Signals

MDLZ

2104 in-universe funds with a nonzero position in MDLZ within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#18059
Score / z0.000 / -0.01
Consensus393.16 over 775 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
VANGUARD GROUP INC CIK 0000102909 0.000 0 7,013.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 5,430.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Capital International Investors CIK 0001562230 0.968 446 4,681.0 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 3,397.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4177 3,325.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Capital Research Global Investors CIK 0001422848 0.983 426 1,589.1 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1,570.2 0.1% 3 -0.0 pp -0.0 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 1,231.7 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
FMR LLC CIK 0000315066 0.989 5571 1,167.4 0.1% 3 +0.0 pp -0.0 pp +0.1 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 1,020.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NORGES BANK CIK 0001374170 0.994 1617 1,010.0 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 859.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 816.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 778.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 772.7 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 732.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Nuveen, LLC CIK 0001871926 0.966 3735 644.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 539.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 489.3 0.3% 3 +0.1 pp -0.1 pp +0.3 pp +0.3 pp
DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 458.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 449.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 448.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 445.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 438.6 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 366.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 345.8 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 310.5 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 0.816 460 297.7 0.9% 3 +0.8 pp +0.8 pp +0.9 pp +0.9 pp
Bahl & Gaynor LLC CIK 0000872259 0.777 341 286.5 1.5% 3 -0.4 pp -0.6 pp +1.5 pp +1.5 pp
FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 284.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
HARRIS ASSOCIATES L P CIK 0000813917 0.910 161 248.7 0.3% 3 +0.2 pp +0.2 pp +0.3 pp +0.3 pp
Lindsell Train Ltd CIK 0001484150 0.949 28 241.2 6.1% 3 -1.6 pp -3.0 pp +6.1 pp +6.1 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 239.2 0.0% 3 -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 230.1 0.1% 3 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 229.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 227.1 0.4% 3 -0.1 pp +0.0 pp +0.4 pp +0.4 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 215.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Guinness Asset Management LTD CIK 0001409661 0.807 141 203.3 3.3% 3 -0.5 pp -0.4 pp +3.3 pp +3.3 pp
Swiss National Bank CIK 0001582202 0.961 2301 190.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 190.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
National Pension Service CIK 0001608046 0.956 552 188.5 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 185.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 174.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 162.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM CIK 0000919079 0.958 1061 162.0 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 158.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
Mitsubishi UFJ Asset Management Co., Ltd. CIK 0001466546 0.961 1659 151.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Amundi CIK 0001330387 0.000 1 147.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FEDERATED HERMES, INC. (FHI) CIK 0001056288 0.708 2038 142.1 0.2% 3 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 134.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 132.5 0.1% 4 -0.0 pp -0.0 pp -0.1 pp +0.1 pp
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ CIK 0000912938 0.931 1003 125.6 0.0% 3 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 121.9 0.3% 3 -0.2 pp -0.3 pp +0.3 pp +0.3 pp
Capital World Investors CIK 0001422849 0.974 637 121.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ProShare Advisors LLC CIK 0001357955 0.953 1913 120.7 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 116.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NORDEA INVESTMENT MANAGEMENT AB CIK 0001218210 0.929 921 116.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 112.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 108.9 0.1% 3 -0.0 pp -0.6 pp +0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 104.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
AVIVA PLC CIK 0001140022 0.925 854 98.9 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 97.0 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 95.7 0.2% 3 -0.2 pp -0.3 pp +0.2 pp +0.2 pp
1832 Asset Management L.P. CIK 0000944388 0.851 618 95.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 95.4 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
AGF MANAGEMENT LTD CIK 0001003518 0.567 656 93.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 93.8 1.4% 3 -0.6 pp +0.9 pp +1.4 pp +1.4 pp
Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 93.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
Universal- Beteiligungs- und Servicegesellschaft mbH CIK 0002057170 0.912 2109 92.7 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 91.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 88.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 84.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 81.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CINCINNATI FINANCIAL CORP (CINF) CIK 0000020286 0.828 56 77.9 1.5% 3 -0.3 pp -0.5 pp +1.5 pp +1.5 pp
NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 76.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Aberdeen Group plc CIK 0001716774 0.934 934 75.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GREAT LAKES ADVISORS, LLC CIK 0001078013 0.638 825 73.4 0.6% 3 -0.1 pp -0.2 pp +0.6 pp +0.6 pp
ADAGE CAPITAL PARTNERS GP, L.L.C. CIK 0001165408 0.839 1002 72.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
STOREBRAND ASSET MANAGEMENT AS CIK 0001685676 0.903 762 71.0 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 70.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 69.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 68.4 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 67.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Capital International, Inc./CA/ CIK 0000895213 0.745 302 64.8 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 63.5 0.3% 3 -0.3 pp -0.5 pp +0.3 pp +0.3 pp
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM CIK 0000938076 0.917 2136 62.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CINCINNATI INSURANCE CO CIK 0001279885 0.842 64 62.4 1.0% 3 -0.2 pp -0.4 pp +1.0 pp +1.0 pp
CIBC Asset Management Inc CIK 0001021926 0.855 1428 60.7 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Holocene Advisors, LP CIK 0001700574 0.334 782 60.5 0.1% 3 -0.3 pp -1.0 pp +0.1 pp +0.1 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 59.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GUGGENHEIM CAPITAL LLC CIK 0001283072 0.663 1702 57.2 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Quilter Plc CIK 0001770632 0.827 131 55.9 0.9% 3 -0.3 pp -0.4 pp +0.9 pp +0.9 pp
FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 55.3 0.0% 3 -0.0 pp -0.2 pp +0.0 pp +0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 51.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 51.3 0.3% 3 -0.1 pp -0.2 pp +0.3 pp +0.3 pp
Grantham, Mayo, Van Otterloo & Co. LLC CIK 0001352662 0.919 661 51.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 50.3 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
CRAWFORD INVESTMENT COUNSEL INC CIK 0000837592 0.651 306 49.7 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
Mariner, LLC CIK 0001373442 0.925 3517 49.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 49.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 48.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Retirement Systems of Alabama CIK 0001593051 0.859 950 47.1 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 46.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 46.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
NOMURA ASSET MANAGEMENT CO LTD CIK 0001055964 0.000 1601 45.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Compagnie Lombard Odier SCmA CIK 0001615423 0.849 485 45.1 0.5% 3 -0.1 pp -0.4 pp +0.5 pp +0.5 pp
Swedbank AB CIK 0000946431 0.941 696 44.6 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 43.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 42.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST FINANCIAL BANKSHARES INC (FFIN) CIK 0000036029 0.775 210 42.1 0.8% 3 -0.2 pp -0.4 pp +0.8 pp +0.8 pp
D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 41.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Korea Investment CORP CIK 0001441689 0.896 677 41.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 41.4 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Mitsubishi UFJ Trust & Banking Corp CIK 0001462160 0.869 1541 41.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
EDGAR LOMAX CO/VA CIK 0001013538 0.596 58 40.5 3.1% 3 -0.7 pp -1.2 pp +3.1 pp +3.1 pp
GATEWAY INVESTMENT ADVISERS LLC CIK 0001114618 0.806 779 39.9 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
SCHRODER INVESTMENT MANAGEMENT GROUP CIK 0001086619 0.935 1167 39.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 38.4 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
LGT Group Foundation CIK 0001911278 0.801 284 38.4 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 38.4 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Hook Mill Capital Partners, LP CIK 0001943395 0.163 37 38.0 3.6% 3 -1.2 pp -1.2 pp +3.6 pp +3.6 pp
Asset Management One Co., Ltd. CIK 0001068855 0.899 957 37.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DEPRINCE RACE & ZOLLO INC CIK 0001008894 0.338 188 37.3 0.7% 3 +0.1 pp +0.3 pp +0.7 pp +0.7 pp
Chevy Chase Trust Holdings, LLC CIK 0001462020 0.909 649 36.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 36.3 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 36.2 1.3% 3 -0.3 pp -0.5 pp +1.3 pp +1.3 pp
AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.859 3900 36.2 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
CREDIT AGRICOLE S A CIK 0001191672 0.867 1114 35.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
DANSKE BANK A/S CIK 0000800177 0.902 1138 35.6 0.1% 5 +0.1 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 35.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pictet Asset Management Holding SA CIK 0001993888 0.858 2134 35.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PRUDENTIAL FINANCIAL INC (PFH, PRH, PRS, PRU) CIK 0001137774 0.919 2485 35.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 34.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rathbones Group PLC CIK 0001351991 0.902 665 34.4 0.1% 3 -0.3 pp -0.4 pp +0.1 pp +0.1 pp
CI INVESTMENTS INC. CIK 0001163648 0.648 746 34.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 33.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
CONNING INC. CIK 0000801051 0.496 327 33.5 1.1% 3 +0.0 pp -0.1 pp +1.1 pp +1.1 pp
