Signals

← Signals

☆MUFG

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

Flow ranking

Rank#18438
Score / z0.000 / -0.02
Consensus216.91 over 380 funds
Momentumnot computed

Price & positioning

227 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)
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Fund Positions
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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 ▾
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 1,623.8 0.6% 4 +0.0 pp +0.0 pp +0.1 pp +0.6 pp
☆Aristotle Capital Management, LLC CIK 0000860644 0.898 212 873.2 1.8% 4 +0.1 pp +0.1 pp +0.3 pp +1.8 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 244.1 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 207.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 193.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 188.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 142.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearbridge Investments, LLC CIK 0001348883 0.903 699 118.0 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 117.1 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 107.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 105.0 0.3% 4 +0.0 pp +0.0 pp +0.1 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 86.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIL Ltd CIK 0000318989 0.878 1140 82.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆TODD ASSET MANAGEMENT LLC CIK 0001071483 0.531 182 68.9 1.3% 4 +0.1 pp +0.0 pp +0.1 pp +1.3 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 62.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 58.6 0.1% 4 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 58.5 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 57.3 0.0% 4 +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 43.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 40.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 38.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 35.9 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 33.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 32.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Wealth Planning, LLC CIK 0001566728 0.877 154 28.8 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 26.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.3 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 23.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 23.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 22.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 21.7 0.0% 4 +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 20.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 20.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 18.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆THORNBURG INVESTMENT MANAGEMENT INC CIK 0001145020 0.875 139 18.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 17.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1832 Asset Management L.P. CIK 0000944388 0.851 618 16.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 15.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 15.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 15.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 14.5 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 14.2 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 14.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 13.4 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆QRG CAPITAL MANAGEMENT, INC. CIK 0001996454 0.773 1213 10.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 9.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Permanens Capital L.P. CIK 0001599637 0.386 100 9.8 1.3% 3 +0.2 pp +0.3 pp +1.3 pp +1.3 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 9.6 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Boston Common Asset Management, LLC CIK 0001409427 0.491 186 9.6 0.6% 4 +0.1 pp +0.4 pp +0.4 pp +0.6 pp
☆Guardian Partners Inc. CIK 0001884799 0.411 391 9.5 0.8% 4 -0.1 pp +0.0 pp +0.1 pp +0.8 pp
☆Moran Wealth Management, LLC CIK 0001965334 0.302 491 9.0 0.3% 4 +0.0 pp +0.1 pp +0.1 pp +0.3 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 8.9 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WESTFIELD CAPITAL MANAGEMENT CO LP CIK 0001177719 0.519 278 8.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 8.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 8.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 8.0 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 7.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 7.4 0.0% 4 +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 7.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 6.8 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 6.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 6.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.5 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 6.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 6.0 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆AUGUSTINE ASSET MANAGEMENT INC CIK 0000778963 0.685 121 5.9 1.3% 4 +0.2 pp +0.2 pp +0.0 pp +1.3 pp
☆BAMCO INC /NY/ CIK 0001017918 0.724 345 5.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.5 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 5.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 5.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 5.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 5.3 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 5.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 5.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 4.9 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 4.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 4.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RITHOLTZ WEALTH MANAGEMENT CIK 0001698218 0.737 1290 4.8 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 4.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 4.3 0.0% 5 -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 4.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 4.1 0.1% 4 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Henry James International Management Inc. CIK 0001750423 0.252 91 4.1 1.5% 4 +0.9 pp +0.9 pp +0.9 pp +1.5 pp
