Signals

MKSI

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

Flow ranking

Rank#1509
Score / z0.004 / -0.01
Consensus179.45 over 325 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 1,196.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 981.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 616.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Capital International Investors CIK 0001562230 0.968 446 517.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 511.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 409.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 407.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 322.4 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 247.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 233.5 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 200.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 178.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 166.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 154.5 1.6% 3 -0.1 pp +0.4 pp +1.6 pp +1.6 pp
NORGES BANK CIK 0001374170 0.994 1617 147.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 147.2 1.7% 3 +0.4 pp +0.1 pp +1.7 pp +1.7 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 139.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 134.2 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 130.6 0.1% 3 +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 126.0 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 122.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 100.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 98.5 1.0% 3 -0.0 pp +0.1 pp +1.0 pp +1.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 96.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 96.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Southpoint Capital Advisors LP CIK 0001319998 0.396 33 95.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 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 94.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 90.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 88.0 0.9% 3 -0.3 pp +0.1 pp +0.9 pp +0.9 pp
Channing Capital Management, LLC CIK 0001302404 0.414 106 84.9 2.2% 3 -0.2 pp -0.6 pp +2.2 pp +2.2 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 81.8 0.2% 3 -0.1 pp -0.0 pp +0.2 pp +0.2 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 76.7 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 73.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Grotto Capital, LLC CIK 0001764725 0.188 29 66.4 6.8% 3 +3.8 pp +4.6 pp +6.8 pp +6.8 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 63.5 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 62.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 61.2 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC CIK 0001638555 0.123 79 61.0 1.7% 3 -0.7 pp +0.0 pp +1.7 pp +1.7 pp
Nuveen, LLC CIK 0001871926 0.966 3735 54.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 54.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Delta Global Management LP CIK 0001992724 0.029 149 52.3 2.4% 2 +1.0 pp +2.4 pp +2.4 pp +2.4 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 51.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 49.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VALUE HOLDINGS MANAGEMENT CO. LLC CIK 0001695658 0.713 24 47.6 8.0% 3 +2.1 pp +2.7 pp +8.0 pp +8.0 pp
Harvey Partners, LLC CIK 0001406484 0.483 47 46.2 4.1% 3 +0.9 pp +1.5 pp +4.1 pp +4.1 pp
Park West Asset Management LLC CIK 0001386928 0.189 46 44.5 3.7% 2 +3.1 pp +3.7 pp +3.7 pp +3.7 pp
Polaris Capital Management, LLC CIK 0001316926 0.455 84 42.4 3.5% 3 +0.3 pp +1.1 pp +3.5 pp +3.5 pp
SYSTEMATIC FINANCIAL MANAGEMENT LP CIK 0001085936 0.494 243 42.3 1.0% 3 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 40.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 36.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.225 95 36.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 36.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 32.9 1.0% 3 -0.0 pp +0.3 pp +1.0 pp +1.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 32.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 31.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 29.8 0.9% 2 +0.3 pp +0.9 pp +0.9 pp +0.9 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 29.4 0.0% 3 +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 28.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 28.1 0.0% 4 +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 26.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 25.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 25.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 25.0 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 24.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 23.0 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 22.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 22.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 22.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 21.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 21.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 20.9 1.3% 3 +0.2 pp +0.3 pp +1.3 pp +1.3 pp
Jain Global LLC CIK 0002024579 0.024 1417 20.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 20.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 18.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 16.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Concentric Capital Strategies, LP CIK 0001851869 0.147 304 16.4 0.8% 3 +0.4 pp +0.3 pp +0.8 pp +0.8 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 15.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 15.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHAPIRO CAPITAL MANAGEMENT LLC CIK 0001177244 0.525 50 14.3 0.8% 3 -0.9 pp -1.0 pp +0.8 pp +0.8 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 13.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFJ INVESTMENT GROUP, LLC CIK 0001862664 0.181 208 13.7 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
STRS OHIO CIK 0000820478 0.777 2154 12.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Divisar Capital Management LLC CIK 0001645721 0.561 28 12.4 3.5% 3 +1.4 pp +2.3 pp +3.5 pp +3.5 pp
GLENVIEW CAPITAL MANAGEMENT, LLC CIK 0001138995 0.683 42 11.9 0.3% 3 -0.3 pp -0.4 pp +0.3 pp +0.3 pp
