 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
Grey Ledge Advisors, LLC CIK 0001660694 0.275 248 0.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Reflection Asset Management CIK 0002108398 0.101 127 0.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
GW HENSSLER & ASSOCIATES LTD CIK 0001080369 0.542 268 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Atala Financial Inc CIK 0002053756 0.240 121 0.6 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
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POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 0.6 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
Van Diest Capital, LLC CIK 0002111825 0.022 176 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
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One Wealth Map LLC CIK 0001802635 0.488 90 0.6 0.3% 4 -0.1 pp -0.1 pp -0.1 pp +0.3 pp
CARDIFF PARK ADVISORS, LLC CIK 0001910000 0.679 347 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Hexagon Capital Partners LLC CIK 0001831542 0.731 268 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MITCHELL MCLEOD PUGH & WILLIAMS INC CIK 0001632105 0.517 307 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Essex LLC CIK 0001889147 0.576 180 0.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
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NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Triangle Securities Wealth Management CIK 0001541353 0.305 213 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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LifeSteps Financial, Inc. CIK 0001801373 0.319 792 0.6 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
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PARTHENON LLC CIK 0001088859 0.632 133 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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NorthStar Asset Management LLC /NJ/ CIK 0002011587 0.497 106 0.6 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
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Matrix Trust Co CIK 0001784277 0.681 101 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
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Charter Oak Capital Management, LLC CIK 0001810720 0.902 208 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
US Asset Management LLC CIK 0001882673 0.219 112 0.6 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
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Rede Wealth, LLC CIK 0001842054 0.714 117 0.6 0.2% 1 +0.2 pp +0.2 pp -0.0 pp +0.2 pp
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Exchange Bank CIK 0002001155 0.178 130 0.6 0.4% 4 -0.1 pp -0.1 pp -0.1 pp +0.4 pp
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BERKSHIRE ASSET MANAGEMENT LLC/PA CIK 0000949012 0.592 270 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Passive Capital Management, LLC. CIK 0001958250 0.735 94 0.6 0.2% 4 -0.0 pp -0.1 pp -0.0 pp +0.2 pp
Haven Private, LLC CIK 0002053665 0.242 171 0.6 0.3% 4 -0.0 pp -0.1 pp -0.2 pp +0.3 pp
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GDS Wealth Management CIK 0001940869 0.458 232 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit Financial Wealth Advisors, LLC CIK 0001632283 0.542 225 0.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
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Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.6 0.6% 4 +0.0 pp -0.1 pp -0.2 pp +0.6 pp
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Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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TCFG WEALTH MANAGEMENT, LLC CIK 0001548059 0.149 274 0.6 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Somerset Trust Co CIK 0001597099 0.266 186 0.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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PATRICK M SWEENEY & ASSOCIATES, INC CIK 0002010453 0.222 172 0.6 0.4% 4 -0.0 pp -0.1 pp -0.1 pp +0.4 pp
Trueblood Wealth Management, LLC CIK 0002005380 0.193 261 0.6 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
Retirement Planning Group, LLC CIK 0001508195 0.844 541 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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BIP Wealth, LLC CIK 0001590214 0.504 560 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Select Asset Management & Trust CIK 0001600636 0.786 79 0.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
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RAM Investment Partners, LLC CIK 0001989672 0.850 127 0.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
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VICUS CAPITAL CIK 0001544806 0.660 268 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Greenland Capital Management LP CIK 0001896430 0.029 237 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
Soundwatch Capital LLC CIK 0001803253 0.945 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Charles-Lim Capital Ltd CIK 0001634255 0.776 6 0.0 0.0% 0 -4.3 pp +0.0 pp -5.3 pp +0.0 pp
Worth Financial Advisory Group, LLC CIK 0001964358 0.000 202 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Francis Financial, Inc. CIK 0001727514 0.726 131 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
