Signals

← Signals

☆MDYV

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

Flow ranking

Rank#19465
Score / z0.000 / -0.02
Consensus122.12 over 224 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 ▾
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 135.4 2.0% 7 +0.1 pp +0.1 pp -0.0 pp -0.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 117.1 0.2% 6 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 116.6 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 115.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 99.8 0.5% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 90.3 2.2% 5 +0.1 pp +0.1 pp +0.3 pp +1.1 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 78.7 4.8% 5 +0.2 pp +0.3 pp +0.4 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 63.7 0.0% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 62.6 3.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC CIK 0000882928 0.947 751 47.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 40.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 40.0 3.2% 5 -2.3 pp -0.6 pp -0.6 pp -0.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 37.9 0.2% 5 -0.2 pp +0.1 pp +0.0 pp +0.0 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 37.1 1.3% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆First Pacific Financial CIK 0001810089 0.717 510 34.7 4.1% 5 +0.1 pp +0.1 pp -0.1 pp -0.1 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 33.6 2.8% 1 +2.8 pp -0.3 pp -0.0 pp -0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 33.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 32.3 1.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 28.3 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 27.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.454 1394 27.5 1.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 24.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 23.9 0.6% 5 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 20.9 1.9% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 17.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 16.2 2.7% 5 -0.0 pp -0.1 pp -0.4 pp -0.6 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 14.0 0.9% 5 -0.0 pp -0.4 pp -0.4 pp -0.4 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 12.2 0.7% 6 -0.0 pp +0.1 pp +0.3 pp +0.4 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 12.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 11.9 5.9% 5 -0.2 pp -0.1 pp -0.2 pp -0.4 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 10.7 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 10.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 10.5 2.4% 5 -0.2 pp -0.3 pp -0.5 pp -1.1 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 10.4 0.2% 5 -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 10.2 0.0% 6 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 9.7 2.3% 5 +0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 9.6 0.0% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 9.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 9.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 9.1 1.6% 7 +0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆MISSION WEALTH MANAGEMENT, LP CIK 0001645382 0.765 1016 8.7 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 8.4 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 0.6% 5 -0.0 pp -0.1 pp -0.2 pp -0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 7.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 7.4 0.7% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Redwood Investment Management, LLC CIK 0001717479 0.474 306 7.3 0.7% 5 -0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 7.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 7.0 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.9 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 6.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 6.2 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 6.1 1.3% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 5.8 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 5.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 5.7 2.3% 6 -0.3 pp -0.4 pp -0.4 pp -0.3 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 5.6 0.5% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McAdam, LLC CIK 0001695490 0.802 516 5.5 0.2% 5 -0.3 pp -0.4 pp -0.4 pp -0.5 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 5.4 1.7% 5 -3.2 pp -3.1 pp -3.7 pp -3.6 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.3 0.0% 6 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.692 120 5.0 0.5% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 5.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.8 0.0% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆SACKS & ASSOCIATES, LLC CIK 2145868 0.220 80 4.4 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 4.4 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 4.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.2 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 4.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.632 100 4.0 1.4% 5 -0.1 pp -0.1 pp -0.2 pp -0.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 3.8 0.6% 5 -0.1 pp -0.1 pp -0.2 pp -0.2 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 3.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cambria Investment Management, L.P. CIK 0001529389 0.166 731 3.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 3.5 0.3% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 3.4 0.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 3.2 0.2% 5 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 2.9 0.4% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 2.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 2.9 0.8% 5 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Shum Financial Group, Inc. CIK 0002044675 0.247 106 2.9 1.8% 4 -0.0 pp +0.0 pp +0.1 pp +1.8 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 -0.0 pp -0.1 pp
☆CX Institutional CIK 0001737089 0.437 1568 2.8 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 2.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.7 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 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
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 2.6 2.4% 5 +0.4 pp +0.6 pp +0.7 pp +0.7 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 2.5 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 2.4 0.5% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 2.3 0.5% 5 -0.0 pp -0.1 pp -0.7 pp -0.7 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 2.3 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MidFirst Bank CIK 0002077076 0.526 943 2.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 2.2 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 2.2 0.1% 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 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richmond Brothers, Inc. CIK 0001540462 0.006 96 2.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 2.1 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 2.1 0.6% 6 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 2.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 2.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Squared Financial LLC CIK 0002128691 0.347 87 2.0 1.3% 4 -0.1 pp -0.0 pp -0.1 pp +1.3 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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 1.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.457 91 1.9 0.7% 5 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 1.9 0.5% 5 +0.0 pp -0.0 pp -1.0 pp -1.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.9 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 1.9 0.1% 5 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 1.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Cooke Wealth Management, LLC CIK 0002093659 0.633 39 1.9 1.5% 2 +0.0 pp +1.5 pp +1.5 pp +1.5 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.9 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 1.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.8 0.6% 7 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 1.7 0.5% 5 +0.0 pp +0.1 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 1.6 0.2% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆COFG Advisors, LLC CIK 0002104330 0.221 319 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.6 0.0% 5 -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 0.3% 5 -0.0 pp -0.1 pp -0.2 pp -0.3 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.5 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Berman McAleer LLC CIK 0002094332 0.753 175 1.5 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 1.4 0.4% 5 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 1.4 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 1.4 0.9% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERICAN FINANCIAL & TAX STRATEGIES INC CIK 0000911927 0.335 102 1.4 0.6% 5 +0.0 pp -0.0 pp +0.1 pp +0.0 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 1.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 1.3 0.3% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 1.3 0.9% 5 -0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Walsh & Associates, LLC CIK 0002135144 0.506 245 1.3 1.0% 2 +0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 1.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 1.2 0.1% 5 -0.1 pp -0.2 pp -0.3 pp -0.3 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
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.1 0.3% 5 -0.0 pp -0.0 pp +0.2 pp -0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 1.1 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 1.1 0.6% 6 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
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☆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
☆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
☆Sachetta, LLC CIK 0002010574 0.327 1025 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 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 MDYV). Qtrs Held counts distinct quarters this fund has actually held MDYV (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its MDYV position size. Δ columns are the percentage-point change in MDYV'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