Signals

MKL

1056 in-universe funds with a nonzero position in MKL within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#23140
Score / z-0.887 / -0.83
Consensus331.07 over 586 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+8% / 3.3d

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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 1,360.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 769.3 0.4% 4 -0.2 pp -0.1 pp -0.2 pp +0.4 pp
DAVIS SELECTED ADVISERS CIK 0001036325 0.905 112 734.0 3.4% 4 -0.6 pp -0.4 pp -0.6 pp +3.4 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 722.8 3.9% 4 -0.4 pp +0.7 pp +1.0 pp +3.9 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 683.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 587.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 480.4 0.5% 4 -0.1 pp -0.0 pp -0.1 pp +0.5 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 432.9 3.8% 4 +0.0 pp +0.7 pp +0.7 pp +3.8 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 423.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 395.5 2.2% 4 -0.3 pp +0.1 pp -0.1 pp +2.2 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 335.1 0.3% 4 +0.0 pp +0.1 pp +0.0 pp +0.3 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 262.2 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 260.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 204.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bank Julius Baer & Co. Ltd, Zurich CIK 0001544599 0.851 661 185.6 0.6% 4 -0.0 pp +0.1 pp +0.1 pp +0.6 pp
Madison Avenue Partners, LP CIK 0001801265 0.565 25 168.2 7.3% 4 -0.8 pp -2.3 pp -3.9 pp +7.3 pp
FENIMORE ASSET MANAGEMENT INC CIK 0000884566 0.773 92 165.8 3.7% 4 -0.3 pp +0.3 pp +0.2 pp +3.7 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 164.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Douglass Winthrop Advisors, LLC CIK 0001308527 0.820 308 154.1 2.8% 4 -0.3 pp +0.0 pp -0.2 pp +2.8 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 153.1 0.7% 4 -0.1 pp -0.1 pp -0.2 pp +0.7 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 152.7 0.8% 4 -0.1 pp +0.0 pp -0.1 pp +0.8 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 149.3 0.0% 1 +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 148.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BARR E S & CO CIK 0001040210 0.865 112 147.8 8.6% 4 -0.1 pp +0.5 pp -0.5 pp +8.6 pp
CHECK CAPITAL MANAGEMENT INC/CA CIK 0001032814 0.951 52 147.2 9.1% 4 -0.9 pp -0.3 pp -1.2 pp +9.1 pp
JANA Partners Management, LP CIK 0001998597 0.000 10 144.1 9.0% 4 -0.1 pp -4.7 pp -6.2 pp +9.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 137.3 0.2% 3 +0.1 pp +0.1 pp +0.2 pp +0.2 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 136.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 135.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Davis Asset Management, L.P. CIK 0001945894 0.885 85 135.2 3.9% 4 +0.1 pp +0.5 pp +0.0 pp +3.9 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 135.1 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 129.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 119.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
SCHARF INVESTMENTS, LLC CIK 0001463746 0.608 79 117.1 3.6% 4 -0.4 pp -0.0 pp -1.5 pp +3.6 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 113.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 111.6 0.7% 4 -0.2 pp -0.1 pp -0.5 pp +0.7 pp
Graham Holdings Co Master Retirement Trust CIK 0001912699 0.957 2 111.0 15.7% 4 -0.9 pp +0.7 pp -0.4 pp +15.7 pp
Graham Holdings Co (GHC) CIK 0000104889 0.952 6 106.1 11.0% 4 -0.0 pp +0.4 pp -1.5 pp +11.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 103.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 100.9 0.0% 4 +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 94.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 94.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
AVENIR CORP CIK 0001033475 0.849 79 87.7 10.7% 4 -0.1 pp +1.4 pp +0.7 pp +10.7 pp
Giverny Capital Inc. CIK 0001641864 0.751 51 82.2 3.0% 5 -0.1 pp +0.4 pp +0.0 pp +0.0 pp
STEGINSKY CAPITAL LLC CIK 0001120048 0.935 8 82.0 13.6% 4 -1.3 pp -0.5 pp -2.6 pp +13.6 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 81.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Quilter Plc CIK 0001770632 0.827 131 74.0 1.3% 4 -0.0 pp +0.1 pp +0.1 pp +1.3 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 72.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 70.8 0.0% 4 -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 69.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 66.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 66.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 62.1 1.8% 4 -0.3 pp -0.1 pp -0.3 pp +1.8 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 59.2 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 56.8 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 54.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sather Financial Group Inc CIK 0001568540 0.765 121 52.7 3.2% 4 +0.1 pp +0.4 pp +0.1 pp +3.2 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 52.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 51.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DF DENT & CO INC CIK 0000934999 0.596 271 50.8 1.0% 4 -0.1 pp -0.0 pp -0.1 pp +1.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 49.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Capco Asset Management, LLC CIK 0001698068 0.835 26 49.5 13.5% 4 -0.2 pp +1.7 pp +2.1 pp +13.5 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 49.3 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Greenbrier Partners Capital Management, LLC CIK 0001532262 0.955 11 49.0 3.8% 4 -0.1 pp +0.2 pp -0.2 pp +3.8 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 47.7 1.8% 4 -0.1 pp +0.1 pp -0.3 pp +1.8 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 44.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
GREENLEA LANE CAPITAL MANAGEMENT, LLC CIK 0001766504 0.892 10 43.2 12.5% 4 -1.8 pp +0.0 pp -0.1 pp +12.5 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 41.5 0.5% 4 -0.2 pp -0.2 pp -0.2 pp +0.5 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 40.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Broad Run Investment Management, LLC CIK 0001568621 0.814 24 39.6 7.0% 4 -1.2 pp +0.6 pp +0.3 pp +7.0 pp
National Pension Service CIK 0001608046 0.956 552 39.5 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
COUNTRY TRUST BANK CIK 0001209324 0.850 628 39.4 0.7% 4 -0.0 pp -0.0 pp -0.2 pp +0.7 pp
Lafayette Investments, Inc. CIK 0001308377 0.521 162 38.1 7.7% 4 -0.6 pp +0.3 pp -0.4 pp +7.7 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 37.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 37.5 0.8% 4 -0.1 pp -0.0 pp -0.2 pp +0.8 pp
Mraz, Amerine & Associates, Inc. CIK 0001542324 0.703 199 36.6 5.4% 6 -0.6 pp -0.2 pp -0.6 pp -0.6 pp
