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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| NorthRock Partners, LLC added | 1,343,748 | $114M | 6.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,285,715 | $110M | 6.2% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 1,197,590 | $102M | 5.8% | 2026-Q1 |
| LPL Financial LLC added | 1,080,226 | $92M | 5.2% | 2026-Q1 |
| AE Wealth Management LLC added | 960,579 | $82M | 4.6% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 918,268 | $78M | 4.4% | 2026-Q1 |
| Lutz Financial Services LLC added | 805,859 | $69M | 3.9% | 2026-Q1 |
| MORGAN STANLEY added | 726,104 | $62M | 3.5% | 2026-Q1 |
| Equitable Holdings, Inc. added | 369,007 | $60M | 3.4% | 2026-Q1 |
| Convergence Financial, LLC added | 601,278 | $51M | 2.9% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 504,899 | $43M | 2.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 449,507 | $38M | 2.2% | 2026-Q1 |
| CANANDAIGUA NATIONAL CORP new | 421,045 | $36M | 2.0% | 2026-Q1 |
| Cetera Investment Advisers added | 410,049 | $35M | 2.0% | 2026-Q1 |
| First National Trust Co added | 382,687 | $33M | 1.8% | 2026-Q1 |
| Klingman & Associates, LLC trimmed | 369,859 | $31M | 1.8% | 2026-Q1 |
| First Pacific Financial trimmed | 367,076 | $31M | 1.8% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 308,337 | $26M | 1.5% | 2026-Q1 |
| GHP Investment Advisors, Inc. added | 285,050 | $24M | 1.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 268,219 | $22M | 1.3% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 248,762 | $21M | 1.2% | 2026-Q1 |
| Rodgers & Associates, LTD trimmed | 218,907 | $19M | 1.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 206,667 | $18M | 1.0% | 2026-Q1 |
| CWM, LLC trimmed | 198,943 | $17M | 1.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 174,134 | $15M | 0.8% | 2026-Q1 |
| ERn Financial, LLC trimmed | 169,432 | $14M | 0.8% | 2026-Q1 |
| BALANCED WEALTH GROUP LLC added | 161,121 | $14M | 0.8% | 2026-Q1 |
| Asset Dedication, LLC trimmed | 151,326 | $13M | 0.7% | 2026-Q1 |
| McAdam, LLC trimmed | 142,608 | $12M | 0.7% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 141,810 | $12M | 0.7% | 2026-Q1 |
| SIGNET FINANCIAL MANAGEMENT, LLC trimmed | 129,387 | $11M | 0.6% | 2026-Q1 |
| Summit Financial, LLC new | 129,193 | $11M | 0.6% | 2026-Q1 |
| Marathon Mission, Inc. trimmed | 122,996 | $10M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 121,119 | $10M | 0.6% | 2026-Q1 |
| Mariner, LLC trimmed | 120,218 | $10M | 0.6% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 117,952 | $10M | 0.6% | 2026-Q1 |
| Private Wealth Management Group, LLC trimmed | 116,916 | $10M | 0.6% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 113,733 | $10M | 0.5% | 2026-Q1 |
| Alesco Advisors, LLC, An ESL Co trimmed | 110,354 | $9M | 0.5% | 2026-Q1 |
| CAPITAL WEALTH MANAGEMENT, LLC added | 97,552 | $8M | 0.5% | 2026-Q1 |
| Prestige Wealth Management Group LLC trimmed | 94,745 | $8M | 0.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 93,543 | $8M | 0.5% | 2026-Q1 |
| JNBA Financial Advisors trimmed | 88,612 | $8M | 0.4% | 2026-Q1 |
| WealthShield Partners, LLC added | 88,173 | $8M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 83,950 | $7M | 0.4% | 2026-Q1 |
| IAG Wealth Partners, LLC trimmed | 80,913 | $7M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 80,080 | $7M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 77,048 | $7M | 0.4% | 2026-Q1 |
| SAGE FINANCIAL GROUP INC trimmed | 73,323 | $6M | 0.4% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 73,202 | $6M | 0.4% | 2026-Q1 |
