Signals

MKL

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

Flow ranking

Rank#438
Score / z0.401 / 0.56
Consensus317.35 over 560 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 2,519.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,529.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 1,146.1 0.6% 3 +0.1 pp +0.0 pp +0.6 pp +0.6 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 919.8 4.3% 3 +1.1 pp +1.4 pp +4.3 pp +4.3 pp
DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 892.5 4.0% 3 +0.3 pp +0.0 pp +4.0 pp +4.0 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 843.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 655.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 563.5 0.6% 3 +0.1 pp -0.0 pp +0.6 pp +0.6 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 482.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 452.4 2.5% 3 +0.3 pp +0.2 pp +2.5 pp +2.5 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 440.4 3.8% 3 +0.7 pp +0.7 pp +3.8 pp +3.8 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 405.1 0.3% 3 +0.1 pp +0.0 pp +0.3 pp +0.3 pp
NORGES BANK CIK 0001374170 0.994 1617 317.6 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 316.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 280.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 240.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 211.2 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 189.7 4.0% 3 +0.6 pp +0.4 pp +4.0 pp +4.0 pp
Madison Avenue Partners, LP CIK 0001801265 0.565 25 188.9 8.1% 3 -1.5 pp -3.1 pp +8.1 pp +8.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 181.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 176.1 3.1% 3 +0.3 pp +0.1 pp +3.1 pp +3.1 pp
JANA Partners Management, LP CIK 0001998597 0.000 10 174.6 9.1% 3 -4.6 pp -6.1 pp +9.1 pp +9.1 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 171.4 0.9% 3 +0.1 pp -0.0 pp +0.9 pp +0.9 pp
BARR E S & CO CIK 0001040210 0.865 112 167.6 8.7% 3 +0.6 pp -0.3 pp +8.7 pp +8.7 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 166.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 166.2 9.9% 3 +0.6 pp -0.3 pp +9.9 pp +9.9 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 165.5 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 157.4 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 151.4 0.9% 3 +0.1 pp -0.3 pp +0.9 pp +0.9 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 148.8 4.0% 3 +0.4 pp -1.1 pp +4.0 pp +4.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 148.2 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 145.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 144.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 141.2 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 125.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Graham Holdings Co Master Retirement Trust CIK 0001912699 0.957 2 124.7 16.6% 3 +1.6 pp +0.5 pp +16.6 pp +16.6 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 120.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Graham Holdings Co (GHC) CIK 0000104889 0.952 6 119.2 11.0% 3 +0.4 pp -1.4 pp +11.0 pp +11.0 pp
Davis Asset Management, L.P. CIK 0001945894 0.885 85 107.5 3.8% 3 +0.4 pp -0.0 pp +3.8 pp +3.8 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 101.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVENIR CORP CIK 0001033475 0.849 79 99.7 10.8% 3 +1.5 pp +0.8 pp +10.8 pp +10.8 pp
Giverny Capital Inc. CIK 0001641864 0.751 51 94.5 3.2% 4 +0.6 pp +0.2 pp +0.2 pp +3.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 90.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 89.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEGINSKY CAPITAL LLC CIK 0001120048 0.935 8 88.1 14.8% 3 +0.8 pp -1.3 pp +14.8 pp +14.8 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 84.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quilter Plc CIK 0001770632 0.827 131 78.1 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
Swiss National Bank CIK 0001582202 0.961 2301 74.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DF DENT & CO INC CIK 0000934999 0.596 271 73.8 1.1% 3 +0.1 pp -0.0 pp +1.1 pp +1.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 72.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 70.8 2.1% 3 +0.2 pp -0.0 pp +2.1 pp +2.1 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 68.9 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 68.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 64.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 62.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sather Financial Group Inc CIK 0001568540 0.765 121 59.1 3.2% 3 +0.3 pp +0.1 pp +3.2 pp +3.2 pp
Greenbrier Partners Capital Management, LLC CIK 0001532262 0.955 11 57.1 3.8% 3 +0.3 pp -0.2 pp +3.8 pp +3.8 pp
Amundi CIK 0001330387 0.000 1 56.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capco Asset Management, LLC CIK 0001698068 0.835 26 56.1 13.7% 3 +1.9 pp +2.4 pp +13.7 pp +13.7 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 56.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 53.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 50.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 49.4 1.9% 3 +0.2 pp -0.2 pp +1.9 pp +1.9 pp
GREENLEA LANE CAPITAL MANAGEMENT, LLC CIK 0001766504 0.892 10 49.2 14.4% 3 +1.9 pp +1.8 pp +14.4 pp +14.4 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 47.0 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 46.4 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 44.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Broad Run Investment Management, LLC CIK 0001568621 0.814 24 44.1 8.2% 3 +1.8 pp +1.5 pp +8.2 pp +8.2 pp
Lafayette Investments, Inc. CIK 0001308377 0.521 162 43.8 8.3% 3 +0.9 pp +0.1 pp +8.3 pp +8.3 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 43.6 0.8% 3 +0.0 pp -0.1 pp +0.8 pp +0.8 pp
