Who owns MDYG (MDYG)
Which tracked institutional funds hold MDYG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MDYG 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
70 tracked funds added or opened MDYG while 42 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
MDYG’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes MDYG more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MDYG 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 396 tracked filers holding MDYG, 171 increased or opened the position and 170 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 MDYG 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 13
- TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$17M
- Summit Financial, LLC$11M
- BNP PARIBAS FINANCIAL MARKETS$5M
- Financial Concepts Unlimited, Inc.$4M
- Comprehensive Wealth Management, LLC$3M
- Navigation Group, LLC$975K
Full exits 8
- FAS Wealth Partners, Inc.$46M
- Wealth Watch Advisors, INC$3M
- CITADEL ADVISORS LLC$2M
- Mach-1 Financial Group, LLC$2M
- COMERICA BANK$2M
- Orion Porfolio Solutions, LLC$710K
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$30M
- Convergence Financial, LLC$28M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$24M
- AE Wealth Management LLC$17M
- Private Advisor Group, LLC$13M
- MORGAN STANLEY$10M
Largest trims
- STIFEL FINANCIAL CORP$31M
- BENJAMIN EDWARDS INC$25M
- UNIVEST FINANCIAL Corp$18M
- Corient Private Wealth LLC$12M
- LPL Financial LLC$11M
- CONFLUENCE INVESTMENT MANAGEMENT LLC$11M
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 1,568,124 | $150M | 8.8% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 1,263,838 | $121M | 7.1% | 2026-Q1 |
| AE Wealth Management LLC added | 1,219,055 | $117M | 6.9% | 2026-Q1 |
| NorthRock Partners, LLC added | 1,083,341 | $104M | 6.1% | 2026-Q1 |
| MORGAN STANLEY added | 846,263 | $81M | 4.8% | 2026-Q1 |
| Convergence Financial, LLC added | 548,826 | $53M | 3.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 501,223 | $48M | 2.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 460,690 | $44M | 2.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 425,586 | $41M | 2.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 385,508 | $36M | 2.1% | 2026-Q1 |
| First National Trust Co trimmed | 356,566 | $34M | 2.0% | 2026-Q1 |
| Rehmann Capital Advisory Group added | 352,653 | $34M | 2.0% | 2026-Q1 |
| GHP Investment Advisors, Inc. added | 330,087 | $32M | 1.9% | 2026-Q1 |
| Klingman & Associates, LLC trimmed | 324,175 | $31M | 1.8% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 321,914 | $31M | 1.8% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 305,480 | $29M | 1.7% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 273,166 | $26M | 1.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 257,992 | $25M | 1.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 251,879 | $24M | 1.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 244,786 | $23M | 1.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 226,283 | $22M | 1.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 220,537 | $21M | 1.2% | 2026-Q1 |
| Shakespeare Wealth Management, LLC added | 215,676 | $21M | 1.2% | 2026-Q1 |
| Rodgers & Associates, LTD added | 194,202 | $19M | 1.1% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 180,601 | $17M | 1.0% | 2026-Q1 |
| McAdam, LLC trimmed | 177,081 | $17M | 1.0% | 2026-Q1 |
| Mariner, LLC trimmed | 172,720 | $17M | 1.0% | 2026-Q1 |
| SFG Wealth Management, LLC. added | 164,316 | $16M | 0.9% | 2026-Q1 |
| BALANCED WEALTH GROUP LLC added | 144,257 | $14M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 141,139 | $14M | 0.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 141,086 | $14M | 0.8% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 119,040 | $12M | 0.7% | 2026-Q1 |
| UNIVEST FINANCIAL Corp trimmed | 121,342 | $12M | 0.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 117,938 | $11M | 0.7% | 2026-Q1 |
| SIGNET FINANCIAL MANAGEMENT, LLC trimmed | 114,552 | $11M | 0.6% | 2026-Q1 |
| Summit Financial, LLC new | 113,731 | $11M | 0.6% | 2026-Q1 |
| UBS Group AG added | 111,040 | $11M | 0.6% | 2026-Q1 |
| Merit Financial Group, LLC added | 96,376 | $9M | 0.5% | 2026-Q1 |
| ERn Financial, LLC trimmed | 91,056 | $9M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 89,484 | $9M | 0.5% | 2026-Q1 |
