Signals

← Signals

☆MDY

1739 in-universe funds with a nonzero position in MDY within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#670
Score / z0.222 / 0.25
Consensus507.62 over 976 funds
Momentum-0.15 ≠

Price & positioning

226 cached closes, trailing year
Drawdown0%
Short interest-35% / 1.2d

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 1,369.1 0.1% 6 -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 868.9 0.0% 7 -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 829.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 738.2 0.1% 5 -0.0 pp +0.0 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 677.9 0.7% 5 +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 637.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 635.4 0.3% 1 +0.3 pp +0.3 pp +0.0 pp +0.1 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 597.5 1.7% 5 -0.3 pp -0.2 pp -0.3 pp -0.3 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 487.7 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 457.9 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 343.8 0.1% 6 -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 335.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MEITAV INVESTMENT HOUSE LTD CIK 0001398346 0.290 299 290.4 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 205.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC CIK 0001021223 0.818 967 198.9 0.6% 5 +0.1 pp -0.4 pp +0.3 pp +0.5 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 190.6 0.7% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 166.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 165.2 0.2% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 159.5 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Arvest Bank Trust Division CIK 0001625959 0.680 240 157.8 7.7% 5 +0.1 pp +0.1 pp -0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 151.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Conservest Capital Advisors, Inc. CIK 0001705716 0.851 132 146.6 11.7% 5 -0.2 pp -0.0 pp -0.3 pp -0.5 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 125.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 116.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Generali Asset Management SPA SGR CIK 0002046751 0.647 526 115.9 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 113.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 110.9 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆WADDELL & ASSOCIATES, LLC CIK 0001776757 0.777 543 108.8 5.4% 6 +0.0 pp -0.7 pp -2.1 pp -3.3 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 101.2 0.1% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
☆WELCH & FORBES LLC CIK 0000105495 0.837 388 100.0 1.2% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 98.3 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COMMERCE BANK CIK 0001009076 0.853 1332 98.1 0.4% 5 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 91.5 0.9% 5 -0.0 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 84.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 84.0 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.2 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 78.5 3.3% 5 -0.1 pp -0.8 pp -0.9 pp -0.9 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 77.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 73.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MONTAG A & ASSOCIATES INC CIK 0000829407 0.583 954 71.7 3.0% 5 +0.0 pp +0.2 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 71.5 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 67.9 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 63.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 62.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 60.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 58.7 1.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.2 pp
☆CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 58.6 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 57.3 1.8% 5 -0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 53.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Henshaw Capital LLC CIK 0002131483 0.689 160 51.3 1.7% 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 51.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BALYASNY ASSET MANAGEMENT L.P. CIK 0001218710 0.142 2094 49.2 0.1% 5 -0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 47.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 46.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Portland Global Advisors LLC CIK 0001504941 0.638 154 44.9 4.3% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 44.5 0.6% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 43.9 0.5% 4 +0.0 pp +0.0 pp -0.0 pp +0.5 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 42.8 0.8% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 42.8 2.8% 5 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 41.8 0.5% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PITTENGER & ANDERSON INC CIK 0001034886 0.550 507 41.3 1.5% 5 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 40.