Signals

← Signals

☆MDYG

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

Flow ranking

Rank#19596
Score / z0.000 / -0.02
Consensus135.25 over 254 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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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 196.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 160.0 0.3% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 146.3 0.7% 5 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 129.3 1.9% 7 +0.2 pp +0.2 pp +0.1 pp -0.5 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 94.8 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 62.3 3.2% 5 +0.2 pp +0.3 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 57.4 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 50.5 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 42.0 3.3% 5 -2.3 pp -0.3 pp -0.3 pp -0.3 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 39.8 1.4% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Rehmann Capital Advisory Group CIK 0001633037 0.641 702 39.7 1.8% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 39.0 1.0% 5 +0.1 pp +0.2 pp +0.3 pp +0.4 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 37.7 1.4% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 37.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 34.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 33.4 1.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 31.3 0.7% 5 -0.1 pp +0.0 pp +0.3 pp +0.3 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 30.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 26.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 26.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 25.0 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 24.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 21.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 21.0 1.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Shakespeare Wealth Management, LLC CIK 0001658509 0.452 79 20.5 5.4% 5 +0.5 pp +1.1 pp +1.1 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 20.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 18.7 6.7% 5 +0.2 pp +0.9 pp +0.9 pp -0.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 18.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 15.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 15.5 0.0% 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 13.1 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 12.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 12.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 11.2 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 11.0 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 10.3 1.7% 5 +0.1 pp +0.1 pp +0.0 pp -0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 9.9 0.6% 6 +0.1 pp +0.2 pp +0.2 pp +0.3 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 9.3 4.6% 5 +0.2 pp +0.4 pp +0.4 pp +0.3 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 8.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 8.4 0.6% 5 -0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 8.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 7.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 7.6 1.4% 7 +0.1 pp +0.2 pp +0.2 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 7.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 6.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UNIVEST FINANCIAL Corp (UVSP) CIK 0000102212 0.709 275 6.8 0.3% 5 -0.3 pp -1.2 pp +0.2 pp +0.2 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 6.7 1.5% 5 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 6.5 2.1% 5 -2.9 pp -2.6 pp -3.1 pp -3.2 pp
☆McAdam, LLC CIK 0001695490 0.802 516 6.5 0.3% 5 -0.5 pp -0.5 pp -0.6 pp -0.6 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 6.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
☆Cordatus Wealth Management LLC CIK 0001715862 0.324 168 6.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.0 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 5.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 5.5 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 5.3 0.1% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Concepts Unlimited, Inc. CIK 0002112099 0.686 44 5.2 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 5.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 5.1 0.5% 5 -0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 5.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 4.9 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 4.9 2.0% 6 -0.2 pp -0.5 pp -0.6 pp -0.5 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.9 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 4.8 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 4.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tempo Wealth, LLC CIK 0002112005 0.447 237 4.6 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Centennial Wealth Advisory LLC CIK 0001839421 0.442 181 4.5 1.0% 5 -0.0 pp +0.3 pp +0.3 pp +0.5 pp
☆Redhawk Wealth Advisors, Inc. CIK 0001535811 0.085 408 4.4 0.4% 5 -0.0 pp +0.0 pp +0.1 pp -0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.4 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 4.4 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 4.1 0.9% 5 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.0 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 3.7 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆CHARTIST INC /CA/ CIK 0001129770 0.862 21 3.6 2.3% 3 -0.0 pp +0.2 pp +2.3 pp +2.3 pp
☆Heritage Wealth Management, Inc. /CA/ CIK 0002012170 0.378 98 3.6 1.8% 5 +0.2 pp +0.1 pp +0.2 pp +0.1 pp
☆SACKS & ASSOCIATES, LLC CIK 2145868 0.220 80 3.4 2.3% 2 +0.0 pp +2.3 pp +2.3 pp +2.3 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 3.4 0.9% 5 +0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.647 43 3.1 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆MidFirst Bank CIK 0002077076 0.526 943 3.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 3.0 0.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆MOSAIC FAMILY WEALTH PARTNERS, LLC CIK 0001965241 0.443 428 3.0 0.2% 5 -0.1 pp -0.1 pp -0.2 pp -0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Walsh & Associates, LLC CIK 0002135144 0.506 245 2.9 2.3% 2 +0.4 pp +2.3 pp +2.3 pp +2.3 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 2.9 1.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 2.8 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.8 0.0% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆GEN Financial Management, INC. CIK 0002032497 0.680 42 2.8 1.7% 5 +0.2 pp +0.4 pp +0.1 pp +0.2 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 2.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 2.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 2.7 2.5% 5 +0.5 pp +0.7 pp +0.8 pp +0.8 pp
