Signals

MMSI

532 in-universe funds with a nonzero position in MMSI within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#19628
Score / z0.000 / -0.02
Consensus157.72 over 264 funds
Momentumnot computed

Price & positioning

227 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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 656.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 240.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 179.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 171.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 137.3 3.0% 5 +0.0 pp -0.1 pp +0.1 pp -0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 112.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 111.8 0.3% 5 -0.2 pp -0.3 pp -0.2 pp -0.3 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 101.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 88.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 82.1 0.5% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC CIK 0001644956 0.708 403 78.9 0.2% 5 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
Greenhouse Funds LLLP CIK 0001626220 0.437 29 74.3 3.9% 5 +0.2 pp +1.0 pp +1.1 pp +1.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 70.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 70.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 70.1 0.5% 5 +0.1 pp -0.1 pp +0.0 pp -0.1 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 69.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 69.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAVERICK CAPITAL LTD CIK 0000934639 0.376 177 67.9 0.6% 5 +0.0 pp +0.2 pp -1.2 pp -1.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 63.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 57.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 51.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 49.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 49.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 47.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 41.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Irenic Capital Management LP CIK 0001929389 0.387 43 37.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
Aberdeen Group plc CIK 0001716774 0.934 934 37.3 0.1% 5 +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 37.1 0.0% 6 -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 36.3 0.0% 5 -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 35.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 34.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 33.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 33.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
OBERWEIS ASSET MANAGEMENT INC/ CIK 0000937886 0.326 176 32.8 0.7% 5 -0.2 pp -0.2 pp -0.1 pp -0.2 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 32.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 32.5 0.3% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 32.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 30.6 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 30.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 28.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 28.0 0.7% 3 +0.5 pp +0.4 pp +0.7 pp +0.7 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 27.6 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 24.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 24.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aristotle Capital Boston, LLC CIK 0001633911 0.326 119 21.9 1.5% 5 -0.1 pp -0.4 pp -0.3 pp -0.5 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 20.6 0.0% 5 +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 20.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 19.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 18.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 17.8 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 16.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 14.5 0.0% 5 -0.0 pp -0.1 pp -0.0 pp -0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 14.1 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
PFM Health Sciences, LP CIK 0001442756 0.073 96 13.7 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.6 0.0% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 13.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 12.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 12.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 12.5 0.1% 5 -0.0 pp -0.2 pp -0.2 pp -0.0 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 12.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Man Group plc CIK 0001637460 0.631 2032 11.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 11.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 11.1 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 10.2 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Creative Planning CIK 0001540235 0.979 4196 10.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 10.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 9.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Curi Capital, LLC CIK 0001332905 0.547 888 9.7 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
EULAV Asset Management CIK 0001540826 0.373 152 9.6 0.3% 5 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.5 0.0% 6 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 9.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 9.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ranger Investment Management, L.P. CIK 0001319691 0.273 83 9.0 0.6% 5 -0.1 pp -0.7 pp -0.6 pp -0.8 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 8.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Amundi CIK 0001330387 0.000 1 8.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
RENAISSANCE GROUP LLC CIK 0000944234 0.270 234 8.4 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 8.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CAPITAL MANAGEMENT INC CIK 0001320168 0.498 80 7.3 0.3% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 6.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 6.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 6.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 6.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PANAGORA ASSET MANAGEMENT INC CIK 0000883677 0.724 1163 6.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 6.1 0.2% 5 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 5.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 5.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
SEIZERT CAPITAL PARTNERS, LLC CIK 0001134283 0.413 181 5.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Peak Retirement Planning, Inc. CIK 0002056697 0.196 194 5.1 0.8% 5 +0.2 pp +0.1 pp +0.3 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 5.0 0.0% 7 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 4.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Thrive Capital Management, LLC CIK 0001845943 0.203 170 4.8 0.9% 5 +0.2 pp +0.1 pp +0.4 pp +0.3 pp
MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 4.6 0.7% 5 +0.2 pp +0.0 pp +0.1 pp -0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 4.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 4.4 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 4.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 3.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 3.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 3.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 3.1 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 3.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 3.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 3.0 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 2.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 2.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 2.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 2.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 2.0 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 1.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Riverwater Partners LLC CIK 0001882572 0.130 209 1.8 0.5% 5 -0.1 pp -0.3 pp -0.3 pp -0.3 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Gradient Investments LLC CIK 0001542265 0.563 448 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 1.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 1.6 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 1.5 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. CIK 0001280487 0.281 446 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 1.4 0.2% 5 +0.0 pp +0.0 pp +0.1 pp -0.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Horizon Investments, LLC CIK 0001560717 0.541 1386 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 1.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 1.3 0.0% 1 +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 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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OP Asset Management Ltd CIK 0002097005 0.000 765 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 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
EntryPoint Capital, LLC CIK 0001992519 0.006 768 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Nebula Research & Development LLC CIK 0001792635 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lombard Odier Asset Management (USA) Corp CIK 0001491719 0.015 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
CROWN ADVISORS MANAGEMENT, INC. CIK 0001733248 0.311 43 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Knights of Columbus Asset Advisors LLC CIK 0001688666 0.386 386 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Polar Capital Holdings Plc CIK 0001837309 0.683 242 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Capitolis Liquid Global Markets LLC CIK 0001960050 0.598 317 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Integrated Quantitative Investments LLC CIK 0002046834 0.017 373 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.1 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 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 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Lindenwold Advisors, INC CIK 0001874374 0.317 110 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
GROUPAMA ASSET MANAGMENT CIK 0001055969 0.775 401 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Iron Triangle Partners LP CIK 0001779763 0.000 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -5.8 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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
ARMISTICE CAPITAL, LLC CIK 0001601086 0.313 323 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EMERALD MUTUAL FUND ADVISERS TRUST CIK 0001352895 0.146 197 0.0 0.0% 0 +0.0 pp -0.5 pp -0.7 pp -1.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp +0.0 pp -0.2 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 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 +0.0 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
AMI ASSET MANAGEMENT CORP CIK 0001369702 0.566 99 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
New Millennium Group LLC CIK 0001909654 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 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 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 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 MMSI). Qtrs Held counts distinct quarters this fund has actually held MMSI (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MMSI position size. Δ columns are the percentage-point change in MMSI's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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