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Institutional Ownership · SEC Form 13F

Who owns MID (MID)


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

23
Institutional holders
1,098,046
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on MID is one-sided between 2025-Q4 and 2026-Q1: 0 added or opened and 6 trimmed or exited — on balance reducing.

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

MID’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in MID 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 23 tracked filers holding MID, 11 increased or opened the position and 9 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 MID 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.

Full exits 2

  • Select Equity Group, L.P.$6M
  • BANK OF AMERICA CORP /DE/$2M

Largest trims

  • ENVESTNET ASSET MANAGEMENT INC$1M
  • MML INVESTORS SERVICES, LLC$873K
  • Orion Porfolio Solutions, LLC$399K
  • Sunpointe, LLC$293K

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
ENVESTNET ASSET MANAGEMENT INC added844,006$52M67.4%2026-Q1
Sunpointe, LLC trimmed71,745$4M5.7%2026-Q1
Impact Investors, Inc added49,477$3M4.0%2026-Q1
MML INVESTORS SERVICES, LLC trimmed36,246$2M2.9%2026-Q1
Peak Planning Group, LLC added29,754$2M2.4%2026-Q1
LPL Financial LLC trimmed15,715$960K1.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added8,658$529K0.7%2026-Q1
TRUIST FINANCIAL CORP added6,799$415K0.5%2026-Q1
OSAIC HOLDINGS, INC. added6,500$397K0.5%2026-Q1
Orion Porfolio Solutions, LLC trimmed5,342$326K0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. added4,691$287K0.4%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed4,096$250K0.3%2026-Q1
RIDGECREST WEALTH PARTNERS, LLC new4,000$244K0.3%2026-Q1
Cetera Investment Advisers new3,669$224K0.3%2026-Q1
Addison Advisors LLC2,675$163K0.2%2026-Q1
HARBOUR INVESTMENTS, INC. added1,620$99K0.1%2026-Q1
MORGAN STANLEY trimmed1,481$90K0.1%2026-Q1
MAI Capital Management776$47K0.1%2026-Q1
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC285$17K0.0%2026-Q1
JPMORGAN CHASE & CO added270$16K0.0%2026-Q1
WealthShield Partners, LLC223$14K0.0%2026-Q1
FMR LLC15$9160.0%2026-Q1
IFP Advisors, Inc3$1830.0%2026-Q1
Select Equity Group, L.P. new96,535$6M8.2%2025-Q4 stale
BANK OF AMERICA CORP /DE/ new33,017$2M2.8%2025-Q4 stale
Orion Portfolio Solutions, LLC trimmed11,896$674K0.9%2025-Q1 stale
CITADEL ADVISORS LLC trimmed3,479$231K0.3%2025-Q3 stale
Kestra Advisory Services, LLC new427$28K0.0%2025-Q4 stale
UBS Group AG trimmed343$23K0.0%2025-Q2 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%2025-Q2 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