SRN Advisors, LLC CIK 0001872370 0.066 98 0.0 0.0% 0 +0.0 pp +0.0 pp -2.5 pp +0.0 pp
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Yukon Wealth Management, Inc. CIK 0002065849 0.076 132 0.0 0.0% 0 +0.0 pp -1.5 pp -1.6 pp +0.0 pp
Spartan Planning & Wealth Management CIK 0001749283 0.074 75 0.0 0.0% 0 -0.6 pp -0.7 pp -0.8 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Equity Wealth Partners, LLC CIK 0002097037 0.125 109 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT CIK 0002035883 0.558 85 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Wharton Business Group, LLC CIK 0001513126 0.834 142 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsman Wealth Management, Inc. CIK 0002066184 0.248 76 0.0 0.0% 0 -1.2 pp -1.2 pp -1.7 pp +0.0 pp
Keystone Wealth Services, LLC CIK 0001866189 0.294 326 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Xcel Wealth Management, LLC CIK 0001791002 0.303 139 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Austin Private Wealth, LLC CIK 0001800328 0.622 265 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Caerus Investment Advisors, LLC CIK 0001862682 0.186 330 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
SEVEN MILE ADVISORY CIK 0001987932 0.186 158 0.0 0.0% 0 -0.2 pp +0.0 pp -0.9 pp +0.0 pp
Berry Wealth Group, LP CIK 0002008410 0.000 34 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
W.G. Shaheen & Associates DBA Whitney & Co CIK 0001577001 0.590 179 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VSM Wealth Advisory, LLC CIK 0002050660 0.579 507 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Financial Connections Group, Inc. CIK 0001907157 0.582 251 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
DOHJ, LLC CIK 0001801881 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.1 pp -0.1 pp -0.3 pp +0.0 pp
Slagle Financial, LLC CIK 0001984918 0.043 127 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Junto Capital Management LP CIK 0001595880 0.030 80 0.0 0.0% 0 +0.0 pp +0.0 pp -1.8 pp +0.0 pp
ABOUND FINANCIAL, LLC CIK 0002024264 0.708 297 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 pp +0.0 pp
MARIPAU WEALTH MANAGEMENT LLC CIK 0001890698 0.319 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Accordant Advisory Group Inc CIK 0002013499 0.171 242 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Cooper Capital Advisors LLC CIK 0001957878 0.142 41 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Fundsmith LLP CIK 0001569205 0.605 41 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Hobbs Wealth Management, LLC CIK 0002019202 0.511 23 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Impact Asset Management GmbH CIK 0002068799 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -4.5 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.754 443 0.0 0.0% 0 -2.2 pp -2.1 pp -2.3 pp +0.0 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
Veltria Advisors Corp. CIK 0001941369 0.000 42 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
KWMG, LLC CIK 0001633024 0.515 153 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
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Audent Global Asset Management, LLC CIK 0001834874 0.165 46 0.0 0.0% 0 -0.1 pp -0.2 pp -0.5 pp -0.6 pp
Capital Markets Trading UK LLP CIK 0001719165 0.000 87 0.0 0.0% 0 +0.0 pp -0.9 pp -0.8 pp +0.0 pp
E Fund Management Co., Ltd. CIK 0001842296 0.366 488 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Three Seasons Wealth, LLC CIK 0002044495 0.000 180 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp -1.2 pp
COTTONWOOD CAPITAL ADVISORS, LLC CIK 0001903321 0.386 88 0.0 0.0% 0 -0.2 pp -0.2 pp -0.7 pp +0.0 pp
Delta Accumulation, LLC CIK 0001808389 0.000 26 0.0 0.0% 0 -0.8 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 -0.6 pp +0.0 pp +0.0 pp
ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Prism Advisors, Inc. CIK 0001717027 0.597 77 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp -0.6 pp -1.4 pp +0.0 pp
CREDIT INDUSTRIEL ET COMMERCIAL CIK 0001274419 0.000 217 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Park Square Financial Group, LLC CIK 0002058285 0.000 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 -1.9 pp -1.2 pp -1.1 pp +0.0 pp
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Coastwise Capital Group, LLC CIK 0001934500 0.126 143 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
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Skye Global Management LP CIK 0001675884 0.960 30 0.0 0.0% 0 +0.0 pp -1.1 pp -1.1 pp +0.0 pp
GK Wealth Management LLC CIK 0002069222 0.000 225 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.6 pp
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Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp +0.0 pp
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Ninepoint Partners LP CIK 0001715635 0.295 162 0.0 0.0% 0 -0.0 pp -0.2 pp -0.2 pp +0.0 pp
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Ascent Capital Management, LLC CIK 0001702492 0.590 63 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
Bordeaux Wealth Advisors LLC CIK 0001821271 0.506 158 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
