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Institutional Ownership · SEC Form 13F

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.

75
Institutional holders
6,022,376
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
INVESTOR AB872,093$14M12.1%2026-Q1
Yelin Lapidot Holdings Management Ltd. trimmed762,817$12M10.6%2026-Q1
Rosalind Advisors, Inc.749,054$12M10.4%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added709,847$11M9.9%2026-Q1
BlackRock, Inc. trimmed445,834$7M6.2%2026-Q1
MEITAV INVESTMENT HOUSE LTD added371,868$6M5.2%2026-Q1
SPHERA FUNDS MANAGEMENT LTD. added273,192$4M3.8%2026-Q1
Silverberg Bernstein Capital Management LLC added200,005$3M2.8%2026-Q1
Point72 Asset Management, L.P. added175,479$3M2.4%2026-Q1
UBS Group AG added159,791$3M2.2%2026-Q1
STATE STREET CORP added143,770$2M2.0%2026-Q1
ARK Investment Management LLC added129,961$2M1.8%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added121,958$2M1.7%2026-Q1
NORTHERN TRUST CORP added121,776$2M1.7%2026-Q1
DAFNA Capital Management LLC trimmed94,405$2M1.3%2026-Q1
MORGAN STANLEY added88,473$1M1.2%2026-Q1
Clal Insurance Enterprises Holdings Ltd71,000$1M1.0%2026-Q1
Sargent Investment Group, LLC trimmed59,481$958K0.8%2026-Q1
CITADEL ADVISORS LLC trimmed59,240$954K0.8%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new57,547$927K0.8%2026-Q1
Summit Financial, LLC trimmed47,271$762K0.7%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added44,300$714K0.6%2026-Q1
LPL Financial LLC added24,597$396K0.3%2026-Q1
MGO ONE SEVEN LLC added22,163$357K0.3%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed21,407$345K0.3%2026-Q1
OPPENHEIMER & CO INC added20,192$325K0.3%2026-Q1
GOLDMAN SACHS GROUP INC added19,741$318K0.3%2026-Q1
Bank of New York Mellon Corp trimmed17,151$276K0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added16,539$266K0.2%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed13,572$219K0.2%2026-Q1
J. Goldman & Co LP13,070$211K0.2%2026-Q1
WELLS FARGO & COMPANY/MN trimmed11,787$190K0.2%2026-Q1
RHUMBLINE ADVISERS added11,321$182K0.2%2026-Q1
Nuveen, LLC10,799$174K0.1%2026-Q1
DEUTSCHE BANK AG\ added9,905$160K0.1%2026-Q1
VANGUARD FIDUCIARY TRUST CO new8,185$132K0.1%2026-Q1
MetLife Investment Management, LLC5,908$95K0.1%2026-Q1
FMR LLC added4,700$76K0.1%2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added4,648$75K0.1%2026-Q1
Russell Investments Group, Ltd. added4,483$72K0.1%2026-Q1
JPMORGAN CHASE & CO trimmed3,971$61K0.1%2026-Q1
NEW YORK STATE COMMON RETIREMENT FUND3,500$56K0.0%2026-Q1
BNP PARIBAS FINANCIAL MARKETS added2,058$33K0.0%2026-Q1
BARCLAYS PLC trimmed2,034$33K0.0%2026-Q1
Tower Research Capital LLC (TRC) added1,805$29K0.0%2026-Q1
Police & Firemen's Retirement System of New Jersey1,610$26K0.0%2026-Q1
Pinnacle Wealth Planning Services, Inc. trimmed1,377$22K0.0%2026-Q1
EverSource Wealth Advisors, LLC added223$16K0.0%2026-Q1