Zurcher Kantonalbank (Zurich Cantonalbank) CIK 0001368163 0.890 2551 33.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Mirae Asset Global Investments Co., Ltd. CIK 0001569395 0.773 1664 32.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
DnB Asset Management AS CIK 0001456670 0.904 1276 32.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
CORDA Investment Management, LLC. CIK 0001545812 0.557 85 31.5 2.3% 3 -0.2 pp -0.5 pp +2.3 pp +2.3 pp
Cannell & Spears LLC CIK 0001426319 0.634 445 31.4 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 31.4 0.7% 3 -0.1 pp -0.2 pp +0.7 pp +0.7 pp
BLI - Banque de Luxembourg Investments CIK 0002052594 0.319 195 31.3 0.9% 3 -0.2 pp -0.3 pp +0.9 pp +0.9 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 31.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 30.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
ROYAL LONDON ASSET MANAGEMENT LTD CIK 0000863748 0.921 678 30.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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PROFFITT & GOODSON INC CIK 0001123812 0.781 294 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hemington Wealth Management CIK 0001838234 0.822 1727 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Enclave Advisors LLC CIK 0001836110 0.562 127 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC CIK 0002054680 0.473 36 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
FULTON BANK, N.A. CIK 0000883782 0.643 694 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Baker Avenue Asset Management, LP CIK 0001432529 0.657 810 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
River Wealth Advisors LLC CIK 0001642570 0.501 217 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DeDora Capital, Inc. CIK 0001717658 0.515 129 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
FSA Wealth Management LLC CIK 0001804256 0.827 574 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealth Architects, LLC CIK 0001611518 0.695 248 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MEMBERS CAPITAL ADVISORS INC CIK 0001025421 0.642 7 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Independent Solutions Wealth Management, LLC CIK 0001818391 0.435 194 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 -0.1 pp -0.1 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
Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
ANGELES WEALTH MANAGEMENT, LLC CIK 0001929170 0.826 628 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Moran Wealth Management, LLC CIK 0001965334 0.302 491 0.0 0.0% 0 -0.1 pp -0.3 pp +0.0 pp +0.0 pp
Berry Wealth Group, LP CIK 0002008410 0.000 34 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 +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 -0.0 pp -0.1 pp -0.0 pp -0.2 pp
WFA Asset Management Corp CIK 0001994434 0.679 196 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Partners in Financial Planning CIK 0002054264 0.816 131 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Councilor Wealth, LLC CIK 0002052759 0.384 88 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pineridge Advisors LLC CIK 0002012421 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Roehl & Yi Investment Advisors, LLC CIK 0002097566 0.285 194 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Element Squared LLC CIK 0002086643 0.213 49 0.0 0.0% 0 -1.3 pp +0.0 pp +0.0 pp +0.0 pp
Trilogy Capital Inc. CIK 0001722512 0.616 400 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CONGRESS ASSET MANAGEMENT CO CIK 0000897378 0.538 376 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
MITCHELL SINKLER & STARR/PA CIK 0001048921 0.296 155 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SCHNIEDERS CAPITAL MANAGEMENT LLC CIK 0001603937 0.369 224 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Rise Advisors, LLC CIK 0001831316 0.684 103 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. CIK 0001021642 0.407 208 0.0 0.0% 0 -0.9 pp -0.8 pp +0.0 pp +0.0 pp
BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
SIG BROKERAGE, LP CIK 1094429 0.013 305 0.0 0.0% 0 -0.1 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
Naviter Wealth, LLC CIK 0001855567 0.441 304 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
WORLD EQUITY GROUP, INC. CIK 0000878770 0.141 375 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Perritt Capital Management Inc CIK 0001279342 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GLOBAL VALUE INVESTMENT CORP. CIK 0001569866 0.355 19 0.0 0.0% 0 -0.4 pp -0.3 pp +0.0 pp +0.0 pp
Regent Peak Wealth Advisors LLC CIK 0001803329 0.598 221 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RW Investment Management LLC CIK 0001631627 0.928 115 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Hamlin Capital Management, LLC CIK 0001277403 0.815 30 0.0 0.0% 0 -2.5 pp -2.5 pp +0.0 pp +0.0 pp
COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
LEIGH BALDWIN & CO., LLC CIK 0000946629 0.190 182 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Allen Capital Group, LLC CIK 0001601384 0.535 316 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
First Bancorp, Inc /ME/ (FNLC) CIK 0000765207 0.328 531 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Graver Capital Management, LLC CIK 0002056589 0.831 26 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Creative Capital Management Investments LLC CIK 0001957363 0.840 1438 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MONTAG & CALDWELL, LLC CIK 0000067698 0.323 113 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Breakwater Capital Group CIK 0001964309 0.408 374 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Donor Advised Charitable Giving, Inc. CIK 0001535839 0.986 32 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
