Signals

← Signals

☆MGK

1111 in-universe funds with a nonzero position in MGK within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#547
Score / z0.331 / 0.28
Consensus321.09 over 616 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-39% / 1.0d

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)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆ASSETMARK, INC CIK 0001344551 0.900 3558 3,118.4 6.4% 4 -0.9 pp -1.0 pp -0.5 pp +6.4 pp
☆Cassaday & Co Wealth Management LLC CIK 0001963612 0.946 1313 1,366.6 29.1% 4 -2.8 pp -5.4 pp -5.1 pp +29.1 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 936.8 0.1% 6 -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 747.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 424.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 381.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 319.4 0.6% 4 -0.3 pp -0.8 pp -0.8 pp +0.6 pp
☆VANTAGEPOINT INVESTMENT ADVISERS LLC CIK 0001087912 0.885 55 315.6 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 292.8 0.1% 4 -0.0 pp -0.0 pp -0.0 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 275.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 261.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 209.9 11.4% 4 -2.0 pp -2.9 pp -3.0 pp +11.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 200.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 199.3 1.5% 4 -0.6 pp -0.5 pp +0.0 pp +1.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 195.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 171.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Howard Capital Management, LLC CIK 0001733173 0.273 423 167.1 2.7% 4 -4.0 pp -4.0 pp -4.2 pp +2.7 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 159.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Facet Wealth, Inc. CIK 0001748271 0.950 411 120.0 2.1% 4 -0.2 pp -0.2 pp -0.2 pp +2.1 pp
☆Kensington Asset Management, LLC CIK 0001979884 0.823 39 108.9 5.6% 3 +0.0 pp -0.7 pp +5.6 pp +5.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 105.2 0.2% 5 +0.0 pp -0.2 pp -0.2 pp +0.1 pp
☆PETREDIS INVESTMENT ADVISORS LLC CIK 0001964544 0.680 114 101.1 8.3% 4 -0.6 pp -0.6 pp -0.6 pp +8.3 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 93.6 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 87.9 0.2% 4 -0.0 pp -0.1 pp -0.1 pp +0.2 pp
☆Portfolio Strategies, Inc. CIK 0001753271 0.736 81 86.5 10.7% 4 -0.7 pp -0.8 pp -1.2 pp +10.7 pp
☆Strategic Investment Advisors / MI CIK 0001760540 0.707 398 86.4 6.0% 4 -0.6 pp -0.5 pp +0.1 pp +6.0 pp
☆Falcon Wealth Planning CIK 0001839850 0.779 244 85.9 5.9% 4 -1.8 pp -2.1 pp -2.1 pp +5.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 83.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 83.2 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Black Diamond Financial, LLC CIK 0001759236 0.676 198 76.6 8.4% 4 -1.2 pp -1.6 pp -0.8 pp +8.4 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 72.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 70.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 69.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 68.9 9.9% 4 -1.1 pp -3.9 pp -5.0 pp +9.9 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 68.0 0.8% 4 -0.1 pp -0.7 pp -0.9 pp +0.8 pp
☆Praetorian Wealth Management, Inc. CIK 0001818940 0.755 84 64.6 12.3% 4 -0.8 pp -0.8 pp -0.5 pp +12.3 pp
☆Gratus Wealth Advisors, LLC CIK 0002022161 0.748 138 59.8 8.6% 4 -0.9 pp -0.9 pp -0.7 pp +8.6 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 57.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Leelyn Smith, LLC CIK 0001777817 0.480 157 55.9 7.8% 4 -0.7 pp -0.9 pp -1.0 pp +7.8 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.452 175 49.7 8.8% 4 -1.2 pp -0.7 pp +0.1 pp +8.8 pp
☆Creative Planning CIK 0001540235 0.979 4196 49.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆LEAVELL INVESTMENT MANAGEMENT, INC. CIK 0000924181 0.591 633 46.4 1.9% 4 -0.2 pp -0.2 pp -0.1 pp +1.9 pp
☆HENGEHOLD CAPITAL MANAGEMENT LLC CIK 0001536430 0.703 229 43.7 3.8% 4 -0.2 pp -0.2 pp -0.1 pp +3.8 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 38.2 7.5% 4 -1.0 pp -1.1 pp -2.2 pp +7.5 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 37.9 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 36.0 3.5% 4 -0.3 pp -0.6 pp -0.9 pp +3.5 pp
☆MEANS INVESTMENT CO., INC. CIK 0000701516 0.797 198 35.2 3.1% 4 -0.3 pp -0.4 pp -0.6 pp +3.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 34.8 0.2% 4 +0.2 pp +0.2 pp -0.1 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 34.6 0.1% 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 34.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FC Advisory LLC CIK 0001683754 0.633 118 34.3 10.0% 4 -1.0 pp -1.1 pp -1.1 pp +10.0 pp
