Signals

← Signals

☆MDYG

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

Flow ranking

Rank#18286
Score / z0.000 / -0.01
Consensus123.60 over 224 funds
Momentumnot computed

Price & positioning

224 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)
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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 ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 161.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 122.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 100.2 0.6% 3 +0.1 pp +0.1 pp +0.6 pp +0.6 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 97.5 1.6% 5 -0.1 pp -0.8 pp -1.1 pp -1.2 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 71.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 46.0 3.0% 3 -0.1 pp -0.1 pp +3.0 pp +3.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 42.9 0.0% 4 +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 38.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 33.5 1.1% 3 -0.0 pp -0.0 pp +1.1 pp +1.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 31.5 0.3% 3 -0.3 pp -0.2 pp +0.3 pp +0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 31.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 30.6 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 30.1 1.5% 3 -0.1 pp -0.1 pp +1.5 pp +1.5 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 30.0 1.2% 3 +0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 29.7 1.6% 3 +1.4 pp +1.5 pp +1.6 pp +1.6 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 28.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 26.7 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 25.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 25.5 0.7% 3 +0.3 pp +0.2 pp +0.7 pp +0.7 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 24.9 3.6% 3 +0.0 pp -0.0 pp +3.6 pp +3.6 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 24.0 0.0% 3 +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 23.6 0.0% 4 -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 23.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 20.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 19.5 4.3% 3 -0.0 pp -0.4 pp +4.3 pp +4.3 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 19.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 17.7 1.8% 3 -0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆McAdam, LLC CIK 0001695490 0.802 516 16.8 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 14.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 14.8 5.8% 3 -0.0 pp -1.3 pp +5.8 pp +5.8 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 14.0 0.0% 3 -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 14.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 12.9 4.7% 3 -0.5 pp -0.5 pp +4.7 pp +4.7 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 12.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 11.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 10.7 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 10.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 9.1 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 8.6 1.6% 3 -0.0 pp -0.2 pp +1.6 pp +1.6 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 8.3 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 8.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 7.5 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 7.4 4.3% 3 -0.0 pp -0.1 pp +4.3 pp +4.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 6.9 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 6.5 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 6.4 1.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.2 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 5.6 1.4% 3 -0.1 pp +0.0 pp +1.4 pp +1.4 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 5.3 0.4% 4 +0.0 pp +0.1 pp +0.2 pp +0.4 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 5.2 2.4% 4 -0.1 pp -0.0 pp -0.0 pp +2.4 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 4.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 4.3 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 4.2 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 4.0 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 3.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 3.9 0.4% 3 +0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.9 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 3.7 0.3% 3 +0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆CHARTIST INC /CA/ CIK 0001129770 0.862 21 3.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.1 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 3.1 0.8% 3 +0.0 pp +0.0 pp +0.8 pp +0.8 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 2.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 2.8 1.1% 3 -0.1 pp -0.4 pp +1.1 pp +1.1 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 2.8 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 2.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 2.7 0.3% 3 -0.1 pp -0.0 pp +0.3 pp +0.3 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 2.7 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 2.6 1.3% 3 -0.0 pp -0.0 pp +1.3 pp +1.3 pp
☆Investors Research Corp CIK 0001730630 0.347 805 2.6 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 2.6 1.7% 3 +0.0 pp -0.0 pp +1.7 pp +1.7 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 2.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 2.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 2.4 0.5% 3 -0.6 pp -0.5 pp +0.5 pp +0.5 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 2.2 0.5% 3 +0.1 pp +0.3 pp +0.5 pp +0.5 pp
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 2.2 1.8% 3 +0.1 pp +0.1 pp +1.8 pp +1.8 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.1 0.0% 2 +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 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.0 0.1% 3 -0.0 pp -0.0 pp +0.1 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 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 1.9 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 1.9 1.2% 3 -0.4 pp -0.3 pp +1.2 pp +1.2 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Argent Trust Co CIK 0001625292 0.533 769 1.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 1.9 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 1.8 1.4% 2 +0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 1.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 1.7 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 1.7 0.9% 3 -0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 1.6 0.8% 3 +0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 1.6 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 1.