Signals

MP

694 in-universe funds with a nonzero position in MP within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#236
Score / z0.864 / 1.29
Consensus241.71 over 459 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
Hancock Prospecting Pty Ltd CIK 0002017993 0.747 42 996.7 32.5% 3 +17.8 pp +19.1 pp +32.5 pp +32.5 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 940.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 851.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 390.9 0.0% 2 +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 256.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 211.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 207.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOPERMAN LEON G CIK 0000898382 0.812 39 201.2 6.3% 2 +2.5 pp +6.3 pp +6.3 pp +6.3 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 194.9 0.0% 2 +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 183.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
REAVES W H & CO INC CIK 0000740913 0.781 94 173.7 3.1% 2 +2.4 pp +3.1 pp +3.1 pp +3.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 157.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 152.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 128.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 119.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 110.5 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 94.2 0.1% 2 +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 80.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 75.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Amundi CIK 0001330387 0.000 1 70.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 68.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 68.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 64.0 0.0% 2 +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 61.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 57.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DRIEHAUS CAPITAL MANAGEMENT LLC CIK 0000938206 0.270 354 55.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
USCF Advisers LLC CIK 0001633971 0.859 1 53.7 5.4% 2 +2.8 pp +5.4 pp +5.4 pp +5.4 pp
Man Group plc CIK 0001637460 0.631 2032 51.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 49.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 49.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 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 48.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 46.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 45.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 38.8 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 36.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 35.9 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 34.9 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 32.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 30.1 0.4% 2 -0.2 pp +0.4 pp +0.4 pp +0.4 pp
LPL Financial LLC CIK 0001403438 0.957 5996 29.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 29.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 27.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 26.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 26.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 24.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 24.2 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 23.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 23.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 23.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 23.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 21.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 21.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rheos Capital Works Inc. CIK 0001735445 0.176 82 20.1 1.1% 2 +0.6 pp +1.1 pp +1.1 pp +1.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 20.0 0.0% 2 -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 18.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 17.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 17.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 16.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Calamos Advisors LLC CIK 0001316507 0.672 942 16.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 16.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 16.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
KADENSA CAPITAL Ltd CIK 0001720980 0.063 28 16.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 16.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HITE Hedge Asset Management LLC CIK 0001568939 0.164 124 16.2 0.9% 2 +0.7 pp +0.9 pp +0.9 pp +0.9 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 16.2 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Swiss National Bank CIK 0001582202 0.961 2301 15.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 15.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 15.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 14.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Goodlander Investment Management, LLC CIK 0002018973 0.062 15 14.8 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
Baird Financial Group, Inc. CIK 0001648711 0.921 1924 14.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 14.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 14.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GROUP ONE TRADING LLC CIK 0000932540 0.041 2157 13.7 0.4% 1 +0.4 pp +0.3 pp +0.4 pp +0.4 pp
NEXT CENTURY GROWTH INVESTORS LLC CIK 0001134007 0.159 113 13.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
SEVEN GRAND MANAGERS, LLC CIK 0001909126 0.028 176 13.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Woodline Partners LP CIK 0001784547 0.424 1011 13.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 13.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sicart Associates LLC CIK 0001696494 0.420 74 12.6 3.4% 2 -1.2 pp +3.4 pp +3.4 pp +3.4 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 11.4 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Banque Transatlantique SA CIK 0002056095 0.835 494 10.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 10.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 10.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 10.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Burkehill Global Management, LP CIK 0001904549 0.000 173 10.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
