Signals

MDWD

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

Flow ranking

Rank#19848
Score / z0.000 / -0.00
Consensus31.82 over 51 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
INVESTOR AB CIK 0000889232 0.993 7 15.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
Yelin Lapidot Holdings Management Ltd. CIK 0001590495 0.582 85 14.6 3.1% 2 +0.2 pp +3.1 pp +3.1 pp +3.1 pp
Rosalind Advisors, Inc. CIK 0001622627 0.483 29 13.5 4.8% 2 +1.0 pp +4.8 pp +4.8 pp +4.8 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 7.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 5.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SPHERA FUNDS MANAGEMENT LTD. CIK 0001496201 0.149 97 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 3.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Silverberg Bernstein Capital Management LLC CIK 0002007880 0.427 70 3.1 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
DAFNA Capital Management LLC CIK 0001389933 0.269 88 2.0 0.5% 2 +0.2 pp +0.5 pp +0.5 pp +0.5 pp
STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ARK Investment Management LLC CIK 0001697748 0.765 190 1.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MENORA MIVTACHIM HOLDINGS LTD. CIK 0001351917 0.833 173 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 1.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sargent Investment Group, LLC CIK 0001766157 0.454 279 1.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
VANGUARD GROUP INC CIK 0000102909 0.000 0 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Atom Investors LP CIK 0001738902 0.004 818 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sheets Smith Investment Management CIK 0001785199 0.008 137 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Summit Financial, LLC CIK 0001765536 0.662 1580 0.3 0.0% 1 +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 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.2 0.0% 1 +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 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
R Squared Ltd CIK 0001896148 0.003 509 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
Hudson Bay Capital Management LP CIK 0001393825 0.317 1210 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 0.1 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FMR LLC CIK 0000315066 0.989 5571 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NEW YORK STATE COMMON RETIREMENT FUND CIK 0000810265 0.920 3173 0.1 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Police & Firemen's Retirement System of New Jersey CIK 0002040686 0.739 3202 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legal & General Group Plc CIK 0000764068 0.977 3391 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM CIK 0001081019 0.941 3002 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Sterling Capital Management LLC CIK 0001329883 0.433 3289 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
True Wealth Design, LLC CIK 0001966033 0.694 2655 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
ESSEX INVESTMENT MANAGEMENT CO LLC CIK 0000201772 0.131 306 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 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
MetLife Investment Management, LLC CIK 0001529735 0.789 2884 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Stone House Investment Management, LLC CIK 0001696497 0.373 1339 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Legato Capital Management LLC CIK 0001442641 0.058 678 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
J. Goldman & Co LP CIK 0001412741 0.000 383 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 MDWD). Qtrs Held counts distinct quarters this fund has actually held MDWD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MDWD position size. Δ columns are the percentage-point change in MDWD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status