Lincoln Capital LLC CIK 0001633862 0.657 137 34.8 6.6% 4 -0.2 pp +0.2 pp -0.2 pp +6.6 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 34.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 34.6 0.0% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 34.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 34.4 0.4% 4 -0.1 pp -0.0 pp -0.1 pp +0.4 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 31.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citadel Investment Advisory, Inc. CIK 0001811907 0.640 76 29.2 13.9% 4 -0.6 pp +0.3 pp -1.0 pp +13.9 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 28.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 28.7 0.1% 4 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 28.7 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 27.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 26.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Poehling Capital Management, INC. CIK 0001730815 0.228 166 25.7 5.4% 4 -0.4 pp +0.1 pp -0.8 pp +5.4 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 25.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 24.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 23.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 23.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 22.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 22.5 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 22.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 21.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 21.8 6.0% 4 -0.4 pp +0.2 pp -0.3 pp +6.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 21.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BANYAN CAPITAL MANAGEMENT, INC. CIK 0000846600 0.609 55 21.2 9.1% 4 -1.4 pp -0.7 pp -2.0 pp +9.1 pp
AVIVA PLC CIK 0001140022 0.925 854 20.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Swedbank AB CIK 0000946431 0.941 696 19.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 18.2 1.9% 4 -0.8 pp -0.6 pp +0.0 pp +1.9 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 18.0 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 18.0 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
Rockbridge Asset Management LLC CIK 0002056320 0.670 30 18.0 12.1% 4 +0.4 pp +2.0 pp +1.3 pp +12.1 pp
Smith Salley Wealth Management CIK 0001482012 0.574 275 17.6 0.9% 4 -0.1 pp -0.0 pp -0.2 pp +0.9 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 17.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 17.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 17.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 17.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 16.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 15.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HUTCHINSON CAPITAL MANAGEMENT/CA CIK 0001078246 0.454 108 15.6 2.9% 4 -0.2 pp +0.1 pp -0.2 pp +2.9 pp
KIRR MARBACH & CO LLC /IN/ CIK 0000764112 0.559 57 15.5 2.8% 4 -0.5 pp +0.0 pp -0.4 pp +2.8 pp
Seneca House Advisors CIK 0001731359 0.316 103 15.4 6.1% 4 -0.0 pp +0.2 pp +0.1 pp +6.1 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 15.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 14.9 0.4% 5 -0.1 pp +0.0 pp -0.2 pp -0.2 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 14.7 0.4% 4 -0.1 pp -0.1 pp -0.3 pp +0.4 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 14.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 14.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 13.9 0.5% 4 -0.1 pp -0.1 pp -0.0 pp +0.5 pp
Creative Planning CIK 0001540235 0.979 4196 13.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 13.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 13.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 13.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LATHROP INVESTMENT MANAGEMENT CO CIK 0001124841 0.361 89 13.5 2.5% 4 -0.3 pp -0.0 pp -0.2 pp +2.5 pp
Luma Capital S.A. - SPF CIK 0002087462 0.796 12 13.5 13.0% 1 +13.0 pp +13.0 pp +13.0 pp +13.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 13.3 1.3% 4 -0.0 pp +0.0 pp -0.2 pp +1.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 13.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solidarity Wealth, LLC CIK 0001906613 0.451 92 13.1 2.5% 4 -0.2 pp +0.1 pp -0.1 pp +2.5 pp
NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 12.8 0.7% 4 -0.2 pp -0.1 pp -0.1 pp +0.7 pp
Regency Capital Management Inc.\DE CIK 0001863894 0.190 64 12.8 5.7% 4 -0.3 pp -0.5 pp -1.4 pp +5.7 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 12.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 12.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 12.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 12.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 11.9 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 11.8 1.6% 4 -0.2 pp -0.0 pp -0.2 pp +1.6 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 11.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 11.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 11.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 11.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 11.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 11.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CANERECTOR INC CIK 0001113234 0.807 9 10.8 5.1% 4 -0.8 pp +4.8 pp -1.2 pp +5.1 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 10.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Man Group plc CIK 0001637460 0.631 2032 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 10.6 0.3% 5 -0.1 pp -0.6 pp -0.7 pp -0.7 pp
Berkeley, Inc CIK 0002051965 0.447 86 10.4 3.5% 6 -0.1 pp +0.3 pp -0.2 pp -0.7 pp
Tredje AP-fonden CIK 0001650290 0.789 424 10.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 10.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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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
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Innovative Advisory Group, LLC CIK 2156202 0.646 29 0.0 0.0% 0 -0.0 pp -0.0 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
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
PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 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 +0.0 pp -0.3 pp +0.0 pp
Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ODDO BHF ASSET MANAGEMENT SAS CIK 0001686970 0.020 253 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 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
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 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
FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 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
Draper Asset Management, LLC CIK 0001847921 0.770 16 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 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
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
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
AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
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OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 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
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
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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
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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 (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