Signals

MOS

643 in-universe funds with a nonzero position in MOS within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#23230
Score / z-0.038 / -0.07
Consensus250.58 over 455 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 1,404.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 911.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 765.0 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 476.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 411.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 323.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 299.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 270.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Boston Partners CIK 0001386060 0.833 802 270.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 194.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 170.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 158.1 0.0% 1 +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 149.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 140.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 138.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 133.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 131.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 118.3 0.0% 1 +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 114.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 111.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 109.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
DONALD SMITH & CO., INC. CIK 0000814375 0.773 66 107.5 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 103.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
GMT CAPITAL CORP CIK 0001106191 0.809 68 100.9 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 90.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 81.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 76.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 73.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC CIK 0000898286 0.799 705 73.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Merewether Investment Management, LP CIK 0001736852 0.195 81 72.4 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 71.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 68.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 67.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 66.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 61.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 59.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 56.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 53.0 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 50.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 48.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 44.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 43.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 42.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&CO INC CIK 0001082461 0.523 222 41.3 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 41.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 40.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 37.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 37.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 36.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 31.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 28.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 27.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ninety One UK Ltd CIK 0001418329 0.903 271 26.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 26.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HAWK RIDGE CAPITAL MANAGEMENT LP CIK 0001609074 0.308 44 25.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 24.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MANAGED ASSET PORTFOLIOS, LLC CIK 0001600999 0.325 51 23.9 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 23.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FOUNDATION RESOURCE MANAGEMENT INC CIK 0001179232 0.432 56 23.4 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
Swiss National Bank CIK 0001582202 0.961 2301 22.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 21.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CSM Advisors, LLC CIK 0001863523 0.423 406 21.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 21.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 21.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 21.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 20.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 20.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Newport Trust Company, LLC CIK 0001722329 0.972 63 20.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 19.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 19.5 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 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 18.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 18.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 17.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Beck Bode, LLC CIK 0001790548 0.122 104 17.0 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 16.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
Goehring & Rozencwajg Associates, LLC CIK 0001863154 0.771 41 15.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 15.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GATE CITY CAPITAL MANAGEMENT, LLC CIK 0001705447 0.363 17 15.1 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 14.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 14.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 14.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 13.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 13.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 13.3 0.0% 1 +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 13.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 12.4 0.0% 1 +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 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 12.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 11.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 11.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 11.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 11.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 10.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 10.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 10.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pine Valley Investments Ltd Liability Co CIK 0001975417 0.417 571 9.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 9.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 9.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Carolina Wealth Advisors, LLC CIK 0001786411 0.269 278 9.0 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 9.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Quantbot Technologies LP CIK 0001512991 0.012 1893 8.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 8.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COLRAIN CAPITAL LLC CIK 0001216093 0.493 25 8.3 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 8.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 8.0 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 7.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 7.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Aquatic Capital Management LLC CIK 1803916 0.018 1209 7.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Journey Advisory Group, LLC CIK 0001840085 0.344 282 7.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
WEDGE CAPITAL MANAGEMENT L L P/NC CIK 0001015308 0.369 484 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BARINGS LLC CIK 0000009015 0.845 191 7.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
L & S Advisors Inc CIK 0001392364 0.047 236 7.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
CIBC WORLD MARKETS CORP CIK 0001056527 0.000 0 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 6.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 6.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TERRIL BROTHERS, INC. CIK 0000314169 0.673 71 6.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 6.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.585 478 5.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 5.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Core Alternative Capital CIK 0001776878 0.274 201 5.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARIEL INVESTMENTS, LLC CIK 0000936753 0.768 106 5.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 5.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Investment Advisors, Ltd. CIK 0001701132 0.354 225 5.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
De Lisle Partners LLP CIK 0002011184 0.284 178 4.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 4.6 0.0% 1 +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 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lipe & Dalton CIK 0001570396 0.334 94 4.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 4.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PDT Partners, LLC CIK 0001564702 0.042 489 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sicart Associates LLC CIK 0001696494 0.420 74 3.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
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Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
ONTARIO TEACHERS PENSION PLAN BOARD CIK 0000937567 0.000 55 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
IFM Investors Pty Ltd CIK 0001698246 0.822 641 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 MOS). Qtrs Held counts distinct quarters this fund has actually held MOS (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MOS position size. Δ columns are the percentage-point change in MOS's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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