Signals

← Signals

☆MSEX

288 in-universe funds with a nonzero position in MSEX within the trailing 4 quarters, as of 2026Q2

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-07-30 8-K Item(s) 2.02, 9.01
2026-05-20 8-K Item(s) 5.07
2026-04-30 8-K Item(s) 2.02, 9.01
2026-03-26 8-K Item(s) 5.02
2026-02-24 8-K Item(s) 1.01, 9.01
2026-02-20 Ownership Dilution filing by MIDDLESEX WATER CO (424B5)
2026-02-19 8-K Item(s) 2.02, 9.01
2025-12-22 8-K Item(s) 5.02, 9.01
2025-10-31 8-K Item(s) 2.02, 9.01
2025-07-31 8-K Item(s) 2.02, 9.01
2025-07-29 Ownership Dilution filing by MIDDLESEX WATER CO (424B5)
2025-05-22 8-K Item(s) 5.07, 9.01
2025-05-12 Ownership Dilution filing by MIDDLESEX WATER CO (424B5)
2023-07-25 Ownership Dilution filing by MIDDLESEX WATER CO (424B5)
2022-08-03 Ownership Dilution filing by MIDDLESEX WATER CO (424B5)
2019-11-20 Ownership Dilution filing by MIDDLESEX WATER CO (424B5)
2019-11-19 Ownership Dilution filing by MIDDLESEX WATER CO (424B5)
2019-09-06 Ownership Dilution filing by MIDDLESEX WATER CO (424B5)
2015-07-31 Ownership Dilution filing by MIDDLESEX WATER CO (S-3/A)
2015-07-16 Ownership Dilution filing by MIDDLESEX WATER CO (S-3)

Flow ranking

Rank#1681
Score / z0.000 / -0.02
Consensus107.48 over 163 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

Issuance as of 2026Q2
Accrual ratio-0.001
F-score—
M-score—
Net issuance1266.7%
See the full series →

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 1
FiledFormItems
2026-07-30 8-K 2.02, 9.01
2026-05-20 8-K 5.07
2026-04-30 8-K 2.02, 9.01
2026-03-26 8-K 5.02
2026-02-24 8-K 1.01, 9.01
2026-02-19 8-K 2.02, 9.01
2025-12-22 8-K 5.02, 9.01
2025-10-31 8-K 2.02, 9.01
2025-07-31 8-K 2.02, 9.01
2025-05-22 8-K 5.07, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2026-02-20 424B5 MIDDLESEX WATER CO
2025-07-29 424B5 MIDDLESEX WATER CO
2025-05-12 424B5 MIDDLESEX WATER CO
2023-07-25 424B5 MIDDLESEX WATER CO
2022-08-03 424B5 MIDDLESEX WATER CO
2019-11-20 424B5 MIDDLESEX WATER CO
2019-11-19 424B5 MIDDLESEX WATER CO
2019-09-06 424B5 MIDDLESEX WATER CO
2015-07-31 S-3/A MIDDLESEX WATER CO
2015-07-16 S-3 MIDDLESEX WATER CO
Showing the 10 most recent.

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
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 176.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 90.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 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 61.9 0.0% 7 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 45.1 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 4261 44.8 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 28.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 28.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 24.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 19.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 15.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 14.3 7.6% 7 +0.1 pp +0.2 pp -0.6 pp -1.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 12.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TSP Capital Management Group, LLC CIK 0001317208 0.520 43 11.9 2.8% 5 +0.2 pp +0.5 pp +1.1 pp +0.9 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 10.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 10.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Zimmer Partners, LP CIK 0001565854 0.202 112 9.9 0.2% 5 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 9.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MIROVA CIK 0001767843 0.366 185 8.9 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 8.0 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ProShare Advisors LLC CIK 0001357955 0.953 1913 7.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 6.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 6.1 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 6.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NUANCE INVESTMENTS, LLC CIK 0001473182 0.195 52 4.8 0.8% 2 +0.4 pp +0.8 pp +0.8 pp +0.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆PUBLIC SECTOR PENSION INVESTMENT BOARD CIK 0001396318 0.776 1324 3.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DEAN INVESTMENT ASSOCIATES, LLC CIK 0000846797 0.113 193 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Nuveen, LLC CIK 0001871926 0.966 3735 3.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penn Capital Management Company, LLC CIK 0001158202 0.097 185 3.0 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 2.5 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dean Capital Management CIK 0001455468 0.041 112 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 2.4 0.0% 5 -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 2.3 0.0% 5 -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 2.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 2.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Swiss National Bank CIK 0001582202 0.961 2301 2.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 2.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 1.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 1.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 1.6 0.5% 6 -0.2 pp -0.2 pp -0.3 pp -0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 1.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 1.4 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legato Capital Management LLC CIK 0001442641 0.058 678 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 1.2 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GABELLI FUNDS LLC CIK 0001081407 0.628 1286 1.1 0.0% 5 +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 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 1.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Odyssean, LLC CIK 0002092853 0.021 485 1.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 0.9 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 0.9 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 0.9 0.0% 1 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Magellan Asset Management Ltd CIK 0001536105 0.373 78 0.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 0.8 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CenterBook Partners LP CIK 0001872738 0.028 693 0.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 0.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.7 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Tidal Investments LLC CIK 0001600064 0.635 2147 0.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atom Investors LP CIK 0001738902 0.004 818 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Daiwa Securities Group Inc. (DSECF, DSEEY) CIK 0001481045 0.897 1126 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 0.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 0.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Amundi CIK 0001330387 0.000 1 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.4 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 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.4 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cullen Capital Management, LLC CIK 0001362535 0.719 208 0.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 0.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BLACKHILL CAPITAL INC CIK 0000872162 0.969 47 0.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GUYASUTA INVESTMENT ADVISORS INC CIK 0000928568 0.642 276 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 5 -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 0.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farmers & Merchants Trust Co of Long Beach CIK 0001737090 0.456 200 0.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Arizona State Retirement System CIK 0001558481 0.842 2071 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Teton Advisors, LLC CIK 0002086025 0.112 157 0.3 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 0.3 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 0.3 0.0% 5 -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 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 0.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 0.2 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 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Clean Yield Group CIK 0001525865 0.299 395 0.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OREGON PUBLIC EMPLOYEES RETIREMENT FUND CIK 0001107314 0.758 1509 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.2 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Jain Global LLC CIK 0002024579 0.024 1417 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HARBOR CAPITAL ADVISORS, INC. CIK 0001039128 0.233 1213 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 0.0 0.0% 0 +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% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 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 MSEX). Qtrs Held counts distinct quarters this fund has actually held MSEX (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MSEX position size. Δ columns are the percentage-point change in MSEX's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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