☆Blue Edge Capital, LLC CIK 0001599620 0.485 137 33.6 4.5% 4 -0.9 pp -1.0 pp -0.4 pp +4.5 pp
☆DT Investment Partners, LLC CIK 0001537621 0.779 512 33.5 2.8% 4 -0.4 pp -0.3 pp +2.7 pp +2.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 33.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆ETF Portfolio Partners, Inc. CIK 0001635342 0.782 70 32.8 8.6% 4 -0.6 pp -0.6 pp -1.0 pp +8.6 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 30.6 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 29.6 0.1% 2 -0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆BHK Investment Advisors, LLC CIK 0001710539 0.753 79 28.8 9.6% 4 -1.1 pp -1.7 pp -1.6 pp +9.6 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 27.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CX Institutional CIK 0001737089 0.437 1568 27.3 0.8% 4 -0.9 pp -1.0 pp -1.7 pp +0.8 pp
☆Erickson Financial Group, LLC CIK 0001797734 0.820 25 27.2 17.0% 4 -1.2 pp -1.8 pp -1.4 pp +17.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 25.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 24.0 0.4% 4 -0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 23.2 0.9% 4 +0.3 pp +0.3 pp +0.1 pp +0.9 pp
☆Apriem Advisors CIK 0001425165 0.679 182 23.2 2.2% 4 -1.5 pp -1.5 pp -1.4 pp +2.2 pp
☆Clarity Financial LLC CIK 0001862145 0.368 127 23.0 2.5% 4 -0.2 pp -0.3 pp -0.4 pp +2.5 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 23.0 15.9% 4 -2.9 pp -4.8 pp -5.0 pp +15.9 pp
☆&PARTNERS CIK 0000107136 0.806 2509 22.3 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 21.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 21.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 20.5 8.7% 4 -0.6 pp -1.1 pp -0.6 pp +8.7 pp
☆Zeit Capital LLC CIK 0001808163 0.744 52 20.3 13.6% 4 -2.2 pp -2.0 pp -1.5 pp +13.6 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 20.3 0.2% 4 -0.2 pp -0.2 pp -0.3 pp +0.2 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 20.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 19.9 0.6% 4 -0.2 pp -0.3 pp -0.3 pp +0.6 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 19.9 1.2% 4 -0.2 pp -0.2 pp -0.1 pp +1.2 pp
☆SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 19.8 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 19.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 19.6 0.8% 4 -0.1 pp +0.7 pp +0.6 pp +0.8 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.4 0.1% 4 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 19.2 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 18.8 0.7% 4 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Wheelhouse Advisory Group LLC CIK 0001998946 0.809 55 18.2 6.0% 4 -1.6 pp -2.1 pp -2.3 pp +6.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 18.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ODonnell Financial Services, LLC CIK 0001730962 0.716 74 18.0 6.2% 4 -0.7 pp -0.7 pp -0.4 pp +6.2 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 17.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆NORTHEAST INVESTMENT MANAGEMENT CIK 0001082215 0.733 200 16.8 0.7% 4 -0.0 pp +0.1 pp +0.1 pp +0.7 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 16.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Raab & Moskowitz Asset Management LLC CIK 0001616664 0.371 193 16.5 3.7% 4 -0.5 pp -0.6 pp -0.5 pp +3.7 pp
☆Blackston Financial Advisory Group, LLC CIK 0001910984 0.526 106 16.2 10.2% 4 -1.0 pp -0.9 pp +2.3 pp +10.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 16.1 1.8% 4 -0.2 pp -0.3 pp -0.2 pp +1.8 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 15.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 15.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 15.4 0.9% 4 -0.0 pp +0.2 pp -0.1 pp +0.9 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 15.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 15.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OKABENA INVESTMENT SERVICES INC CIK 0001157519 0.466 145 14.6 2.8% 3 +0.8 pp +1.4 pp +2.8 pp +2.8 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 14.5 1.6% 6 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 14.4 0.8% 4 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 13.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 13.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cascade Financial Partners, LLC CIK 0002021208 0.667 279 13.5 1.4% 4 -0.2 pp -0.2 pp -0.1 pp +1.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 13.3 0.1% 4 -0.1 pp -0.1 pp -0.2 pp +0.1 pp
☆Focused Wealth Management, Inc CIK 0001586052 0.779 228 12.6 1.3% 4 -0.2 pp -0.2 pp -0.2 pp +1.3 pp
☆Pacific Center for Financial Services CIK 0001698222 0.798 500 12.5 3.2% 4 -0.4 pp -0.4 pp -0.3 pp +3.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 12.3 0.4% 4 +0.1 pp +0.3 pp +0.3 pp +0.4 pp
