Signals

MASS

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

Flow ranking

Rank#18056
Score / z0.000 / -0.02
Consensus36.14 over 60 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Issuance as of 2026Q2
Accrual ratio-0.076
F-score5
M-score-2.11
Net issuance85.0%

Insider

Score+0.00
Buys / cluster sells0 / 0
DateInsiderCodeValue
2026-09-17 Kenneweg John 10b5-1 M $5,047
2026-09-17 Kenneweg John 10b5-1 S $53,727
2026-09-16 Kenneweg John 10b5-1 M $20,543
2026-09-16 Kenneweg John 10b5-1 S $216,344
2026-09-15 Kenneweg John 10b5-1 M $960
2026-09-15 Kenneweg John 10b5-1 S $10,000

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 Light Asset Management, LLC CIK 0001600004 0.507 31 37.2 3.3% 4 +1.4 pp +1.3 pp +2.3 pp +3.3 pp
AWM Investment Company, Inc. CIK 0001535264 0.247 106 31.8 3.5% 4 +0.9 pp -0.7 pp -0.6 pp +3.5 pp
ARK Investment Management LLC CIK 0001697748 0.764 190 11.9 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 10.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 7.6 0.4% 4 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 4.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 4.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Granahan Investment Management, LLC CIK 0001026710 0.275 150 4.3 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 3.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tao Capital Management LP CIK 0001802967 0.000 6 3.5 2.9% 4 +0.4 pp -0.8 pp -0.0 pp +2.9 pp
ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 3.0 0.5% 4 +0.1 pp -0.2 pp -0.1 pp +0.5 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 2.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Meros Investment Management, LP CIK 0001911372 0.084 50 2.2 1.0% 4 +0.2 pp +0.6 pp +0.7 pp +1.0 pp
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. CIK 0001166152 0.253 292 2.2 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
HighMark Wealth Management LLC CIK 0001802451 0.444 562 2.0 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amova Asset Management Americas, Inc. CIK 0001480751 0.731 276 1.7 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GM Advisory Group, LLC CIK 0001598304 0.773 374 1.5 0.1% 4 -0.0 pp -0.2 pp -0.4 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 1.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legato Capital Management LLC CIK 0001442641 0.058 678 0.9 0.1% 4 +0.0 pp -0.1 pp -0.0 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
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 0.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NANO CAP NEW MILLENNIUM GROWTH FUND L P CIK 0001277890 0.056 135 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 0.7 0.0% 4 -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 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 0.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IQ EQ FUND MANAGEMENT (IRELAND) Ltd CIK 0001620943 0.314 289 0.5 0.0% 4 +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 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bruce & Co., Inc. CIK 0001358331 0.594 41 0.4 0.1% 4 +0.0 pp -0.1 pp -0.0 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.4 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 0.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Old Port Advisors CIK 0001744348 0.222 266 0.2 0.1% 4 +0.0 pp -0.0 pp -0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.1 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.1 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
PCM Encore, LLC CIK 0002109846 0.244 459 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.1 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 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intelligence Driven Advisers, LLC CIK 0001819955 0.718 140 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.1 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 0.1 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ANTIPODES PARTNERS Ltd CIK 0001652442 0.642 130 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 +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% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 0.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 0.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cornerstone Financial Management LLC CIK 0002110329 0.219 1471 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ZACKS INVESTMENT MANAGEMENT CIK 0001086483 0.744 724 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 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 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 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
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Informed Momentum Co LLC CIK 0001510989 0.009 268 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
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
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Parkman Healthcare Partners LLC CIK 0001777015 0.072 76 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 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
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STRS OHIO CIK 0000820478 0.777 2154 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Manatuck Hill Partners, LLC CIK 0001467902 0.027 129 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 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
Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 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
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 MASS). Qtrs Held counts distinct quarters this fund has actually held MASS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MASS position size. Δ columns are the percentage-point change in MASS'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