Signals

MICC

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

Flow ranking

Rank#421
Score / z0.517 / 0.45
Consensus141.18 over 261 funds
Momentumno 12m return

Price & positioning

172 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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 382.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 333.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
FIL Ltd CIK 0000318989 0.878 1140 288.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 215.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 212.9 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
Madison Avenue Partners, LP CIK 0001801265 0.565 25 171.1 7.4% 2 +3.1 pp +7.4 pp +7.4 pp +7.4 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 93.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 89.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FLOSSBACH VON STORCH SE CIK 0001575677 0.913 105 86.5 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 85.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 76.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sessa Capital IM, L.P. CIK 0001595849 0.879 26 71.4 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Orbis Allan Gray Ltd CIK 0001663865 0.815 97 63.6 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 62.4 0.0% 1 +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 57.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 53.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 44.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 39.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 38.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 35.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 35.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 33.7 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 32.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 27.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 27.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PHOENIX ASSET MANAGEMENT PARTNERS Ltd CIK 1685660 0.741 12 26.9 20.3% 2 +0.3 pp +20.3 pp +20.3 pp +20.3 pp
Nuveen, LLC CIK 0001871926 0.966 3735 25.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 24.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ CIK 0000807985 0.803 47 24.2 1.2% 2 +0.2 pp +1.2 pp +1.2 pp +1.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 22.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 21.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 18.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 18.3 0.0% 2 +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 18.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 17.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 13.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ruffer LLP CIK 0001426859 0.221 187 11.1 0.5% 2 +0.2 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 11.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 10.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 10.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 7.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 7.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Liontrust Investment Partners LLP CIK 0001544204 0.226 194 7.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 7.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 5.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 4.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fisher Asset Management, LLC CIK 0000850529 0.972 1037 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERETT HARRIS & CO /CA/ CIK 0001009254 0.943 292 4.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 4.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 4.1 0.0% 2 -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 4.1 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 3.7 0.1% 2 -0.3 pp +0.1 pp +0.1 pp +0.1 pp
TRIAN FUND MANAGEMENT, L.P. CIK 0001345471 0.962 8 3.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boussard & Gavaudan Investment Management LLP CIK 0001614986 0.042 84 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Management, LLC CIK 0000860644 0.898 212 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 2.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 2.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Te Ahumairangi Investment Management Ltd CIK 0001832237 0.488 86 2.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 1.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INGALLS & SNYDER LLC CIK 0001041885 0.567 467 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 1.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
USS Investment Management Ltd CIK 0001587381 0.888 617 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Temasek Holdings (Private) Ltd CIK 0001021944 0.910 176 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 1.1 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 1.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 1.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EFG International AG CIK 0002109868 0.615 1088 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 0.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kennon-Green & Company, LLC CIK 0001963352 0.436 41 0.7 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
Mediolanum International Funds Ltd CIK 0002022028 0.592 452 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Transatlantique SA CIK 0002056095 0.835 494 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Matthew Goff Investment Advisor, LLC CIK 0000935359 0.212 91 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gulf International Bank (UK) Ltd CIK 0001598697 0.000 565 0.5 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 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vontobel Holding Ltd. CIK 0001588340 0.633 1197 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Assets Investment Management, LLC CIK 0001389256 0.544 146 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wallace Capital Management Inc. CIK 0001459754 0.837 77 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ROCKLAND TRUST CO CIK 0000084616 0.642 317 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Modera Wealth Management, LLC CIK 0001542143 0.854 650 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Destination Wealth Management CIK 0001278573 0.701 325 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADVOCATE GROUP LLC CIK 0001853401 0.368 122 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AUXIER ASSET MANAGEMENT LLC CIK 0001105863 0.410 184 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Portland Global Advisors LLC CIK 0001504941 0.638 154 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KEATING INVESTMENT COUNSELORS INC CIK 0001020580 0.747 59 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 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 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Heritage Wealth Advisors CIK 0001591122 0.892 703 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 MICC). Qtrs Held counts distinct quarters this fund has actually held MICC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MICC position size. Δ columns are the percentage-point change in MICC'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