Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
93 tracked funds added or opened MDYV while 35 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 1.8pp 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 2026-Q1 and 2026-Q2, across 374 tracked filers holding MDYV, 148 increased or opened the position and 179 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 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 9
- Pacific Life Fund Advisors LLC$57M
- CANANDAIGUA NATIONAL BANK & TRUST CO$34M
- CITADEL ADVISORS LLC$2M
- Richmond Brothers, Inc.$2M
- COFG Advisors, LLC$2M
- TWO SIGMA INVESTMENTS, LP$1M
Full exits 17
- CANANDAIGUA NATIONAL CORP$36M
- HighTower Advisors, LLC$26M
- CWM, LLC$17M
- SIGNET FINANCIAL MANAGEMENT, LLC$11M
- Redwood Investment Management, LLC$6M
- Canandaigua National Trust Co of Florida$4M
Largest adds
- LPL Financial LLC$24M
- NorthRock Partners, LLC$21M
- AE Wealth Management LLC$18M
- Financial Engines Advisors L.L.C.$15M
- Avantax Planning Partners, Inc.$12M
- Lutz Financial Services LLC$10M
Largest trims
- Equitable Holdings, Inc.$23M
- Convergence Financial, LLC$11M
- BALANCED WEALTH GROUP LLC$8M
- WealthShield Partners, LLC$7M
- McAdam, LLC$7M
- WELLS FARGO & COMPANY/MN$5M
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 |
|---|---|---|---|---|
| NorthRock Partners, LLC added | 1,427,030 | $135M | 7.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,245,164 | $117M | 6.4% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 1,229,181 | $117M | 6.3% | 2026-Q2 |
| LPL Financial LLC added | 1,221,358 | $116M | 6.3% | 2026-Q2 |
| AE Wealth Management LLC added | 1,051,996 | $100M | 5.4% | 2026-Q2 |
| Avantax Planning Partners, Inc. added | 952,267 | $90M | 4.9% | 2026-Q2 |
| Lutz Financial Services LLC added | 829,586 | $79M | 4.3% | 2026-Q2 |
| MORGAN STANLEY trimmed | 671,315 | $64M | 3.5% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 659,887 | $63M | 3.4% | 2026-Q2 |
| Pacific Life Fund Advisors LLC new | 598,104 | $57M | 3.1% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC trimmed | 499,862 | $47M | 2.6% | 2026-Q2 |
| Cetera Investment Advisers added | 424,047 | $40M | 2.2% | 2026-Q2 |
| Convergence Financial, LLC trimmed | 422,035 | $40M | 2.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 401,007 | $38M | 2.1% | 2026-Q2 |
| First National Trust Co added | 390,832 | $37M | 2.0% | 2026-Q2 |
| First Pacific Financial trimmed | 366,314 | $35M | 1.9% | 2026-Q2 |
| CANANDAIGUA NATIONAL BANK & TRUST CO trimmed | 354,651 | $34M | 1.8% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 352,068 | $33M | 1.8% | 2026-Q2 |
| Klingman & Associates, LLC trimmed | 340,538 | $32M | 1.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 300,102 | $28M | 1.5% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 289,767 | $27M | 1.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 259,036 | $25M | 1.3% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 251,674 | $24M | 1.3% | 2026-Q2 |
| Rodgers & Associates, LTD added | 220,077 | $21M | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 183,769 | $17M | 0.9% | 2026-Q2 |
| ERn Financial, LLC added | 171,098 | $16M | 0.9% | 2026-Q2 |
| Asset Dedication, LLC trimmed | 147,248 | $14M | 0.8% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 128,203 | $12M | 0.7% | 2026-Q2 |
| Summit Financial, LLC trimmed | 127,043 | $12M | 0.7% | 2026-Q2 |
| Marathon Mission, Inc. added | 125,387 | $12M | 0.6% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 113,117 | $11M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 111,718 | $11M | 0.6% | 2026-Q2 |
| Private Wealth Management Group, LLC trimmed | 110,488 | $10M | 0.6% | 2026-Q2 |
| Alesco Advisors, LLC, An ESL Co trimmed | 109,916 | $10M | 0.6% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 107,601 | $10M | 0.6% | 2026-Q2 |
| Mariner, LLC trimmed | 105,171 | $10M | 0.5% | 2026-Q2 |
| CAPITAL WEALTH MANAGEMENT, LLC added | 101,953 | $10M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 101,254 | $10M | 0.5% | 2026-Q2 |
| Savant Capital, LLC added | 100,990 | $9M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 96,529 | $9M | 0.5% | 2026-Q2 |