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OFS Enterprise LLC CIK 0002107566 0.725 106 40.0 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆PINNACLE ASSOCIATES LTD CIK 0000743127 0.694 967 39.5 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆MetLife Investment Management, LLC CIK 0001529735 0.789 2884 38.3 0.2% 5 -0.0 pp +0.0 pp +0.1 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 38.1 1.0% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 37.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 35.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 35.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 35.3 2.6% 5 -0.1 pp -0.1 pp -0.3 pp -1.5 pp
☆MIRAE ASSET SECURITIES (USA) INC. CIK 0000890203 0.412 73 35.2 1.6% 5 -0.9 pp -1.1 pp -1.3 pp +0.2 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 35.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 33.9 0.1% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pinnacle Financial Partners, Inc. (PNFP, PNFP-PA, PNFP-PB, PNFP-PC) CIK 0002082866 0.843 1128 32.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆HERITAGE INVESTORS MANAGEMENT CORP CIK 0000937589 0.688 257 32.1 0.9% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 31.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 31.3 0.6% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 31.2 0.3% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆LCM Capital Management Inc CIK 0001861752 0.575 124 31.1 13.6% 5 +0.1 pp +0.9 pp +1.1 pp +0.7 pp
☆Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. CIK 0001599852 0.664 165 31.0 3.6% 5 -0.0 pp +0.1 pp +0.8 pp +0.8 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 30.9 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 30.9 4.3% 5 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
☆Ascent Wealth Partners, LLC CIK 0001546865 0.463 200 30.3 3.0% 5 +0.1 pp -1.4 pp -1.4 pp -1.3 pp
☆CUMBERLAND ADVISORS INC CIK 0001255435 0.665 49 29.8 10.5% 5 -0.3 pp +0.4 pp +0.3 pp -0.2 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 29.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 29.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 29.2 1.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Tandem Wealth Advisors LLC CIK 0001842557 0.703 48 28.9 11.5% 5 +0.3 pp +0.1 pp +2.8 pp +2.6 pp
☆FMR LLC CIK 0000315066 0.989 5571 28.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 27.8 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BASSWOOD CAPITAL MANAGEMENT, L.L.C. CIK 0001085393 0.529 108 26.8 1.1% 1 +1.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CONNING INC. CIK 0000801051 0.496 327 26.7 0.8% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND CIK 0001535845 0.604 1426 26.7 0.0% 2 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 26.5 0.4% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JOHNSON INVESTMENT COUNSEL INC CIK 0000821197 0.824 839 26.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1ST SOURCE BANK CIK 0000356264 0.857 289 25.4 1.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Madison Asset Management, LLC CIK 0001299351 0.631 347 25.0 0.3% 5 -0.2 pp -0.3 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 24.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 24.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SummitTX Capital, L.P. CIK 0002052310 0.070 756 24.2 0.6% 3 -0.4 pp -0.1 pp +0.6 pp +0.6 pp
☆Tiller Private Wealth, Inc. CIK 0001663649 0.826 69 23.5 7.4% 5 +0.2 pp +0.4 pp +1.3 pp +1.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 23.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 23.2 0.9% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 23.0 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆HANCOCK WHITNEY CORP (HWC, HWCPZ) CIK 0000750577 0.650 752 22.6 0.4% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 22.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 22.2 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆DC Investments Management, LLC CIK 0001565951 0.652 55 21.6 7.4% 2 +0.1 pp +7.4 pp +7.4 pp +7.4 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 21.5 0.2% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 20.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Curbstone Financial Management Corp CIK 0001608057 0.354 215 20.7 3.5% 5 -0.2 pp -0.1 pp -0.0 pp -0.1 pp
☆Waldron Private Wealth LLC CIK 0001598180 0.896 350 20.7 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆Passaic Partners LLC CIK 0001905809 0.898 16 19.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 19.1 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Serenus Wealth Advisors, LLC CIK 0002053695 0.880 75 18.2 3.2% 5 -0.0 pp +0.1 pp +0.5 pp +0.4 pp
