Signals

MTN

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

Flow ranking

Rank#506
Score / z0.301 / 0.45
Consensus177.60 over 314 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

Accruals as of 2026Q3
Accrual ratio0.054
F-score
M-score
Net issuance-7.4%

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 3
FiledFormItems
2026-09-02 8-K 5.02, 9.01
2026-07-30 8-K 5.02, 9.01
2026-06-24 8-K 7.01
2026-06-08 8-K 2.02, 9.01
2026-04-23 8-K 7.01, 9.01
2026-03-17 8-K 7.01
2026-03-09 8-K 2.02, 9.01
2026-02-12 8-K 1.01, 2.03, 9.01
2026-01-15 8-K 7.01, 9.01
2025-12-10 8-K 5.07
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0

LLM reads

Ticker EvalMixed
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
BAMCO INC /NY/ CIK 0001017918 0.724 345 853.0 2.3% 2 -0.1 pp +2.3 pp +2.3 pp +2.3 pp
Capital International Investors CIK 0001562230 0.968 446 748.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 541.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 527.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital World Investors CIK 0001422849 0.974 637 450.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 218.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 168.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Oasis Management Co Ltd. CIK 0001317904 0.522 104 152.2 25.8% 2 -8.9 pp +25.8 pp +25.8 pp +25.8 pp
First Pacific Advisors, LP CIK 0001377581 0.846 74 151.5 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 134.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 122.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 106.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 106.3 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 102.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 90.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 89.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 82.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
GRS Advisors, LLC CIK 0001544554 0.101 27 67.6 6.3% 2 -0.6 pp +6.3 pp +6.3 pp +6.3 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 63.9 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 60.4 0.0% 2 -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 56.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
River Road Asset Management, LLC CIK 0001341401 0.545 175 55.1 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 52.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Artisan Partners Limited Partnership CIK 0001466153 0.780 328 51.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 46.5 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 43.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 36.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Waratah Capital Advisors Ltd. CIK 0001539919 0.040 107 34.2 2.3% 2 +0.5 pp +2.3 pp +2.3 pp +2.3 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 33.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 29.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Aperture Investors, LLC CIK 0001787596 0.152 82 25.0 3.5% 2 +0.4 pp +3.5 pp +3.5 pp +3.5 pp
MACQUARIE GROUP LTD CIK 0001418333 0.778 929 24.8 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 23.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LONDON CO OF VIRGINIA CIK 0001259887 0.821 169 21.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 19.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC CIK 0000922127 0.668 1449 18.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
RICE HALL JAMES & ASSOCIATES, LLC CIK 0001230765 0.367 240 17.3 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 17.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARIEL INVESTMENTS, LLC CIK 0000936753 0.768 106 17.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 17.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 17.0 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
ALPS ADVISORS INC CIK 0001376113 0.942 1170 16.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 16.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 16.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CRAMER ROSENTHAL MCGLYNN LLC CIK 0000820743 0.224 95 15.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 14.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Marathon Asset Management Ltd CIK 0001861026 0.637 74 14.4 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 14.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gotham Asset Management, LLC CIK 0001510387 0.825 1791 13.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 13.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Amundi CIK 0001330387 0.000 1 13.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRETRAIL INVESTMENTS PTY LTD CIK 0001943822 0.345 32 13.0 3.3% 2 -0.4 pp +3.3 pp +3.3 pp +3.3 pp
Michelson Medical Research Foundation, Inc. CIK 0001965304 0.241 21 12.9 11.2% 2 -1.8 pp +11.2 pp +11.2 pp +11.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 12.7 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
IAT REINSURANCE CO LTD. CIK 0001633625 0.039 77 12.6 2.6% 2 -0.3 pp +2.6 pp +2.6 pp +2.6 pp
Soapstone Management L.P. CIK 0001726948 0.174 13 12.4 8.4% 2 -0.2 pp +8.4 pp +8.4 pp +8.4 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 11.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 11.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PERRY CREEK CAPITAL LP CIK 0001769704 0.620 11 11.4 6.6% 2 +0.2 pp +6.6 pp +6.6 pp +6.6 pp
Hound Partners, LLC CIK 0001353316 0.078 32 11.3 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
Swiss National Bank CIK 0001582202 0.961 2301 10.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 10.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Select Equity Group, L.P. CIK 0001592643 0.705 143 10.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Cadence Bank CIK 0001299939 0.688 332 10.2 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
