Signals

← Signals

☆MAIN

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

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed Full insider history

DateTypeWhat happened
2026-08-12 8-K Item(s) 1.01, 9.01
2026-08-06 8-K Item(s) 2.02, 9.01
2026-08-04 8-K Item(s) 8.01, 9.01
2026-07-16 8-K Item(s) 2.02, 9.01
2026-07-09 8-K Item(s) 2.02, 9.01
2026-06-30 8-K Item(s) 1.01, 2.03, 8.01, 9.01
2026-06-11 8-K Item(s) 7.01
2026-05-07 8-K Item(s) 2.02, 9.01
2026-05-06 8-K Item(s) 5.07
2026-05-05 8-K Item(s) 8.01, 9.01

Flow ranking

Rank#1205
Score / z0.031 / 0.03
Consensus140.66 over 274 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-3% / 9.3d

Forensics

Issuance as of 2026Q2
Accrual ratio0.005
F-score—
M-score—
Net issuance374.8%
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 6
FiledFormItems
2026-08-12 8-K 1.01, 9.01
2026-08-06 8-K 2.02, 9.01
2026-08-04 8-K 8.01, 9.01
2026-07-16 8-K 2.02, 9.01
2026-07-09 8-K 2.02, 9.01
2026-06-30 8-K 1.01, 2.03, 8.01, 9.01
2026-06-11 8-K 7.01
2026-05-07 8-K 2.02, 9.01
2026-05-06 8-K 5.07
2026-05-05 8-K 8.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker EvalMixed
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 ▾
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 53.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 52.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 43.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 37.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 28.9 1.7% 3 -0.0 pp -0.1 pp +1.7 pp +1.7 pp
☆Muzinich & Co., Inc. CIK 0001618824 0.785 38 26.6 8.4% 3 -0.7 pp -0.2 pp +8.4 pp +8.4 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 25.3 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 21.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 21.5 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 21.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 21.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 18.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 17.7 2.8% 3 +1.6 pp +1.2 pp +2.8 pp +2.8 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 16.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 15.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 14.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 14.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 13.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 12.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 11.6 2.7% 3 +0.2 pp -0.3 pp +2.7 pp +2.7 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 11.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 10.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 10.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 9.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 9.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 9.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 8.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Joel Isaacson & Co., LLC CIK 0001599330 0.877 479 7.8 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆TCTC Holdings, LLC CIK 0001483870 0.833 240 7.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆HOURGLASS CAPITAL, LLC CIK 0001442573 0.301 127 7.5 1.6% 3 -0.1 pp -0.2 pp +1.6 pp +1.6 pp
☆Segment Wealth Management, LLC CIK 0001575581 0.561 311 7.3 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 6.9 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 6.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆DENALI ADVISORS LLC CIK 0001142941 0.174 318 6.4 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 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 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 6.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 5.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 5.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 5.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 5.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 5.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 5.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 5.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Texas Yale Capital Corp. CIK 0001332342 0.882 512 4.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 4.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 4.6 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 4.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 4.5 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆MORGAN DEMPSEY CAPITAL MANAGEMENT LLC CIK 0001050463 0.239 122 4.4 2.2% 3 -0.1 pp -0.1 pp +2.2 pp +2.2 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pembroke Management, LTD CIK 0001063497 0.301 100 3.9 0.4% 3 +0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 3.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 3.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGB Wealth Management, LLC CIK 0002015822 0.367 308 3.3 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Taylor Frigon Capital Management LLC CIK 0001632665 0.113 93 3.2 1.6% 3 -0.0 pp +0.0 pp +1.6 pp +1.6 pp
☆Midwest Professional Planners, LTD. CIK 0001730575 0.264 131 3.1 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Capital Investment Advisors, LLC CIK 0001582732 0.749 786 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 2.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 2.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 2.6 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 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 2.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 2.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DnB Asset Management AS CIK 0001456670 0.904 1276 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 0.713 1219 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 2.1 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SHARPEPOINT LLC CIK 0002046822 0.139 89 1.9 1.1% 3 -0.5 pp -0.6 pp +1.1 pp +1.1 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 1.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Aquatic Capital Management LLC CIK 0001803916 0.000 1217 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 1.7 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆BOKF, NA CIK 0000009634 0.752 1160 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Widmann Financial Services, Inc. CIK 0001906640 0.281 123 1.5 0.9% 3 -0.1 pp -0.1 pp +0.9 pp +0.9 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 1.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 1.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Generali Investments CEE, investicni spolecnost, a.s. CIK 0002047540 0.395 462 1.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 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
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS CIK 0001274981 0.561 1107 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SS&H Financial Advisors, Inc. CIK 0001911735 0.349 130 1.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 1.1 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Callahan Advisors, LLC CIK 0001395055 0.520 181 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 1.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Gotham Asset Management, LLC CIK 0001510387 0.825 1791 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Uncommon Cents Investing LLC CIK 0001729754 0.243 215 1.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CHILTON CAPITAL MANAGEMENT LLC CIK 0001056859 0.657 591 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.298 493 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 1.0 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 pp
☆Delta Investment Management, LLC CIK 0001757043 0.270 293 0.9 0.2% 3 -0.3 pp -0.3 pp +0.2 pp +0.2 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortis Capital Advisors, LLC CIK 0001959790 0.356 408 0.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆MAI Capital Management CIK 0001040197 0.725 1889 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆RMR Wealth Builders CIK 0001803848 0.732 316 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆NFSG Corp CIK 0001879757 0.275 1245 0.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 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 MAIN). Qtrs Held counts distinct quarters this fund has actually held MAIN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MAIN position size. Δ columns are the percentage-point change in MAIN'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