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Institutional Ownership · SEC Form 13F

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.

396
Institutional holders
18,717,690
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC trimmed1,568,124$150M8.8%2026-Q1
Financial Engines Advisors L.L.C. trimmed1,263,838$121M7.1%2026-Q1
AE Wealth Management LLC added1,219,055$117M6.9%2026-Q1
NorthRock Partners, LLC added1,083,341$104M6.1%2026-Q1
MORGAN STANLEY added846,263$81M4.8%2026-Q1
Convergence Financial, LLC added548,826$53M3.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added501,223$48M2.8%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added460,690$44M2.6%2026-Q1
Private Advisor Group, LLC added425,586$41M2.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added385,508$36M2.1%2026-Q1
First National Trust Co trimmed356,566$34M2.0%2026-Q1
Rehmann Capital Advisory Group added352,653$34M2.0%2026-Q1
GHP Investment Advisors, Inc. added330,087$32M1.9%2026-Q1
Klingman & Associates, LLC trimmed324,175$31M1.8%2026-Q1
Avantax Planning Partners, Inc. added321,914$31M1.8%2026-Q1
WCG Wealth Advisors LLC added305,480$29M1.7%2026-Q1
HighTower Advisors, LLC trimmed273,166$26M1.5%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added257,992$25M1.5%2026-Q1
WELLS FARGO & COMPANY/MN trimmed251,879$24M1.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed244,786$23M1.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added226,283$22M1.3%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed220,537$21M1.2%2026-Q1
Shakespeare Wealth Management, LLC added215,676$21M1.2%2026-Q1
Rodgers & Associates, LTD added194,202$19M1.1%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new180,601$17M1.0%2026-Q1
McAdam, LLC trimmed177,081$17M1.0%2026-Q1
Mariner, LLC trimmed172,720$17M1.0%2026-Q1
SFG Wealth Management, LLC. added164,316$16M0.9%2026-Q1
BALANCED WEALTH GROUP LLC added144,257$14M0.8%2026-Q1
Cetera Investment Advisers added141,139$14M0.8%2026-Q1
ROYAL BANK OF CANADA added141,086$14M0.8%2026-Q1
SEGALL BRYANT & HAMILL, LLC trimmed119,040$12M0.7%2026-Q1
UNIVEST FINANCIAL Corp trimmed121,342$12M0.7%2026-Q1
TRUIST FINANCIAL CORP trimmed117,938$11M0.7%2026-Q1
SIGNET FINANCIAL MANAGEMENT, LLC trimmed114,552$11M0.6%2026-Q1
Summit Financial, LLC new113,731$11M0.6%2026-Q1
UBS Group AG added111,040$11M0.6%2026-Q1
Merit Financial Group, LLC added96,376$9M0.5%2026-Q1
ERn Financial, LLC trimmed91,056$9M0.5%2026-Q1
OSAIC HOLDINGS, INC. added89,484$9M0.5%2026-Q1
JNBA Financial Advisors trimmed85,630$8M0.5%2026-Q1
Chicago Partners Investment Group LLC added74,312$8M0.5%2026-Q1
Marathon Mission, Inc. trimmed79,646$8M0.4%2026-Q1
STIFEL FINANCIAL CORP trimmed74,160$7M0.4%2026-Q1
MONECO ADVISORS, LLC added73,242$7M0.4%2026-Q1
CWM, LLC added72,232$7M0.4%2026-Q1
WealthShield Partners, LLC added71,389$7M0.4%2026-Q1
Pathstone Holdings, LLC69,638$7M0.4%2026-Q1
Prestige Wealth Management Group LLC trimmed67,613$6M0.4%2026-Q1
BENJAMIN EDWARDS INC trimmed64,567$6M0.4%2026-Q1
