Signals

MSA

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

Flow ranking

Rank#20042
Score / z0.000 / -0.00
Consensus140.91 over 231 funds
Momentumnot computed

Price & positioning

226 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 638.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 549.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ruane, Cunniff & Goldfarb L.P. CIK 0001720792 0.887 54 293.4 4.9% 2 +2.1 pp +4.9 pp +4.9 pp +4.9 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 285.8 0.0% 2 -0.0 pp +0.0 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 260.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 253.4 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 240.3 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
COOKE & BIELER LP CIK 0000024386 0.694 100 141.9 1.5% 2 +0.1 pp +1.5 pp +1.5 pp +1.5 pp
Conestoga Capital Advisors, LLC CIK 0001163744 0.678 109 132.1 2.1% 2 +0.2 pp +2.1 pp +2.1 pp +2.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 129.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&G Plc CIK 0001802539 0.820 370 124.5 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 123.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 111.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIDUCIARY MANAGEMENT INC /WI/ CIK 0000764532 0.570 56 109.1 1.1% 2 +0.3 pp +1.1 pp +1.1 pp +1.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 106.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Channing Capital Management, LLC CIK 0001302404 0.414 106 87.8 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 77.9 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 77.7 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 71.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 64.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NIXON PEABODY TRUST CO CIK 0001626757 0.652 177 59.8 4.4% 2 -0.1 pp +4.4 pp +4.4 pp +4.4 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 59.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 58.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 54.8 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 53.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 53.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 50.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 48.4 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 47.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 47.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 44.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 40.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aberdeen Group plc CIK 0001716774 0.934 934 37.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 34.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Copeland Capital Management, LLC CIK 0001541743 0.466 265 32.6 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 31.5 0.0% 2 +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 30.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SOUTHERNSUN ASSET MANAGEMENT, LLC CIK 0001089755 0.592 29 29.3 3.8% 2 +0.5 pp +3.8 pp +3.8 pp +3.8 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 28.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Foresight Group Ltd Liability Partnership CIK 0001943441 0.271 62 27.9 4.2% 2 +0.0 pp +4.2 pp +4.2 pp +4.2 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 26.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 23.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
P2 Capital Partners, LLC CIK 0001406313 0.772 12 23.5 4.8% 2 +0.0 pp +4.8 pp +4.8 pp +4.8 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 23.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Triodos Investment Management BV CIK 0001748729 0.649 50 21.0 1.5% 2 -0.0 pp +1.5 pp +1.5 pp +1.5 pp
Capital World Investors CIK 0001422849 0.974 637 19.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ArrowMark Colorado Holdings LLC CIK 0001483859 0.094 296 18.3 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 18.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 17.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 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 17.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 15.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 15.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Thematics Asset Management CIK 0001956031 0.494 125 15.0 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 14.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BAILLIE GIFFORD & CO CIK 0001088875 0.941 273 14.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PALISADE CAPITAL MANAGEMENT, LP CIK 0001009006 0.185 294 14.1 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
COMERICA BANK CIK 0000901541 0.812 3711 13.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
EULAV Asset Management CIK 0001540826 0.373 152 13.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
AEGON ASSET MANAGEMENT UK PLC CIK 1539994 0.692 172 13.3 0.2% 1 +0.2 pp +0.2 pp +0.0 pp +0.2 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 13.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SPEECE THORSON CAPITAL GROUP INC CIK 0000900169 0.350 37 13.0 2.6% 2 -0.0 pp +2.6 pp +2.6 pp +2.6 pp
Ranger Investment Management, L.P. CIK 0001319691 0.273 83 12.9 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 12.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 12.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICOLA WEALTH MANAGEMENT LTD. CIK 0001734493 0.239 61 12.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 11.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 11.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDENTREE ASSET MANAGEMENT Ltd CIK 0001980273 0.200 66 11.6 2.8% 2 -0.3 pp +2.8 pp +2.8 pp +2.8 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 11.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.1 0.0% 2 -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 11.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 11.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 10.8 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 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 9.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 9.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 9.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 8.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 7.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pier Capital, LLC CIK 0001310051 0.081 129 7.5 1.2% 2 -0.2 pp +1.2 pp +1.2 pp +1.2 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRILLIUM ASSET MANAGEMENT, LLC CIK 0000884541 0.653 230 6.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 6.4 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 6.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Rodgers Brothers Inc. CIK 0001397290 0.463 247 6.2 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 6.0 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 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALDWELL SUTTER CAPITAL, INC. CIK 0000702007 0.183 930 5.7 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
