Who owns 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-Q2 13F filings (latest filed 2026-08-20). 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 MDYG is one-sided between 2026-Q1 and 2026-Q2: 117 added or opened and 34 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 411 tracked filers holding MDYG, 175 increased or opened the position and 196 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 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 18
- Prospera Financial Services Inc$6M
- Cordatus Wealth Management LLC$6M
- TWO SIGMA INVESTMENTS, LP$5M
- Elevation Capital Advisory, LLC$5M
- Sanctuary Advisors, LLC$4M
- GTS SECURITIES LLC$3M
Full exits 15
- HighTower Advisors, LLC$26M
- SEGALL BRYANT & HAMILL, LLC$12M
- SIGNET FINANCIAL MANAGEMENT, LLC$11M
- CWM, LLC$7M
- BNP PARIBAS FINANCIAL MARKETS$5M
- Cambridge Investment Research Advisors, Inc.$5M
Largest adds
- LPL Financial LLC$46M
- Financial Engines Advisors L.L.C.$39M
- AE Wealth Management LLC$29M
- NorthRock Partners, LLC$25M
- FAS Wealth Partners, Inc.$14M
- MORGAN STANLEY$14M
Largest trims
- Convergence Financial, LLC$11M
- McAdam, LLC$10M
- BALANCED WEALTH GROUP LLC$7M
- WealthShield Partners, LLC$7M
- Private Advisor Group, LLC$6M
- BENJAMIN EDWARDS INC$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,751,987 | $196M | 10.5% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 1,427,344 | $160M | 8.6% | 2026-Q2 |
| AE Wealth Management LLC added | 1,305,443 | $146M | 7.8% | 2026-Q2 |
| NorthRock Partners, LLC added | 1,153,617 | $129M | 6.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 845,458 | $95M | 5.1% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 555,604 | $62M | 3.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 511,830 | $57M | 3.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 450,660 | $51M | 2.7% | 2026-Q2 |
| Convergence Financial, LLC trimmed | 374,287 | $42M | 2.3% | 2026-Q2 |
| First National Trust Co trimmed | 355,048 | $40M | 2.1% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 353,924 | $40M | 2.1% | 2026-Q2 |
| Avantax Planning Partners, Inc. added | 347,928 | $39M | 2.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 339,005 | $37M | 2.0% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 336,389 | $38M | 2.0% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 309,416 | $35M | 1.9% | 2026-Q2 |
| Klingman & Associates, LLC trimmed | 297,555 | $33M | 1.8% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 279,491 | $31M | 1.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 235,378 | $26M | 1.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 235,194 | $26M | 1.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 223,354 | $25M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 214,737 | $24M | 1.3% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 187,373 | $21M | 1.1% | 2026-Q2 |
| Rodgers & Associates, LTD trimmed | 187,167 | $21M | 1.1% | 2026-Q2 |
| Shakespeare Wealth Management, LLC trimmed | 183,300 | $21M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 180,637 | $20M | 1.1% | 2026-Q2 |
| SFG Wealth Management, LLC. added | 166,652 | $19M | 1.0% | 2026-Q2 |
| Mariner, LLC trimmed | 161,597 | $18M | 1.0% | 2026-Q2 |
| Cetera Investment Advisers added | 141,743 | $16M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 138,635 | $16M | 0.8% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 117,140 | $13M | 0.7% | 2026-Q2 |
| UBS Group AG added | 113,414 | $13M | 0.7% | 2026-Q2 |
| Summit Financial, LLC trimmed | 112,006 | $13M | 0.7% | 2026-Q2 |
| Merit Financial Group, LLC added | 100,156 | $11M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 98,307 | $11M | 0.6% | 2026-Q2 |
| ERn Financial, LLC added | 91,445 | $10M | 0.5% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 88,262 | $10M | 0.5% | 2026-Q2 |
| Marathon Mission, Inc. added | 83,077 | $9M | 0.5% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 76,272 | $9M | 0.5% | 2026-Q2 |
| JNBA Financial Advisors trimmed | 75,077 | $8M | 0.5% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 74,913 | $8M | 0.4% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 73,049 | $8M | 0.4% | 2026-Q2 |
