Signals

MDLZ

2354 in-universe funds with a nonzero position in MDLZ within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#19456
Score / z0.000 / -0.02
Consensus543.21 over 1073 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)
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 6,129.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD CAPITAL MANAGEMENT LLC CIK 0002100119 0.000 4092 4,850.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Capital Research Global Investors CIK 0001422848 0.983 426 4,030.1 0.6% 5 -0.0 pp +0.3 pp +0.2 pp +0.1 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 3,475.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Capital International Investors CIK 0001562230 0.968 446 2,926.9 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2,640.4 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
VANGUARD PORTFOLIO MANAGEMENT LLC CIK 0002100121 0.000 3141 1,972.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,732.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FMR LLC CIK 0000315066 0.989 5571 1,253.8 0.1% 5 -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 1,190.7 0.1% 7 -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 1,145.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
NORGES BANK CIK 0001374170 0.994 1617 960.4 0.1% 1 +0.1 pp -0.0 pp +0.1 pp -0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 786.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 769.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 752.8 0.2% 7 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 748.7 0.2% 5 -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 602.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 599.2 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 556.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 544.0 0.3% 5 +0.3 pp +0.2 pp +0.2 pp -0.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 507.7 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 475.2 0.7% 4 +0.2 pp +0.7 pp +0.4 pp +0.7 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 464.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 441.4 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 416.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 395.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 341.5 0.6% 3 +0.2 pp +0.6 pp +0.6 pp +0.3 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 332.8 1.0% 5 -0.0 pp +0.1 pp +0.9 pp +0.9 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 319.3 0.4% 5 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
VAN ECK ASSOCIATES CORP CIK 0000869178 0.897 1337 299.5 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 269.4 0.2% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 262.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 252.3 0.4% 5 -0.0 pp +0.1 pp +0.1 pp +0.3 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 246.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 244.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 240.1 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 234.8 1.1% 5 -0.1 pp -0.4 pp -0.7 pp -1.0 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 234.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 218.5 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 214.8 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
Swiss National Bank CIK 0001582202 0.961 2301 209.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 205.4 0.1% 7 -0.0 pp -0.1 pp -0.0 pp -0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 202.1 0.1% 5 +0.1 pp +0.0 pp -0.0 pp +0.0 pp
National Pension Service CIK 0001608046 0.956 552 200.4 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 193.0 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Guinness Asset Management LTD CIK 0001409661 0.807 141 188.7 3.2% 5 -0.3 pp -0.1 pp -0.6 pp -0.5 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 187.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 187.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Amundi CIK 0001330387 0.000 1 178.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 175.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
VANGUARD ASSET MANAGEMENT, Ltd CIK 0001680208 0.000 2447 168.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 163.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 162.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 161.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 158.4 0.1% 5 +0.0 pp +0.1 pp +0.0 pp -0.1 pp
Lindsell Train Ltd CIK 0001484150 0.949 28 148.4 5.6% 5 -0.9 pp -0.5 pp -2.1 pp -3.4 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 137.3 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 129.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 128.0 0.2% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 125.0 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 124.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 118.2 1.8% 5 -0.0 pp +0.4 pp -0.1 pp +1.3 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 118.1 0.3% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
AVIVA PLC CIK 0001140022 0.925 854 110.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 107.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 106.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 104.0 0.0% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 103.9 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 102.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 101.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 95.0 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 93.0 0.1% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
BANK OF NOVA SCOTIA (BNS) CIK 0000009631 0.823 1023 90.9 0.1% 6 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 90.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 88.8 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 88.0 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 87.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 86.5 0.1% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 85.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 85.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 84.3 0.6% 5 -0.0 pp +0.0 pp -0.1 pp -0.2 pp
CINCINNATI FINANCIAL CORP (CINF) CIK 0000020286 0.828 56 83.8 1.6% 5 -0.1 pp +0.1 pp -0.2 pp -0.5 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 81.3 0.2% 7 -0.0 pp +0.0 pp -0.0 pp -0.1 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 80.6 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
BNP Paribas Asset Management Holding S.A. CIK 1520354 0.898 2257 79.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 77.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 74.9 0.1% 5 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 73.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 70.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 69.9 0.5% 5 -0.1 pp -0.0 pp +0.0 pp -0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 69.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
CINCINNATI INSURANCE CO CIK 0001279885 0.842 64 67.1 1.0% 5 -0.0 pp +0.0 pp -0.2 pp -0.3 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 64.8 0.1% 5 -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 64.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Hook Mill Capital Partners, LP CIK 0001943395 0.163 37 63.7 5.9% 5 +2.3 pp +2.3 pp +1.1 pp +1.2 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 61.7 1.0% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 61.0 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Quilter Plc CIK 0001770632 0.827 131 60.9 0.9% 5 -0.1 pp -0.0 pp -0.4 pp -0.5 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 60.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 58.6 0.2% 5 -0.0 pp -0.1 pp -0.4 pp -0.6 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 58.2 0.1% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 56.3 0.2% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
EDGAR LOMAX CO/VA CIK 0001013538 0.596 58 53.6 4.0% 5 -0.1 pp +0.9 pp +0.2 pp -0.3 pp
