| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $184.1M | 298.8K | Reduced | Q1 2026 |
| 2 | CITADEL ADVISORS LLC | $166.6M | 270.2K | Reduced | Q1 2026 |
| 3 | MAI Capital Management | $162.9M | 264.1K | Reduced | Q1 2026 |
| 4 | WELCH & FORBES LLC | $99.6M | 161.6K | Reduced | Q1 2026 |
| 5 | WADDELL & ASSOCIATES, LLC | $94.7M | 153.6K | Added | Q1 2026 |
| 6 | COMMERCE BANK | $85.4M | 138.5K | Added | Q1 2026 |
| 7 | Hills Bank & Trust Co | $70.1M | 113.6K | Reduced | Q1 2026 |
| 8 | EP Wealth Advisors, LLC | $68.9M | 111.7K | Added | Q1 2026 |
| 9 | MONTAG A & ASSOCIATES INC | $64.4M | 104.1K | Added | Q1 2026 |
| 10 | WASHINGTON TRUST Co | $52.0M | 84.3K | Reduced | Q1 2026 |
| 11 | MIRAE ASSET SECURITIES (USA) INC. | $51.4M | 83.3K | Reduced | Q1 2026 |
| 12 | BLAIR WILLIAM & CO/IL | $46.7M | 75.7K | Added | Q1 2026 |
| 13 | BARTLETT & CO. WEALTH MANAGEMENT LLC | $41.7M | 63.1K | Reduced | Q1 2026 |
| 14 | Midwest Trust Co | $39.3M | 63.7K | Reduced | Q1 2026 |
| 15 | Madison Asset Management, LLC | $36.5M | 59.2K | Reduced | Q1 2026 |
| 16 | PINNACLE ASSOCIATES LTD | $35.4M | 57.4K | Reduced | Q1 2026 |
| 17 | MetLife Investment Management, LLC | $34.4M | 55.7K | Added | Q1 2026 |
| 18 | Lido Advisors, LLC | $33.6M | 54.3K | Reduced | Q1 2026 |
| 19 | SCS Capital Management LLC | $31.0M | 50.3K | Reduced | Q1 2026 |
| 20 | Chicago Partners Investment Group LLC | $30.3M | 45.6K | New | Q1 2026 |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $28.4M | 45.7K | Reduced | Q1 2026 |
| 22 | Clearstead Advisors, LLC | $26.9M | 43.7K | Reduced | Q1 2026 |
| 23 | Klingman & Associates, LLC | $25.7M | 41.7K | Reduced | Q1 2026 |
| 24 | STATE STREET CORP | $25.6M | 56.0K | Reduced | Q3 2023 |
| 25 | CONNING INC. | $23.5M | 38.0K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft CorporationMSFT | 350 funds | $56.8B |
| TATE STR SPDR S&P 500 ETF TSPY | 350 funds | $43.4B |
| Apple Inc - USAAPL | 349 funds | $73.1B |
| Nvidia CorporationNVDA | 349 funds | $65.6B |
| LPHABET INCGOOG | 349 funds | $26.3B |
| AmazoncomAMZN | 348 funds | $38.5B |
| Meta Platforms, Inc.META | 348 funds | $20.5B |
| Visa Inc.V | 348 funds | $13.6B |
| GOOGLE INCGOOGL | 347 funds | $38.0B |
| Johnson & JohnsonJNJ | 347 funds | $14.5B |
| Jpmorgan Chase & Co - USJPM | 346 funds | $25.5B |
| Chevron CorporationCVX | 346 funds | $9.4B |
Ranked by how many of MDY's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MDY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.