BERNZOTT CAPITAL ADVISORS CIK 0001260468 0.215 35 10.0 4.7% 2 -0.5 pp +4.7 pp +4.7 pp +4.7 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 9.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Revere Asset Management, Inc CIK 0001849529 0.214 37 8.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 8.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 8.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 8.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Dorsey Wright & Associates CIK 0001376772 0.051 131 7.9 1.8% 2 +1.3 pp +1.8 pp +1.8 pp +1.8 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 7.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 7.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 7.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Skylands Capital, LLC CIK 0001299910 0.457 166 7.1 1.0% 2 +0.3 pp +1.0 pp +1.0 pp +1.0 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 7.0 1.6% 2 +0.8 pp +1.6 pp +1.6 pp +1.6 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 6.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 6.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.7 0.0% 2 +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 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lisanti Capital Growth, LLC CIK 0001424467 0.005 109 6.5 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 6.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SWS Partners CIK 0001731731 0.307 108 6.0 1.5% 2 +0.5 pp +1.5 pp +1.5 pp +1.5 pp
TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 5.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Informed Momentum Co LLC CIK 0001510989 0.009 268 5.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Trexquant Investment LP CIK 0001633445 0.116 1625 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 5.2 1.1% 2 +0.2 pp +1.1 pp +1.1 pp +1.1 pp
Walleye Capital LLC CIK 0001758720 0.283 1924 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
FRED ALGER MANAGEMENT, LLC CIK 0000003520 0.898 424 4.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Granite Investment Partners, LLC CIK 0001542266 0.322 277 4.5 0.3% 2 -0.5 pp +0.3 pp +0.3 pp +0.3 pp
JT Stratford LLC CIK 0001689013 0.376 321 4.5 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC CIK 0001446179 0.052 737 4.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 4.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MIROVA CIK 0001767843 0.367 185 4.2 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bridgewater Associates, LP CIK 0001350694 0.669 997 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Krane Funds Advisors LLC CIK 0001536592 0.650 185 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 3.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 3.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Polymer Capital Management (US) LLC CIK 0001973324 0.000 602 3.7 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sigma Planning Corp CIK 0001449126 0.520 1394 3.6 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Mariner, LLC CIK 0001373442 0.925 3517 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INTECH INVESTMENT MANAGEMENT LLC CIK 0001086318 0.632 2110 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Weiss Asset Management LP CIK 0001357550 0.000 613 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Creative Planning CIK 0001540235 0.979 4196 3.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 3.4 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 3.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strengthening Families & Communities, LLC CIK 0001921196 0.254 846 3.1 0.7% 2 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 3.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 3.0 0.0% 2 +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 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 2.9 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
Guardian Partners Inc. CIK 0001884799 0.412 391 2.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Tandem Financial, LLC CIK 0002049157 0.467 99 2.9 1.1% 2 -0.3 pp +1.1 pp +1.1 pp +1.1 pp
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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
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Penbrook Management LLC CIK 0001381055 0.184 101 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
Walleye Trading LLC CIK 0001388391 0.179 946 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCommodity Management, LLC CIK 0001301743 0.643 124 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Olistico Wealth, LLC CIK 0001962695 0.459 334 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 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Philadelphia Financial Management of San Francisco, LLC CIK 0001351407 0.000 43 0.0 0.0% 0 -2.0 pp +0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.1 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sumitomo Mitsui DS Asset Management Company, Ltd CIK 0001411530 0.778 767 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
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
Andrew Hill Investment Advisors, Inc. CIK 0001897071 0.050 57 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Koss-Olinger Consulting, LLC CIK 0001861163 0.727 172 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.0 pp +0.0 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
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
StoneCrest Wealth Management, Inc. CIK 0002008409 0.141 73 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
CUTLER INVESTMENT COUNSEL LLC CIK 0001285973 0.539 157 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Verde Servicos Internacionais S.A. CIK 0001629290 0.196 49 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Corecam Pte. Ltd. CIK 0002106977 0.168 82 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIH Partners, LLLP CIK 0001996244 0.030 285 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
Stonehage Fleming Financial Services Holdings Ltd CIK 0001786379 0.744 215 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
A. D. Beadell Investment Counsel, Inc. CIK 0001569102 0.199 104 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Secure Asset Management, LLC CIK 0001800692 0.269 320 0.0 0.0% 0 -0.6 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 MP). Qtrs Held counts distinct quarters this fund has actually held MP (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MP position size. Δ columns are the percentage-point change in MP's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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