Signals

← Signals

☆MCD

190 in-universe funds with a nonzero position in MCD within the trailing 4 quarters, as of 2025Q1

Flow ranking

Rank#7468
Score / z0.000 / -0.03
Consensus61.60 over 130 funds
Momentumnot computed

Price & positioning

226 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 ▾
☆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 5,486.7 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 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 4,639.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Legal & General Group Plc CIK 0000764068 0.977 3391 1,384.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 1,079.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 778.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 749.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 425.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main CIK 0001694217 0.925 1050 411.1 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 359.1 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 279.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆VOYA INVESTMENT MANAGEMENT LLC CIK 0001068837 0.806 2484 221.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 138.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 128.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 118.1 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆DANSKE BANK A/S CIK 0000800177 0.902 1138 96.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Marex Group Ltd (MRX) CIK 0001997464 0.247 955 93.2 1.8% 2 +1.4 pp +1.8 pp +1.8 pp +1.8 pp
☆BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 89.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 78.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Swiss Life Asset Management Ltd CIK 0001637689 0.827 1641 78.4 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Lansforsakringar Fondforvaltning AB (publ) CIK 0002059323 0.793 591 71.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆STRS OHIO CIK 0000820478 0.777 2154 66.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bank Pictet & Cie (Europe) AG CIK 0001123274 0.821 204 59.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆IFM Investors Pty Ltd CIK 0001698246 0.822 641 44.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 40.1 1.8% 2 +0.2 pp +1.8 pp +1.8 pp +1.8 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 37.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Evelyn Partners Investment Management LLP CIK 0002065206 0.733 410 34.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆TEXAS PERMANENT SCHOOL FUND CORP CIK 0001223779 0.940 15 24.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 24.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 22.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ALLIANZ SE CIK 0001127508 0.910 519 20.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Rakuten Investment Management, Inc. CIK 0002062680 0.973 467 20.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 16.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆UNITED BANK CIK 0001286478 0.652 130 15.3 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Evelyn Partners Investment Management Services Ltd CIK 0002065205 0.390 281 14.7 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆ABN AMRO Bank N.V. CIK 0001561082 0.622 231 11.7 0.2% 2 -0.6 pp +0.2 pp +0.2 pp +0.2 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 11.3 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL CIK 0000918504 0.389 90 11.1 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Covington Investment Advisors Inc. CIK 0001569036 0.525 73 9.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Farmers National Bank CIK 0001632966 0.440 180 7.9 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆BOSTON RESEARCH & MANAGEMENT INC CIK 0001259261 0.338 121 7.7 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
☆Venture Visionary Partners LLC CIK 0001792283 0.558 673 7.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 7.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BROADWATER CAPITAL MANAGEMENT LLC CIK 0002084339 0.313 208 6.4 5.0% 2 +0.4 pp +5.0 pp +5.0 pp +5.0 pp
☆LETSON INVESTMENT MANAGEMENT, INC. CIK 0002078069 0.401 104 6.3 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆INTEGRITY ALLIANCE, LLC. CIK 0001352260 0.450 823 5.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 4.8 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆CCM INVESTMENT GROUP, LLC CIK 0002067069 0.658 207 4.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GHE, LLC CIK 0001910179 0.736 57 4.5 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆AlpenGlobal Capital LLC CIK 0002062492 0.405 35 4.2 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Evelyn Partners Investment Management (Europe) Ltd CIK 0002065055 0.516 187 3.7 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Talon Private Wealth, LLC CIK 0001990467 0.144 231 3.7 0.5% 2 -0.2 pp +0.5 pp +0.5 pp +0.5 pp
☆Catherine Avery Investment Management LLC CIK 0002103454 0.174 166 3.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 3.5 1.7% 2 +0.2 pp +1.7 pp +1.7 pp +1.7 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 3.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Bell & Brown Wealth Advisors, LLC CIK 0001725362 0.362 73 3.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 3.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ABN AMRO INVESTMENT SOLUTIONS CIK 0002080520 0.678 616 3.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kentucky Farm Bureau Mutual Insurance Co CIK 0002131132 0.525 69 3.1 0.7% 2 +0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆Stillwater Wealth Management Group CIK 0002063941 0.193 77 3.0 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆111 Capital CIK 0002060412 0.025 488 3.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Finivi Inc. CIK 0002101641 0.183 111 3.0 2.4% 2 +0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆RAHLFS CAPITAL, LLC CIK 0002056410 0.231 86 2.9 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Harold Davidson & Associates Inc. CIK 0001430022 0.496 59 2.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 2.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Papamarkou Wellner Asset Management inc. CIK 0002063952 0.431 75 2.5 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆CYPRESS ASSET MANAGEMENT INC/TX CIK 0001030618 0.418 107 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Flavin Financial Services, Inc. CIK 0002052798 0.265 81 1.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 1.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Audent Global Asset Management, LLC CIK 0001834874 0.165 46 1.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SMITH SHELLNUT WILSON LLC /ADV CIK 0000944317 0.371 161 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Aventura Private Wealth, LLC CIK 0002074418 0.307 986 1.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Prostatis Group LLC CIK 0001649186 0.318 190 1.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Probity Advisors, Inc. CIK 0001676603 0.563 232 1.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 1.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 1.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 1.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆First Nebraska Trust Co CIK 2134841 0.657 231 1.