Blue Trust, Inc.940$15K0.0%2026-Q1
Legal & General Group Plc trimmed919$15K0.0%2026-Q1
Ameritas Investment Partners, Inc.785$13K0.0%2026-Q1
OSAIC HOLDINGS, INC. added626$10K0.0%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed528$9K0.0%2026-Q1
CITIGROUP INC added514$8K0.0%2026-Q1
CWM, LLC added313$5K0.0%2026-Q1
Strategic Wealth Partners, Ltd.286$5K0.0%2026-Q1
GAMMA Investing LLC added274$4K0.0%2026-Q1
ROYAL BANK OF CANADA trimmed236$4K0.0%2026-Q1
Geneos Wealth Management Inc.215$3K0.0%2026-Q1
Advisory Services Network, LLC143$2K0.0%2026-Q1
Essential Partners LLC new134$2K0.0%2026-Q1
Farther Finance Advisors, LLC new111$2K0.0%2026-Q1
Private Wealth Management Group, LLC new110$2K0.0%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new101$2K0.0%2026-Q1
Sterling Capital Management LLC trimmed82$1K0.0%2026-Q1
Optiver Holding B.V. added71$1K0.0%2026-Q1
Steward Partners Investment Advisory, LLC42$6770.0%2026-Q1
KOTLER KEVIN new337,236$6M5.4%2025-Q4 stale
ESSEX INVESTMENT MANAGEMENT CO LLC trimmed146,808$3M2.5%2025-Q2 stale
MILLENNIUM MANAGEMENT LLC trimmed102,130$2M1.6%2025-Q4 stale
VANGUARD GROUP INC added65,296$1M1.0%2025-Q4 stale
MENORA MIVTACHIM HOLDINGS LTD. trimmed65,147$1M1.0%2025-Q4 stale
Legato Capital Management LLC trimmed43,153$836K0.7%2025-Q2 stale
Balyasny Asset Management L.P. trimmed38,147$704K0.6%2025-Q4 stale
Atom Investors LP new21,325$384K0.3%2025-Q3 stale
PVG ASSET MANAGEMENT CORP added20,480$378K0.3%2025-Q4 stale
MARSHALL WACE, LLP added20,651$372K0.3%2025-Q3 stale
Sheets Smith Investment Management new20,090$362K0.3%2025-Q3 stale
PharVision Advisers, LLC new19,064$352K0.3%2025-Q4 stale
SIMPLEX TRADING, LLC added17,189$309K0.3%2025-Q3 stale
Squarepoint Ops LLC added16,099$297K0.3%2025-Q4 stale
Janney Montgomery Scott LLC trimmed14,334$278K0.2%2025-Q2 stale
HRT FINANCIAL LP new13,196$255K0.2%2025-Q2 stale
PCM Encore, LLC new11,278$208K0.2%2025-Q4 stale
JANE STREET GROUP, LLC trimmed10,917$202K0.2%2025-Q4 stale
R Squared Ltd added10,765$194K0.2%2025-Q3 stale
Hudson Bay Capital Management LP10,000$180K0.2%2025-Q4 stale
BANK OF AMERICA CORP /DE/ trimmed8,364$154K0.1%2025-Q4 stale
Corebridge Financial, Inc. added4,559$71K0.1%2025-Q1 stale
Quarry LP new1,403$26K0.0%2025-Q4 stale
Cubist Systematic Strategies, LLC new1,312$24K0.0%2025-Q3 stale
Larson Financial Group LLC added796$15K0.0%2025-Q2 stale
Stone House Investment Management, LLC500$10K0.0%2025-Q2 stale
Point72 (DIFC) Ltd new527$9K0.0%2025-Q3 stale
RAYMOND JAMES FINANCIAL INC new318$6K0.0%2025-Q2 stale
AMALGAMATED BANK added306$6K0.0%2025-Q4 stale
PNC Financial Services Group, Inc. added129$2K0.0%2025-Q4 stale
GROUP ONE TRADING LLC trimmed100$2K0.0%2025-Q4 stale
MassMutual Private Wealth & Trust, FSB new61$1K0.0%2025-Q4 stale
ASSETMARK, INC new57$1K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership