Signals

MPLX

757 in-universe funds with a nonzero position in MPLX within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#22743
Score / z-0.148 / -0.16
Consensus230.69 over 448 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
ALPS ADVISORS INC CIK 0001376113 0.942 1170 1,544.9 7.3% 4 +7.1 pp -0.1 pp -0.5 pp +7.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 1,042.5 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 876.1 3.6% 4 -0.1 pp +0.6 pp -0.3 pp +3.6 pp
TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 756.8 7.9% 4 -1.2 pp -0.8 pp -1.0 pp +7.9 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 713.8 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 417.7 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 389.6 7.5% 4 -1.3 pp -0.5 pp -1.7 pp +7.5 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 298.7 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 298.1 10.5% 4 -1.4 pp -0.9 pp -0.7 pp +10.5 pp
Energy Income Partners, LLC CIK 0001388814 0.832 88 294.3 4.7% 4 -0.4 pp -0.7 pp -0.9 pp +4.7 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 283.3 0.0% 6 -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 229.8 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 191.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brave Warrior Advisors, LLC CIK 0001553733 0.902 40 185.7 4.6% 4 -1.0 pp -0.6 pp -0.5 pp +4.6 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 146.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 133.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 127.8 3.5% 4 -0.2 pp +0.1 pp -0.2 pp +3.5 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 127.7 0.9% 4 +0.9 pp +0.1 pp +0.9 pp +0.9 pp
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 124.1 0.2% 3 -0.0 pp +0.0 pp +0.2 pp -1.0 pp
Fractal Investments LLC CIK 0001843590 0.851 80 117.1 13.9% 4 -1.4 pp -0.9 pp -2.7 pp +13.9 pp
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 106.1 5.3% 4 -0.5 pp +0.4 pp -0.1 pp +5.3 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 103.0 3.7% 4 -0.0 pp +0.0 pp -0.3 pp +3.7 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 100.9 0.6% 4 -0.3 pp -0.5 pp -0.8 pp +0.6 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 95.2 1.0% 4 -0.1 pp -0.1 pp -0.1 pp +1.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 92.2 2.2% 4 +0.3 pp -0.5 pp -0.9 pp +2.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 75.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 73.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 65.8 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 65.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 64.3 0.4% 4 +0.0 pp +0.1 pp +0.1 pp +0.4 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 62.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 61.0 5.7% 4 -0.4 pp -1.4 pp -1.8 pp +5.7 pp
Progeny 3, Inc. CIK 0001536006 0.774 29 58.0 3.1% 4 +0.1 pp +0.3 pp +0.0 pp +3.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 55.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 55.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 50.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 48.7 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 47.3 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 46.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Americana Partners, LLC CIK 0001797678 0.514 596 43.7 1.1% 4 +0.0 pp +0.3 pp +0.2 pp +1.1 pp
REAVES W H & CO INC CIK 0000740913 0.781 94 38.3 0.6% 4 +0.0 pp +0.0 pp -0.1 pp +0.6 pp
LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 33.1 6.9% 4 -2.3 pp -2.2 pp -2.9 pp +6.9 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 33.0 0.8% 4 +0.0 pp +0.1 pp +0.1 pp +0.8 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 31.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Appaloosa LP CIK 0001656456 0.883 25 28.7 0.5% 4 -0.0 pp +0.1 pp +0.0 pp +0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 27.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 27.1 0.6% 4 -0.0 pp -0.0 pp -0.1 pp +0.6 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 24.8 2.1% 4 +0.2 pp +0.3 pp -0.2 pp +2.1 pp
Bollard Group LLC CIK 0001556218 0.801 308 23.2 0.7% 4 +0.2 pp +0.2 pp +0.3 pp +0.7 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 23.0 0.2% 4 -0.1 pp -0.0 pp -0.1 pp +0.2 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 21.3 4.5% 4 -0.4 pp -0.6 pp -0.8 pp +4.5 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 20.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 20.7 1.8% 4 -0.9 pp -0.9 pp -0.5 pp +1.8 pp