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.5 0.4% 3 -0.2 pp -0.2 pp +0.4 pp +0.4 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 1.5 1.0% 3 -0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 1.3 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 1.2 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 1.2 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 1.2 0.9% 3 +0.0 pp -0.1 pp +0.9 pp +0.9 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 1.2 0.4% 4 -0.0 pp -0.0 pp +0.0 pp +0.4 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.1 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 1.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 1.1 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 1.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 1.0 0.4% 3 -0.0 pp -0.1 pp +0.4 pp +0.4 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.0 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 1.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.9 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 0.9 0.5% 4 -0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.9 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Connecticut Wealth Management, LLC CIK 0001689829 0.874 340 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Fairscale Capital, LLC CIK 0002032350 0.424 441 0.9 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆CALTON & ASSOCIATES, INC. CIK 0000822648 0.227 419 0.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Anchor Investment Management, LLC CIK 0001634149 0.399 1207 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TSFG, LLC CIK 0001800513 0.413 891 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMA Wealth Partners, LLC CIK 0002135539 0.642 130 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Caitlin John, LLC CIK 0002010947 0.012 991 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Founders Capital Management CIK 0001704300 0.418 420 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Capital Management LLC CIK 0001846758 0.392 504 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆JDM Financial Group LLC CIK 0001960212 0.638 332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MJT & Associates Financial Advisory Group, Inc. CIK 0002065777 0.744 465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KERR FINANCIAL PLANNING Corp CIK 0002095947 0.010 545 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Front Row Advisors LLC CIK 0001729254 0.508 576 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kozak & Associates, Inc. CIK 0001764970 0.407 451 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UMB Bank, n.a. CIK 0000933429 0.805 2303 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cherry Tree Wealth Management, LLC CIK 0001985414 0.429 594 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Anfield Capital Management, LLC CIK 0001602020 0.265 715 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MASECO LLP CIK 0002074052 0.917 291 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WPG Advisers, LLC CIK 0002067343 0.198 1549 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tradewinds Capital Management, LLC CIK 0001616026 0.095 715 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vermillion Wealth Management, Inc. CIK 0001737012 0.060 1545 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MPWM ADVISORY SOLUTIONS, LLC CIK 0002056693 0.441 571 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 3 -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 -0.4 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AVISO WEALTH MANAGEMENT CIK 0002011802 0.210 144 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Life Planners CIK 0002053368 0.608 339 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
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Management Associates, Inc. CIK 0002067339 0.209 254 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆WHITTIER TRUST CO CIK 0001137881 0.805 1354 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Fingerlakes Wealth Management, Inc. CIK 0001910248 0.369 101 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MMA ASSET MANAGEMENT LLC CIK 0001842667 0.332 181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Capital Management, LLC CIK 0002040070 0.793 58 0.0 0.0% 0 +0.0 pp -4.4 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SOA Wealth Advisors, LLC. CIK 0001849444 0.542 892 0.0 0.0% 0 -0.0 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 +0.0 pp +0.0 pp
☆Binnacle Investments Inc CIK 0002060308 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Strategies & Associates CIK 0001912297 0.636 97 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Advance Capital Management, Inc. CIK 0001536029 0.941 197 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DRIVE WEALTH MANAGEMENT, LLC CIK 0001952781 0.279 459 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.659 178 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Darwin Wealth Management, LLC CIK 0001663224 0.207 777 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 0.0 0.0% 0 +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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Embree Financial Group CIK 0002020860 0.466 283 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Freestone Capital Holdings, LLC CIK 0001470876 0.771 584 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Annis Gardner Whiting Capital Advisors, LLC CIK 0001998414 0.457 349 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 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 +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
☆RMG Wealth Management LLC CIK 0001844731 0.508 578 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 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
☆Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 -0.2 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
☆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
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -2.4 pp -2.6 pp +0.0 pp +0.0 pp
☆Choate Investment Advisors CIK 0001399794 0.922 472 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 0.0 0.0% 0 +0.0 pp -1.3 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Marshall & Sterling Wealth Advisors Inc. CIK 0002056315 0.249 339 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Signal Advisors Wealth, LLC CIK 0002010926 0.396 626 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 MDYG). Qtrs Held counts distinct quarters this fund has actually held MDYG (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MDYG position size. Δ columns are the percentage-point change in MDYG'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