Who owns MDWD (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 4 added or opened and 13 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 2025-Q4 and 2026-Q1, across 75 tracked filers holding MDWD, 44 increased or opened the position and 38 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 2025-Q4 and 2026-Q1 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
- Point72 Asset Management, L.P.$3M
- VANGUARD PORTFOLIO MANAGEMENT LLC$927K
Full exits 5
- KOTLER KEVIN$6M
- MILLENNIUM MANAGEMENT LLC$2M
- VANGUARD GROUP INC$1M
- MENORA MIVTACHIM HOLDINGS LTD.$1M
- Balyasny Asset Management L.P.$704K
Largest adds
- PRICE T ROWE ASSOCIATES INC /MD/$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$495K
Largest trims
- INVESTOR AB$2M
- Yelin Lapidot Holdings Management Ltd.$2M
- Rosalind Advisors, Inc.$2M
- BlackRock, Inc.$1M
- MEITAV INVESTMENT HOUSE LTD$877K
- CITADEL ADVISORS LLC$700K
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 | $14M | 12.1% | 2026-Q1 |
| Yelin Lapidot Holdings Management Ltd. trimmed | 762,817 | $12M | 10.6% | 2026-Q1 |
| Rosalind Advisors, Inc. | 749,054 | $12M | 10.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 709,847 | $11M | 9.9% | 2026-Q1 |
| BlackRock, Inc. trimmed | 445,834 | $7M | 6.2% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD added | 371,868 | $6M | 5.2% | 2026-Q1 |
| SPHERA FUNDS MANAGEMENT LTD. added | 273,192 | $4M | 3.8% | 2026-Q1 |
| Silverberg Bernstein Capital Management LLC added | 200,005 | $3M | 2.8% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 175,479 | $3M | 2.4% | 2026-Q1 |
| UBS Group AG added | 159,791 | $3M | 2.2% | 2026-Q1 |
| STATE STREET CORP added | 143,770 | $2M | 2.0% | 2026-Q1 |
| ARK Investment Management LLC added | 129,961 | $2M | 1.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 121,958 | $2M | 1.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 121,776 | $2M | 1.7% | 2026-Q1 |
| DAFNA Capital Management LLC trimmed | 94,405 | $2M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 88,473 | $1M | 1.2% | 2026-Q1 |
| Clal Insurance Enterprises Holdings Ltd | 71,000 | $1M | 1.0% | 2026-Q1 |
| Sargent Investment Group, LLC trimmed | 59,481 | $958K | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 59,240 | $954K | 0.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 57,547 | $927K | 0.8% | 2026-Q1 |
| Summit Financial, LLC trimmed | 47,271 | $762K | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 44,300 | $714K | 0.6% | 2026-Q1 |
| LPL Financial LLC added | 24,597 | $396K | 0.3% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 22,163 | $357K | 0.3% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 21,407 | $345K | 0.3% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 20,192 | $325K | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 19,741 | $318K | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 17,151 | $276K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 16,539 | $266K | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 13,572 | $219K | 0.2% | 2026-Q1 |
| J. Goldman & Co LP | 13,070 | $211K | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 11,787 | $190K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 11,321 | $182K | 0.2% | 2026-Q1 |
| Nuveen, LLC | 10,799 | $174K | 0.1% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 9,905 | $160K | 0.1% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 8,185 | $132K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC | 5,908 | $95K | 0.1% | 2026-Q1 |
| FMR LLC added | 4,700 | $76K | 0.1% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 4,648 | $75K | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 4,483 | $72K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 3,971 | $61K | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND | 3,500 | $56K | 0.0% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,058 | $33K | 0.0% | 2026-Q1 |
| BARCLAYS PLC trimmed | 2,034 | $33K | 0.0% | 2026-Q1 |