☆Clarus Wealth Advisors CIK 0001730149 0.310 86 2.7 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.6 0.0% 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 2.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 2.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 2.5 0.1% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 2.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 2.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LEVEL FOUR ADVISORY SERVICES, LLC CIK 0001696715 0.514 935 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 2.2 0.7% 1 +0.7 pp -0.3 pp -0.5 pp -0.7 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 2.2 1.5% 4 -0.0 pp +0.0 pp +0.3 pp +1.5 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Asset Management Group, Inc. CIK 0001511550 0.511 137 2.2 0.3% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 2.2 0.4% 5 +0.0 pp -0.1 pp -0.6 pp -0.6 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 2.1 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.0 pp
☆New England Capital Financial Advisors LLC CIK 0001964652 0.811 431 2.1 0.5% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 2.0 0.4% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 2.0 0.2% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Capital Corp/CO CIK 0001965275 0.720 58 2.0 0.9% 5 -0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 1.9 0.9% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Broadview Financial Management, LLC CIK 0001697024 0.682 43 1.8 1.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.8 0.4% 5 -0.0 pp -0.0 pp -0.2 pp -0.3 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 1.6 0.1% 5 -0.1 pp -0.2 pp -0.2 pp -0.2 pp
☆Twelve Points Wealth Management LLC CIK 0001877090 0.454 213 1.5 0.3% 5 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 1.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 1.5 1.0% 5 +0.0 pp +0.0 pp +0.1 pp -0.1 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 1.4 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 1.4 0.4% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 1.4 0.1% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Trilogy Capital Inc. CIK 0001722512 0.616 400 1.4 0.1% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parcion Private Wealth LLC CIK 0001801263 0.489 529 1.3 0.1% 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 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 1.3 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 1.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Snowden Capital Advisors LLC CIK 0001903055 0.533 1333 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Portside Wealth Group, LLC CIK 0001978608 0.273 505 1.2 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.2 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elevated Capital Advisors, LLC CIK 0001802387 0.159 849 1.2 0.3% 5 -0.1 pp -0.2 pp -0.1 pp +0.1 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 1.2 0.4% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 1.2 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.2 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Milestone Asset Management Group, LLC CIK 0002063452 0.282 133 1.2 0.6% 6 +0.0 pp +0.1 pp +0.0 pp -0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.2 0.0% 6 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
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☆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
☆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
☆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
☆BREAKTHRU ADVISORY SERVICES, LLC CIK 0002055645 0.000 14 0.0 0.0% 0 -0.4 pp -0.1 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 -0.4 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 Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 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
☆LifeWealth Investments, LLC CIK 0002033794 0.416 136 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.2 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
☆Net Worth Advisory Group CIK 0001791998 0.053 411 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp -0.1 pp
☆ACAS, LLC CIK 0001859505 0.399 93 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆IVC Wealth Advisors LLC CIK 0001842811 0.409 177 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Global Assets Advisory, LLC CIK 0001942932 0.029 322 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆ARCADIA INVESTMENT MANAGEMENT CORP/MI CIK 0001016972 0.462 366 0.0 0.0% 0 -0.0 pp -0.0 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 +0.0 pp -0.0 pp -0.1 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
☆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
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 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
☆Advisory Services Network, LLC CIK 0001573876 0.614 2019 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
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 0.0 0.0% 0 -0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MOTIVE WEALTH ADVISORS CIK 0001877093 0.582 96 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.2 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆VALLEY FORGE INVESTMENT CONSULTANTS INC ADV CIK 0000920655 0.848 86 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 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
☆Safeguard Investment Advisory Group, LLC CIK 0001846711 0.658 178 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆SWMG, LLC CIK 0001839255 0.473 100 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.2 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
☆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
☆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
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 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
☆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
☆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
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.451 2954 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
☆Moloney Securities Asset Management, LLC CIK 0001697934 0.179 497 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆IFG Advisors, LLC CIK 0001783412 0.743 165 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
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 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
☆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
☆Sachetta, LLC CIK 0002010574 0.327 1025 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 (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