Who owns MDWD
Which tracked institutional funds hold MDWD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MDWD company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MDWD is one-sided between 2026-Q1 and 2026-Q2: 3 added or opened and 11 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MDWD’s largest tracked holder by dollar value, INVESTOR AB, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MDWD divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 78 tracked filers holding MDWD, 44 increased or opened the position and 32 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MDWD between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 2
- AQR CAPITAL MANAGEMENT LLC$740K
- Phoenix Financial Ltd.$573K
Full exits 2
- MEITAV INVESTMENT HOUSE LTD$6M
- Clal Insurance Enterprises Holdings Ltd$1M
Largest adds
- BlackRock, Inc.$549K
Largest trims
- PRICE T ROWE ASSOCIATES INC /MD/$2M
- INVESTOR AB$1M
- Yelin Lapidot Holdings Management Ltd.$1M
- Rosalind Advisors, Inc.$1M
- Point72 Asset Management, L.P.$927K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$425K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| INVESTOR AB | 872,093 | $13M | 11.6% | 2026-Q2 |
| Yelin Lapidot Holdings Management Ltd. trimmed | 758,169 | $11M | 10.1% | 2026-Q2 |
| Rosalind Advisors, Inc. | 749,054 | $11M | 10.0% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 641,075 | $9M | 8.6% | 2026-Q2 |
| BlackRock, Inc. added | 525,929 | $8M | 7.0% | 2026-Q2 |
| SPHERA FUNDS MANAGEMENT LTD. | 273,192 | $4M | 3.6% | 2026-Q2 |
| Silverberg Bernstein Capital Management LLC added | 228,137 | $3M | 3.0% | 2026-Q2 |
| STATE STREET CORP added | 168,669 | $2M | 2.3% | 2026-Q2 |
| UBS Group AG trimmed | 155,922 | $2M | 2.1% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 141,041 | $2M | 1.9% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 129,248 | $2M | 1.7% | 2026-Q2 |
| ARK Investment Management LLC trimmed | 126,576 | $2M | 1.7% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 112,191 | $2M | 1.5% | 2026-Q2 |
| DAFNA Capital Management LLC | 94,405 | $1M | 1.3% | 2026-Q2 |
| MORGAN STANLEY added | 88,660 | $1M | 1.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 70,143 | $1M | 0.9% | 2026-Q2 |
| Sargent Investment Group, LLC added | 62,481 | $918K | 0.8% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 58,496 | $860K | 0.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 50,357 | $740K | 0.7% | 2026-Q2 |
| Summit Financial, LLC trimmed | 46,914 | $690K | 0.6% | 2026-Q2 |
| Phoenix Financial Ltd. new | 39,000 | $573K | 0.5% | 2026-Q2 |
| LPL Financial LLC added | 35,337 | $519K | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 33,552 | $493K | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 24,270 | $357K | 0.3% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 22,159 | $326K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 19,670 | $289K | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 18,570 | $273K | 0.2% | 2026-Q2 |
| PVG ASSET MANAGEMENT CORP trimmed | 18,122 | $266K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 17,275 | $254K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 16,569 | $244K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 16,013 | $235K | 0.2% | 2026-Q2 |
| J. Goldman & Co LP | 13,070 | $192K | 0.2% | 2026-Q2 |
| Invesco Ltd. new | 12,861 | $189K | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 12,128 | $178K | 0.2% | 2026-Q2 |
| Nuveen, LLC | 10,799 | $159K | 0.1% | 2026-Q2 |
| Thomasville National Bank new | 10,500 | $154K | 0.1% | 2026-Q2 |
| Y.D. More Investments Ltd new | 10,400 | $153K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 10,037 | $148K | 0.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 9,385 | $138K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 6,762 | $99K | 0.1% | 2026-Q2 |
| FMR LLC added | 5,154 | $76K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 4,795 | $70K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 4,707 | $69K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 4,237 | $64K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND | 3,500 | $51K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. added | 2,108 | $31K | 0.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 1,732 | $25K | 0.0% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 1,610 | $24K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 1,597 | $23K | 0.0% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 1,508 | $22K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 1,109 | $16K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 940 | $14K | 0.0% | 2026-Q2 |
| Legal & General Group Plc | 919 | $14K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. | 785 | $12K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 626 | $9K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 549 | $8K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 462 | $7K | 0.0% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 424 | $6K | 0.0% | 2026-Q2 |
| GAMMA Investing LLC added | 321 | $5K | 0.0% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. | 286 | $4K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 215 | $3K | 0.0% | 2026-Q2 |
| Allworth Financial LP added | 139 | $2K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 138 | $2K | 0.0% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 137 | $2K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 101 | $1K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 58 | $852 | 0.0% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 57 | $838 | 0.0% | 2026-Q2 |
| Essential Partners LLC trimmed | 52 | $764 | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC trimmed | 45 | $649 | 0.0% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 43 | $632 | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 40 | $588 | 0.0% | 2026-Q2 |
| Optiver Holding B.V. trimmed | 39 | $573 | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 29 | $441 | 0.0% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 29 | $426 | 0.0% | 2026-Q2 |
| Fortitude Family Office, LLC new | 29 | $426 | 0.0% | 2026-Q2 |
| Caitong International Asset Management Co., Ltd new | 6 | $88 | 0.0% | 2026-Q2 |
| SJS Investment Consulting Inc. new | 2 | $30 | 0.0% | 2026-Q2 |
| True Wealth Design, LLC | 1 | $15 | 0.0% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD added | 371,868 | $6M | 5.4% | 2026-Q1 stale (1 quarter behind) |
| Clal Insurance Enterprises Holdings Ltd | 71,000 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 13,572 | $219K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| KOTLER KEVIN new | 337,236 | $6M | 5.7% | 2025-Q4 stale (2 quarters behind) |
| MILLENNIUM MANAGEMENT LLC trimmed | 102,130 | $2M | 1.7% | 2025-Q4 stale (2 quarters behind) |
| VANGUARD GROUP INC added | 65,296 | $1M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| MENORA MIVTACHIM HOLDINGS LTD. trimmed | 65,147 | $1M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| Balyasny Asset Management L.P. trimmed | 38,147 | $704K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| PharVision Advisers, LLC new | 19,064 | $352K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Squarepoint Ops LLC added | 16,099 | $297K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| PCM Encore, LLC new | 11,278 | $208K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC trimmed | 10,917 | $202K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Hudson Bay Capital Management LP | 10,000 | $180K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Atom Investors LP new | 21,325 | $384K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| MARSHALL WACE, LLP added | 20,651 | $372K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Sheets Smith Investment Management new | 20,090 | $362K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| SIMPLEX TRADING, LLC added | 17,189 | $309K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| R Squared Ltd added | 10,765 | $194K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 146,808 | $3M | 2.6% | 2025-Q2 stale (4 quarters behind) |
| Legato Capital Management LLC trimmed | 43,153 | $836K | 0.8% | 2025-Q2 stale (4 quarters behind) |
| Janney Montgomery Scott LLC trimmed | 14,334 | $278K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| HRT FINANCIAL LP new | 13,196 | $255K | 0.2% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.