National Pension Service CIK 0001608046 0.956 552 43.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 41.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 40.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 40.7 6.0% 5 +0.5 pp -0.0 pp +0.1 pp +0.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 40.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 39.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 39.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 39.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 39.2 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 39.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 38.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lincoln Capital LLC CIK 0001633862 0.657 137 37.4 6.8% 3 +0.4 pp +0.0 pp +6.8 pp +6.8 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 34.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 33.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Citadel Investment Advisory, Inc. CIK 0001811907 0.640 76 33.6 14.5% 3 +0.9 pp -0.4 pp +14.5 pp +14.5 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 33.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 33.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 33.0 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 32.1 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 31.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Poehling Capital Management, INC. CIK 0001730815 0.228 166 28.4 5.8% 3 +0.5 pp -0.4 pp +5.8 pp +5.8 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 26.9 2.7% 3 +0.3 pp +0.9 pp +2.7 pp +2.7 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 26.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 26.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 26.3 0.1% 1 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 26.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 26.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANYAN CAPITAL MANAGEMENT, INC. CIK 0000846600 0.609 55 24.3 10.5% 3 +0.7 pp -0.5 pp +10.5 pp +10.5 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 24.0 6.4% 3 +0.6 pp +0.1 pp +6.4 pp +6.4 pp
Swedbank AB CIK 0000946431 0.941 696 23.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 23.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 21.9 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
AVIVA PLC CIK 0001140022 0.925 854 21.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 21.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 19.6 1.0% 3 +0.1 pp -0.1 pp +1.0 pp +1.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 19.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 19.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockbridge Asset Management LLC CIK 0002056320 0.669 30 19.3 11.7% 3 +1.6 pp +0.9 pp +11.7 pp +11.7 pp
LPL Financial LLC CIK 0001403438 0.957 5996 18.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 18.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 17.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 17.7 3.0% 3 +0.3 pp +0.0 pp +3.0 pp +3.0 pp
KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 17.4 3.3% 3 +0.5 pp +0.1 pp +3.3 pp +3.3 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 17.1 0.7% 3 -0.0 pp +0.1 pp +0.7 pp +0.7 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 17.1 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 16.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 16.4 0.5% 4 +0.1 pp -0.1 pp -0.1 pp +0.5 pp
Seneca House Advisors CIK 0001731359 0.316 103 16.4 6.1% 3 +0.2 pp +0.1 pp +6.1 pp +6.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 16.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 15.5 2.8% 3 +0.3 pp +0.1 pp +2.8 pp +2.8 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 15.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 14.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 14.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 14.5 6.0% 3 -0.2 pp -1.1 pp +6.0 pp +6.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 14.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 14.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 13.8 1.4% 3 +0.0 pp -0.1 pp +1.4 pp +1.4 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 13.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 13.5 0.4% 4 -0.5 pp -0.6 pp -0.6 pp +0.4 pp
GARDNER RUSSO & QUINN LLC CIK 0000860643 0.971 85 13.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 13.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 13.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Live Oak Private Wealth LLC CIK 0001799877 0.267 211 13.4 1.8% 3 +0.2 pp -0.0 pp +1.8 pp +1.8 pp
NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 13.4 0.8% 3 +0.1 pp +0.1 pp +0.8 pp +0.8 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 13.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solidarity Wealth, LLC CIK 0001906613 0.451 92 13.2 2.7% 3 +0.3 pp +0.1 pp +2.7 pp +2.7 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 12.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 12.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 12.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANERECTOR INC CIK 0001113234 0.807 9 12.1 5.9% 3 +5.6 pp -0.4 pp +5.9 pp +5.9 pp
GAM Holding AG CIK 0001438848 0.338 273 12.0 0.8% 3 +0.1 pp -0.1 pp +0.8 pp +0.8 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 12.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 11.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 11.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 11.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 11.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Berkeley, Inc CIK 0002051965 0.446 86 11.2 3.6% 5 +0.4 pp -0.1 pp -0.6 pp -0.6 pp
