Signals

MLN

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

Flow ranking

Rank#18186
Score / z0.000 / -0.01
Consensus58.16 over 98 funds
Momentumnot computed

Price & positioning

225 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
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 102.1 0.0% 3 +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 54.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 39.3 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 36.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 33.8 0.0% 3 +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 25.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bramshill Investments, LLC CIK 0001619899 0.794 157 20.8 1.2% 2 +0.4 pp +1.2 pp +1.2 pp +1.2 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 17.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 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 13.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 13.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Manhattan West Asset Management, LLC CIK 0001904770 0.346 185 11.1 2.3% 3 -0.5 pp -0.5 pp +2.3 pp +2.3 pp
ABLE Financial Group, LLC CIK 0001977500 0.399 222 10.7 2.2% 3 +0.1 pp +1.0 pp +2.2 pp +2.2 pp
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 9.7 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 9.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 9.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 9.0 0.8% 5 -0.0 pp -0.0 pp +0.3 pp +0.2 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 8.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 6.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
MidWestOne Financial Group, Inc. CIK 0001412665 0.496 305 6.5 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 6.1 0.3% 3 +0.0 pp -0.0 pp +0.3 pp +0.3 pp
CX Institutional CIK 0001737089 0.437 1568 5.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 5.7 0.0% 3 +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 5.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Keystone Financial Group CIK 0001729299 0.524 567 5.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Westside Investment Management, Inc. CIK 0001538383 0.328 1446 3.7 0.6% 3 +0.1 pp +0.2 pp +0.6 pp +0.6 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 3.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 2.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
SYKON CAPITAL LLC CIK 0001988408 0.008 112 2.1 0.7% 2 +0.4 pp +0.7 pp +0.7 pp +0.7 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 1.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
White & Co Financial Planning Inc CIK 0002039300 0.789 20 1.7 1.3% 3 -0.0 pp +0.1 pp +1.3 pp +1.3 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 1.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OGOREK ANTHONY JOSEPH /NY/ /ADV CIK 0000714364 0.585 715 1.5 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
Bowman & Co S.C. CIK 0001906275 0.412 118 1.4 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 1.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 1.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
McAdam, LLC CIK 0001695490 0.802 516 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
FOCUS Wealth Advisors, LLC CIK 0001845643 0.229 61 1.1 0.5% 3 +0.0 pp +0.0 pp +0.5 pp +0.5 pp
Invst, LLC CIK 0001867587 0.314 343 1.1 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Balance Wealth Partners LLC CIK 0002065247 0.438 165 1.1 0.4% 3 +0.1 pp +0.1 pp +0.4 pp +0.4 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.500 625 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Allworth Financial LP CIK 0001555170 0.907 5124 0.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 0.8 0.3% 3 -0.0 pp -0.9 pp +0.3 pp +0.3 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Magnus Financial Group LLC CIK 0001765216 0.574 387 0.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.6 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
Hyundai Investments Co., Ltd. CIK 0001892772 0.237 72 0.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CAP Partners, LLC CIK 0002006870 0.188 155 0.5 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
WBH ADVISORY INC CIK 0001259671 0.566 363 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vise Technologies, Inc. CIK 0001812090 0.362 1774 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RDA Financial Network CIK 0001774086 0.257 284 0.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Code Waechter LLC CIK 0002039212 0.356 127 0.4 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 0.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hedeker Wealth, LLC CIK 0001633910 0.371 92 0.3 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rehmann Capital Advisory Group CIK 0001633037 0.641 702 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FOSTER & MOTLEY INC CIK 0001163902 0.533 405 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
MUSTICO FINANCIAL GROUP, INC. CIK 0002034361 0.736 49 0.3 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHOREO, LLC CIK 0001679031 0.797 1690 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VCI Wealth Management LLC CIK 0002009388 0.229 99 0.2 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
World Investment Advisors CIK 0001652594 0.670 1523 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EPG Wealth Management LLC CIK 0001803058 0.273 318 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROTHSCHILD INVESTMENT LLC CIK 0000085338 0.301 3636 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Argent Trust Co CIK 0001625292 0.533 769 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp -1.2 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
&PARTNERS CIK 0000107136 0.806 2509 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Uniting Wealth Partners, LLC CIK 0002056414 0.344 207 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Elequin Capital, LP CIK 0001810873 0.000 680 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.4 pp -1.2 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
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tandem Financial, LLC CIK 0002049157 0.467 99 0.0 0.0% 0 -0.1 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 MLN). Qtrs Held counts distinct quarters this fund has actually held MLN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MLN position size. Δ columns are the percentage-point change in MLN'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