Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns MDYV (MDYV)


Which tracked institutional funds hold MDYV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MDYV 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.

373
Institutional holders
20,783,031
Shares held (tracked funds)

How the tape is positioned

49 tracked funds added or opened MDYV while 43 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

MDYV’s largest tracked holder by dollar value, NorthRock Partners, LLC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 1.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in MDYV 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 373 tracked filers holding MDYV, 147 increased or opened the position and 187 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 MDYV 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 11

  • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$43M
  • CANANDAIGUA NATIONAL CORP$36M
  • Summit Financial, LLC$11M
  • Savant Capital, LLC$4M
  • BNP PARIBAS FINANCIAL MARKETS$4M
  • WealthTrak Capital Management LLC$3M

Full exits 11

  • FAS Wealth Partners, Inc.$52M
  • CANANDAIGUA NATIONAL BANK & TRUST CO$34M
  • IHT Wealth Management, LLC$12M
  • Mach-1 Financial Group, LLC$2M
  • Pinnacle Family Advisors, LLC$1M
  • Global Retirement Partners, LLC$905K

Largest adds

  • Equitable Holdings, Inc.$35M
  • Convergence Financial, LLC$25M
  • AE Wealth Management LLC$9M
  • MORGAN STANLEY$7M
  • NorthRock Partners, LLC$4M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$4M

Largest trims

  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$71M
  • TIAA TRUST, NATIONAL ASSOCIATION$43M
  • STIFEL FINANCIAL CORP$17M
  • BENJAMIN EDWARDS INC$14M
  • GOLDMAN SACHS GROUP INC$13M
  • Asset Dedication, LLC$7M

