Signals

MFC

686 in-universe funds with a nonzero position in MFC within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#519
Score / z0.325 / 0.40
Consensus257.98 over 478 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
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 5,222.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 2,440.8 0.0% 1 +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 1,449.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,134.7 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 867.1 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 804.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 708.7 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
NORGES BANK CIK 0001374170 0.994 1617 632.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 628.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 620.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 557.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
FIL Ltd CIK 0000318989 0.878 1140 548.4 0.5% 1 +0.5 pp +0.5 pp +0.5 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 478.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 453.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 447.6 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 384.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 354.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 348.5 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 336.8 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 329.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 302.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
MUFG Securities EMEA plc CIK 0001597694 0.264 575 278.7 11.1% 1 +11.1 pp +11.1 pp +11.1 pp +11.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 255.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 242.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 213.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 207.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 206.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 199.6 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 196.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 194.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 188.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 185.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 166.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 153.2 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
Capital World Investors CIK 0001422849 0.974 637 150.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 146.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 119.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
JARISLOWSKY, FRASER Ltd CIK 0001123778 0.890 192 107.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 100.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 98.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 96.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 95.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 92.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 87.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 82.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 79.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 75.5 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 73.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 73.3 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 70.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 67.6 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 59.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 58.5 0.0% 1 +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 58.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 52.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 51.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 49.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 48.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 47.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 46.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 46.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 44.3 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
Nuveen, LLC CIK 0001871926 0.966 3735 44.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 43.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 41.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 41.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 41.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 40.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 39.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 36.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 35.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 35.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 34.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 32.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 31.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 30.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 29.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 29.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 28.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 27.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANERECTOR INC CIK 0001113234 0.807 9 27.0 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 24.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 24.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 24.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 24.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 23.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 22.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Galibier Capital Management Ltd. CIK 0001765768 0.684 38 22.7 6.8% 1 +6.8 pp +6.8 pp +6.8 pp +6.8 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 22.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 22.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 21.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 20.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 20.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dixon Mitchell Investment Counsel Inc. CIK 0001993485 0.665 144 19.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
LPL Financial LLC CIK 0001403438 0.957 5996 19.8 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 18.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 17.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIG North Trading, ULC CIK 0001868643 0.319 79 16.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Promethos Capital, LLC CIK 0001908619 0.314 54 15.9 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 15.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 15.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heathbridge Capital Management Ltd. CIK 0001503269 0.432 28 15.0 6.0% 1 +6.0 pp +6.0 pp +6.0 pp +6.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 14.9 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 14.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
AXA S.A. CIK 0000898427 0.038 46 14.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 14.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 13.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRACE & WHITE INC /NY CIK 0000903064 0.450 133 13.9 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 13.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 13.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 12.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 11.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 10.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 10.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 10.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 9.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 9.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 8.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 8.9 0.0% 1 +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 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 8.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 8.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 7.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triasima Portfolio Management inc. CIK 0001938757 0.172 127 6.9 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
PDT Partners, LLC CIK 0001564702 0.042 489 6.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
NATIXIS CIK 0001274981 0.561 1107 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 6.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 6.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 6.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
Mariner, LLC CIK 0001373442 0.925 3517 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 6.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Graham Capital Management, L.P. CIK 0001315421 0.068 1160 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 5.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 5.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 5.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 5.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 5.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 5.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Sienna Gestion CIK 0002021242 0.252 178 4.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Avanza Fonder AB CIK 0002035325 0.716 459 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centennial Bank/AR/ CIK 0001994744 0.260 341 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 1 +0.0 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hoese & Co LLP CIK 0001840268 0.583 183 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CKW FINANCIAL GROUP CIK 0001600403 0.952 317 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legend Financial Advisors, Inc. CIK 0001781948 0.541 40 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compass Planning Associates Inc CIK 0002046823 0.797 33 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nalls Sherbakoff Group, LLC CIK 0001767500 0.297 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADIRONDACK TRUST CO CIK 0001054257 0.390 558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Coston, McIsaac & Partners CIK 0001945037 0.418 948 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aventura Private Wealth, LLC CIK 0002074418 0.307 986 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Winch Advisory Services, LLC CIK 0001585822 0.639 567 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
High Note Wealth, LLC CIK 0001807283 0.547 959 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Norris Financial Group, LLC CIK 0002129318 0.094 82 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
111 Capital CIK 0002060412 0.025 488 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 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 MFC). Qtrs Held counts distinct quarters this fund has actually held MFC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MFC position size. Δ columns are the percentage-point change in MFC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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