Signals

MRSK

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

Flow ranking

Rank#1323
Score / z0.026 / 0.02
Consensus10.78 over 23 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
LPL Financial LLC CIK 0001403438 0.957 5996 67.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 59.7 0.5% 3 +0.1 pp +0.1 pp +0.5 pp +0.5 pp
Strategic Equity Management CIK 0001843578 0.305 65 49.1 18.1% 1 +18.1 pp +18.1 pp +18.1 pp +18.1 pp
MONEYWISE, INC. CIK 0001703080 0.317 86 22.4 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 20.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFG Wealth Management, LLC CIK 0002027836 0.092 42 11.0 6.7% 1 +6.7 pp +6.7 pp +6.7 pp +6.7 pp
Freedom Investment Management, Inc. CIK 0001566653 0.736 106 9.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 8.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 6.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
VISIONARY HORIZONS, LLC CIK 0002003615 0.392 145 4.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
TOEWS CORP /ADV CIK 0000932000 0.096 150 1.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
PFG Advisors CIK 0001694435 0.248 791 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital Planning LLC CIK 0001790688 0.562 88 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GeoWealth Management, LLC CIK 0001593387 0.736 882 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +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 MRSK). Qtrs Held counts distinct quarters this fund has actually held MRSK (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MRSK position size. Δ columns are the percentage-point change in MRSK'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