Signals

← Signals

☆MDYG

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

Flow ranking

Rank#18128
Score / z0.000 / -0.02
Consensus135.31 over 248 funds
Momentumnot computed

Price & positioning

225 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 150.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 121.3 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 117.0 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 104.0 1.7% 6 +0.0 pp -0.1 pp -0.7 pp -1.1 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 81.2 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 52.9 5.6% 4 +2.0 pp +2.0 pp +1.9 pp +5.6 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 48.7 3.0% 4 +0.1 pp +0.0 pp -0.0 pp +3.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 48.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 44.2 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 40.8 0.2% 4 +0.1 pp +0.1 pp +0.1 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 36.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 34.2 1.2% 4 +0.0 pp +0.0 pp +0.0 pp +1.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 33.8 1.8% 4 +0.2 pp +0.2 pp +0.1 pp +1.8 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 31.7 1.3% 4 +0.1 pp +0.1 pp +0.1 pp +1.3 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 31.1 1.5% 4 +0.0 pp -0.0 pp -0.1 pp +1.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 30.9 0.8% 4 +0.1 pp +0.2 pp +0.2 pp +0.8 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 29.3 0.8% 4 +0.1 pp +0.4 pp +0.3 pp +0.8 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.2 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 24.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 23.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 21.7 0.0% 4 +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 21.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 20.7 4.9% 4 +0.6 pp +0.6 pp +0.2 pp +4.9 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 18.6 1.9% 4 +0.1 pp +0.1 pp +0.0 pp +1.9 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 17.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 17.0 0.8% 4 -0.0 pp -0.1 pp -0.1 pp +0.8 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 16.6 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 15.8 6.5% 4 +0.7 pp +0.6 pp -0.7 pp +6.5 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 13.8 5.0% 4 +0.3 pp -0.2 pp -0.3 pp +5.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 13.5 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 13.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.405 590 11.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 11.6 0.7% 4 -0.9 pp +0.5 pp +0.5 pp +0.7 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 11.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 11.0 1.2% 4 +0.0 pp -0.0 pp -0.1 pp +1.2 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 10.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 9.2 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 8.7 1.6% 4 +0.0 pp -0.0 pp -0.1 pp +1.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 8.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 8.2 0.7% 4 -0.1 pp -0.2 pp -0.2 pp +0.7 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 7.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 7.6 4.4% 4 +0.2 pp +0.2 pp +0.1 pp +4.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 7.1 0.0% 4 -0.0 pp -0.1 pp -0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 7.0 0.5% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆CWM, LLC CIK 0001535847 0.788 5645 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 6.9 0.8% 4 +0.0 pp +0.0 pp -0.0 pp +0.8 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 6.5 1.3% 6 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 6.2 0.1% 4 -0.3 pp -0.6 pp -0.5 pp +0.1 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 6.0 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 5.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 5.8 1.4% 4 +0.0 pp -0.1 pp +0.1 pp +1.4 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 4.8 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 4.6 0.5% 4 -0.3 pp -0.3 pp -0.4 pp +0.5 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 4.4 2.2% 5 -0.3 pp -0.4 pp -0.3 pp -0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 4.3 0.3% 4 +0.0 pp +0.1 pp +0.2 pp +0.3 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 4.3 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 4.3 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 4.2 0.5% 4 +0.0 pp +0.1 pp +0.0 pp +0.5 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 4.2 1.0% 4 +0.3 pp +0.4 pp +0.5 pp +1.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.2 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 3.9 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 3.9 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 3.5 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 3.5 0.2% 4 +0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆CHARTIST INC /CA/ CIK 0001129770 0.862 21 3.2 2.3% 2 +0.2 pp +2.3 pp +2.3 pp +2.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 3.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 3.1 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆SACKS & ASSOCIATES, LLC CIK 2145868 0.220 80 3.1 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆GAMCO INVESTORS, INC. ET AL CIK 0000807249 0.616 938 3.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 3.0 0.2% 4 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 3.0 0.8% 4 -0.0 pp -0.0 pp -0.0 pp +0.8 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.648 43 2.9 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.9 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 2.9 1.6% 4 -0.1 pp -0.0 pp -0.1 pp +1.6 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 2.7 1.3% 4 +0.1 pp +0.1 pp +0.0 pp +1.3 pp
☆MidFirst Bank CIK 0002077076 0.526 943 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.5 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 2.5 0.3% 4 -0.0 pp -0.1 pp -0.0 pp +0.3 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 2.5 1.1% 2 +0.0 pp +1.1 pp +1.1 pp +1.1 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 2.5 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 2.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 2.3 1.4% 4 +0.2 pp -0.1 pp -0.1 pp +1.4 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 2.3 0.4% 4 -0.0 pp -0.0 pp -0.1 pp +0.4 pp
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 2.3 2.0% 4 +0.2 pp +0.3 pp +0.3 pp +2.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 2.2 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 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 2.0 0.4% 4 -0.1 pp -0.7 pp -0.6 pp +0.4 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 2.0 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Walsh & Associates, LLC CIK 0002135144 0.507 245 2.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Argent Trust Co CIK 0001625292 0.533 769 1.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 1.9 1.5% 3 +0.1 pp +0.3 pp +1.5 pp +1.5 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 1.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 1.8 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 1.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 1.7 0.5% 4 -0.0 pp -0.0 pp -0.0 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 1.7 0.9% 4 +0.1 pp +0.0 pp -0.0 pp +0.9 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.7 0.4% 4 -0.1 pp +0.0 pp +0.2 pp +0.4 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 1.7 0.8% 4 +0.0 pp +0.0 pp +0.0 pp +0.8 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 1.7 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.6 0.4% 4 +0.0 pp -0.2 pp -0.2 pp +0.4 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 1.6 1.1% 4 +0.1 pp +0.1 pp +0.1 pp +1.1 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 1.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 1.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 1.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.3 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 1.3 0.3% 4 -0.0 pp -0.1 pp -0.1 pp +0.3 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 1.3 0.0% 4 -0.2 pp -0.3 pp -0.2 pp +0.0 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 1.3 1.0% 4 +0.0 pp +0.1 pp -0.1 pp +1.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 1.2 0.4% 5 +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 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 1.2 0.1% 4 -0.1 pp +0.0 pp +0.0 pp +0.1 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 1.1 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.1 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆BEAM WEALTH ADVISORS, INC. CIK 0001803426 0.534 117 1.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.1 0.0% 4 +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% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.1 0.0% 4 -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% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.0 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.0 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.0 0.6% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 0.9 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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☆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
☆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
☆WealthPLAN Partners, LLC CIK 0001639943 0.241 223 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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
☆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
☆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
☆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
☆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
☆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
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 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 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sachetta, LLC CIK 0002010574 0.327 1025 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
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 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
☆COMERICA BANK CIK 0000901541 0.812 3711 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
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 0.0 0.0% 0 +0.0 pp -0.6 pp -0.6 pp +0.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 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
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp -0.1 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 (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