☆Randall & Associates Wealth Management CIK 0002011901 0.473 52 12.2 8.2% 4 -0.3 pp +0.8 pp +2.3 pp +8.2 pp
☆Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 12.1 0.7% 4 -0.1 pp -0.4 pp -0.4 pp +0.7 pp
☆CAPSTONE WEALTH MANAGEMENT GROUP, LLC CIK 0001923052 0.164 94 12.0 5.0% 4 -0.5 pp -0.3 pp -4.8 pp +5.0 pp
☆PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 11.9 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Sherman Wealth Management LLC CIK 0002096110 0.392 84 11.9 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 11.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Stratos Investment Management, LLC CIK 0001707206 0.673 382 11.6 0.5% 4 -0.4 pp -0.4 pp -0.3 pp +0.5 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 11.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 11.3 3.2% 4 -0.2 pp +0.2 pp +0.2 pp +3.2 pp
☆ALLSTREET CAPITAL ADVISORS LLC CIK 2130022 0.478 68 10.9 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 10.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Clifford Group, LLC CIK 0001965522 0.474 86 10.7 8.3% 4 -0.6 pp -0.4 pp -0.1 pp +8.3 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 10.7 6.9% 4 -0.4 pp -1.1 pp -1.0 pp +6.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 10.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 10.4 6.9% 4 -0.8 pp -1.0 pp -1.1 pp +6.9 pp
☆Investment Insight Wealth Management, LLC CIK 0001737917 0.554 44 10.0 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 10.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 9.9 3.2% 4 +0.6 pp +0.6 pp +0.6 pp +3.2 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 9.9 3.1% 5 -0.6 pp -0.8 pp -0.9 pp -0.8 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 9.9 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 9.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resolute Advisors LLC CIK 0001800217 0.229 81 9.3 3.8% 4 +0.4 pp +1.2 pp +1.5 pp +3.8 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 9.2 0.4% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆Apollon Financial, LLC CIK 0002011195 0.470 293 9.0 1.3% 4 -0.2 pp -0.3 pp -0.6 pp +1.3 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 9.0 1.0% 4 -0.1 pp -0.0 pp -0.2 pp +1.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 8.8 1.2% 4 -0.2 pp -0.5 pp -0.5 pp +1.2 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 8.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Baring Financial LLC CIK 0002052588 0.395 83 8.4 5.2% 4 -0.4 pp +1.0 pp +1.3 pp +5.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TFB Advisors LLC CIK 0001965201 0.232 190 8.4 4.4% 4 +0.3 pp +0.2 pp +0.3 pp +4.4 pp
☆Royal Fund Management, LLC CIK 0001810099 0.176 273 8.0 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆WAYSTONE ADVISORS LLC CIK 0002055997 0.250 110 8.0 7.1% 1 +7.1 pp +7.1 pp +7.1 pp +7.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gladwyn Financial Advisors, Inc. CIK 0002078684 0.560 82 7.9 5.5% 3 -0.1 pp -0.0 pp +5.5 pp +5.5 pp
☆McClarren Financial Advisors, Inc. CIK 0001842974 0.582 85 7.8 4.6% 4 -0.5 pp -0.6 pp -0.5 pp +4.6 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 7.7 0.2% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Alexis Investment Partners, LLC CIK 0002054271 0.135 38 7.7 5.3% 1 +5.3 pp +5.3 pp +1.7 pp +5.3 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 7.7 0.3% 4 +0.2 pp +0.2 pp +0.1 pp +0.3 pp
☆VALICENTI ADVISORY SERVICES INC CIK 0001080201 0.492 83 7.6 1.7% 4 -0.1 pp -0.4 pp -0.4 pp +1.7 pp
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☆SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 7.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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☆Hoffman, Alan N Investment Management CIK 0001848530 0.868 14 4.7 3.1% 4 +0.2 pp +2.5 pp +2.5 pp +3.1 pp
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☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.0 0.0% 0 -0.8 pp -0.8 pp -0.8 pp -0.8 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prospect Financial Services LLC CIK 0002012519 0.319 115 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JERICHO FINANCIAL, LLP CIK 0001841173 0.380 41 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Almanack Investment Partners, LLC. CIK 0001680613 0.176 321 0.0 0.0% 0 -1.0 pp -0.0 pp -0.3 pp +0.0 pp
☆Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Bangor Savings Bank CIK 0001352675 0.827 543 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 MGK). Qtrs Held counts distinct quarters this fund has actually held MGK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MGK position size. Δ columns are the percentage-point change in MGK'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