Stratos Wealth Partners, LTD. trimmed62,735$6M0.4%2026-Q1
GOLDMAN SACHS GROUP INC added61,694$6M0.3%2026-Q1
Diligent Investors, LLC trimmed59,951$6M0.3%2026-Q1
BNP PARIBAS FINANCIAL MARKETS trimmed50,000$5M0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed48,269$5M0.3%2026-Q1
Goldstone Financial Group, LLC trimmed47,732$5M0.3%2026-Q1
May Barnhard Investments LLC trimmed46,299$4M0.3%2026-Q1
MML INVESTORS SERVICES, LLC trimmed46,271$4M0.3%2026-Q1
Financial Concepts Unlimited, Inc. new45,676$4M0.3%2026-Q1
AlphaStar Capital Management, LLC added44,993$4M0.3%2026-Q1
IAG Wealth Partners, LLC trimmed44,693$4M0.3%2026-Q1
Syntegra Private Wealth Group, LLC trimmed44,416$4M0.3%2026-Q1
Redhawk Wealth Advisors, Inc. added43,821$4M0.2%2026-Q1
Centennial Wealth Advisory LLC added43,666$4M0.2%2026-Q1
Gladstone Institutional Advisory LLC added43,349$4M0.2%2026-Q1
Capital Analysts, LLC trimmed42,940$4M0.2%2026-Q1
Equitable Holdings, Inc. trimmed43,758$4M0.2%2026-Q1
BlackRock, Inc. trimmed41,334$4M0.2%2026-Q1
Creative Planning trimmed40,652$4M0.2%2026-Q1
Tempo Wealth, LLC added40,401$4M0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed40,399$4M0.2%2026-Q1
Farther Finance Advisors, LLC added37,068$4M0.2%2026-Q1
Bill Few Associates, Inc. added36,800$4M0.2%2026-Q1
KINGSWOOD WEALTH ADVISORS, LLC added36,584$4M0.2%2026-Q1
CHARTIST INC /CA/5,183$3M0.2%2026-Q1
Corient Private Wealth LLC trimmed33,310$3M0.2%2026-Q1
Occidental Asset Management, LLC added32,293$3M0.2%2026-Q1
GAMCO INVESTORS, INC. ET AL31,343$3M0.2%2026-Q1
Koss-Olinger Consulting, LLC trimmed30,925$3M0.2%2026-Q1
Courage Miller Partners, LLC trimmed30,747$3M0.2%2026-Q1
Comprehensive Wealth Management, LLC new30,517$3M0.2%2026-Q1
Geneos Wealth Management Inc. added30,438$3M0.2%2026-Q1
Heritage Wealth Management, Inc. /CA/ added30,177$3M0.2%2026-Q1
Kingsview Wealth Management, LLC trimmed28,614$3M0.2%2026-Q1
Pacific Sun Financial Corp trimmed28,554$3M0.2%2026-Q1
MidFirst Bank added27,606$3M0.2%2026-Q1
U.S. Capital Wealth Advisors, LLC added27,349$3M0.2%2026-Q1
Koshinski Asset Management, Inc. trimmed26,519$3M0.1%2026-Q1
FAS Wealth Partners, Inc. added497,231$46M2.7%2025-Q4 stale
Clark Capital Management Group, Inc. added297,524$24M1.4%2025-Q1 stale
Integrated Capital Management, LLC added103,562$9M0.5%2025-Q2 stale
Obsidian Personal Planning Solutions LLC added76,012$7M0.4%2025-Q3 stale
Prospera Financial Services Inc added63,047$5M0.3%2025-Q2 stale
Cordatus Wealth Management LLC added62,225$5M0.3%2025-Q2 stale
Financial Advocates Investment Management trimmed55,022$5M0.3%2025-Q2 stale
AVANTAX ADVISORY SERVICES, INC. added53,328$5M0.3%2025-Q2 stale
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added35,426$3M0.2%2025-Q3 stale
Keeley-Teton Advisors, LLC trimmed37,123$3M0.2%2025-Q1 stale
Wealth Watch Advisors, INC trimmed30,803$3M0.2%2025-Q4 stale
GTS SECURITIES LLC added30,453$3M0.2%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.

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