Signals

MSM

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

Flow ranking

Rank#18377
Score / z0.000 / -0.02
Consensus153.76 over 257 funds
Momentumnot computed

Price & positioning

224 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
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 501.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 241.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
FULLER & THALER ASSET MANAGEMENT, INC. CIK 0001082327 0.611 504 164.8 0.6% 4 +0.0 pp +0.1 pp +0.2 pp +0.6 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 163.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
Boston Partners CIK 0001386060 0.833 802 153.2 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 130.2 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 128.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 125.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 106.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 102.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 90.1 0.5% 4 +0.1 pp +0.0 pp +0.1 pp +0.5 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 86.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 67.2 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 65.1 1.2% 4 +0.4 pp +0.2 pp +0.1 pp +1.2 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 56.9 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Alberta Investment Management Corp CIK 0001463559 0.789 663 55.5 0.3% 1 +0.3 pp +0.2 pp +0.1 pp +0.3 pp
NEW SOUTH CAPITAL MANAGEMENT INC CIK 0001044797 0.745 48 53.4 2.6% 4 +0.2 pp -0.1 pp -0.0 pp +2.6 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 52.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 49.0 0.1% 3 +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 44.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Boston Trust Walden Corp CIK 0001534866 0.673 396 44.9 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 43.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 42.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
PZENA INVESTMENT MANAGEMENT LLC CIK 0001027796 0.887 161 41.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 39.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 38.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OLD REPUBLIC INTERNATIONAL CORP (ORI) CIK 0000074260 0.634 54 38.1 1.5% 4 -0.4 pp -0.4 pp -0.4 pp +1.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 36.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 36.3 0.6% 4 +0.1 pp +0.0 pp +0.0 pp +0.6 pp
ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 35.7 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
BRANDES INVESTMENT PARTNERS, LP CIK 0001015079 0.638 193 34.4 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 33.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. CIK 0001367401 0.843 241 33.1 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 31.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIL Ltd CIK 0000318989 0.878 1140 30.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 29.6 0.0% 4 -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 28.3 0.0% 5 -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 27.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 27.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Medina Value Partners, LLC CIK 0001843543 0.082 28 26.7 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 26.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 26.0 0.8% 4 +0.1 pp -0.0 pp -0.0 pp +0.8 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 22.3 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 21.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 19.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 17.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 17.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 15.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
LONE PEAK GLOBAL INVESTORS LLC CIK 0001730467 0.405 43 15.8 2.6% 4 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
Schonfeld Strategic Advisors LLC CIK 0001665241 0.155 2292 15.3 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
WINTON GROUP Ltd CIK 0001612063 0.014 1137 14.6 0.5% 2 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
ARGENT CAPITAL MANAGEMENT LLC CIK 0001120926 0.514 168 13.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 13.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 12.8 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
Squarepoint Ops LLC CIK 0001642575 0.419 2729 11.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 11.4 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 11.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 10.8 0.6% 4 +0.1 pp +0.1 pp +0.1 pp +0.6 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Intrinsic Edge Capital Management LLC CIK 0001671754 0.047 102 10.1 1.8% 4 -0.4 pp +1.3 pp -0.0 pp +1.8 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 10.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 9.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 9.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 9.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 8.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 8.8 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 8.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 8.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 7.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 7.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Veritas Asset Management LLP CIK 0001541448 0.871 21 7.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 6.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
NewSquare Capital LLC CIK 0001546989 0.510 227 5.9 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
Altrius Capital Management Inc CIK 0001940646 0.194 89 5.7 1.1% 4 +0.1 pp -0.1 pp +0.0 pp +1.1 pp
BUTENSKY & COHEN FINANCIAL SECURITY, INC CIK 0001632802 0.193 99 5.5 1.5% 4 +0.1 pp -0.0 pp +0.0 pp +1.5 pp
Creative Planning CIK 0001540235 0.979 4196 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 5.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Illinois Municipal Retirement Fund CIK 0001541910 0.534 1120 5.1 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 5.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 5.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 4.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 4.7 0.3% 4 -0.1 pp -0.6 pp -0.6 pp +0.3 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 4.6 0.0% 4 +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 4.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 4.3 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
ICON ADVISERS INC/CO CIK 0001058470 0.054 195 4.3 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
VALLEY WEALTH MANAGERS, INC. CIK 0000924166 0.419 345 4.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 4.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 4.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE CIK 0001013701 0.443 59 3.8 1.1% 4 -0.0 pp -0.2 pp -0.1 pp +1.1 pp
Lighthouse Investment Partners, LLC CIK 0001600344 0.014 667 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Willis Investment Counsel CIK 0001310929 0.439 125 3.7 0.2% 4 +0.0 pp +0.1 pp -0.3 pp +0.2 pp
Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 3.6 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 3.6 0.1% 4 +0.0 pp -0.1 pp -0.6 pp +0.1 pp
Cinctive Capital Management LP CIK 0001787258 0.000 400 3.5 0.2% 1 +0.2 pp +0.1 pp +0.2 pp +0.2 pp
Arjuna Capital CIK 0001703208 0.352 113 3.4 0.9% 3 -0.2 pp -0.2 pp +0.9 pp +0.9 pp
Mubadala Investment Co PJSC CIK 0001704268 0.995 72 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 3.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 3.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
MARTINGALE ASSET MANAGEMENT L P CIK 0000936944 0.331 828 2.9 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 2.9 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 2.6 0.2% 1 +0.2 pp -0.0 pp -0.1 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 2.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Oak Thistle LLC CIK 0001755987 0.000 466 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
WealthPLAN Partners, LLC CIK 0001639943 0.241 223 2.4 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
Red Spruce Capital, LLC CIK 0001795356 0.206 94 2.2 0.9% 4 +0.1 pp +0.1 pp +0.1 pp +0.9 pp
State of New Jersey Common Pension Fund D CIK 0001483066 0.840 1718 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 2.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 2.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 2.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STEEL GROVE CAPITAL ADVISORS, LLC CIK 0001166308 0.836 221 1.9 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
AMG National Trust Bank CIK 0001388829 0.744 439 1.8 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 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 1.7 0.0% 1 +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% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
ARGA Investment Management, LP CIK 0001556915 0.380 121 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 1.6 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 1.6 0.0% 4 +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 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 1.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BEACON INVESTMENT ADVISORS LLC CIK 0001961635 0.238 178 1.3 0.5% 4 +0.0 pp -0.1 pp -0.0 pp +0.5 pp
Frank, Rimerman Advisors LLC CIK 0001977560 0.537 612 1.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 1.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 1.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Louisiana State Employees Retirement System CIK 0001537191 0.641 1523 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 1.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Arizona State Retirement System CIK 0001558481 0.842 2071 1.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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Pacer Advisors, Inc. CIK 0001616667 0.000 2582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CEERA INVESTMENTS, LLC CIK 0001860698 0.172 101 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp +0.0 pp
New Age Alpha Advisors, LLC CIK 0001764807 0.177 915 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Polymer Capital Management (HK) LTD CIK 0001970465 0.043 140 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 0 -0.0 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 -0.1 pp
Magnetar Financial LLC CIK 0001352851 0.768 1133 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
Versor Investments LP CIK 0001650301 0.000 27 0.0 0.0% 0 -0.2 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
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NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 0000314969 0.106 1631 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
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GeoWealth Management, LLC CIK 0001593387 0.736 882 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Point72 Europe (London) LLP CIK 0001698051 0.000 0 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 MSM). Qtrs Held counts distinct quarters this fund has actually held MSM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MSM position size. Δ columns are the percentage-point change in MSM'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