Signals

MFC

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

Flow ranking

Rank#22491
Score / z-0.166 / -0.25
Consensus268.87 over 485 funds
Momentumno 12m return

Price & positioning

226 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 4,816.2 0.8% 3 -0.0 pp -0.2 pp +0.8 pp +0.8 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 2,843.9 0.0% 3 +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 2,063.6 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1,388.3 1.1% 3 +0.2 pp +0.1 pp +1.1 pp +1.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1,041.4 1.2% 4 +0.2 pp +0.3 pp +0.1 pp +1.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 1,036.8 1.3% 3 -0.0 pp -0.1 pp +1.3 pp +1.3 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 916.7 1.6% 3 +0.5 pp +0.3 pp +1.6 pp +1.6 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 795.0 0.8% 3 -0.2 pp -0.1 pp +0.8 pp +0.8 pp
NORGES BANK CIK 0001374170 0.994 1617 777.2 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 767.9 1.4% 3 +0.2 pp +0.0 pp +1.4 pp +1.4 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 623.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 616.5 1.5% 3 +0.2 pp -0.3 pp +1.5 pp +1.5 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 433.7 0.6% 4 -0.1 pp -0.3 pp -0.4 pp +0.6 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 410.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
SCOTIA CAPITAL INC. CIK 0001335644 0.891 915 404.7 1.6% 3 +0.1 pp -0.0 pp +1.6 pp +1.6 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 400.2 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 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 369.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 362.7 1.4% 3 +0.2 pp +0.1 pp +1.4 pp +1.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 341.1 0.0% 3 +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 305.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 303.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 274.5 0.7% 3 -0.2 pp -0.6 pp +0.7 pp +0.7 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 261.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 249.9 1.6% 3 +0.1 pp +0.0 pp +1.6 pp +1.6 pp
Cardinal Capital Management, Inc. CIK 0001518235 0.719 70 227.8 5.1% 3 +0.8 pp +0.3 pp +5.1 pp +5.1 pp
Man Group plc CIK 0001637460 0.631 2032 225.6 0.4% 3 +0.3 pp +0.2 pp +0.4 pp +0.4 pp
LETKO, BROSSEAU & ASSOCIATES INC CIK 0001297496 0.766 112 223.7 3.7% 3 +0.3 pp -0.2 pp +3.7 pp +3.7 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 206.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HARDING LOEVNER LP CIK 0000928196 0.802 82 171.5 1.5% 3 +0.3 pp +0.2 pp +1.5 pp +1.5 pp
Swiss National Bank CIK 0001582202 0.961 2301 163.4 0.1% 3 +0.0 pp -0.0 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 157.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 154.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 150.8 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 149.8 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 147.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 147.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 145.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 109.3 0.5% 3 +0.1 pp -0.2 pp +0.5 pp +0.5 pp
FIL Ltd CIK 0000318989 0.878 1140 103.8 0.1% 3 -0.1 pp -0.4 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 100.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MUFG SECURITIES (CANADA), LTD. CIK 0001656187 0.844 43 93.2 2.6% 3 +0.1 pp -0.2 pp +2.6 pp +2.6 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 93.0 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 90.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
INTACT INVESTMENT MANAGEMENT INC. CIK 0001443077 0.380 274 85.4 2.5% 3 +1.0 pp -0.0 pp +2.5 pp +2.5 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 84.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 77.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 71.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 69.8 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 69.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PICTON MAHONEY ASSET MANAGEMENT CIK 0001539041 0.447 1346 69.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 68.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 65.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 61.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 61.2 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 61.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 59.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 55.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value Partners Investments Inc. CIK 0001800916 0.592 104 55.2 4.2% 3 +0.4 pp +0.4 pp +4.2 pp +4.2 pp
GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 55.2 1.6% 3 +0.7 pp +0.6 pp +1.6 pp +1.6 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 54.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 50.6 0.1% 3 -0.1 pp -0.2 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 50.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 49.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 49.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Scheer, Rowlett & Associates Investment Management Ltd. CIK 0001426327 0.748 30 47.3 3.2% 3 +0.4 pp +0.4 pp +3.2 pp +3.2 pp
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp CIK 0001228242 0.626 661 46.6 0.2% 3 -0.4 pp -0.3 pp +0.2 pp +0.2 pp
TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 45.0 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 42.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 39.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 39.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 39.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Addenda Capital Inc. CIK 0001569411 0.638 128 38.4 1.1% 3 +0.1 pp -0.2 pp +1.1 pp +1.1 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 36.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MORGUARD LINCLUDEN GLOBAL INVESTMENTS Ltd CIK 0001058231 0.586 68 34.6 2.9% 3 -0.0 pp -0.4 pp +2.9 pp +2.9 pp
Achmea Investment Management B.V. CIK 0001697765 0.760 115 33.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 33.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 32.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANERECTOR INC CIK 0001113234 0.807 9 31.4 15.4% 3 -19.4 pp +0.1 pp +15.4 pp +15.4 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 31.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 29.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
