Signals

MCO

1387 in-universe funds with a nonzero position in MCO within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#257
Score / z0.813 / 1.22
Consensus449.18 over 822 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
BERKSHIRE HATHAWAY INC (BRK-A, BRK-B) CIK 0001067983 0.997 29 11,754.7 4.4% 2 -0.4 pp +4.4 pp +4.4 pp +4.4 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 7,228.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 6,981.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TCI Fund Management Ltd CIK 0001647251 0.995 11 6,341.2 12.0% 2 -1.1 pp +12.0 pp +12.0 pp +12.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 3,402.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 2,710.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,862.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fiera Capital Corp CIK 0001505817 0.842 401 1,184.1 3.8% 2 -0.6 pp +3.8 pp +3.8 pp +3.8 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1,139.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 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 1,099.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PineStone Asset Management Inc. CIK 0001904893 0.920 44 1,078.8 6.7% 2 -0.8 pp +6.7 pp +6.7 pp +6.7 pp
AKRE CAPITAL MANAGEMENT LLC CIK 0001112520 0.966 19 1,009.6 10.1% 2 -1.3 pp +10.1 pp +10.1 pp +10.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 813.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 758.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 702.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 689.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 657.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Valley Forge Capital Management, LP CIK 0001697868 0.968 7 626.2 15.1% 2 +0.5 pp +15.1 pp +15.1 pp +15.1 pp
WINDACRE PARTNERSHIP LLC CIK 0001599383 0.983 11 555.1 6.9% 2 +0.2 pp +6.9 pp +6.9 pp +6.9 pp
Rothschild & Co Wealth Management UK Ltd CIK 0001784260 0.981 25 534.8 8.6% 2 +0.4 pp +8.6 pp +8.6 pp +8.6 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 519.0 0.1% 2 -0.0 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 492.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Longview Partners (Guernsey) LTD CIK 0001426092 0.805 23 485.1 5.1% 2 -0.3 pp +5.1 pp +5.1 pp +5.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 474.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 455.8 0.2% 4 +0.1 pp +0.0 pp +0.1 pp +0.2 pp
ALTAROCK PARTNERS LP CIK 0001631014 0.963 8 452.1 8.3% 2 -0.5 pp +8.3 pp +8.3 pp +8.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 420.3 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 406.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 389.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 385.2 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 366.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 351.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Winslow Capital Management, LLC CIK 0000900973 0.758 66 348.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Allen Investment Management, LLC CIK 0001326234 0.746 227 347.3 3.9% 2 -0.7 pp +3.9 pp +3.9 pp +3.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 338.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 337.8 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 334.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 327.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Evergreen Quality Fund GP, Ltd. CIK 0002016939 0.176 43 321.3 7.1% 2 -2.4 pp +7.1 pp +7.1 pp +7.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 318.3 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 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 314.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 308.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 293.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 281.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 274.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MARSHFIELD ASSOCIATES CIK 0000914976 0.905 17 255.9 4.4% 2 -0.9 pp +4.4 pp +4.4 pp +4.4 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 237.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 236.5 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 235.4 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 230.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Local Pensions Partnership Investment Ltd CIK 0001698810 0.884 32 222.0 3.8% 3 -0.5 pp -0.7 pp +3.8 pp +3.8 pp
CANTILLON CAPITAL MANAGEMENT LLC CIK 0001279936 0.470 27 210.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
Sarasin & Partners LLP CIK 0001510481 0.875 94 205.4 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 202.8 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 197.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Canoe Financial LP CIK 0001908219 0.715 110 196.4 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 191.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
DF DENT & CO INC CIK 0000934999 0.596 271 191.2 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 180.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