SNYDER CAPITAL MANAGEMENT L P CIK 0001050477 0.750 69 11.1 0.2% 3 -0.1 pp -0.2 pp +0.2 pp +0.2 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 10.9 0.0% 3 +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 10.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 10.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Chapman Investment Management, LLC CIK 0001751006 0.000 0 10.3 7.5% 3 +1.0 pp +0.9 pp +7.5 pp +7.5 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 10.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Silicon Valley Capital Partners CIK 0001673633 0.740 454 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Boreal Capital Management LLC CIK 0002080094 0.180 507 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SRH ADVISORS, LLC CIK 0001512779 0.875 276 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.437 612 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fairscale Capital, LLC CIK 0002032350 0.424 441 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
BELLEVUE ASSET MANAGEMENT, LLC CIK 0001801619 0.502 578 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
North Star Investment Management Corp. CIK 0001342857 0.537 1733 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nemes Rush Group LLC CIK 0001982273 0.516 945 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marquette Asset Management, LLC CIK 0001395067 0.885 830 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
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 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
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.1 pp -0.1 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
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 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
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
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
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
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Virtue Capital Management, LLC CIK 0001729985 0.148 343 0.0 0.0% 0 -0.0 pp -0.1 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
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
Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp -0.3 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
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
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
Bank of Marin CIK 0001801145 0.155 133 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Brookwood Investment Group LLC CIK 0002066812 0.241 513 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 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
Seneschal Advisors, LLC CIK 0002039659 0.657 596 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
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Command Advisory Services, Inc. CIK 0001727336 0.987 1247 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 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
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
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 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
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
Tortoise Investment Management, LLC CIK 0001599511 0.614 252 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Hunting Hill Global Capital, LLC CIK 0001697398 0.000 0 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Prana Capital Management, LP CIK 0001710951 0.303 118 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
Voleon Capital Management LP CIK 0001479847 0.338 761 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
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
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 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 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 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
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 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
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
WBI INVESTMENTS, LLC CIK 0001397424 0.050 286 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
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
Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -1.0 pp -1.1 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
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
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 0.0 0.0% 0 +0.0 pp -0.1 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
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
BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 pp
JCP Investment Management, LLC CIK 0001461945 0.316 26 0.0 0.0% 0 +0.0 pp -3.0 pp +0.0 pp +0.0 pp
Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -1.6 pp -1.7 pp +0.0 pp +0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 -1.8 pp -2.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 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
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.021 253 0.0 0.0% 0 -0.1 pp -0.2 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
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.1 pp -0.1 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
Draper Asset Management, LLC CIK 0001847921 0.770 16 0.0 0.0% 0 +0.0 pp -0.5 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
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
OSSIAM CIK 0001767471 0.182 680 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 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
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Court Place Advisors, LLC CIK 0001566113 0.447 147 0.0 0.0% 0 -1.9 pp -2.1 pp +0.0 pp +0.0 pp
TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 0.0 0.0% 0 -0.1 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
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
AlTi Global, Inc. (ALTI) CIK 0001838615 0.793 505 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
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
Richard Bernstein Advisors LLC CIK 0001528214 0.000 227 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Oak Grove Capital LLC CIK 0001661762 0.356 97 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 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 +0.0 pp -0.1 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 (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