Signals

← Signals

☆MDY

1624 in-universe funds with a nonzero position in MDY within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1060
Score / z0.080 / 0.05
Consensus453.00 over 870 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

Negative / total0 / 0

Ownership

13D / 13G / dilution0 / 0 / 0

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 ▾
☆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 1,263.1 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 952.0 0.1% 6 +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 736.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 654.5 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 598.2 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 543.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 518.2 2.1% 4 +0.1 pp +0.0 pp +0.1 pp +2.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 431.3 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 395.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 306.6 0.1% 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 301.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 195.5 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 184.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 184.1 0.5% 4 -0.5 pp +0.2 pp +0.4 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 162.9 0.9% 4 -0.0 pp -0.0 pp -0.1 pp +0.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 153.4 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 151.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 144.9 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 144.7 0.2% 4 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 141.7 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 140.4 7.6% 4 +0.1 pp -0.1 pp -0.0 pp +7.6 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 130.6 11.8% 4 +0.2 pp -0.2 pp -0.4 pp +11.8 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 100.8 0.0% 4 -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 100.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 99.6 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 98.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 94.7 5.3% 5 -0.8 pp -2.2 pp -3.3 pp -3.8 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 87.1 0.4% 4 +0.3 pp +0.3 pp +0.3 pp +0.4 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 85.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 83.2 0.9% 4 +0.1 pp +0.1 pp +0.0 pp +0.9 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 76.7 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 73.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 71.2 3.4% 4 -0.7 pp -0.8 pp -0.8 pp +3.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 68.9 0.3% 2 +0.2 pp +0.3 pp +0.2 pp +0.3 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 68.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 66.5 0.1% 5 -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 65.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 65.7 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 64.4 3.0% 4 +0.1 pp +0.1 pp +0.1 pp +3.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 55.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 53.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 52.7 1.8% 4 +0.1 pp +0.1 pp +0.0 pp +1.8 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 52.0 1.0% 4 +0.0 pp -0.0 pp -0.2 pp +1.0 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 51.4 2.4% 4 -0.2 pp -0.5 pp +1.0 pp +2.4 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 49.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 46.9 0.1% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 46.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 46.3 1.7% 6 +0.1 pp +0.0 pp +0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 44.5 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 41.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 41.7 0.5% 4 +0.0 pp +0.0 pp +0.0 pp +0.5 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 40.4 4.3% 4 -0.0 pp -0.2 pp -0.2 pp +4.3 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 39.7 0.8% 4 -0.1 pp -0.1 pp -0.1 pp +0.8 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 39.3 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 37.9 2.8% 4 +0.0 pp +0.0 pp -0.1 pp +2.8 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 36.5 0.5% 4 -0.1 pp +0.3 pp +0.3 pp +0.5 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 36.4 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 36.3 1.4% 4 -0.1 pp -0.1 pp -0.0 pp +1.4 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 35.4 0.5% 4 +0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 35.2 1.0% 4 +0.1 pp +0.0 pp +0.1 pp +1.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 34.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 34.4 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 33.6 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 33.2 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 33.0 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 31.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 31.0 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 30.9 2.6% 4 -0.0 pp -0.2 pp -1.4 pp +2.6 pp
☆HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 30.3 0.9% 4 +0.0 pp +0.0 pp +0.0 pp +0.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 30.3 0.7% 4 -0.0 pp -0.0 pp -0.1 pp +0.7 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 29.6 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 29.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 29.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 28.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 27.6 10.8% 4 +0.8 pp +0.7 pp +0.2 pp +10.8 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 27.3 3.7% 4 +0.1 pp +0.8 pp +0.8 pp +3.7 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 27.3 4.5% 4 -0.1 pp -0.1 pp -0.1 pp +4.5 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.549 3841 27.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LCM Capital Management Inc CIK 0001861752 0.575 124 27.0 13.5% 4 +0.8 pp +1.0 pp +0.6 pp +13.5 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 26.9 0.2% 4 -0.1 pp -0.2 pp -0.1 pp +0.2 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 25.7 1.2% 4 +0.0 pp -0.0 pp -0.1 pp +1.2 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 25.6 3.0% 4 -1.5 pp -1.4 pp -1.3 pp +3.0 pp