☆M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 17.6 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆Simmons Bank CIK 0001674486 0.467 369 16.7 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 16.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 15.9 3.3% 5 -0.1 pp -0.1 pp -0.3 pp -0.3 pp
☆HighPoint Advisor Group LLC CIK 0001616034 0.583 691 15.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 15.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Caldwell Trust Co CIK 0002080218 0.488 811 15.2 1.2% 7 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆Nitorum Capital, L.P. CIK 0001630243 0.425 23 14.9 10.2% 2 -1.3 pp +10.2 pp +10.2 pp +10.2 pp
☆PEDDOCK CAPITAL ADVISORS, LLC CIK 0001597843 0.510 165 14.8 2.9% 5 +0.2 pp +0.5 pp +0.7 pp +0.7 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 14.7 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 14.6 0.5% 5 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆&PARTNERS CIK 0000107136 0.806 2509 14.5 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆jvl associates llc CIK 0001915765 0.770 79 13.8 3.9% 5 -0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 13.7 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 13.5 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 13.2 0.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Callan Family Office, LLC CIK 0001938970 0.625 1226 13.1 0.3% 5 -0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 13.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 12.8 0.8% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Trifecta Capital Advisors, LLC CIK 0001962615 0.520 493 12.8 1.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Csenge Advisory Group CIK 0001715593 0.550 760 12.7 0.5% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Corsicana & Co. CIK 0001869923 0.236 309 12.7 6.1% 3 -0.3 pp -0.2 pp +6.1 pp +6.1 pp
☆Thrive Wealth Management, LLC CIK 0001847610 0.785 254 12.7 1.6% 5 -0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 12.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Shulman DeMeo Asset Management LLC CIK 0001767070 0.863 146 12.6 2.3% 2 -0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆FIRST NATIONAL BANK OF OMAHA CIK 0000036644 0.562 505 12.5 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆DUMONT & BLAKE INVESTMENT ADVISORS LLC CIK 0001287618 0.379 204 12.2 2.7% 5 +0.0 pp +0.1 pp +0.1 pp -0.0 pp
☆Wellspring Financial Advisors, LLC CIK 0001811308 0.785 288 12.2 0.8% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆Hummer Financial Advisory Services Inc CIK 0001802279 0.316 129 12.1 8.0% 5 +0.5 pp +0.7 pp +0.5 pp +0.6 pp
☆First Financial Bank - Trust Division CIK 0001315339 0.660 208 12.0 0.9% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Legacy Advisors, LLC CIK 0001720969 0.552 337 11.2 1.0% 4 -0.1 pp +0.0 pp -0.2 pp +1.0 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 11.2 4.0% 5 -0.0 pp +0.1 pp -0.1 pp -0.3 pp
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☆Harbour Trust & Investment Management Co CIK 0002003557 0.612 160 11.0 1.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
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☆AGF MANAGEMENT LTD CIK 0001003518 0.567 656 10.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆Granite FO LLC CIK 0002034090 0.642 171 10.3 5.5% 5 -0.7 pp +0.1 pp +0.3 pp +0.3 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 10.3 0.0% 5 -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 9.8 0.3% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOYD WATTERSON ASSET MANAGEMENT LLC/OH CIK 0001121477 0.336 394 9.8 2.6% 5 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Paulson Wealth Management Inc. CIK 0001731878 0.693 146 9.8 2.1% 5 +0.3 pp +0.5 pp +0.6 pp +0.8 pp
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☆Roan Capital Partners CIK 0002124783 0.136 78 3.9 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
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☆SPINNAKER TRUST CIK 0001158970 0.675 309 3.6 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆GSA CAPITAL PARTNERS LLP CIK 0001362033 0.012 1692 3.3 0.2% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
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☆Blue Barn Wealth, LLC CIK 0001879206 0.070 46 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Beacon Capital Management, LLC CIK 0001921487 0.451 175 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆Capital Planning Advisors, LLC CIK 0001631941 0.535 146 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Neumann Capital Management, LLC CIK 0001631930 0.008 58 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Vishria Bird Financial Group, LLC CIK 0001746438 0.071 97 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Gateway Wealth Partners, LLC CIK 0001966037 0.275 750 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 -0.4 pp -0.4 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆TORONTO DOMINION BANK (TD, TDBCP) CIK 0000947263 0.764 1928 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Bedell Frazier Investment Counselling, LLC CIK 0001388142 0.340 128 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆FINEMARK NATIONAL BANK & TRUST CIK 0001537720 0.701 452 0.0 0.0% 0 +0.0 pp -2.2 pp -2.3 pp -2.4 pp