GOLDENTREE ASSET MANAGEMENT LP CIK 0001278951 0.225 31 19.7 1.2% 4 -0.1 pp -0.3 pp -0.1 pp +1.2 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 19.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 19.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 19.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 19.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Heronetta Management, L.P. CIK 0001588225 0.831 15 18.5 16.9% 4 +6.9 pp +7.1 pp +6.7 pp +16.9 pp
Jump Financial, LLC CIK 0001831577 0.000 1935 18.4 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 18.1 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 15.9 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
WALNUT PRIVATE EQUITY PARTNERS, LLC CIK 0001599275 0.888 15 15.2 8.4% 4 +0.4 pp +1.1 pp +1.1 pp +8.4 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 15.0 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
Private Capital Advisors, Inc. CIK 0001350780 0.792 76 14.7 1.7% 4 +0.3 pp +0.3 pp +0.1 pp +1.7 pp
Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 14.4 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 13.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TrueMark Investments, LLC CIK 0001974457 0.124 187 13.2 2.6% 4 +0.4 pp +0.8 pp +0.9 pp +2.6 pp
OPAL CAPITAL LLC CIK 0002100122 0.079 136 13.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
&PARTNERS CIK 0000107136 0.806 2509 13.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 13.0 0.6% 4 +0.0 pp +0.1 pp +0.0 pp +0.6 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 12.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Empirical Finance, LLC CIK 0001572838 0.574 505 12.4 0.6% 4 +0.3 pp +0.4 pp +0.4 pp +0.6 pp
Adams Asset Advisors, LLC CIK 0001386929 0.524 88 12.3 1.4% 4 -0.1 pp +0.0 pp -0.1 pp +1.4 pp
RR Advisors, LLC CIK 0001322613 0.626 25 12.2 3.4% 4 -0.1 pp -2.5 pp -2.8 pp +3.4 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 11.4 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 11.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 10.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
AVENIR CORP CIK 0001033475 0.849 79 10.7 1.3% 4 +0.2 pp +0.3 pp +0.3 pp +1.3 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 10.5 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 10.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 9.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
HENNESSY ADVISORS INC (HNNA) CIK 0001145255 0.238 325 9.3 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Parkwood LLC CIK 0001597823 0.291 71 9.2 0.8% 4 +0.0 pp +0.0 pp +0.1 pp +0.8 pp
Advisors Capital Management, LLC CIK 0001345576 0.650 634 9.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 8.8 1.3% 4 +0.1 pp +0.2 pp +0.3 pp +1.3 pp
Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 8.8 1.3% 3 +0.1 pp -0.4 pp +1.3 pp +1.3 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 8.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Blueprint Investment Partners LLC CIK 0001794467 0.532 159 8.7 0.9% 4 +0.0 pp -0.2 pp -0.5 pp +0.9 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 8.3 0.6% 4 +0.0 pp -0.0 pp +0.3 pp +0.6 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 8.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 7.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kercheville Advisors, LLC CIK 0001890748 0.215 108 7.7 2.5% 4 +0.6 pp +0.4 pp +0.1 pp +2.5 pp
Evercore Wealth Management, LLC CIK 0001482689 0.807 433 7.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 7.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 7.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BRIDGES INVESTMENT MANAGEMENT INC CIK 0001007295 0.829 401 6.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Objectivity Squared, LLC CIK 0002011113 0.676 56 5.8 3.6% 4 +0.7 pp +0.7 pp +0.3 pp +3.6 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 5.6 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 5.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FourThought Financial Partners, LLC CIK 0001956790 0.405 393 5.4 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
Private Wealth Partners, LLC CIK 0001335851 0.644 178 5.4 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