SCOPUS ASSET MANAGEMENT, L.P. CIK 0001317583 0.084 143 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
WealthTrust Axiom LLC CIK 0001425949 0.277 302 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
INSIGHT 2811, INC. CIK 0001334952 0.678 105 0.0 0.0% 0 -0.3 pp -0.3 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
Next Capital Management LLC CIK 0001752762 0.504 138 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Belmont Capital, LLC CIK 0001793367 0.751 167 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
SteelPeak Wealth, LLC CIK 0001801868 0.452 596 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Swan Global Investments, LLC CIK 0001591505 0.925 87 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Relyea Zuckerberg Hanson LLC CIK 0001793691 0.643 302 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Main Street Group, LTD CIK 0001965796 0.694 863 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
Banque de Luxembourg S.A. CIK 0002055344 0.542 78 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 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
Virtus Investment Advisers, LLC CIK 0000019481 0.020 463 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
WOLVERINE TRADING, LLC CIK 0000927337 0.109 1566 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Inscription Capital, LLC CIK 0001767868 0.329 789 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
PROSPECTOR PARTNERS LLC CIK 0001080380 0.000 16 0.0 0.0% 0 -0.9 pp -1.0 pp +0.0 pp +0.0 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC CIK 0001278678 0.377 174 0.0 0.0% 0 +0.0 pp -0.7 pp +0.0 pp +0.0 pp
Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Groupe la Francaise CIK 0002056088 0.682 451 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SHELL ASSET MANAGEMENT CO CIK 0001211028 0.208 1191 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Wiser Advisor Group LLC CIK 0002011550 0.262 229 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Qtron Investments LLC CIK 0001768099 0.279 449 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
RiverGlades Family Offices LLC CIK 0001619779 0.269 108 0.0 0.0% 0 -0.2 pp -0.3 pp +0.0 pp +0.0 pp
HOWLAND CAPITAL MANAGEMENT LLC CIK 0001079112 0.673 278 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
CHIRON CAPITAL MANAGEMENT, LLC CIK 0001830922 0.078 136 0.0 0.0% 0 -0.7 pp -0.3 pp +0.0 pp +0.0 pp
Hayek Kallen Investment Management CIK 0001430681 0.504 97 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Monument Capital Management CIK 0001729428 0.068 262 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Prentice Wealth Management LLC CIK 0001864229 0.708 122 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
KFG WEALTH MANAGEMENT, LLC CIK 0001919344 0.739 224 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Greenhouse Wealth Management, LLC CIK 0001843566 0.543 52 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
IFM Investors Pty Ltd CIK 0001698246 0.822 641 0.0 0.0% 0 -0.1 pp -0.2 pp -0.2 pp +0.0 pp
WEST BANCORPORATION INC (WTBA) CIK 0001166928 0.490 95 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Apexium Financial, LP CIK 0001765285 0.880 288 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPL Wealth Management, LLC CIK 0002010710 0.274 1876 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pacific Point Advisors, LLC CIK 0002056976 0.142 129 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp -0.1 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
49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 0.0 0.0% 0 -0.1 pp -0.1 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
Mitsubishi UFJ Asset Management (UK) Ltd. CIK 0001694895 0.139 95 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLALOCK WILLIAMS, LLC CIK 0002092331 0.152 154 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Retirement Planning Co of New England, Inc. CIK 0001817693 0.188 260 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
NJ State Employees Deferred Compensation Plan CIK 0001483259 0.000 0 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Accredited Wealth Management, LLC CIK 0002056519 0.358 381 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp +0.0 pp -0.2 pp +0.0 pp
Guerra Advisors Inc CIK 0002055363 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wall Street Financial Group, Inc. CIK 0002019337 0.120 120 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Bridge Creek Capital Management LLC CIK 0001670903 0.323 116 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
West Family Investments, Inc. CIK 0001568303 0.015 468 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
Prospera Capital Management, LLC CIK 0002082673 0.773 63 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cornerstone Advisory, LLC CIK 0001668189 0.651 273 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Rockline Wealth Management, LLC CIK 0002005098 0.502 107 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Great Diamond Partners, LLC CIK 0001801112 0.308 238 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
TOUNJIAN ADVISORY PARTNERS, LLC CIK 0002039850 0.000 789 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
Vantage Point Financial LLC CIK 0002048892 0.331 185 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Itau Unibanco Holding S.A. (ITUB) CIK 0001132597 0.312 355 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Laurion Capital Management LP CIK 0001390202 0.192 253 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
IFC Advisors LLC CIK 0002053348 0.691 179 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Freestone Grove Partners LP CIK 0002007591 0.063 989 0.0 0.0% 0 -0.1 pp -0.8 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 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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