☆Bellwether Advisors, LLC CIK 0001819815 0.107 167 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Pachira Investments Inc. CIK 0001563634 0.485 78 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Richmond Investment Services, LLC CIK 0002031991 0.250 145 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L.M. KOHN & COMPANY CIK 0000870260 0.006 121 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Berkshire Money Management, Inc. CIK 0001535172 0.864 56 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp -0.1 pp
☆McLaughlin Asset Management, Inc. CIK 0002112239 0.150 92 0.0 0.0% 0 -2.1 pp +0.0 pp +0.0 pp +0.0 pp
☆BURNEY CO/ CIK 0000940445 0.713 605 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BALLAST ADVISORS LLC CIK 0001803415 0.462 197 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Clarius Group, LLC CIK 0001664214 0.831 384 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) CIK 0000712537 0.576 269 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OPTIMUM INVESTMENT ADVISORS CIK 0001037763 0.336 612 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆New Century Financial Group, LLC CIK 0002010693 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -7.1 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.3 pp
☆Laird Norton Wetherby Wealth Management, LLC CIK 0001279627 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Texas Capital Bancshares Inc/TX CIK 0001077428 0.478 416 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆LOWE BROCKENBROUGH & CO INC CIK 0000022657 0.658 341 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆EWG Elevate Inc. CIK 0001765278 0.059 119 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Aureus Asset Management, LLC CIK 0001381296 0.571 239 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TRANSATLANTIQUE PRIVATE WEALTH LLC CIK 0001935000 0.000 0 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.8 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Keystone Global Partners, LLC CIK 0001764057 0.509 57 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.3 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sebold Capital Management, Inc. CIK 0001972836 0.467 78 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.7 pp
☆MOORE CAPITAL MANAGEMENT, LP CIK 0001448574 0.024 715 0.0 0.0% 0 +0.0 pp +0.0 pp -4.0 pp -7.2 pp
☆Objective Capital Management, LLC CIK 0001924152 0.294 102 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.3 pp
☆MERITAGE PORTFOLIO MANAGEMENT CIK 0000881432 0.493 322 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Koesten, Hirschmann & Crabtree, INC. CIK 0001963421 0.826 52 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆GRIES FINANCIAL LLC CIK 0001049662 0.335 323 0.0 0.0% 0 +0.0 pp +0.0 pp -1.0 pp -1.1 pp
☆Graypoint LLC CIK 0001794198 0.550 526 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Painted Porch Advisors LLC CIK 0002024585 0.737 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆TD ASSET MANAGEMENT INC CIK 0001056053 0.915 1216 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Fusion Family Wealth, LLC CIK 0001696209 0.940 50 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Mill Creek Capital Advisors, LLC CIK 0001964962 0.957 260 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Miller Investment Management, LP CIK 0001407382 0.863 83 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp -0.3 pp
☆ASSET PLANNING CORPORATION CIK 0000007773 0.667 48 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆GOLDEN ROAD ADVISORS LLC CIK 0002014454 0.783 67 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆OPPENHEIMER ASSET MANAGEMENT INC. CIK 0001269119 0.588 1134 0.0 0.0% 0 +0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Pandora Wealth, Inc. CIK 0002045414 0.520 224 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBW CAPITAL LLC CIK 0001512901 0.322 111 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.9 pp
☆D. SCOTT NEAL, INC. CIK 0001596920 0.750 58 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆MILESTONE ASSET MANAGEMENT, LLC CIK 0001964722 0.087 259 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Garner Asset Management Corp CIK 0001714093 0.243 169 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Measured Wealth Private Client Group, LLC CIK 0001720235 0.171 723 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Park Capital Management, LLC / WI CIK 0001998000 0.000 161 0.0 0.0% 0 -2.3 pp -1.7 pp -1.8 pp -1.9 pp
☆Cloud Capital Management, LLC CIK 0002060492 0.455 126 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Divergent Planning, LLC CIK 0001730787 0.903 36 0.0 0.0% 0 +0.0 pp -11.9 pp +0.0 pp +0.0 pp