| JNBA Financial Advisors trimmed | 85,630 | $8M | 0.5% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 74,312 | $8M | 0.5% | 2026-Q1 |
| Marathon Mission, Inc. trimmed | 79,646 | $8M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 74,160 | $7M | 0.4% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 73,242 | $7M | 0.4% | 2026-Q1 |
| CWM, LLC added | 72,232 | $7M | 0.4% | 2026-Q1 |
| WealthShield Partners, LLC added | 71,389 | $7M | 0.4% | 2026-Q1 |
| Pathstone Holdings, LLC | 69,638 | $7M | 0.4% | 2026-Q1 |
| Prestige Wealth Management Group LLC trimmed | 67,613 | $6M | 0.4% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 64,567 | $6M | 0.4% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 62,735 | $6M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 61,694 | $6M | 0.3% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 59,951 | $6M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 50,000 | $5M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 48,269 | $5M | 0.3% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 47,732 | $5M | 0.3% | 2026-Q1 |
| May Barnhard Investments LLC trimmed | 46,299 | $4M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 46,271 | $4M | 0.3% | 2026-Q1 |
| Financial Concepts Unlimited, Inc. new | 45,676 | $4M | 0.3% | 2026-Q1 |
| AlphaStar Capital Management, LLC added | 44,993 | $4M | 0.3% | 2026-Q1 |
| IAG Wealth Partners, LLC trimmed | 44,693 | $4M | 0.3% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC trimmed | 44,416 | $4M | 0.3% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. added | 43,821 | $4M | 0.2% | 2026-Q1 |
| Centennial Wealth Advisory LLC added | 43,666 | $4M | 0.2% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 43,349 | $4M | 0.2% | 2026-Q1 |
| Capital Analysts, LLC trimmed | 42,940 | $4M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 43,758 | $4M | 0.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 41,334 | $4M | 0.2% | 2026-Q1 |
| Creative Planning trimmed | 40,652 | $4M | 0.2% | 2026-Q1 |
| Tempo Wealth, LLC added | 40,401 | $4M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 40,399 | $4M | 0.2% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 37,068 | $4M | 0.2% | 2026-Q1 |
| Bill Few Associates, Inc. added | 36,800 | $4M | 0.2% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 36,584 | $4M | 0.2% | 2026-Q1 |
| CHARTIST INC /CA/ | 5,183 | $3M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 33,310 | $3M | 0.2% | 2026-Q1 |
| Occidental Asset Management, LLC added | 32,293 | $3M | 0.2% | 2026-Q1 |
| GAMCO INVESTORS, INC. ET AL | 31,343 | $3M | 0.2% | 2026-Q1 |
| Koss-Olinger Consulting, LLC trimmed | 30,925 | $3M | 0.2% | 2026-Q1 |
| Courage Miller Partners, LLC trimmed | 30,747 | $3M | 0.2% | 2026-Q1 |
| Comprehensive Wealth Management, LLC new | 30,517 | $3M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 30,438 | $3M | 0.2% | 2026-Q1 |
| Heritage Wealth Management, Inc. /CA/ added | 30,177 | $3M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 28,614 | $3M | 0.2% | 2026-Q1 |
| Pacific Sun Financial Corp trimmed | 28,554 | $3M | 0.2% | 2026-Q1 |
| MidFirst Bank added | 27,606 | $3M | 0.2% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC added | 27,349 | $3M | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. trimmed | 26,519 | $3M | 0.1% | 2026-Q1 |
| FAS Wealth Partners, Inc. added | 497,231 | $46M | 2.7% | 2025-Q4 stale |
| Clark Capital Management Group, Inc. added | 297,524 | $24M | 1.4% | 2025-Q1 stale |
| Integrated Capital Management, LLC added | 103,562 | $9M | 0.5% | 2025-Q2 stale |
| Obsidian Personal Planning Solutions LLC added | 76,012 | $7M | 0.4% | 2025-Q3 stale |
| Prospera Financial Services Inc added | 63,047 | $5M | 0.3% | 2025-Q2 stale |
| Cordatus Wealth Management LLC added | 62,225 | $5M | 0.3% | 2025-Q2 stale |
| Financial Advocates Investment Management trimmed | 55,022 | $5M | 0.3% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 53,328 | $5M | 0.3% | 2025-Q2 stale |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 35,426 | $3M | 0.2% | 2025-Q3 stale |
| Keeley-Teton Advisors, LLC trimmed | 37,123 | $3M | 0.2% | 2025-Q1 stale |
| Wealth Watch Advisors, INC trimmed | 30,803 | $3M | 0.2% | 2025-Q4 stale |
| GTS SECURITIES LLC added | 30,453 | $3M | 0.2% | 2025-Q3 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.