| Redwood Investment Management, LLC added | 70,898 | $6M | 0.3% | 2026-Q1 |
| Pathstone Holdings, LLC | 69,328 | $6M | 0.3% | 2026-Q1 |
| Rockbridge Investment Management, LCC trimmed | 68,649 | $6M | 0.3% | 2026-Q1 |
| Gladstone Institutional Advisory LLC added | 65,149 | $6M | 0.3% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 60,547 | $5M | 0.3% | 2026-Q1 |
| Diligent Investors, LLC trimmed | 64,478 | $5M | 0.3% | 2026-Q1 |
| May Barnhard Investments LLC trimmed | 62,758 | $5M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 57,207 | $5M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 56,143 | $5M | 0.3% | 2026-Q1 |
| RTD Financial Advisors, Inc. trimmed | 52,646 | $4M | 0.3% | 2026-Q1 |
| UBS Group AG added | 52,634 | $4M | 0.3% | 2026-Q1 |
| Savant Capital, LLC new | 50,577 | $4M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS | 50,000 | $4M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 49,153 | $4M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 48,906 | $4M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 48,141 | $4M | 0.2% | 2026-Q1 |
| Independent Advisor Alliance added | 47,469 | $4M | 0.2% | 2026-Q1 |
| Canandaigua National Trust Co of Florida added | 47,250 | $4M | 0.2% | 2026-Q1 |
| Marotta Asset Management trimmed | 46,414 | $4M | 0.2% | 2026-Q1 |
| Montz Harcus Wealth Management LLC added | 45,162 | $4M | 0.2% | 2026-Q1 |
| BAILARD, INC. trimmed | 44,932 | $4M | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 44,305 | $4M | 0.2% | 2026-Q1 |
| Capital Analysts, LLC trimmed | 43,840 | $4M | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 43,766 | $4M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 41,508 | $4M | 0.2% | 2026-Q1 |
| Empowered Funds, LLC added | 40,599 | $3M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 40,129 | $3M | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC trimmed | 38,100 | $3M | 0.2% | 2026-Q1 |
| Cambria Investment Management, L.P. trimmed | 37,510 | $3M | 0.2% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 37,362 | $3M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 37,356 | $3M | 0.2% | 2026-Q1 |
| Occidental Asset Management, LLC added | 35,379 | $3M | 0.2% | 2026-Q1 |
| Bill Few Associates, Inc. added | 35,282 | $3M | 0.2% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 32,096 | $3M | 0.2% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 32,741 | $3M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 31,765 | $3M | 0.2% | 2026-Q1 |
| Koss-Olinger Consulting, LLC trimmed | 31,667 | $3M | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. trimmed | 31,523 | $3M | 0.2% | 2026-Q1 |
| WealthTrak Capital Management LLC new | 30,986 | $3M | 0.1% | 2026-Q1 |
| Courage Miller Partners, LLC added | 30,929 | $3M | 0.1% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 30,143 | $3M | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 29,740 | $3M | 0.1% | 2026-Q1 |
| Shum Financial Group, Inc. added | 29,263 | $2M | 0.1% | 2026-Q1 |
| FAS Wealth Partners, Inc. added | 610,840 | $52M | 2.9% | 2025-Q4 stale |
| CANANDAIGUA NATIONAL BANK & TRUST CO added | 406,771 | $34M | 2.0% | 2025-Q4 stale |
| Clark Capital Management Group, Inc. added | 255,331 | $20M | 1.1% | 2025-Q1 stale |
| IHT Wealth Management, LLC trimmed | 139,895 | $12M | 0.7% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 104,770 | $8M | 0.5% | 2025-Q2 stale |
| IMC-Chicago, LLC added | 46,193 | $4M | 0.2% | 2025-Q2 stale |
| TOWNSQUARE CAPITAL LLC trimmed | 36,346 | $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.