☆Lloyd Advisory Services, LLC. CIK 0001802474 0.000 628 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evanson Asset Management, LLC CIK 0001626379 0.793 321 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SkyView Investment Advisors, LLC CIK 0001848237 0.000 278 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 pp
☆CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC CIK 0001803229 0.000 1 0.0 0.0% 0 +0.0 pp -0.9 pp -0.9 pp -1.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆GM Advisory Group, LLC CIK 0001598304 0.773 374 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Grassi Investment Management CIK 0001608531 0.717 128 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆KWMG, LLC CIK 0001633024 0.515 153 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VAUGHAN DAVID INVESTMENTS LLC/IL CIK 0001063571 0.000 245 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 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
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 0 -0.0 pp +0.0 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
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆VESTOR CAPITAL, LLC CIK 0001132699 0.000 276 0.0 0.0% 0 -1.4 pp -1.3 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
☆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
☆Headlands Technologies LLC CIK 0001570271 0.000 695 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆KELLEHER FINANCIAL ADVISORS CIK 0001507971 0.168 864 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TCV Trust & Wealth Management, Inc. CIK 0001135439 0.578 226 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
☆Dentgroup LLC CIK 0001867570 0.289 93 0.0 0.0% 0 +0.0 pp -0.4 pp -0.6 pp -0.3 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.0 0.0% 0 +0.0 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 -0.2 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Partners Group, LLC CIK 0001965246 0.231 88 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆COUNTRY CLUB BANK CIK 0000824325 0.578 325 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Alexander Randolph Advisory, Inc. CIK 0000874816 0.456 41 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆Legend Capital Advisors LLC CIK 0002111719 0.541 62 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆True North Advisors, LLC CIK 0001634556 0.493 291 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accelerate Investment Advisors LLC CIK 0002035216 0.356 149 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆Good Harbor Advisors, Inc. CIK 0002133484 0.271 87 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 +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% 0 -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% 0 +0.0 pp -0.5 pp -0.5 pp -0.6 pp
☆Stonekeep Investments, LLC CIK 0002032486 0.516 81 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 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
☆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
☆EDMOND DE ROTHSCHILD HOLDING S.A. CIK 0001649647 0.663 603 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆CapWealth Advisors, LLC CIK 0001531809 0.480 118 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆2UniFi Bank CIK 0002040900 0.000 0 0.0 0.0% 0 -0.2 pp -0.1 pp -0.2 pp -0.2 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.7 pp -0.7 pp -0.8 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Greystone Financial Group, LLC CIK 0001845302 0.170 74 0.0 0.0% 0 -0.2 pp -0.1 pp -0.1 pp -0.1 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
☆Sollinda Capital Management LLC CIK 0002012034 0.338 78 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆Wilkinson Global Asset Management LLC CIK 0001764000 0.656 62 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
☆Pathfinder Wealth Consulting, Inc. CIK 0002108842 0.000 0 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 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
☆BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CURIO WEALTH, LLC CIK 0002049201 0.749 78 0.0 0.0% 0 -0.0 pp -0.0 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
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 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 -0.1 pp -0.1 pp
☆Claris Financial LLC CIK 0002060278 0.227 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Oldfather Financial Services, LLC CIK 0001775530 0.682 98 0.0 0.0% 0 +0.0 pp -9.9 pp -10.2 pp -10.4 pp
☆TFG Advisers LLC CIK 0001806473 0.297 208 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Maven Securities LTD CIK 0001633046 0.047 164 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆West Branch Capital LLC CIK 0001738723 0.568 355 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 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 (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