Signals

MTD

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

Flow ranking

Rank#19796
Score / z0.000 / -0.02
Consensus268.01 over 458 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 3,003.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 2,288.0 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 1,131.0 0.0% 1 +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 1,062.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Capital International Investors CIK 0001562230 0.968 446 997.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 842.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Fundsmith LLP CIK 0001569205 0.605 41 693.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 681.5 0.0% 1 +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 445.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fiera Capital Corp CIK 0001505817 0.842 401 402.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
PineStone Asset Management Inc. CIK 0001904893 0.920 44 392.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 366.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 360.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 340.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 322.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 319.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FUNDSMITH INVESTMENT SERVICES LTD. CIK 0001868537 0.428 27 306.1 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
BAMCO INC /NY/ CIK 0001017918 0.724 345 280.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 277.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 264.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 231.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 225.8 0.0% 1 +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 221.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 218.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
LOOMIS SAYLES & CO L P CIK 0000312348 0.972 707 209.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Impax Asset Management Group plc CIK 0001749768 0.757 284 201.4 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 192.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 183.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPITAL COUNSEL LLC/NY CIK 0001114928 0.927 58 174.1 7.1% 2 -0.8 pp +7.1 pp +7.1 pp +7.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 150.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 139.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
AustralianSuper Pty Ltd CIK 0001694164 0.632 288 139.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
Amundi CIK 0001330387 0.000 1 134.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 132.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Champlain Investment Partners, LLC CIK 0001315478 0.213 129 126.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 126.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 126.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 123.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 119.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 102.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 96.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 92.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 82.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 82.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Robeco Institutional Asset Management B.V. CIK 0001418773 0.892 837 82.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 80.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Seilern Investment Management Ltd CIK 0001817797 0.790 24 75.5 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
Swiss National Bank CIK 0001582202 0.961 2301 74.1 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 72.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Man Group plc CIK 0001637460 0.631 2032 72.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 71.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 71.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WELCH & FORBES LLC CIK 0000105495 0.837 388 70.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 70.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 70.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Canoe Financial LP CIK 0001908219 0.716 110 68.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 66.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FMR LLC CIK 0000315066 0.989 5571 65.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARTIN CURRIE LTD CIK 0001094499 0.000 0 64.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 59.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVENTIDE ASSET MANAGEMENT, LLC CIK 0001442891 0.505 301 57.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 56.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 51.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Ownership Capital B.V. CIK 0001656735 0.454 21 50.7 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 49.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Boston Trust Walden Corp CIK 0001534866 0.672 396 49.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO CIK 0000315032 0.975 107 48.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 48.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JUPITER ASSET MANAGEMENT LTD CIK 0001215838 0.479 537 48.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 48.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 47.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Robeco Schweiz AG CIK 0001418427 0.613 126 47.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 46.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 46.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DAVIS R M INC CIK 0000891287 0.824 280 45.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
National Pension Service CIK 0001608046 0.956 552 44.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 42.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 42.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 41.4 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 40.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 39.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DF DENT & CO INC CIK 0000934999 0.596 271 39.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 38.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FRONTIER CAPITAL MANAGEMENT CO LLC CIK 0000351173 0.365 300 36.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 35.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Candriam S.C.A. CIK 0001537014 0.787 677 35.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 34.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 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 30.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAR VISTA INVESTMENT PARTNERS LLC CIK 0001419999 0.594 33 29.6 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 29.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Raiffeisen Bank International AG CIK 0002044885 0.723 593 28.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Junto Capital Management LP CIK 0001595880 0.030 80 28.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Aware Super Pty Ltd as trustee of Aware Super CIK 0002012816 0.640 236 28.8 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 28.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
FIL Ltd CIK 0000318989 0.878 1140 26.7 0.0% 1 +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 26.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 25.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 25.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 24.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Northwest & Ethical Investments L.P. CIK 0002033536 0.430 513 23.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 23.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
TANG CAPITAL MANAGEMENT LLC CIK 0001232621 0.706 41 22.9 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
BARR E S & CO CIK 0001040210 0.865 112 22.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
