Signals

MKL

877 in-universe funds with a nonzero position in MKL within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24326
Score / z-0.449 / -0.67
Consensus321.19 over 547 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 2,242.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,376.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,045.9 0.5% 2 -0.0 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 857.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 731.5 3.1% 2 +0.3 pp +3.1 pp +3.1 pp +3.1 pp
DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 713.9 3.7% 2 -0.2 pp +3.7 pp +3.7 pp +3.7 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 581.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 514.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 429.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 391.4 2.1% 2 -0.2 pp +2.1 pp +2.1 pp +2.1 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 376.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 346.4 3.1% 2 -0.0 pp +3.1 pp +3.1 pp +3.1 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 292.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANA Partners Management, LP CIK 0001998597 0.000 10 281.8 13.6% 2 -1.5 pp +13.6 pp +13.6 pp +13.6 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 247.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 234.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 182.3 0.0% 2 -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 169.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 168.9 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 165.3 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Madison Avenue Partners, LP CIK 0001801265 0.565 25 161.1 9.6% 2 -1.6 pp +9.6 pp +9.6 pp +9.6 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 161.0 2.8% 2 -0.2 pp +2.8 pp +2.8 pp +2.8 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 152.9 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 150.0 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
BARR E S & CO CIK 0001040210 0.865 112 149.6 8.1% 2 -1.0 pp +8.1 pp +8.1 pp +8.1 pp
CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 148.2 9.4% 2 -0.9 pp +9.4 pp +9.4 pp +9.4 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 147.3 0.8% 2 -0.4 pp +0.8 pp +0.8 pp +0.8 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 144.0 3.6% 2 -1.4 pp +3.6 pp +3.6 pp +3.6 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 140.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 131.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 129.7 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 124.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 120.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 117.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 113.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graham Holdings Co Master Retirement Trust CIK 0001912699 0.957 2 110.9 15.1% 2 -1.0 pp +15.1 pp +15.1 pp +15.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 110.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graham Holdings Co (GHC) CIK 0000104889 0.952 6 105.9 10.6% 2 -1.8 pp +10.6 pp +10.6 pp +10.6 pp
Davis Asset Management, L.P. CIK 0001945894 0.885 85 95.6 3.4% 2 -0.5 pp +3.4 pp +3.4 pp +3.4 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 94.3 0.0% 2 -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 90.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVENIR CORP CIK 0001033475 0.849 79 89.3 9.3% 2 -0.7 pp +9.3 pp +9.3 pp +9.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 88.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Giverny Capital Inc. CIK 0001641864 0.751 51 83.8 2.6% 3 -0.4 pp -0.4 pp +2.6 pp +2.6 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 77.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEGINSKY CAPITAL LLC CIK 0001120048 0.935 8 76.6 14.1% 2 -2.1 pp +14.1 pp +14.1 pp +14.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 76.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DF DENT & CO INC CIK 0000934999 0.596 271 75.9 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 69.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quilter Plc CIK 0001770632 0.827 131 69.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 64.7 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 61.3 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 59.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 58.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 58.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 57.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sather Financial Group Inc CIK 0001568540 0.765 121 53.0 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
Greenbrier Partners Capital Management, LLC CIK 0001532262 0.955 11 52.4 3.5% 2 -0.5 pp +3.5 pp +3.5 pp +3.5 pp
Capco Asset Management, LLC CIK 0001698068 0.835 26 50.7 11.8% 2 +0.5 pp +11.8 pp +11.8 pp +11.8 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 47.5 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 44.6 0.8% 2 -0.2 pp +0.8 pp +0.8 pp +0.8 pp
FMR LLC CIK 0000315066 0.989 5571 44.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 43.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 43.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREENLEA LANE CAPITAL MANAGEMENT, LLC CIK 0001766504 0.892 10 42.9 12.5% 2 -0.1 pp +12.5 pp +12.5 pp +12.5 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 41.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 40.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 40.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Broad Run Investment Management, LLC CIK 0001568621 0.814 24 39.3 6.4% 2 -0.2 pp +6.4 pp +6.4 pp +6.4 pp
Lafayette Investments, Inc. CIK 0001308377 0.521 162 38.6 7.4% 2 -0.8 pp +7.4 pp +7.4 pp +7.4 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 38.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 38.2 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
National Pension Service CIK 0001608046 0.956 552 37.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 36.5 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 36.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 35.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 35.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 35.7 5.6% 4 -0.5 pp -0.4 pp -0.2 pp +5.6 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 35.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 35.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 34.2 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