BANK OF NOVA SCOTIA TRUST CO CIK 0001335382 0.611 173 29.0 2.5% 3 +0.2 pp +0.1 pp +2.5 pp +2.5 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 28.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 27.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Candriam S.C.A. CIK 0001537014 0.787 677 26.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 25.9 0.7% 3 +0.4 pp -0.6 pp +0.7 pp +0.7 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 24.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 23.8 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 23.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 23.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 23.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 22.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 22.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sienna Gestion CIK 0002021242 0.252 178 22.0 1.3% 3 +0.2 pp +1.0 pp +1.3 pp +1.3 pp
Kepler Cheuvreux (Suisse) SA CIK 0002096459 0.115 162 21.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 21.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 21.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 20.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 18.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Promethos Capital, LLC CIK 0001908619 0.314 54 18.6 5.1% 3 +0.6 pp -0.3 pp +5.1 pp +5.1 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 17.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 17.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cardinal Point Capital Management ULC CIK 0001950841 0.694 294 16.9 1.1% 3 +0.1 pp -0.1 pp +1.1 pp +1.1 pp
Heathbridge Capital Management Ltd. CIK 0001503269 0.432 28 16.7 6.4% 3 +0.8 pp +0.3 pp +6.4 pp +6.4 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 15.7 0.4% 4 +0.0 pp -0.0 pp -0.1 pp +0.4 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 15.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 15.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRACE & WHITE INC /NY CIK 0000903064 0.450 133 14.9 2.7% 3 +0.3 pp +0.1 pp +2.7 pp +2.7 pp
CIDEL ASSET MANAGEMENT INC CIK 0001621915 0.312 480 14.9 1.1% 3 +0.2 pp +0.1 pp +1.1 pp +1.1 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 14.8 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Varma Mutual Pension Insurance Co CIK 0001698484 0.844 313 14.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 14.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 14.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 14.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
SIG North Trading, ULC CIK 0001868643 0.319 79 13.7 2.4% 3 -0.8 pp -1.2 pp +2.4 pp +2.4 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 13.2 0.5% 3 +0.2 pp +0.1 pp +0.5 pp +0.5 pp
Creative Planning CIK 0001540235 0.979 4196 12.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 11.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 11.3 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 11.0 0.0% 3 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Genus Capital Management Inc. CIK 0001532385 0.111 204 10.8 1.3% 3 +0.4 pp +1.2 pp +1.3 pp +1.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 10.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 10.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 9.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 9.9 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 9.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 9.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 9.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 9.5 0.3% 3 +0.2 pp +0.1 pp +0.3 pp +0.3 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 9.3 0.0% 3 +0.0 pp -0.1 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 8.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lorne Steinberg Wealth Management Inc. CIK 0001851362 0.367 72 7.8 1.8% 3 +0.2 pp +0.2 pp +1.8 pp +1.8 pp
JCIC Asset Management Inc. CIK 0001492040 0.574 113 7.7 2.4% 2 +0.3 pp +2.4 pp +2.4 pp +2.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Investment Management Corp of Ontario CIK 0001811568 0.687 657 7.5 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Gold Investment Management Ltd. CIK 0002006008 0.278 202 7.3 2.3% 3 +0.3 pp -0.0 pp +2.3 pp +2.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 7.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Guardian Partners Inc. CIK 0001884799 0.411 391 7.2 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
Utah Retirement Systems CIK 0001548392 0.790 1027 7.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 6.7 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 6.6 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 6.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 6.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 6.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Avanza Fonder AB CIK 0002035325 0.716 459 6.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 5.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 5.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 5.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 5.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
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Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.693 863 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
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keel Point, LLC CIK 0001386935 0.645 514 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Palisade Asset Management, LLC CIK 0001434323 0.478 204 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Csenge Advisory Group CIK 0001715593 0.550 760 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 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
Field & Main Bank CIK 0001594492 0.202 271 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Westmount Partners, LLC CIK 0002051491 0.356 260 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIBER WEALTH MANAGEMENT, LLC / KS CIK 0002067120 0.623 300 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +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% 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 (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