| Pathstone Holdings, LLC | 69,638 | $8M | 0.4% | 2026-Q2 |
| Prestige Wealth Management Group LLC added | 68,008 | $8M | 0.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 63,949 | $7M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 60,995 | $7M | 0.4% | 2026-Q2 |
| UNIVEST FINANCIAL Corp trimmed | 60,974 | $7M | 0.4% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 59,401 | $7M | 0.4% | 2026-Q2 |
| BALANCED WEALTH GROUP LLC trimmed | 58,278 | $7M | 0.4% | 2026-Q2 |
| McAdam, LLC trimmed | 57,960 | $6M | 0.3% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 57,588 | $6M | 0.3% | 2026-Q2 |
| Cordatus Wealth Management LLC trimmed | 56,450 | $6M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 53,465 | $6M | 0.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 50,916 | $6M | 0.3% | 2026-Q2 |
| Avior Wealth Management, LLC added | 49,181 | $6M | 0.3% | 2026-Q2 |
| Financial Concepts Unlimited, Inc. added | 46,591 | $5M | 0.3% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 45,600 | $5M | 0.3% | 2026-Q2 |
| Goldstone Financial Group, LLC trimmed | 45,184 | $5M | 0.3% | 2026-Q2 |
| Elevation Capital Advisory, LLC new | 44,680 | $5M | 0.3% | 2026-Q2 |
| Creative Planning added | 44,653 | $5M | 0.3% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC trimmed | 43,748 | $5M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 43,647 | $5M | 0.3% | 2026-Q2 |
| Councilor Wealth, LLC trimmed | 43,585 | $5M | 0.3% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 43,342 | $5M | 0.3% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 42,722 | $5M | 0.3% | 2026-Q2 |
| BlackRock, Inc. trimmed | 41,328 | $5M | 0.2% | 2026-Q2 |
| Tempo Wealth, LLC added | 40,861 | $5M | 0.2% | 2026-Q2 |
| Centennial Wealth Advisory LLC trimmed | 40,215 | $5M | 0.2% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 39,636 | $4M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 39,435 | $4M | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 38,983 | $4M | 0.2% | 2026-Q2 |
| Bill Few Associates, Inc. trimmed | 36,296 | $4M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 35,761 | $4M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 35,725 | $4M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 35,391 | $4M | 0.2% | 2026-Q2 |
| Occidental Asset Management, LLC added | 33,166 | $4M | 0.2% | 2026-Q2 |
| Heritage Wealth Management, Inc. /CA/ added | 31,931 | $4M | 0.2% | 2026-Q2 |
| SACKS & ASSOCIATES, LLC trimmed | 31,829 | $3M | 0.2% | 2026-Q2 |
| Courage Miller Partners, LLC trimmed | 30,326 | $3M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 30,319 | $3M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 29,306 | $3M | 0.2% | 2026-Q2 |
| Comprehensive Wealth Management, LLC trimmed | 27,971 | $3M | 0.2% | 2026-Q2 |
| MidFirst Bank trimmed | 27,107 | $3M | 0.2% | 2026-Q2 |
| AlphaStar Capital Management, LLC trimmed | 26,514 | $3M | 0.2% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC trimmed | 26,341 | $3M | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 26,198 | $3M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 25,773 | $3M | 0.2% | 2026-Q2 |
| Walsh & Associates, LLC added | 25,608 | $3M | 0.2% | 2026-Q2 |
| Pacific Sun Financial Corp trimmed | 25,524 | $3M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 24,900 | $3M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 24,697 | $3M | 0.1% | 2026-Q2 |
| GEN Financial Management, INC. added | 24,683 | $3M | 0.1% | 2026-Q2 |
| Richmond Brothers, Inc. new | 24,659 | $3M | 0.1% | 2026-Q2 |
| Clarus Wealth Advisors trimmed | 24,629 | $3M | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 24,385 | $3M | 0.1% | 2026-Q2 |
| &PARTNERS added | 24,245 | $3M | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 24,102 | $3M | 0.1% | 2026-Q2 |
| Barden Capital Management, Inc. added | 24,094 | $3M | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 23,559 | $3M | 0.1% | 2026-Q2 |
| Brookstone Capital Management trimmed | 23,439 | $3M | 0.1% | 2026-Q2 |
| CHARTIST INC /CA/ | 5,183 | $4M | 0.2% | 2026-Q2 |
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.