Signals

MEGI

106 in-universe funds with a nonzero position in MEGI within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#19602
Score / z0.000 / -0.02
Consensus36.96 over 60 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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
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 100.4 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saba Capital Management, L.P. CIK 0001510281 0.602 377 51.8 1.6% 5 -0.3 pp -1.0 pp -1.5 pp -0.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 39.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13.1 0.0% 5 -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 12.2 0.0% 6 -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 11.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Karpus Management, Inc. CIK 0001048703 0.623 233 10.0 0.3% 1 +0.3 pp +0.3 pp -0.0 pp -0.0 pp
Almitas Capital LLC CIK 0001596468 0.265 130 8.5 2.0% 3 +1.0 pp +1.8 pp +2.0 pp +1.9 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 5.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 5.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 4.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD CIK 0001034546 0.804 80 4.6 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.2 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 3.7 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 3.2 0.4% 5 -0.0 pp +0.1 pp +0.0 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sovran Advisors, LLC CIK 0002051471 0.318 615 2.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 2.0 0.6% 5 -0.0 pp +0.1 pp -0.3 pp +0.5 pp
FCA CORP /TX CIK 0001166402 0.236 203 1.7 0.4% 5 +0.0 pp +0.1 pp -0.0 pp -0.0 pp
Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 1.7 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
EVOLVE PRIVATE WEALTH, LLC CIK 0002111131 0.177 1003 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHAPIN DAVIS, INC. CIK 0000872098 0.098 256 1.1 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
Stolper Co CIK 0001808195 0.048 91 1.0 0.3% 4 +0.2 pp +0.0 pp -0.0 pp +0.3 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 1.0 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.9 0.0% 5 +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 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bramshill Investments, LLC CIK 0001619899 0.794 157 0.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 0.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Focus Financial Network, Inc. CIK 0002010942 0.631 764 0.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadent Capital Advisors, LLC CIK 0001803536 0.232 200 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ACCREDITED INVESTOR SERVICES, LLC CIK 0002028621 0.784 81 0.3 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Dakota Wealth Management CIK 0001631353 0.544 771 0.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.2 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Osbon Capital Management LLC CIK 0001784418 0.256 422 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 4 -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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
COHEN & STEERS, INC. (CNS) CIK 0001284812 0.191 442 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ABSOLUTE INVESTMENT ADVISERS, LLC CIK 0001316187 0.108 112 0.0 0.0% 0 -0.7 pp -0.5 pp +0.0 pp -0.4 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sovereign Financial Group, Inc. CIK 0001846175 0.456 384 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
WOLVERINE ASSET MANAGEMENT LLC CIK 0001279891 0.147 1262 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CORRADO ADVISORS, LLC CIK 0001482611 0.121 120 0.0 0.0% 0 -1.2 pp -1.2 pp -1.4 pp -1.5 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICON ADVISERS INC/CO CIK 0001058470 0.054 195 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Logan Stone Capital, LLC CIK 0001535521 0.058 155 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 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
M Holdings Securities, Inc. CIK 0001569638 0.030 148 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. CIK 0001672142 0.000 157 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Quantedge Capital Pte Ltd CIK 0001561418 0.098 49 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp -0.2 pp
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Shaker Financial Services, LLC CIK 0001511794 0.040 148 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 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 -0.3 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 MEGI). Qtrs Held counts distinct quarters this fund has actually held MEGI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MEGI position size. Δ columns are the percentage-point change in MEGI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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