10 tracked 13F filers disclose a position in MDLV as of the latest SEC 13F filings, a combined $37.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $16.7M | 552K | ▲New +552K sh | Q1 2026 | |
| 2 | Beacon Pointe Advisors, LLC | $15.0M | 490K | ▲+9.9% Added · +44K sh | Q2 2026 | |
| 3 | DIVERSIFIED MANAGEMENT INC | $3.0M | 96K | ▲+5.7% Added · +5K sh | Q2 2026 | |
| 4 | MIRAE ASSET SECURITIES (USA) INC. | $614K | 20K | ▲New +20K sh | Q2 2026 | |
| 5 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | $553K | 18K | ▼−33% Reduced · −9K sh | Q2 2026 | |
| 6 | GTS SECURITIES LLC | $468K | 16K | ▼−47% Reduced · −14K sh | Q1 2026 | |
| 7 | Atria Investments, Inc | $254K | 8K | ▲Added Added · +8K sh | Q2 2026 | |
| 8 | GOLDMAN SACHS GROUP INC | $240K | 8K | ▲New +8K sh | Q1 2026 | |
| 9 | EP Wealth Advisors, LLC | $160K | 5K | ▲New +5K sh | Q2 2026 | |
| 10 | UBS Group AG | $44K | 1K | ▲+120% Added · +788 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in MDLV and 2 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 5 funds | $889.5M |
| MICROSOFT CORPMSFT | 5 funds | $250.6M |
| ISHARES RUSSELL 2000 ETFIWM | 5 funds | $248.6M |
| APPLE INCAAPL | 5 funds | $199.0M |
| STATE STREET SPDR S&P MIDCAPMDY | 5 funds | $79.1M |
| JOHNSON & JOHNSONJNJ | 5 funds | $78.0M |
| CISCO SYSTEMS INCCSCO | 5 funds | $47.9M |
| CATERPILLAR INCCAT | 5 funds | $42.5M |
| PHILIP MORRIS INTERNATIONALPM | 5 funds | $42.0M |
| CITIGROUP INCC | 5 funds | $36.4M |
| ISHARES CORE S&P 500 ETFIVV | 4 funds | $455.0M |
| INVESCO QQQ TRUST SERIES 1QQQ | 4 funds | $449.9M |
Ranked by how many of MDLV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BOXXmc | 343 funds | $1.9B |
| FRDMmc | 285 funds | $2.2B |
| STRVmc | 126 funds | $379.2M |
| BSVOFUND | 122 funds | $2.1B |
| DRLLmc | 93 funds | $35.9M |
| QMOMmc | 66 funds | $191.8M |
| BBLUmc | 65 funds | $136.3M |
| BUXXSTRIVE ENHANCED | 64 funds | $283.7M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for MDLV
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MDLV/capital-change-brief"
Use Arkolith's capital_change_brief for MDLV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MDLV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.