ADELL HARRIMAN & CARPENTER INC CIK 0001134152 0.669 158 5.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 4.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ELCO Management Co., LLC CIK 0001690717 0.251 174 4.7 2.3% 4 +1.4 pp +0.1 pp -0.1 pp +2.3 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Pinnacle Holdings, LLC CIK 0001411784 0.174 237 4.5 1.5% 4 +0.0 pp +0.1 pp -0.0 pp +1.5 pp
SPIRIT OF AMERICA MANAGEMENT CORP/NY CIK 0001041283 0.265 308 4.5 0.9% 4 -0.1 pp -0.2 pp -0.3 pp +0.9 pp
Castellan Group CIK 0001832521 0.901 39 4.4 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 4.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HUB Investment Partners, LLC CIK 0001841815 0.639 1223 4.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BASSO CAPITAL MANAGEMENT, L.P. CIK 0001287978 0.019 135 4.1 2.5% 4 +0.2 pp +0.1 pp -0.2 pp +2.5 pp
Jackson Hole Capital Partners, LLC CIK 0001767049 0.377 312 4.0 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
CHILDRESS CAPITAL ADVISORS, LLC CIK 0001849561 0.298 378 3.9 0.7% 4 +0.1 pp +0.1 pp -0.2 pp +0.7 pp
MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 3.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 0.331 137 3.7 0.7% 4 +0.0 pp +0.1 pp +0.1 pp +0.7 pp
Asset One Wealth Management LLC CIK 0002110759 0.396 346 3.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ArchPoint Investors CIK 0001483472 0.607 80 3.6 0.9% 4 +0.1 pp +0.0 pp -0.1 pp +0.9 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 3.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 3.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Empire Financial Management Company, LLC CIK 0001971875 0.017 139 3.4 0.8% 4 +0.0 pp +0.1 pp +0.2 pp +0.8 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 3.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 3.3 1.2% 4 +0.1 pp +0.2 pp +0.1 pp +1.2 pp
Creative Planning CIK 0001540235 0.979 4196 3.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ CIK 0001009016 0.830 421 3.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathway Financial Advisers, LLC CIK 0002024152 0.232 167 2.9 0.8% 4 +0.1 pp +0.2 pp +0.3 pp +0.8 pp
FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 2.9 0.2% 4 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRIVATE MANAGEMENT GROUP INC CIK 0001142031 0.471 320 2.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Curi Capital, LLC CIK 0001332905 0.547 888 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CFM WEALTH PARTNERS LLC CIK 0001801097 0.554 149 2.7 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.6 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 2.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
HOWARD FINANCIAL SERVICES, LTD. CIK 0001768130 0.658 268 2.6 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
GraniteShares Advisors LLC CIK 0001839545 0.113 90 2.6 1.9% 4 +0.2 pp +0.0 pp +0.0 pp +1.9 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 2.5 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
Delta Investment Management, LLC CIK 0001757043 0.270 293 2.5 0.4% 4 +0.1 pp +0.1 pp +0.2 pp +0.4 pp
KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Applied Capital LLC/FL CIK 0001965393 0.206 92 2.5 1.8% 4 +0.5 pp +1.0 pp +1.0 pp +1.8 pp
Zurich Insurance Group Ltd/FI CIK 0001127799 0.439 323 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Prossimo Advisors, LLC CIK 0001965307 0.000 24 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -0.0 pp -0.0 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
Fulcrum Asset Management LLP CIK 0001353395 0.000 1027 0.0 0.0% 0 +0.0 pp -0.1 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
Austin Wealth Management, LLC CIK 0002003112 0.631 126 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC CIK 0001989941 0.021 197 0.0 0.0% 0 -0.7 pp -0.6 pp -0.4 pp +0.0 pp
First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sonora Investment Management Group, LLC CIK 0001907552 0.533 301 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
COBBLESTONE CAPITAL ADVISORS LLC /NY/ CIK 0001033505 0.775 304 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
DRW Securities, LLC CIK 0001481986 0.026 811 0.0 0.0% 0 +0.0 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
Generali Asset Management SPA SGR CIK 0002046751 0.647 526 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC CIK 0002056591 0.371 93 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Shay Capital LLC CIK 0001723643 0.044 394 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 0.0 0.0% 0 +0.0 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