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆American State Bank (Iowa) CIK 0002122473 0.272 139 1.3 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆American Investment Services, Inc. CIK 0001369913 0.501 133 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 1.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Gibbs Wealth Management CIK 0002081110 0.167 430 1.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MRWM Advisors, LLC CIK 0001732949 0.327 80 1.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 1.1 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 1.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Chancellor Financial Group WB LP CIK 0002059742 0.315 149 0.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CHESAPEAKE ASSET MANAGEMENT LLC CIK 0001079397 0.155 362 0.9 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆ARRIEN INVESTMENTS, INC. CIK 0002052048 0.745 44 0.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Old North State Trust, LLC CIK 0001760444 0.248 151 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆TFR Capital, LLC. CIK 0002059325 0.284 165 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Castle Rock Wealth Management, LLC CIK 0001727605 0.230 268 0.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆DSG Capital Advisors, LLC CIK 0002060765 0.526 118 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Severin Investments, LLC CIK 0001763454 0.048 174 0.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Atlanta Consulting Group Advisors, LLC CIK 0002019038 0.474 185 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Fire Capital Management LLC CIK 0002059571 0.277 122 0.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Copley Financial Group, Inc. CIK 0002045258 0.304 118 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Cherokee Insurance Co CIK 0002077903 0.224 124 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advus Financial Partners, LLC CIK 2150676 0.419 261 0.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Innovative Wealth Building LLC CIK 0002062596 0.537 84 0.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆EAGLE HARBOR ASSET MANAGEMENT INC /ADV CIK 1088388 0.176 135 0.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Capstone Wealth Management Group LLC CIK 0002059649 0.246 123 0.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Partners in Financial Planning CIK 0002054264 0.816 131 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SL ADVISORS, LLC CIK 0001680365 0.506 32 0.5 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Valtrion Capital Management, LLC CIK 0002072223 0.397 103 0.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 0.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Westshore Wealth, LLC CIK 0001806366 0.670 107 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆UHLMANN PRICE SECURITIES, LLC CIK 0001035344 0.952 291 0.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTHEDGE INVESTMENT ADVISORS, LLC CIK 0002058455 0.155 143 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCH FINANCIAL GROUP, LLC CIK 0002083592 0.269 135 0.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Clark Asset Management, LLC CIK 0002062026 0.808 294 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mission Financial Group, LLC CIK 0002113810 0.151 158 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Burton Enright Welch CIK 0002105919 0.824 136 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BIRCHBROOK, INC. CIK 0002071468 0.526 305 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hoxton Planning & Management, LLC CIK 0001954782 0.338 227 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plotkin Financial Advisors, LLC CIK 0001826394 0.469 110 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Willow Creek Wealth Management Inc. CIK 0001632407 0.789 180 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLALOCK WILLIAMS, LLC CIK 0002092331 0.151 154 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.3 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆VanWeelden Wealth Management, LLC CIK 0001740451 0.042 19 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CORRECT CAPITAL WEALTH MANAGEMENT CIK 0001844835 0.743 108 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.3 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Holos Integrated Wealth LLC CIK 0002080096 0.464 378 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AGH Wealth Advisors, LLC CIK 0002061010 0.292 129 0.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆St. Clair Advisors, LLC CIK 0002056292 0.645 78 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ledgewood Wealth Advisors, LLC CIK 0002064043 0.473 77 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mullaney, Keating & Wright, Inc. CIK 0002135840 0.681 74 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BRASS TAX WEALTH MANAGEMENT, INC CIK 0002002603 0.425 246 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Seneca Financial Advisors LLC CIK 0002082922 0.759 66 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Beacon Financial Strategies CORP CIK 0002084239 0.818 209 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Nautilus Advisors LLC CIK 0002083253 0.166 179 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA CIK 0002071170 0.206 690 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Dynamic Financial Group CIK 0002061178 0.528 76 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Provenance Wealth Advisors, LLC CIK 0002081584 0.887 609 0.2 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Hamilton Capital Partners Inc. CIK 2141005 0.591 214 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHSTAR ASSET MANAGEMENT INC CIK 0000869304 0.354 91 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Peak Planning Group, LLC CIK 0002097384 0.624 128 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Veltria Advisors Corp. CIK 0001941369 0.000 42 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆M1 Capital Management LLC CIK 0001976157 0.144 113 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Elite Financial, Inc. CIK 0002059349 0.701 55 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Semmax Financial Advisors Inc. CIK 0001767301 0.227 431 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hara Capital LLC CIK 0002010015 0.171 307 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSTERWEIS CAPITAL MANAGEMENT INC CIK 0001007524 0.332 231 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WINNACLE WEALTH LLC CIK 0002079687 0.197 137 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ravenstone Capital Management Inc. CIK 2086041 0.426 54 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Leonteq Securities AG CIK 0001535950 0.270 1190 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Nicholas Hoffman & Company, LLC. CIK 0001678953 0.958 344 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆NWF Advisory Services Inc. CIK 0002045735 0.429 452 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 MCD). Qtrs Held counts distinct quarters this fund has actually held MCD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MCD position size. Δ columns are the percentage-point change in MCD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2024Q4 / 2024Q3 / 2024Q2 / 2024Q1) — 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