Signals

MORN

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

Flow ranking

Rank#19797
Score / z0.000 / -0.02
Consensus125.39 over 224 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
BAMCO INC /NY/ CIK 0001017918 0.724 345 545.9 0.8% 5 +0.4 pp +0.1 pp -0.1 pp -0.3 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 324.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 232.9 0.0% 5 -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 231.6 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 203.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 148.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 139.5 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 4261 111.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 90.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 87.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
LOS ANGELES CAPITAL MANAGEMENT LLC CIK 0001177206 0.474 2324 87.1 0.3% 3 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 75.6 0.1% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 67.3 0.0% 5 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 65.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
KENSICO CAPITAL MANAGEMENT CORP CIK 0001113000 0.961 25 44.3 0.8% 2 +0.3 pp +0.8 pp +0.8 pp +0.8 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 40.5 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 37.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 37.3 0.1% 5 -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 36.3 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 35.8 0.7% 5 +0.2 pp +0.2 pp +0.3 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 32.6 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 32.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 31.7 0.0% 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 30.1 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 29.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 28.2 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 28.0 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 26.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 25.9 0.4% 5 -0.1 pp +0.2 pp +0.2 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 25.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.2 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 25.3 0.1% 5 -0.0 pp -0.1 pp -0.0 pp +0.1 pp
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 24.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 24.3 0.0% 1 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 22.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 22.6 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 22.2 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 21.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 21.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 19.4 0.1% 5 -0.0 pp -0.0 pp -0.4 pp -0.6 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 18.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AMERICAN CAPITAL MANAGEMENT INC CIK 0001320168 0.498 80 17.9 0.8% 5 -0.2 pp -0.3 pp -0.1 pp -0.5 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 17.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Crawford Fund Management, LLC CIK 0001816427 0.129 32 17.1 5.2% 3 +0.3 pp +3.8 pp +5.2 pp +5.2 pp
DF DENT & CO INC CIK 0000934999 0.596 271 16.6 0.3% 5 -0.0 pp -0.1 pp -0.3 pp -0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 11.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 11.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Candriam S.C.A. CIK 0001537014 0.787 677 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.108 945 10.8 0.1% 5 -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 10.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 10.1 0.0% 5 +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 9.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 9.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Chicago Capital, LLC CIK 0001740053 0.632 360 9.5 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
BARLOW WEALTH PARTNERS, LLC CIK 0001999928 0.497 149 9.5 1.0% 5 -0.2 pp -0.3 pp -0.4 pp -0.8 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 8.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. CIK 0000921739 0.784 1333 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 7.9 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 7.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 7.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 7.4 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 6.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 6.9 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 6.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 6.2 0.1% 5 +0.1 pp -0.1 pp -0.1 pp -0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.2 pp
Creative Planning CIK 0001540235 0.979 4196 5.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 5.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 5.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 5.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
XTX Topco Ltd CIK 0001828301 0.023 4087 5.1 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 4.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 4.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 4.4 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 4.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 4.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 4.1 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 4.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.597 1911 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 3.6 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 3.3 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 3.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MidFirst Bank CIK 0002077076 0.526 943 2.9 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 2.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 2.9 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 2.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Numerai GP LLC CIK 0001668527 0.018 710 2.8 0.2% 4 +0.0 pp -0.1 pp +0.1 pp +0.2 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WORLDQUANT MILLENNIUM ADVISORS LLC CIK 0001745981 0.413 702 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 2.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 2.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Berkeley, Inc CIK 0002051965 0.447 86 2.4 0.7% 3 -0.1 pp -0.5 pp +0.7 pp +0.7 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Cardinal Capital Management CIK 0001434845 0.362 138 2.3 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.4 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 2.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Fluent Financial, LLC CIK 0001722283 0.050 57 2.2 0.8% 3 +0.4 pp -0.2 pp +0.8 pp +0.8 pp
Redwood Investment Management, LLC CIK 0001717479 0.474 306 2.2 0.2% 1 +0.2 pp -0.1 pp +0.2 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 2.1 0.1% 5 +0.1 pp -0.0 pp +0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 2.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 2.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 1.9 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 1.9 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
AZZAD ASSET MANAGEMENT INC /ADV CIK 0001121914 0.222 351 1.8 0.2% 3 +0.1 pp +0.1 pp +0.2 pp -0.1 pp
Henshaw Capital LLC CIK 0002131483 0.689 160 1.8 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 1.8 0.1% 5 -0.4 pp -0.6 pp -0.6 pp -0.7 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 1.7 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 1.7 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 1.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 1.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Aurora Investment Counsel CIK 0001316397 0.033 113 1.5 0.8% 5 -0.1 pp -0.3 pp +0.3 pp +0.3 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEARBORN PARTNERS LLC CIK 0001206792 0.428 285 1.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 1.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Motley Fool Asset Management LLC CIK 0001512814 0.684 249 1.5 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Savant Capital, LLC CIK 0001482880 0.851 1836 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 1.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 1.4 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 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 1.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 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
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 1.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Redmond Asset Management, LLC CIK 0001567890 0.222 199 1.2 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.3 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIGHT ROCK CAPITAL MANAGEMENT, LLC CIK 0001509973 0.259 73 1.2 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 1.1 0.5% 5 -0.1 pp -0.2 pp -0.2 pp -0.5 pp
Empire Life Investments Inc. CIK 0001640951 0.544 113 1.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hunter Perkins Capital Management, LLC CIK 0001808919 0.353 149 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp -0.1 pp
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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
Dundas Partners LLP CIK 0001742418 0.708 31 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 MORN). Qtrs Held counts distinct quarters this fund has actually held MORN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MORN position size. Δ columns are the percentage-point change in MORN'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