National Pension Service CIK 0001608046 0.956 552 176.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 164.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 159.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Skye Global Management LP CIK 0001675884 0.960 30 154.6 3.1% 2 +0.6 pp +3.1 pp +3.1 pp +3.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 154.5 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 151.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 150.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 142.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BLS CAPITAL FONDSMAEGLERSELSKAB A/S CIK 0001670104 0.963 11 138.9 4.8% 2 -1.3 pp +4.8 pp +4.8 pp +4.8 pp
AVIVA PLC CIK 0001140022 0.925 854 137.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 136.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 135.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 135.2 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Newport Trust Company, LLC CIK 0001722329 0.972 63 135.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Employees Provident Fund Board CIK 0001600177 0.852 68 134.4 1.1% 4 -0.4 pp -0.5 pp -0.5 pp +1.1 pp
MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 124.3 1.6% 2 -0.0 pp +1.6 pp +1.6 pp +1.6 pp
CHILTON INVESTMENT CO INC. CIK 0001332632 0.721 299 124.2 2.5% 2 -0.3 pp +2.5 pp +2.5 pp +2.5 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 123.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
GENERATION INVESTMENT MANAGEMENT LLP CIK 0001375534 0.938 28 121.1 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 119.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 117.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BRISTOL JOHN W & CO INC /NY/ CIK 0000276101 0.793 62 113.1 1.8% 2 +0.4 pp +1.8 pp +1.8 pp +1.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 105.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 105.8 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 105.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 104.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 101.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 100.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 96.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 94.3 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 93.9 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 92.9 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
YCG, LLC CIK 0001584801 0.688 41 87.9 6.6% 2 -0.3 pp +6.6 pp +6.6 pp +6.6 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 81.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 80.2 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
BARR E S & CO CIK 0001040210 0.865 112 77.6 4.2% 2 -0.5 pp +4.2 pp +4.2 pp +4.2 pp
GFI Investment Counsel Ltd. CIK 0001688774 0.782 30 76.9 8.0% 4 -0.8 pp -0.7 pp -0.8 pp +8.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 76.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bristol Gate Capital Partners Inc. CIK 0001650142 0.284 33 74.8 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
Aberdeen Group plc CIK 0001716774 0.934 934 74.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 72.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 71.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 71.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARMSTRONG HENRY H ASSOCIATES INC CIK 0001056827 0.931 64 70.8 6.4% 2 -0.6 pp +6.4 pp +6.4 pp +6.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 70.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 70.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 69.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 67.6 0.0% 2 -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 67.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 64.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 61.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Rings Capital Management LLC CIK 0001771122 0.867 7 57.2 26.8% 2 -2.3 pp +26.8 pp +26.8 pp +26.8 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 56.6 1.3% 2 +0.7 pp +1.3 pp +1.3 pp +1.3 pp
CALEDONIA INVESTMENTS PLC CIK 0001037766 0.905 15 56.6 5.6% 2 -0.3 pp +5.6 pp +5.6 pp +5.6 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 56.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 56.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHWARTZ INVESTMENT COUNSEL INC CIK 0000909151 0.504 138 56.3 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
Bowie Capital Management, LLC CIK 0001691982 0.715 30 52.9 2.4% 2 -0.6 pp +2.4 pp +2.4 pp +2.4 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 52.0 0.1% 2 -0.0 pp +0.1 pp +0.1 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 51.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baskin Financial Services Inc. CIK 0001511098 0.683 54 50.8 3.7% 2 -0.3 pp +3.7 pp +3.7 pp +3.7 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 50.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 49.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 48.5 0.2% 2 -0.2 pp +0.2 pp +0.2 pp +0.2 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 48.4 0.6% 1 +0.6 pp +0.6 pp +0.1 pp +0.6 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 47.9 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 45.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 44.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Korea Investment CORP CIK 0001441689 0.896 677 43.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MAR VISTA INVESTMENT PARTNERS LLC CIK 0001419999 0.594 33 43.7 3.8% 2 +0.2 pp +3.8 pp +3.8 pp +3.8 pp
Man Group plc CIK 0001637460 0.631 2032 43.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 43.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 42.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 42.6 0.3% 2 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 42.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 41.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund CIK 0001730896 0.655 184 41.4 1.5% 2 -0.2 pp +1.5 pp +1.5 pp +1.5 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 41.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 41.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 41.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantum Capital Management, LLC / NJ CIK 0001513125 0.717 35 40.8 4.5% 2 -0.2 pp +4.5 pp +4.5 pp +4.5 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 40.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
J. Safra Sarasin Holding AG CIK 0001890222 0.608 799 40.3 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Ironvine Capital Partners, LLC CIK 0001730478 0.545 56 39.2 3.9% 2 -0.4 pp +3.9 pp +3.9 pp +3.9 pp
BANQUE PICTET & CIE SA CIK 0001535602 0.861 319 39.1 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 38.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Square Wave Capital, LLC CIK 0002077145 0.588 11 37.4 13.7% 3 +0.4 pp +1.6 pp +13.7 pp +13.7 pp
SUMMITRY LLC CIK 0001280043 0.623 340 37.2 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 36.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 36.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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Breed's Hill Capital LLC CIK 0001963222 0.484 140 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tributary Capital Management, LLC CIK 0001441888 0.323 135 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HughesLittle Investment Management Ltd. CIK 0002106035 0.914 13 0.0 0.0% 0 +0.0 pp -0.1 pp -2.6 pp +0.0 pp
Aull & Monroe Investment Management Corp CIK 0001387615 0.263 126 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH CIK 0001142433 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Calydon Capital CIK 0001759271 0.373 277 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MBB PUBLIC MARKETS I LLC CIK 0001892378 0.927 25 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Banco BTG Pactual S.A. CIK 0001536080 0.348 136 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gillson Capital LP CIK 0001698055 0.068 80 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
Sand Hill Global Advisors, LLC CIK 0001009209 0.857 214 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gerber Kawasaki Wealth & Investment Management CIK 0001666736 0.795 366 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Exchange Capital Management, Inc. CIK 0001317733 0.371 206 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Generate Investment Management Ltd CIK 0002025905 0.321 90 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Resource Group CIK 0001764968 0.307 183 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Wave Investments LLC CIK 0001846493 0.561 122 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Innova Wealth Partners CIK 0001888831 0.101 167 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Railway Pension Investments Ltd CIK 0001658020 0.554 102 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Lazard Freres Gestion S.A.S. CIK 0001426748 0.000 115 0.0 0.0% 0 -0.9 pp +0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Eisler Capital Management Ltd. CIK 0002055810 0.000 376 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
BTC Capital Management, Inc. CIK 0001611848 0.537 207 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Morse Asset Management, Inc CIK 0001705711 0.259 415 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Alan B Lancz & Associates, Inc. CIK 0001897835 0.171 138 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triple Frond Partners LLC CIK 0001454502 0.868 13 0.0 0.0% 0 -4.8 pp +0.0 pp +0.0 pp +0.0 pp
TI-TRUST, INC CIK 0001802284 0.225 132 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thrive Wealth Management, LLC CIK 0001847610 0.785 254 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Ariadne Wealth Management, LP CIK 0002034793 0.109 254 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Summit Global Investments CIK 0001697953 0.729 523 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Advus Financial Partners, LLC CIK 2150676 0.419 261 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
PROATHLETE WEALTH MANAGEMENT LLC CIK 0002012065 0.829 300 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Roberts Capital Advisors, LLC CIK 0001883719 0.000 0 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
MOODY LYNN LIEBERSON & WALKER, LLC CIK 0000938592 0.648 264 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pelham Capital Ltd. CIK 0001654111 0.564 12 0.0 0.0% 0 -7.2 pp +0.0 pp +0.0 pp +0.0 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 0 -0.9 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 MCO). Qtrs Held counts distinct quarters this fund has actually held MCO (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MCO position size. Δ columns are the percentage-point change in MCO's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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