Signals

MFM

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

Flow ranking

Rank#18169
Score / z0.000 / -0.02
Consensus36.23 over 61 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
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 26.0 0.1% 4 +0.0 pp +0.0 pp +0.0 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 8.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 6.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 6.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RIVERNORTH CAPITAL MANAGEMENT, LLC CIK 0001447578 0.167 585 4.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 4.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 4.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MACKAY SHIELDS LLC CIK 0000061227 0.318 108 1.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
Logan Stone Capital, LLC CIK 0001535521 0.058 155 1.8 0.5% 1 +0.5 pp -0.7 pp -0.7 pp +0.5 pp
Closed-End Fund Advisors, Inc. CIK 0002103520 0.106 163 1.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Saba Capital Management, L.P. CIK 0001510281 0.602 377 1.4 0.0% 4 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.4 0.0% 4 -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% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 1.1 0.4% 2 +0.0 pp +0.4 pp -0.0 pp +0.4 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 1.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
RIVERBRIDGE PARTNERS LLC CIK 0001112325 0.623 198 1.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROBINSON CAPITAL MANAGEMENT, LLC CIK 0001599795 0.285 100 1.0 0.4% 3 +0.1 pp +0.0 pp +0.4 pp +0.4 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.9 0.0% 5 +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 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MELFA WEALTH MANAGEMENT, INC. CIK 0001962465 0.240 196 0.8 0.5% 4 -0.0 pp +0.1 pp +0.1 pp +0.5 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bridgewater Advisors Inc. CIK 0001600319 0.670 478 0.7 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 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WHITEBOX ADVISORS LLC CIK 0001257391 0.000 643 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.5 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 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyche Wealth Partners LLC CIK 0002004818 0.368 339 0.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Catalina Capital Group, LLC CIK 0002018090 0.294 173 0.4 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
Thomas J. Herzfeld Advisors, Inc. CIK 0001509510 0.121 129 0.3 0.1% 4 -0.1 pp -0.1 pp -0.7 pp +0.1 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aviance Capital Partners, LLC CIK 0001542383 0.490 388 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Ackerman Capital Advisors, LLC CIK 0001699506 0.684 119 0.2 0.0% 3 +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 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC CIK 0001352860 0.600 716 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% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
&PARTNERS CIK 0000107136 0.806 2509 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Matisse Capital CIK 0001668256 0.148 158 0.1 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTEGRATED CAPITAL MANAGEMENT, INC. CIK 0001608826 0.475 57 0.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Compound Planning, Inc. CIK 0001978879 0.538 1248 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMARILLO NATIONAL BANK CIK 0001053013 0.806 98 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NWF Advisory Services Inc. CIK 0002045735 0.429 452 0.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Colonial Trust Advisors CIK 0001567993 0.559 807 0.0 0.0% 3 +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% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +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% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +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% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Almitas Capital LLC CIK 0001596468 0.265 130 0.0 0.0% 0 -0.2 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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
S.A. Mason LLC CIK 0001800911 0.217 282 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Commonwealth Retirement Investments LLC CIK 0001963787 0.130 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 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
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
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Gridiron Partners, LLC CIK 0001910867 0.663 51 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
WealthBridge Capital Management, LLC CIK 0001767313 0.463 235 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN NATIONAL BANK & TRUST CIK 0001272164 0.539 631 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Noble Wealth Management PBC CIK 0002055065 0.125 771 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Anderson Financial Strategies, LLC CIK 0002018166 0.350 36 0.0 0.0% 0 +0.0 pp +0.0 pp -2.4 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 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 MFM). Qtrs Held counts distinct quarters this fund has actually held MFM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MFM position size. Δ columns are the percentage-point change in MFM'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