☆Naviter Wealth, LLC CIK 0001855567 0.441 304 4.0 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆DIVERSIFY WEALTH MANAGEMENT, LLC CIK 0002030780 0.566 1244 4.0 0.1% 4 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆EXENCIAL WEALTH ADVISORS, LLC CIK 0001576151 0.527 563 3.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Dorsey Wright & Associates CIK 0001376772 0.051 131 3.8 0.5% 4 -0.1 pp -0.1 pp -0.1 pp +0.5 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 3.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Laird Norton Wetherby Trust Company, LLC CIK 0000723204 0.733 1017 3.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JCIC Asset Management Inc. CIK 0001492040 0.574 113 3.2 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.455 1522 3.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Altman Advisors, Inc. CIK 0001731671 0.234 93 3.0 1.2% 4 +0.0 pp +0.1 pp +0.1 pp +1.2 pp
☆MITCHELL CAPITAL MANAGEMENT CO CIK 0001080351 0.254 117 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Caprock Group, LLC CIK 0001610769 0.496 1234 2.9 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 2.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULCRUM WEALTH ADVISORS, LLC CIK 0002108790 0.135 81 2.7 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆Qtron Investments LLC CIK 0001768099 0.279 449 2.6 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aaron Wealth Advisors LLC CIK 0001812198 0.578 688 2.4 0.1% 4 +0.0 pp +0.1 pp -0.0 pp +0.1 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 2.4 0.6% 4 +0.1 pp +0.0 pp +0.1 pp +0.6 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 2.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ethic Inc. CIK 0001780570 0.636 1358 2.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BTC Capital Management, Inc. CIK 0001611848 0.537 207 2.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 2.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 2.0 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 1.9 0.0% 6 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 1.9 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 1.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 1.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.8 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorShares Investments LLC CIK 0001425930 0.032 269 1.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆YOUSIF CAPITAL MANAGEMENT, LLC CIK 0001858789 0.692 1665 1.7 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 1.7 0.9% 4 +0.0 pp -0.0 pp +0.1 pp +0.9 pp
☆GREENLEAF TRUST CIK 0001162170 0.956 867 1.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 1.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GUARDIAN CAPITAL LP CIK 0001224324 0.719 159 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 1.5 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 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 1.5 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ABC ARBITRAGE SA CIK 0002049221 0.044 381 1.4 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LOCKHEED MARTIN INVESTMENT MANAGEMENT CO CIK 0000897599 0.572 117 1.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 1.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ballentine Partners, LLC CIK 0001374889 0.936 1078 1.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GC Wealth Management RIA, LLC CIK 0002011169 0.237 483 1.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆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
☆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
☆First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AXA S.A. CIK 0000898427 0.038 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆apricus wealth, LLC CIK 0001913842 0.132 129 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 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
☆New Republic Capital, LLC CIK 0001989988 0.139 352 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp +0.0 pp
☆Journey Advisory Group, LLC CIK 0001840085 0.344 282 0.0 0.0% 0 -0.7 pp -0.6 pp -0.6 pp +0.0 pp
☆Alaethes Wealth, LLC CIK 0001859677 0.146 108 0.0 0.0% 0 -0.9 pp -0.9 pp -0.9 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆XY Capital Ltd CIK 0001933132 0.000 44 0.0 0.0% 0 -0.8 pp +0.0 pp +0.0 pp +0.0 pp
☆United Financial Planning Group LLC CIK 0002088337 0.721 465 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST HORIZON CORP (FHN, FHN-PE, FHN-PF, FHN-PH) CIK 0000036966 0.518 1527 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MACQUARIE GROUP LTD CIK 0001418333 0.778 929 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SWAN Capital LLC CIK 0001952722 0.651 580 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Carter Financial Group, INC. CIK 0001919749 0.217 134 0.0 0.0% 0 +0.0 pp -0.2 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
☆SVB WEALTH LLC CIK 0001626116 0.541 384 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 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
☆First Affirmative Financial Network CIK 0001656282 0.123 325 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAPITAL FUND MANAGEMENT S.A. CIK 0001323645 0.109 945 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Hilltop National Bank CIK 0002021658 0.280 805 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 0.0 0.0% 0 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Artemis Investment Management LLP CIK 0001535385 0.328 213 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp +0.0 pp
☆Campbell & CO Investment Adviser LLC CIK 0001353570 0.000 1005 0.0 0.0% 0 +0.0 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 MUFG). Qtrs Held counts distinct quarters this fund has actually held MUFG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MUFG position size. Δ columns are the percentage-point change in MUFG'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