Thompson David Blair CIK 2150492 0.059 212 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp +0.0 pp
Center For Asset Management LLC CIK 0001844878 0.268 151 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Warther Private Wealth, LLC CIK 0001954551 0.242 50 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 -0.2 pp +0.0 pp -0.0 pp +0.0 pp
FUNDSMITH INVESTMENT SERVICES LTD. CIK 0001868537 0.429 27 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp +0.0 pp
Geneva Partners, LLC CIK 0001712671 0.052 75 0.0 0.0% 0 -2.3 pp -2.8 pp -3.0 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 +0.0 pp -1.1 pp -1.0 pp +0.0 pp
Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
MARYLAND CAPITAL ADVISORS INC. CIK 0001891201 0.681 1043 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 -0.4 pp -0.1 pp +0.0 pp
Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp +0.0 pp
Defined Financial Planning LLC CIK 0002056559 0.262 65 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Meridiem Capital Partners LP CIK 0002026798 0.000 80 0.0 0.0% 0 +0.0 pp +0.0 pp -2.7 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp +0.0 pp
Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp +0.0 pp
1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CORNERCAP INVESTMENT COUNSEL INC CIK 0001062938 0.134 151 0.0 0.0% 0 -0.9 pp -0.9 pp -0.9 pp +0.0 pp
Zweig-DiMenna Associates LLC CIK 0001533950 0.164 70 0.0 0.0% 0 -0.3 pp -0.3 pp -1.0 pp +0.0 pp
Tripletail Wealth Management, LLC CIK 0002079812 0.216 278 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Quarterback LLC CIK 0001803386 0.360 171 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Lakeside Advisors, INC. CIK 0001913467 0.512 65 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Wallington Asset Management, LLC CIK 0001426754 0.539 61 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.7 pp -0.7 pp -0.7 pp +0.0 pp
IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
Capula Management Ltd CIK 0001557017 0.914 303 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Connective Portfolio Management, LLC CIK 0001905083 0.005 39 0.0 0.0% 0 -1.3 pp -1.3 pp +0.0 pp +0.0 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp -0.3 pp -0.4 pp +0.0 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 0.0 0.0% 0 +0.0 pp -1.7 pp -1.8 pp +0.0 pp
Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
BRIDGER MANAGEMENT, LLC CIK 0001166309 0.258 24 0.0 0.0% 0 +0.0 pp -2.9 pp -3.1 pp +0.0 pp
INVESTMENT MANAGEMENT CORP /VA/ /ADV CIK 0000789307 0.346 50 0.0 0.0% 0 -0.5 pp -0.5 pp -0.5 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp -0.5 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
B.O.S.S. Retirement Advisors, LLC CIK 0001964810 0.303 157 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
HILLMAN CO CIK 0001036288 0.368 14 0.0 0.0% 0 -13.7 pp -12.2 pp -14.8 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Roberts Capital Advisors, LLC CIK 0001883719 0.000 0 0.0 0.0% 0 +0.0 pp -1.8 pp -1.2 pp +0.0 pp
Reliant Investment Management, LLC CIK 0001517429 0.188 55 0.0 0.0% 0 -2.4 pp -2.3 pp -2.6 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Parkwood LLC CIK 0001597823 0.291 71 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
Momentous Wealth Management, Inc. CIK 0002055574 0.816 48 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
Moser Wealth Advisors, LLC CIK 0001803081 0.424 200 0.0 0.0% 0 +0.0 pp +0.0 pp -3.8 pp +0.0 pp
LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.4 pp -0.4 pp -0.5 pp +0.0 pp
THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 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 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
CVFG LLC CIK 0002050974 0.313 250 0.0 0.0% 0 -1.3 pp -1.3 pp -1.5 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Gunderson Capital Management LLC CIK 0001792397 0.095 52 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
Verity Asset Management, Inc. CIK 0001597298 0.143 223 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Factor Wealth Management LTD CIK 0002055816 0.423 170 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Game Plan Financial Advisors, LLC CIK 0001802952 0.165 465 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Persium Advisors, LLC CIK 0002033683 0.517 69 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp -1.0 pp
Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
Old Mission Investment Co LLC CIK 2149839 0.649 163 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
NICOLET ADVISORY SERVICES, LLC CIK 0001775863 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
Gifford Fong Associates CIK 0001740316 0.472 124 0.0 0.0% 0 -1.3 pp -1.4 pp -1.5 pp +0.0 pp
von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
Hutchinson Financial Advisors, INC CIK 0002078477 0.137 67 0.0 0.0% 0 +0.0 pp -1.5 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 MA). Qtrs Held counts distinct quarters this fund has actually held MA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MA position size. Δ columns are the percentage-point change in MA'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