Junto Capital Management LP CIK 0001595880 0.030 80 53.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.662 1702 52.4 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 51.0 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 50.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 50.8 0.0% 5 -0.0 pp -0.0 pp -0.3 pp -0.3 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 50.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 50.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Swedbank AB CIK 0000946431 0.941 696 49.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.774 210 49.2 0.9% 5 -0.1 pp +0.1 pp -0.1 pp -0.3 pp
SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 48.3 1.1% 2 -0.8 pp +1.1 pp +0.4 pp +1.1 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 47.3 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
STATE OF WISCONSIN INVESTMENT BOARD CIK 0000854157 0.874 2527 46.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 46.9 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Woodline Partners LP CIK 0001784547 0.424 1011 45.9 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 45.8 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 45.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 45.2 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.4 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 44.9 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 44.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 43.9 0.1% 7 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 43.2 0.1% 5 -0.0 pp -0.1 pp -0.3 pp -0.3 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 42.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 41.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 41.8 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 41.7 0.3% 2 -0.5 pp +0.3 pp +0.2 pp -0.5 pp
FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 41.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 41.1 1.3% 5 -0.1 pp +0.0 pp -0.3 pp -0.5 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 40.1 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 39.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 39.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 38.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 38.1 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
Vanguard Investments Australia, Ltd. CIK 0001550100 0.000 2370 38.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 37.7 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 37.6 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND CIK 0001540880 0.830 525 37.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 36.8 0.6% 5 -0.2 pp -0.1 pp +0.0 pp +0.2 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 36.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 36.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AE Wealth Management LLC CIK 0001697723 0.686 2663 36.1 0.2% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
CORDA Investment Management, LLC. CIK 0001545812 0.556 85 35.8 2.2% 5 -0.2 pp -0.1 pp -0.3 pp -0.6 pp
Banco Santander, S.A. (SAN, BCDRF) CIK 0000891478 0.801 511 35.7 0.2% 5 -0.1 pp +0.2 pp +0.2 pp +0.1 pp
CONNING INC. CIK 0000801051 0.496 327 35.0 1.0% 5 -0.2 pp -0.1 pp -0.1 pp -0.2 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 35.0 0.2% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
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CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.4 pp -0.5 pp -0.4 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.7 pp -0.7 pp -0.8 pp -0.9 pp
Waterloo Capital, L.P. CIK 0001730942 0.230 555 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Centerpoint Advisors, LLC CIK 0001733788 0.747 425 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Blueshift Asset Management, LLC CIK 0001727827 0.007 556 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
LBP AM SA CIK 0001970075 0.619 423 0.0 0.0% 0 +0.0 pp -0.0 pp -0.2 pp -0.2 pp
McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Calydon Capital CIK 0001759271 0.373 277 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Family Legacy Financial Solutions, LLC CIK 0002076068 0.412 65 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SummitTX Capital, L.P. CIK 0002052310 0.070 756 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Sage Mountain Advisors LLC CIK 0001832274 0.872 304 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Bank of New Hampshire CIK 0001870761 0.280 537 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Frisch Financial Group, Inc. CIK 0001767730 0.406 187 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
GFG Capital, LLC CIK 0001638520 0.236 100 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Acorn Wealth Advisors, LLC CIK 0001730610 0.229 303 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
SIERRA OCEAN, LLC CIK 0002051715 0.582 72 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BSW Wealth Partners CIK 0001512601 0.641 331 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
ORRSTOWN FINANCIAL SERVICES INC (ORRF) CIK 0000826154 0.847 118 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
Stonegate Investment Group, LLC CIK 0001904154 0.766 441 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Krilogy Financial LLC CIK 0001659047 0.581 1060 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Legacy Capital Wealth Partners, LLC CIK 0001766228 0.289 377 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
Security National Bank CIK 0001719739 0.452 392 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Shorepoint Capital Partners LLC CIK 0001759476 0.340 98 0.0 0.0% 0 +0.0 pp +0.0 pp -0.7 pp +0.0 pp
Fulcrum Capital LLC CIK 0001724090 0.494 103 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Perbak Capital Partners LLP CIK 0001968437 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
MAIRS & POWER INC CIK 0001070134 0.871 254 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
SIT INVESTMENT ASSOCIATES INC CIK 0000769317 0.000 521 0.0 0.0% 0 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.0 0.0% 0 -0.1 pp +0.0 pp -0.1 pp -0.1 pp
OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
DOHENY ASSET MANAGEMENT /CA CIK 0000936936 0.350 61 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Texas Capital Bank Wealth Management Services Inc CIK 0001802655 0.779 349 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
LFA - Lugano Financial Advisors SA CIK 0001737871 0.121 274 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Skandinaviska Enskilda Banken AB (publ) CIK 0001534653 0.846 166 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
AUA CAPITAL MANAGEMENT, LLC CIK 0001706915 0.588 84 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
Gibbs Wealth Management CIK 0002081110 0.167 430 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Paladin Advisory Group, LLC CIK 0001899703 0.288 243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
WFA Asset Management Corp CIK 0001994434 0.678 196 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.5 pp
IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
FORSTA AP-FONDEN CIK 0001603328 0.000 1 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
Lakeshore Financial Planning, Inc. CIK 0002000571 0.702 92 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Evelyn Partners Asset Management Ltd CIK 0002065207 0.302 308 0.0 0.0% 0 -0.4 pp -0.3 pp -0.5 pp -0.7 pp
Madison Asset Management, LLC CIK 0001299351 0.631 347 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Pinnacle Financial Partners Inc CIK 0001115055 0.553 459 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.538 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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 MDLZ). Qtrs Held counts distinct quarters this fund has actually held MDLZ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MDLZ position size. Δ columns are the percentage-point change in MDLZ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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