Signals

← Signals

☆MDYV

369 in-universe funds with a nonzero position in MDYV within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#19800
Score / z0.000 / -0.02
Consensus117.74 over 229 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 ▾
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 187.0 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 108.7 2.8% 3 -0.6 pp -0.7 pp +2.8 pp +2.8 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 102.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 85.9 0.0% 1 +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 66.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 58.6 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 56.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Lutz Financial Services LLC CIK 0001737112 0.849 112 55.7 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 46.7 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 45.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 44.2 0.1% 1 +0.1 pp +0.1 pp +0.1 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 38.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 37.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆CANANDAIGUA NATIONAL BANK & TRUST CO CIK 0001074266 0.512 305 31.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 29.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆First Pacific Financial CIK 0001810089 0.717 510 28.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆FIRST NATIONAL TRUST CO CIK 0001277303 0.604 382 28.5 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 25.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CONFLUENCE INVESTMENT MANAGEMENT LLC CIK 0001442056 0.608 290 24.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 22.4 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 22.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 21.6 0.0% 1 +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 19.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 17.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Rodgers & Associates, LTD CIK 0001846515 0.786 108 17.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 16.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 16.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 15.6 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 15.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BALANCED WEALTH GROUP LLC CIK 0002009783 0.460 78 12.2 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆McAdam, LLC CIK 0001695490 0.802 516 12.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 10.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 10.5 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 10.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Marathon Mission, Inc. CIK 0001987261 0.620 57 9.9 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 9.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 9.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 9.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Alesco Advisors, LLC, An ESL Co CIK 0001269978 0.940 230 9.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KWB Wealth CIK 0001822236 0.452 169 9.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆JNBA Financial Advisors CIK 0001569118 0.792 830 8.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 8.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 7.9 1.6% 3 +0.0 pp +0.3 pp +1.6 pp +1.6 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 7.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 7.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 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 7.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockbridge Investment Management, LCC CIK 0001821984 0.901 146 7.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Prism Advisors, Inc. CIK 0001717027 0.597 77 6.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 6.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 6.6 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆CAPITAL WEALTH MANAGEMENT, LLC CIK 0001730456 0.776 39 6.6 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Avior Wealth Management, LLC CIK 0001599868 0.477 787 6.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 6.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 5.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Councilor Wealth, LLC CIK 0002052759 0.384 88 5.6 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 5.6 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 5.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WALLER FINANCIAL PLANNING GROUP, INC CIK 0001736079 0.800 78 5.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 4.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 4.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TITLEIST ASSET MANAGEMENT, LLC CIK 0001977759 0.475 410 4.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Koss-Olinger Consulting, LLC CIK 0001861163 0.726 172 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆RTD Financial Advisors, Inc. CIK 0001810555 0.693 120 4.4 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Marotta Asset Management CIK 0001802091 0.618 103 4.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Canandaigua National Trust Co of Florida CIK 0001471384 0.174 108 4.1 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 4.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Montz Harcus Wealth Management LLC CIK 0001918613 0.633 100 3.6 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 3.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 3.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 3.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Occidental Asset Management, LLC CIK 0001770994 0.384 325 2.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Rialto Wealth Management, LLC CIK 0002054966 0.498 1934 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FIDELIS CAPITAL PARTNERS, LLC CIK 0001962755 0.476 538 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 2.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Courage Miller Partners, LLC CIK 0001482106 0.690 87 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bill Few Associates, Inc. CIK 0001914644 0.390 225 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 2.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Garden State Investment Advisory Services LLC CIK 0001965351 0.225 323 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆CX Institutional CIK 0001737089 0.437 1568 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barden Capital Management, Inc. CIK 0001906798 0.195 53 1.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Guidance Group, Inc. CIK 0001929349 0.458 91 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEVENS CAPITAL PARTNERS CIK 0001965176 0.449 157 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cambridge Financial Group, LLC CIK 0002085256 0.512 155 1.7 0.6% 3 +0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Payne Capital Management, LLC CIK 0001994332 0.664 88 1.6 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Omega Financial Group, LLC CIK 0001767982 0.514 91 1.6 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Accurate Wealth Management, LLC CIK 0001877728 0.228 576 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 1.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACORN FINANCIAL ADVISORY SERVICES INC /ADV CIK 0001018561 0.318 223 1.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JUNCTURE WEALTH STRATEGIES, LLC CIK 0001632866 0.272 179 1.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Pure Financial Advisors, LLC CIK 0001571556 0.884 636 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HF Advisory Group, LLC CIK 0001963169 0.209 168 1.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 1.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LTG Capital LLC CIK 0001936987 0.796 24 1.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.1 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 1.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Lewis Asset Management, LLC CIK 0002004520 0.223 219 1.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HFG Advisors, Inc. CIK 0001911087 0.294 117 1.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFG Wealth Management, LLC. CIK 0001908914 0.461 113 1.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Weinberger Asset Management, Inc CIK 0002051705 0.598 101 0.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 0.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invera Wealth Advisors, LLC CIK 0001976780 0.130 132 0.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Wambolt & Associates, LLC CIK 0001755723 0.248 171 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Versant Capital Management, Inc CIK 0001735057 0.400 2745 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wood Tarver Financial Group, LLC CIK 0002059344 0.506 165 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Copia Wealth Management CIK 0002058771 0.232 570 0.0 0.0% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crews Bank & Trust CIK 0002052279 0.645 662 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Key FInancial Inc CIK 0001801720 0.372 1356 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BFSG, LLC CIK 0001706836 0.376 765 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clearstead Trust, LLC CIK 0001708001 0.631 970 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allspring Global Investments Holdings, LLC CIK 0001890906 0.790 1874 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Frazier Financial Advisors, LLC CIK 0002002745 0.569 619 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOMPSON INVESTMENT MANAGEMENT, INC. CIK 0001277279 0.346 504 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 0.0 0.0% 1 +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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Realta Investment Advisors CIK 0001776792 0.189 378 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HOWE & RUSLING INC CIK 0000769963 0.498 479 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Robinswood Financial LLC CIK 2139748 0.585 435 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Manchester Capital Management LLC CIK 0001393389 0.560 1313 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bullock Wealth Management Group CIK 2067581 0.266 607 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 1 +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% 1 +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
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 0.0 0.0% 1 +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 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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