Waldron Private Wealth LLC CIK 0001598180 0.896 350 5.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 5.2 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 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC CIK 0001067324 0.493 146 4.7 0.7% 2 -0.9 pp +0.7 pp +0.7 pp +0.7 pp
National Philanthropic Trust CIK 0001785342 0.575 409 4.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 4.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaQuest LLC CIK 0001883897 0.000 0 4.1 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DARK FOREST CAPITAL MANAGEMENT LP CIK 0001853322 0.007 777 4.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Man Group plc CIK 0001637460 0.631 2032 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vest Financial, LLC CIK 0001709632 0.555 420 4.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
PRENTISS SMITH & CO INC CIK 0001134687 0.309 67 3.9 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
MARTIN & CO INC /TN/ CIK 0001008868 0.533 100 3.9 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 3.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Advantage Alpha Capital Partners LP CIK 0001762344 0.000 0 3.4 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Meiji Yasuda Asset Management Co Ltd. CIK 0001491685 0.417 596 3.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.9 0.0% 2 +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 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Inspire Investing, LLC CIK 0001670139 0.034 1266 2.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 2.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AIA Group Ltd CIK 0001522877 0.800 324 2.2 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 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Diversified Trust Co CIK 0001479844 0.817 1115 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fruth Investment Management CIK 0001416856 0.254 225 2.1 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 2.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ANCHOR CAPITAL ADVISORS LLC CIK 0000813933 0.410 245 1.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
COMMERCE BANK CIK 0001009076 0.853 1332 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KENNEDY CAPITAL MANAGEMENT LLC CIK 0000884589 0.305 543 1.8 0.0% 2 -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 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Linden Thomas Advisory Services, LLC CIK 0001965702 0.218 542 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS CIK 0001083190 0.767 1759 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HBK Sorce Advisory LLC CIK 0001379995 0.951 658 1.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF MICHIGAN RETIREMENT SYSTEM CIK 0000762152 0.814 960 1.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 0.890 880 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantbot Technologies LP CIK 0001512991 0.011 1893 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BDF-GESTION CIK 0001632812 0.000 143 1.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW MEXICO EDUCATIONAL RETIREMENT BOARD CIK 0000862469 0.617 908 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 1.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Westside Investment Management, Inc. CIK 0001538383 0.328 1446 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Root Financial Partners, LLC CIK 0001977181 0.834 407 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DekaBank Deutsche Girozentrale CIK 0001456228 0.170 1102 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Creekmur Asset Management LLC CIK 0002013091 0.963 6 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DiNuzzo Private Wealth, Inc. CIK 0001994563 0.859 1347 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Roble, Belko & Company, Inc CIK 0001642305 0.792 486 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CANADA LIFE ASSURANCE Co CIK 0001046192 0.104 1810 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD PRIVATE CLIENT WEALTH LLC CIK 0001551017 0.809 1698 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clayton Financial Group LLC CIK 0002011212 0.402 65 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Solstein Capital, LLC CIK 0001730769 0.250 434 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WOLFF WIESE MAGANA LLC CIK 0001832097 0.120 1027 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Dogwood Wealth Management LLC CIK 0002056922 0.482 851 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEBSTER BANK, N. A. CIK 0001105837 0.616 698 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bell Investment Advisors, Inc CIK 0001890149 0.716 1820 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Wealth Solutions LLC CIK 0002044741 0.470 811 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cromwell Holdings LLC CIK 0001894712 0.161 1108 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TFC Financial Management, Inc. CIK 0001827844 0.883 1034 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Transamerica Financial Advisors, LLC CIK 0001502149 0.192 2188 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bay Harbor Wealth Management, LLC CIK 0001767989 0.449 1293 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Optiver Holding B.V. CIK 0001859606 0.114 2337 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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
Flaharty Asset Management, LLC CIK 0001697882 0.120 52 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
NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vident Advisory, LLC CIK 0001744347 0.598 1911 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
J. W. Coons Advisors, LLC CIK 0001536139 0.275 240 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
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 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
Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Preferred, LLC CIK 0001598841 0.037 220 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Entropy Technologies, LP CIK 0001976151 0.010 929 0.0 0.0% 0 -0.0 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
Teton Advisors, Inc. CIK 0001444874 0.146 184 0.0 0.0% 0 -0.5 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
VOLORIDGE INVESTMENT MANAGEMENT, LLC CIK 0001556921 0.111 784 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
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VEGA INVESTMENT SOLUTIONS CIK 0002056914 0.174 144 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OP Asset Management Ltd CIK 0002097005 0.000 765 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
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPSTONE INVESTMENT ADVISORS, LLC CIK 0001426196 0.598 942 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 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 MSA). Qtrs Held counts distinct quarters this fund has actually held MSA (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MSA position size. Δ columns are the percentage-point change in MSA'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