☆Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 25.1 11.2% 4 -0.2 pp +2.5 pp +2.3 pp +11.2 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 24.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 24.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.547 888 23.5 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆CONNING INC. CIK 0000801051 0.496 327 23.5 0.8% 4 -0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 22.9 0.2% 4 -0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 22.2 1.1% 4 +0.0 pp +0.0 pp +0.0 pp +1.1 pp
☆TSG Advice Partners, LLC CIK 0002111347 0.054 135 21.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 21.2 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 20.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 20.4 0.8% 4 -0.0 pp -0.0 pp -0.1 pp +0.8 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 20.4 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 20.1 7.1% 4 +0.1 pp +1.0 pp +1.0 pp +7.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 19.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 19.6 1.3% 4 +0.0 pp +0.0 pp -0.0 pp +1.3 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 19.5 0.8% 4 -0.0 pp -0.1 pp -0.0 pp +0.8 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 19.4 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 19.2 3.7% 4 +0.1 pp +0.1 pp +0.1 pp +3.7 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 19.0 1.4% 2 +0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆DC Investments Management, LLC CIK 0001565951 0.652 55 18.9 7.2% 1 +7.2 pp +7.2 pp +7.2 pp +7.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 18.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 16.6 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 16.0 3.2% 4 +0.1 pp +0.5 pp +0.4 pp +3.2 pp
☆Simmons Bank CIK 0001674486 0.467 369 15.1 1.0% 4 +0.0 pp +0.0 pp -0.0 pp +1.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 15.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 14.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 14.2 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 14.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 13.8 3.4% 4 +0.0 pp -0.1 pp -0.2 pp +3.4 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 13.6 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 13.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 13.3 1.2% 6 +0.1 pp +0.0 pp -0.0 pp -0.1 pp
☆Nitorum Capital, L.P. CIK 0001630243 0.425 23 13.1 11.5% 1 +11.5 pp +11.5 pp +11.5 pp +11.5 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 13.0 0.6% 4 -0.1 pp -0.2 pp -0.2 pp +0.6 pp
☆Ameritas Investment Partners, Inc. CIK 0001055980 0.474 3174 13.0 0.4% 4 +0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 12.6 2.8% 4 +0.3 pp +0.6 pp +0.5 pp +2.8 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 12.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆jvl associates llc CIK 0001915765 0.770 79 12.1 4.1% 4 +0.2 pp +0.2 pp +0.0 pp +4.1 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 11.8 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 11.7 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 11.4 0.3% 4 +0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆CWM, LLC CIK 0001535847 0.788 5645 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 11.3 1.7% 4 +0.0 pp -0.1 pp -0.2 pp +1.7 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 11.2 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 11.2 0.5% 4 +0.0 pp -0.0 pp +0.0 pp +0.5 pp
☆Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 11.1 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 11.0 1.6% 4 +0.0 pp -0.3 pp -0.3 pp +1.6 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 10.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 10.9 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 10.9 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.784 288 10.9 0.8% 4 -0.1 pp -0.2 pp -0.3 pp +0.8 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 10.8 2.7% 4 +0.1 pp +0.0 pp -0.1 pp +2.7 pp
☆Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 10.6 7.5% 4 +0.2 pp +0.0 pp +0.2 pp +7.5 pp
☆Granite FO LLC CIK 0002034090 0.642 171 10.5 6.2% 4 +0.9 pp +1.0 pp +1.1 pp +6.2 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.825 1818 10.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Corsicana & Co. CIK 0001869923 0.236 309 10.2 6.5% 2 +0.2 pp +6.5 pp +6.5 pp +6.5 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 10.1 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 10.0 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 10.0 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 9.9 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 9.9 4.0% 4 +0.1 pp -0.1 pp -0.3 pp +4.0 pp
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☆Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 9.8 1.0% 4 +0.1 pp +0.1 pp -0.0 pp +1.0 pp
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☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 9.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆KCM INVESTMENT ADVISORS LLC CIK 0001109228 0.691 400 8.6 0.3% 4 +0.0 pp -0.0 pp +0.0 pp +0.3 pp
☆RMR Wealth Builders CIK 0001803848 0.732 316 8.6 0.7% 4 -0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 8.6 2.6% 4 +0.2 pp +0.2 pp +0.2 pp +2.6 pp
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☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 7.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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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 MDY). Qtrs Held counts distinct quarters this fund has actually held MDY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MDY position size. Δ columns are the percentage-point change in MDY'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