Lincoln Capital LLC CIK 0001633862 0.657 137 34.1 6.4% 2 -0.4 pp +6.4 pp +6.4 pp +6.4 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 32.6 0.0% 4 -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 32.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 31.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 31.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 29.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 29.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citadel Investment Advisory, Inc. CIK 0001811907 0.640 76 29.7 13.6% 2 -1.3 pp +13.6 pp +13.6 pp +13.6 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 25.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Poehling Capital Management, INC. CIK 0001730815 0.228 166 25.2 5.3% 2 -0.9 pp +5.3 pp +5.3 pp +5.3 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 24.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 23.6 2.5% 2 +0.6 pp +2.5 pp +2.5 pp +2.5 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 22.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 21.7 5.8% 2 -0.5 pp +5.8 pp +5.8 pp +5.8 pp
BANYAN CAPITAL MANAGEMENT, INC. CIK 0000846600 0.609 55 21.7 9.9% 2 -1.2 pp +9.9 pp +9.9 pp +9.9 pp
Swedbank AB CIK 0000946431 0.941 696 20.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPRUCEGROVE INVESTMENT MANAGEMENT LTD CIK 0001234074 0.871 40 20.8 1.7% 2 -0.3 pp +1.7 pp +1.7 pp +1.7 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 20.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 19.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 19.5 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
AVIVA PLC CIK 0001140022 0.925 854 19.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 18.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 18.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 18.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 17.6 0.9% 2 -0.2 pp +0.9 pp +0.9 pp +0.9 pp
Rockbridge Asset Management LLC CIK 0002056320 0.669 30 17.2 10.2% 2 -0.7 pp +10.2 pp +10.2 pp +10.2 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 16.7 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 16.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRAN CAPITAL MANAGEMENT, L.P. CIK 0001009262 0.437 66 15.9 1.9% 2 +1.8 pp +1.9 pp +1.9 pp +1.9 pp
HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 15.7 2.7% 2 -0.3 pp +2.7 pp +2.7 pp +2.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 15.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 15.6 2.8% 2 -0.4 pp +2.8 pp +2.8 pp +2.8 pp
Korea Investment CORP CIK 0001441689 0.896 677 15.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 15.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 15.4 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 15.1 1.0% 3 -0.1 pp -0.1 pp +1.0 pp +1.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 15.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Seneca House Advisors CIK 0001731359 0.316 103 14.6 5.9% 2 -0.1 pp +5.9 pp +5.9 pp +5.9 pp
GARDNER RUSSO & QUINN LLC CIK 0000860643 0.971 85 14.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 14.6 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 14.1 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 13.8 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 13.7 2.5% 2 -0.2 pp +2.5 pp +2.5 pp +2.5 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 13.7 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 13.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 13.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 13.0 6.2% 2 -0.9 pp +6.2 pp +6.2 pp +6.2 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 12.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 12.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 12.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 12.4 1.3% 2 -0.2 pp +1.3 pp +1.3 pp +1.3 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 12.0 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
Creative Planning CIK 0001540235 0.979 4196 11.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 11.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 11.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 11.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Motley Fool Wealth Management, LLC CIK 0001607978 0.000 19 11.4 0.8% 2 -0.1 pp +0.8 pp +0.8 pp +0.8 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 11.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solidarity Wealth, LLC CIK 0001906613 0.451 92 11.2 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
GAM Holding AG CIK 0001438848 0.338 273 11.1 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 11.0 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Aberdeen Group plc CIK 0001716774 0.934 934 10.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 10.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 10.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 10.6 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 10.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 10.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 10.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 10.3 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 10.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMF Tjanstepension AB CIK 0001553562 0.910 121 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oak Grove Capital LLC CIK 0001661762 0.356 97 0.0 0.0% 0 -0.1 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
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL ADVISORS INC/OK CIK 0000860828 0.643 374 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
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. CIK 0001773830 0.876 240 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Point Investment Advisors, LLC CIK 0001599746 0.457 192 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROGCO, LP CIK 0001998892 0.631 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Haverford Trust Co CIK 0000842941 0.805 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Putney Financial Group LLC CIK 0002056907 0.321 78 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Erste Asset Management GmbH CIK 0002024532 0.605 871 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
Investidor Profissional Gestao de Recursos Ltda. CIK 0001953154 0.434 18 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
JCP Investment Management, LLC CIK 0001461945 0.316 26 0.0 0.0% 0 -3.0 pp +0.0 pp +0.0 pp +0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Draper Asset Management, LLC CIK 0001847921 0.770 16 0.0 0.0% 0 -0.5 pp +0.0 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
Summit Global Investments CIK 0001697953 0.729 523 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacifica Partners Inc. CIK 0001799900 0.313 424 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Harvest Fund Management Co., Ltd CIK 0001694126 0.484 455 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hamilton Capital, LLC CIK 0001646639 0.954 159 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Garde Capital, Inc. CIK 0001616328 0.622 224 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Accent Capital Management, LLC CIK 0002014179 0.000 299 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 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 MKL). Qtrs Held counts distinct quarters this fund has actually held MKL (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MKL position size. Δ columns are the percentage-point change in MKL's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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