| Tower Research Capital LLC (TRC) added | 1,805 | $29K | 0.0% | 2026-Q1 |
| Police & Firemen's Retirement System of New Jersey | 1,610 | $26K | 0.0% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. trimmed | 1,377 | $22K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 223 | $16K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. | 940 | $15K | 0.0% | 2026-Q1 |
| Legal & General Group Plc trimmed | 919 | $15K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. | 785 | $13K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 626 | $10K | 0.0% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 528 | $9K | 0.0% | 2026-Q1 |
| CITIGROUP INC added | 514 | $8K | 0.0% | 2026-Q1 |
| CWM, LLC added | 313 | $5K | 0.0% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. | 286 | $5K | 0.0% | 2026-Q1 |
| GAMMA Investing LLC added | 274 | $4K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 236 | $4K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 215 | $3K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 143 | $2K | 0.0% | 2026-Q1 |
| Essential Partners LLC new | 134 | $2K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 111 | $2K | 0.0% | 2026-Q1 |
| Private Wealth Management Group, LLC new | 110 | $2K | 0.0% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 101 | $2K | 0.0% | 2026-Q1 |
| Sterling Capital Management LLC trimmed | 82 | $1K | 0.0% | 2026-Q1 |
| Optiver Holding B.V. added | 71 | $1K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 42 | $677 | 0.0% | 2026-Q1 |
| KOTLER KEVIN new | 337,236 | $6M | 5.4% | 2025-Q4 stale |
| ESSEX INVESTMENT MANAGEMENT CO LLC trimmed | 146,808 | $3M | 2.5% | 2025-Q2 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 102,130 | $2M | 1.6% | 2025-Q4 stale |
| VANGUARD GROUP INC added | 65,296 | $1M | 1.0% | 2025-Q4 stale |
| MENORA MIVTACHIM HOLDINGS LTD. trimmed | 65,147 | $1M | 1.0% | 2025-Q4 stale |
| Legato Capital Management LLC trimmed | 43,153 | $836K | 0.7% | 2025-Q2 stale |
| Balyasny Asset Management L.P. trimmed | 38,147 | $704K | 0.6% | 2025-Q4 stale |
| Atom Investors LP new | 21,325 | $384K | 0.3% | 2025-Q3 stale |
| PVG ASSET MANAGEMENT CORP added | 20,480 | $378K | 0.3% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 20,651 | $372K | 0.3% | 2025-Q3 stale |
| Sheets Smith Investment Management new | 20,090 | $362K | 0.3% | 2025-Q3 stale |
| PharVision Advisers, LLC new | 19,064 | $352K | 0.3% | 2025-Q4 stale |
| SIMPLEX TRADING, LLC added | 17,189 | $309K | 0.3% | 2025-Q3 stale |
| Squarepoint Ops LLC added | 16,099 | $297K | 0.3% | 2025-Q4 stale |
| Janney Montgomery Scott LLC trimmed | 14,334 | $278K | 0.2% | 2025-Q2 stale |
| HRT FINANCIAL LP new | 13,196 | $255K | 0.2% | 2025-Q2 stale |
| PCM Encore, LLC new | 11,278 | $208K | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 10,917 | $202K | 0.2% | 2025-Q4 stale |
| R Squared Ltd added | 10,765 | $194K | 0.2% | 2025-Q3 stale |
| Hudson Bay Capital Management LP | 10,000 | $180K | 0.2% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 8,364 | $154K | 0.1% | 2025-Q4 stale |
| Corebridge Financial, Inc. added | 4,559 | $71K | 0.1% | 2025-Q1 stale |
| Quarry LP new | 1,403 | $26K | 0.0% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC new | 1,312 | $24K | 0.0% | 2025-Q3 stale |
| Larson Financial Group LLC added | 796 | $15K | 0.0% | 2025-Q2 stale |
| Stone House Investment Management, LLC | 500 | $10K | 0.0% | 2025-Q2 stale |
| Point72 (DIFC) Ltd new | 527 | $9K | 0.0% | 2025-Q3 stale |
| RAYMOND JAMES FINANCIAL INC new | 318 | $6K | 0.0% | 2025-Q2 stale |
| AMALGAMATED BANK added | 306 | $6K | 0.0% | 2025-Q4 stale |
| PNC Financial Services Group, Inc. added | 129 | $2K | 0.0% | 2025-Q4 stale |
| GROUP ONE TRADING LLC trimmed | 100 | $2K | 0.0% | 2025-Q4 stale |
| MassMutual Private Wealth & Trust, FSB new | 61 | $1K | 0.0% | 2025-Q4 stale |
| ASSETMARK, INC new | 57 | $1K | 0.0% | 2025-Q4 stale |
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.