Willis Johnson & Associates, Inc. CIK 0001853239 0.879 102 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
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
Gryphon Financial Partners LLC CIK 0001729094 0.620 381 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARK & TLK INVESTMENTS, LLC CIK 0002013188 0.718 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 +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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Soltis Investment Advisors LLC CIK 0001802530 0.433 613 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCP Investment, LP CIK 0001730961 0.067 47 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
Militia Capital Partners, LP CIK 0001837496 0.040 182 0.0 0.0% 0 -1.4 pp -1.6 pp -1.8 pp -0.1 pp
FSC Wealth Advisors, LLC CIK 0001925685 0.000 1 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
CFO4Life Group, LLC CIK 0001706351 0.612 236 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 -0.2 pp -0.2 pp -0.3 pp +0.0 pp
QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.1 pp -0.0 pp -0.1 pp +0.0 pp
StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TRUST CO OF VERMONT CIK 0001134008 0.582 1154 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
MADDEN SECURITIES Corp CIK 0001803566 0.326 118 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
MSH Capital Advisors LLC CIK 0002056306 0.286 320 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
TT Capital Management LLC CIK 0002056338 0.378 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Strategic Blueprint, LLC CIK 0001767821 0.399 689 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Integrity Financial Corp /WA CIK 0001917704 0.275 291 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Distillate Capital Partners LLC CIK 0001741001 0.168 118 0.0 0.0% 0 +0.0 pp -0.9 pp -1.0 pp +0.0 pp
Morningstar Investment Management LLC CIK 0001673385 0.738 317 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Cannon Advisors, Inc. CIK 0001805370 0.019 93 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
State of Wyoming CIK 0001821626 0.105 1872 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
TOCQUEVILLE ASSET MANAGEMENT L.P. CIK 0000883961 0.653 550 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Northern Right Capital Management, L.P. CIK 0001346543 0.130 27 0.0 0.0% 0 -0.5 pp -0.7 pp -0.9 pp +0.0 pp
SUMMIT SECURITIES GROUP LLC CIK 0001531593 0.031 910 0.0 0.0% 0 +0.0 pp -0.4 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
EQ WEALTH ADVISORS, LLC CIK 0002047572 0.510 57 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
ROMAN BUTLER FULLERTON & CO CIK 0000733444 0.236 280 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp +0.0 pp -2.8 pp +0.0 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advantage Trust Co CIK 0002009346 0.631 197 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Merewether Investment Management, LP CIK 0001736852 0.195 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WEXFORD CAPITAL LP CIK 0001048462 0.410 221 0.0 0.0% 0 -1.4 pp -1.5 pp -1.4 pp +0.0 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
VAN DEN BERG MANAGEMENT I, INC CIK 0001142062 0.268 120 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Wellington Shields Capital Management, LLC CIK 0001506071 0.286 334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
Amplify Investments, LLC CIK 0001632494 0.000 26 0.0 0.0% 0 -8.5 pp -7.7 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
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
Penn Mutual Asset Management CIK 0000855702 0.000 9 0.0 0.0% 0 +0.0 pp -1.4 pp -1.3 pp +0.0 pp
Quantum Portfolio Management LLC CIK 0002003672 0.106 522 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Williamson Legacy Group, LLC CIK 0002011965 0.027 75 0.0 0.0% 0 +0.0 pp -0.2 pp -0.9 pp +0.0 pp
Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Counterpoint Mutual Funds LLC CIK 0001698461 0.000 295 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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 MPLX). Qtrs Held counts distinct quarters this fund has actually held MPLX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MPLX position size. Δ columns are the percentage-point change in MPLX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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