| Prestige Wealth Management Group LLC added | 95,461 | $9M | 0.5% | 2026-Q2 |
| MISSION WEALTH MANAGEMENT, LP added | 91,455 | $9M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 88,357 | $8M | 0.5% | 2026-Q2 |
| JNBA Financial Advisors trimmed | 85,995 | $8M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 78,497 | $7M | 0.4% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 77,644 | $7M | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 74,338 | $7M | 0.4% | 2026-Q2 |
| SAGE FINANCIAL GROUP INC added | 73,395 | $7M | 0.4% | 2026-Q2 |
| Avior Wealth Management, LLC trimmed | 73,043 | $7M | 0.4% | 2026-Q2 |
| Pathstone Holdings, LLC | 69,328 | $7M | 0.4% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 65,362 | $6M | 0.3% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 63,836 | $6M | 0.3% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 61,767 | $6M | 0.3% | 2026-Q2 |
| UBS Group AG added | 61,658 | $6M | 0.3% | 2026-Q2 |
| Councilor Wealth, LLC trimmed | 59,899 | $6M | 0.3% | 2026-Q2 |
| Rockbridge Investment Management, LCC trimmed | 59,090 | $6M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 57,733 | $5M | 0.3% | 2026-Q2 |
| McAdam, LLC trimmed | 57,471 | $5M | 0.3% | 2026-Q2 |
| BALANCED WEALTH GROUP LLC trimmed | 56,763 | $5M | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 55,878 | $5M | 0.3% | 2026-Q2 |
| RTD Financial Advisors, Inc. | 52,646 | $5M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 52,441 | $5M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 50,223 | $5M | 0.3% | 2026-Q2 |
| SACKS & ASSOCIATES, LLC trimmed | 46,631 | $4M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 46,172 | $4M | 0.2% | 2026-Q2 |
| BAILARD, INC. added | 45,165 | $4M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 43,883 | $4M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 43,698 | $4M | 0.2% | 2026-Q2 |
| Montz Harcus Wealth Management LLC trimmed | 42,632 | $4M | 0.2% | 2026-Q2 |
| Marotta Asset Management trimmed | 40,669 | $4M | 0.2% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 40,451 | $4M | 0.2% | 2026-Q2 |
| Empowered Funds, LLC trimmed | 40,359 | $4M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 38,809 | $4M | 0.2% | 2026-Q2 |
| Modera Wealth Management, LLC | 37,362 | $4M | 0.2% | 2026-Q2 |
| Cambria Investment Management, L.P. trimmed | 37,183 | $4M | 0.2% | 2026-Q2 |
| Occidental Asset Management, LLC added | 36,638 | $3M | 0.2% | 2026-Q2 |
| Bill Few Associates, Inc. added | 35,878 | $3M | 0.2% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 33,845 | $3M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 33,112 | $3M | 0.2% | 2026-Q2 |
| Ignite Planners, LLC added | 31,036 | $3M | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 31,004 | $3M | 0.2% | 2026-Q2 |
| Courage Miller Partners, LLC trimmed | 30,840 | $3M | 0.2% | 2026-Q2 |
| Shum Financial Group, Inc. added | 30,622 | $3M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 29,779 | $3M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 29,403 | $3M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 29,182 | $3M | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC added | 28,289 | $3M | 0.1% | 2026-Q2 |
| Brookstone Capital Management trimmed | 27,491 | $3M | 0.1% | 2026-Q2 |
| Barden Capital Management, Inc. added | 27,020 | $3M | 0.1% | 2026-Q2 |
| Intrua Financial, LLC trimmed | 26,835 | $3M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 25,770 | $2M | 0.1% | 2026-Q2 |
| Garden State Investment Advisory Services LLC trimmed | 24,828 | $2M | 0.1% | 2026-Q2 |
| WALLER FINANCIAL PLANNING GROUP, INC trimmed | 24,656 | $2M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 24,422 | $2M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 24,185 | $2M | 0.1% | 2026-Q2 |
| MidFirst Bank trimmed | 23,759 | $2M | 0.1% | 2026-Q2 |
| STEVENS CAPITAL PARTNERS added | 23,501 | $2M | 0.1% | 2026-Q2 |
| COURIER CAPITAL LLC added | 23,425 | $2M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 23,290 | $2M | 0.1% | 2026-Q2 |
| Richmond Brothers, Inc. new | 22,681 | $2M | 0.1% | 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.