Aberdeen Group plc CIK 0001716774 0.934 934 21.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Meridiem Capital Partners LP CIK 0002026798 0.000 80 20.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
NISSAY ASSET MANAGEMENT CORP /JAPAN CIK 0000869589 0.804 687 20.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Assenagon Asset Management S.A. CIK 0001546007 0.731 1145 20.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
VIRGINIA RETIREMENT SYSTEMS ET Al CIK 0001005354 0.594 1300 20.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 19.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 19.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AVIVA PLC CIK 0001140022 0.925 854 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Woodline Partners LP CIK 0001784547 0.424 1011 18.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 18.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NICHOLAS COMPANY, INC. CIK 0000903949 0.676 195 17.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
LOGAN CAPITAL MANAGEMENT INC CIK 0001121330 0.755 443 17.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 17.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 16.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
EULAV Asset Management CIK 0001540826 0.373 152 16.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 16.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 16.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PARNASSUS INVESTMENTS, LLC CIK 0000948669 0.891 135 16.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Andra AP-fonden CIK 0001535452 0.620 393 16.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 16.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
HARVEY INVESTMENT CO LLC CIK 0001162781 0.624 99 15.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
Capital International Sarl CIK 0001065349 0.698 287 15.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
GRANDFIELD & DODD, LLC CIK 0001308016 0.624 217 15.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
TEACHER RETIREMENT SYSTEM OF TEXAS CIK 0000796848 0.706 1510 15.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 15.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 14.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 14.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lazard Freres Gestion S.A.S. CIK 0001426748 0.000 115 13.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Thematics Asset Management CIK 0001956031 0.494 125 12.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
L. Roy Papp & Associates, LLP CIK 0000809339 0.545 193 12.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 12.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Jefferies Financial Group Inc. (JEF) CIK 0000096223 0.178 1338 11.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NORTH POINT PORTFOLIO MANAGERS CORP/OH CIK 0001105344 0.412 79 10.8 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 10.3 0.0% 3 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 10.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Edgestream Partners, L.P. CIK 0001535061 0.020 936 9.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. (BBVA, BBVXF) CIK 0000842180 0.816 733 9.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 9.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
CAPITAL INTERNATIONAL LTD /CA/ CIK 0001065350 0.588 150 9.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 9.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
KLP KAPITALFORVALTNING AS CIK 0001717443 0.875 2141 8.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ (ZION, ZIONP) CIK 0000109380 0.655 1629 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Covestor Ltd CIK 0001909846 0.023 2832 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Citizens National Bank Trust Department CIK 0001806425 0.400 381 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Place Capital Corp CIK 0001965810 0.369 1092 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 1 +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% 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
Hurley Capital, LLC CIK 0001632844 0.288 641 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEEDER ASSET MANAGEMENT INC CIK 0000809443 0.204 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Red Tortoise LLC CIK 0001910488 0.497 590 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Independence Bank of Kentucky CIK 0001730479 0.508 589 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bruce G. Allen Investments, LLC CIK 0002005409 0.456 1037 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cheviot Value Management, LLC CIK 0001427147 0.689 443 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clark Wealth Partners CIK 0002107657 0.535 571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Center for Financial Services CIK 0001698222 0.798 500 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global X Japan Co., Ltd. CIK 0002027450 0.619 390 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Colonial Trust Co / SC CIK 0001954093 0.347 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Altshuler Shaham Ltd CIK 0001324290 0.550 464 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HOWARD HUGHES MEDICAL INSTITUTE CIK 0000810386 0.633 30 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kilter Group LLC CIK 0002058915 0.349 1580 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
First Pacific Financial CIK 0001810089 0.717 510 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mowery & Schoenfeld Wealth Management, LLC CIK 0002019946 0.169 363 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Activest Wealth Management CIK 0001883134 0.526 1477 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMG Wealth Management, Inc. CIK 0002032103 0.438 612 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Addison Advisors LLC CIK 0001843745 0.131 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Hartford Financial Management Inc. CIK 0001352526 0.343 349 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAGCO, INC. CIK 0001767343 0.605 117 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Grove Bank & Trust CIK 0001662212 0.546 886 0.0 0.0% 1 +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
BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
DecisionPoint Financial, LLC CIK 0001938514 0.881 1416 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Physician Wealth Advisors, Inc. CIK 0001795173 0.595 2334 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aspect Partners, LLC CIK 0001985284 0.319 679 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RAFFA WEALTH MANAGEMENT, LLC CIK 1631073 0.797 1591 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
WestEnd Advisors, LLC CIK 0001351731 0.808 408 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.496 244 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NVWM, LLC CIK 0001697274 0.201 780 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gitterman Wealth Management, LLC CIK 0001861558 0.807 128 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
American Capital Advisory, LLC CIK 0002018007 0.537 1163 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quaker Wealth Management, LLC CIK 0001733472 0.568 967 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% 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
Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 0.0 0.0% 1 +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 +0.0 pp
CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 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
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
Marex Group Ltd (MRX) CIK 0001997464 0.247 955 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 -0.1 pp -0.1 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 MTD). Qtrs Held counts distinct quarters this fund has actually held MTD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MTD position size. Δ columns are the percentage-point change in MTD'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