Symmetry Investments LP CIK 0001691919 0.056 112 10.0 0.8% 2 +0.6 pp +0.8 pp +0.8 pp +0.8 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 9.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 9.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ceredex Value Advisors LLC CIK 0001738726 0.067 168 8.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
Nuveen, LLC CIK 0001871926 0.966 3735 8.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 8.4 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 7.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 6.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MSA Advisors, LLC CIK 0001040410 0.744 43 6.9 1.7% 2 +0.5 pp +1.7 pp +1.7 pp +1.7 pp
NEEDHAM INVESTMENT MANAGEMENT LLC CIK 0001167212 0.452 176 6.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 6.8 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 6.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 6.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HEARTLAND ADVISORS INC CIK 0000937394 0.311 244 5.5 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
Verition Fund Management LLC CIK 0001454027 0.193 1442 5.5 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Clearline Capital LP CIK 0001600136 0.146 101 5.4 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
STANSBERRY ASSET MANAGEMENT, LLC CIK 0001725910 0.214 145 5.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 5.2 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 5.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KING LUTHER CAPITAL MANAGEMENT CORP CIK 0000310051 0.882 614 4.4 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 4.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 4.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANUS HENDERSON GROUP PLC CIK 0001274173 0.944 2407 3.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 3.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Orvieto Partners, L.P. CIK 0002052484 0.193 42 3.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 3.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA FIRST LEASING CORP (CFNB) CIK 0000803016 0.444 34 3.5 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 3.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 3.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PEAK6 LLC CIK 0001389958 0.149 850 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Atom Investors LP CIK 0001738902 0.004 818 3.1 0.2% 2 -0.5 pp +0.2 pp +0.2 pp +0.2 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 3.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LEVIN CAPITAL STRATEGIES, L.P. CIK 0001354821 0.419 256 2.9 0.3% 2 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
Union Bancaire Privee, UBP SA CIK 0001716607 0.766 490 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CenterBook Partners LP CIK 0001872738 0.028 693 2.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
COMERICA BANK CIK 0000901541 0.812 3711 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.5 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 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 2.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Malaga Cove Capital, LLC CIK 0001603001 0.210 185 2.4 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 2.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Quinn Opportunity Partners LLC CIK 0001633275 0.161 353 2.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Uncommon Cents Investing LLC CIK 0001729754 0.243 215 2.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
Aurora Investment Counsel CIK 0001316397 0.033 113 2.2 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
APG Asset Management N.V. CIK 0001434819 0.814 493 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.1 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 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. CIK 0001536186 0.009 625 2.0 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
Tidal Investments LLC CIK 0001600064 0.635 2147 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 1.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INSPIRE TRUST CO, N.A. CIK 0001993352 0.376 111 1.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Invenomic Capital Management LP CIK 0001769456 0.090 115 1.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 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
MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
De Lisle Partners LLP CIK 0002011184 0.284 178 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
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO CIK 0001007280 0.848 2291 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NOMURA HOLDINGS INC (NMR, NRSCF) CIK 0001163653 0.245 1093 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ADVISORY RESEARCH INC CIK 0000902584 0.478 136 1.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
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Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
V-Square Quantitative Management LLC CIK 0001943239 0.480 725 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EMINENCE CAPITAL, LP CIK 0001107310 0.000 0 0.0 0.0% 0 -0.2 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
WINTON GROUP Ltd CIK 0001612063 0.014 1137 0.0 0.0% 0 -0.2 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
WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 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
READYSTATE ASSET MANAGEMENT LP CIK 0001900923 0.035 509 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bayforest Capital Ltd CIK 0002048423 0.000 917 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Hillsdale Investment Management Inc. CIK 0001368465 0.331 647 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Investments, LLC CIK 0001973224 0.437 1295 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CENTRAL TRUST Co CIK 0000044365 0.726 1568 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 MTN). Qtrs Held counts distinct quarters this fund has actually held MTN (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MTN position size. Δ columns are the percentage-point change in MTN'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