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
NorthRock Partners, LLC added1,343,748$114M6.5%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed1,285,715$110M6.2%2026-Q1
Financial Engines Advisors L.L.C. trimmed1,197,590$102M5.8%2026-Q1
LPL Financial LLC added1,080,226$92M5.2%2026-Q1
AE Wealth Management LLC added960,579$82M4.6%2026-Q1
Avantax Planning Partners, Inc. added918,268$78M4.4%2026-Q1
Lutz Financial Services LLC added805,859$69M3.9%2026-Q1
MORGAN STANLEY added726,104$62M3.5%2026-Q1
Equitable Holdings, Inc. added369,007$60M3.4%2026-Q1
Convergence Financial, LLC added601,278$51M2.9%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new504,899$43M2.4%2026-Q1
WELLS FARGO & COMPANY/MN trimmed449,507$38M2.2%2026-Q1
CANANDAIGUA NATIONAL CORP new421,045$36M2.0%2026-Q1
Cetera Investment Advisers added410,049$35M2.0%2026-Q1
First National Trust Co added382,687$33M1.8%2026-Q1
Klingman & Associates, LLC trimmed369,859$31M1.8%2026-Q1
First Pacific Financial trimmed367,076$31M1.8%2026-Q1
HighTower Advisors, LLC trimmed308,337$26M1.5%2026-Q1
GHP Investment Advisors, Inc. added285,050$24M1.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added268,219$22M1.3%2026-Q1
WCG Wealth Advisors LLC added248,762$21M1.2%2026-Q1
Rodgers & Associates, LTD trimmed218,907$19M1.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added206,667$18M1.0%2026-Q1
CWM, LLC trimmed198,943$17M1.0%2026-Q1
MML INVESTORS SERVICES, LLC added174,134$15M0.8%2026-Q1
ERn Financial, LLC trimmed169,432$14M0.8%2026-Q1
BALANCED WEALTH GROUP LLC added161,121$14M0.8%2026-Q1
Asset Dedication, LLC trimmed151,326$13M0.7%2026-Q1
McAdam, LLC trimmed142,608$12M0.7%2026-Q1
BANK OF AMERICA CORP /DE/ added141,810$12M0.7%2026-Q1
SIGNET FINANCIAL MANAGEMENT, LLC trimmed129,387$11M0.6%2026-Q1
Summit Financial, LLC new129,193$11M0.6%2026-Q1
Marathon Mission, Inc. trimmed122,996$10M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added121,119$10M0.6%2026-Q1
Mariner, LLC trimmed120,218$10M0.6%2026-Q1
MONECO ADVISORS, LLC added117,952$10M0.6%2026-Q1
Private Wealth Management Group, LLC trimmed116,916$10M0.6%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC trimmed113,733$10M0.5%2026-Q1
Alesco Advisors, LLC, An ESL Co trimmed110,354$9M0.5%2026-Q1
CAPITAL WEALTH MANAGEMENT, LLC added97,552$8M0.5%2026-Q1
Prestige Wealth Management Group LLC trimmed94,745$8M0.5%2026-Q1
Private Advisor Group, LLC added93,543$8M0.5%2026-Q1
JNBA Financial Advisors trimmed88,612$8M0.4%2026-Q1
WealthShield Partners, LLC added88,173$8M0.4%2026-Q1
GOLDMAN SACHS GROUP INC trimmed83,950$7M0.4%2026-Q1
IAG Wealth Partners, LLC trimmed80,913$7M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added80,080$7M0.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed77,048$7M0.4%2026-Q1
SAGE FINANCIAL GROUP INC trimmed73,323$6M0.4%2026-Q1
Avior Wealth Management, LLC trimmed73,202$6M0.4%2026-Q1
Redwood Investment Management, LLC added70,898$6M0.3%2026-Q1
Pathstone Holdings, LLC69,328$6M0.3%2026-Q1
Rockbridge Investment Management, LCC trimmed68,649$6M0.3%2026-Q1
Gladstone Institutional Advisory LLC added65,149$6M0.3%2026-Q1
Chicago Partners Investment Group LLC added60,547$5M0.3%2026-Q1
Diligent Investors, LLC trimmed64,478$5M0.3%2026-Q1
May Barnhard Investments LLC trimmed62,758$5M0.3%2026-Q1
STIFEL FINANCIAL CORP trimmed57,207$5M0.3%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added56,143$5M0.3%2026-Q1
RTD Financial Advisors, Inc. trimmed52,646$4M0.3%2026-Q1
UBS Group AG added52,634$4M0.3%2026-Q1
Savant Capital, LLC new50,577$4M0.2%2026-Q1
BNP PARIBAS FINANCIAL MARKETS50,000$4M0.2%2026-Q1
OSAIC HOLDINGS, INC. added49,153$4M0.2%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added48,906$4M0.2%2026-Q1
ROYAL BANK OF CANADA added48,141$4M0.2%2026-Q1
Independent Advisor Alliance added47,469$4M0.2%2026-Q1
Canandaigua National Trust Co of Florida added47,250$4M0.2%2026-Q1
Marotta Asset Management trimmed46,414$4M0.2%2026-Q1
Montz Harcus Wealth Management LLC added45,162$4M0.2%2026-Q1
BAILARD, INC. trimmed44,932$4M0.2%2026-Q1
Geneos Wealth Management Inc. added44,305$4M0.2%2026-Q1
Capital Analysts, LLC trimmed43,840$4M0.2%2026-Q1
Wealthcare Advisory Partners LLC trimmed43,766$4M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added41,508$4M0.2%2026-Q1
Empowered Funds, LLC added40,599$3M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added40,129$3M0.2%2026-Q1
BENJAMIN EDWARDS INC trimmed38,100$3M0.2%2026-Q1
Cambria Investment Management, L.P. trimmed37,510$3M0.2%2026-Q1
Modera Wealth Management, LLC trimmed37,362$3M0.2%2026-Q1
Steward Partners Investment Advisory, LLC added37,356$3M0.2%2026-Q1
Occidental Asset Management, LLC added35,379$3M0.2%2026-Q1
Bill Few Associates, Inc. added35,282$3M0.2%2026-Q1
TITLEIST ASSET MANAGEMENT, LLC added32,096$3M0.2%2026-Q1
JPMORGAN CHASE & CO trimmed32,741$3M0.2%2026-Q1
Kingsview Wealth Management, LLC trimmed31,765$3M0.2%2026-Q1
Koss-Olinger Consulting, LLC trimmed31,667$3M0.2%2026-Q1
Koshinski Asset Management, Inc. trimmed31,523$3M0.2%2026-Q1
WealthTrak Capital Management LLC new30,986$3M0.1%2026-Q1
Courage Miller Partners, LLC added30,929$3M0.1%2026-Q1
Ignite Planners, LLC trimmed30,143$3M0.1%2026-Q1
Creative Planning trimmed29,740$3M0.1%2026-Q1
Shum Financial Group, Inc. added29,263$2M0.1%2026-Q1
FAS Wealth Partners, Inc. added610,840$52M2.9%2025-Q4 stale
CANANDAIGUA NATIONAL BANK & TRUST CO added406,771$34M2.0%2025-Q4 stale
Clark Capital Management Group, Inc. added255,331$20M1.1%2025-Q1 stale
IHT Wealth Management, LLC trimmed139,895$12M0.7%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added104,770$8M0.5%2025-Q2 stale
IMC-Chicago, LLC added46,193$4M0.2%2025-Q2 stale
TOWNSQUARE CAPITAL LLC trimmed36,346$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