Phocas Financial Corp. CIK 0001356783 0.164 153 11.7 1.6% 4 +0.4 pp +0.5 pp +1.2 pp +1.6 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 11.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 10.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 10.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OVERSEA-CHINESE BANKING Corp Ltd CIK 0001291318 0.548 343 10.0 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 9.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Hood River Capital Management LLC CIK 0001578177 0.546 166 9.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 9.0 0.2% 3 -0.6 pp -0.8 pp +0.2 pp +0.2 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 8.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 8.7 1.3% 3 +0.2 pp +0.3 pp +1.3 pp +1.3 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 8.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HARBER ASSET MANAGEMENT LLC CIK 0001387921 0.055 39 8.4 3.5% 3 +0.5 pp +0.4 pp +3.5 pp +3.5 pp
Leith Wheeler Investment Counsel Ltd. CIK 0001353651 0.681 85 7.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 7.6 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 7.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 7.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 7.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 6.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creative Planning CIK 0001540235 0.979 4196 6.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR Arbitrage LLC CIK 0001167456 0.150 634 6.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 6.4 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Shellback Capital, LP CIK 0001591744 0.016 89 5.8 0.6% 1 +0.6 pp -0.6 pp +0.6 pp +0.6 pp
GLOBEFLEX CAPITAL L P CIK 0000921531 0.114 394 5.8 0.9% 3 +0.3 pp +0.6 pp +0.9 pp +0.9 pp
Candelo Capital Management LP CIK 0001845660 0.094 27 5.6 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 5.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 5.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 5.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 4.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Aequim Alternative Investments LP CIK 0001728201 0.539 102 4.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 4.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 4.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Informed Momentum Co LLC CIK 0001510989 0.009 268 4.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Curi Capital, LLC CIK 0001332905 0.548 888 4.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 3.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Expect Equity LLC CIK 0002007407 0.122 65 3.8 3.7% 3 -0.1 pp +0.4 pp +3.7 pp +3.7 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 3.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 3.8 0.5% 3 +0.1 pp +0.4 pp +0.5 pp +0.5 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hilton Capital Management, LLC CIK 0001541211 0.431 135 3.7 0.3% 1 +0.3 pp +0.1 pp +0.3 pp +0.3 pp
Oliver Luxxe Assets LLC CIK 0001666239 0.165 194 3.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 3.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LIGHT STREET CAPITAL MANAGEMENT, LLC CIK 0001569049 0.340 27 3.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WCM INVESTMENT MANAGEMENT, LLC CIK 0001061186 0.913 266 3.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 3.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 2.9 0.2% 3 -0.0 pp -0.2 pp +0.2 pp +0.2 pp
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SORA INVESTORS LLC CIK 0001894532 0.034 76 0.0 0.0% 0 -0.4 pp -0.5 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 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
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
Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 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
North Capital, Inc. CIK 0002065938 0.475 102 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 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
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 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 -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 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
CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Research Global Investors CIK 0001422848 0.983 426 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quarry LP CIK 0001965207 0.031 2367 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
Rafferty Asset Management, LLC CIK 0001389426 0.827 1133 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Investors Research Corp CIK 0001730630 0.347 805 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Point72 Europe (London) LLP CIK 0001698051 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NFSG Corp CIK 0001879757 0.275 1245 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
SHERBROOKE PARK ADVISERS LLC CIK 0001965377 0.000 182 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 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
Holocene Advisors, LP CIK 0001700574 0.334 782 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Andra AP-fonden CIK 0001535452 0.270 396 0.0 0.0% 0 -0.0 pp -0.0 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
Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
NATIXIS CIK 0001274981 0.561 1107 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roubaix Capital, LLC CIK 0001769700 0.005 50 0.0 0.0% 0 -1.9 pp -2.6 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
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diametric Capital, LP CIK 0001719087 0.000 473 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MKT Advisors LLC CIK 0001906802 0.646 155 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Vestcor Inc CIK 0001536925 0.400 1189 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
ALTFEST L J & CO INC CIK 0000712050 0.249 311 0.0 0.0% 0 +0.0 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
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 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 MKSI). Qtrs Held counts distinct quarters this fund has actually held MKSI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MKSI position size. Δ columns are the percentage-point change in MKSI'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