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/MDYG/capital-change-brief"
Use Arkolith's capital_change_brief for MDYG. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $150.5M | 1.6M | ▼−10% Reduced · −182K sh | Q1 2026 | |
| 2 | Financial Engines Advisors L.L.C. | $121.3M | 1.3M | ▼−4.3% Reduced · −57K sh | Q1 2026 | |
| 3 | AE Wealth Management LLC | $117.0M | 1.2M | ▲+12% Added · +135K sh | Q1 2026 | |
| 4 | NorthRock Partners, LLC | $104.0M | 1.1M | ▲+2.7% Added · +29K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $81.2M | 846K | ▲+10% Added · +78K sh | Q1 2026 | |
| 6 | FAS Wealth Partners, Inc. | $48.7M | 508K | ▲+2.1% Added · +10K sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $48.1M | 501K | ▲+8.0% Added · +37K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $44.2M | 461K | ▲+204% Added · +309K sh | Q1 2026 | |
| 9 | Private Advisor Group, LLC | $40.8M | 426K | ▲+41% Added · +123K sh | Q1 2026 | |
| 10 | JONES FINANCIAL COMPANIES LLLP | $36.3M | 386K | ▲+14% Added · +48K sh | Q1 2026 | |
| 11 | Wellspring Financial Advisors, LLC | Withheld | 368K | —Held | Q1 2026 | |
| 12 | FIRST NATIONAL TRUST CO | $34.2M | 357K | ▼−1.6% Reduced · −6K sh | Q1 2026 | |
| 13 | Rehmann Capital Advisory Group | $33.8M | 353K | ▲+6.4% Added · +21K sh | Q1 2026 | |
| 14 | GHP Investment Advisors, Inc. | $31.7M | 330K | ▲+1.8% Added · +6K sh | Q1 2026 | |
| 15 | Klingman & Associates, LLC | $31.1M | 324K | ▼−0.6% Reduced · −2K sh | Q1 2026 | |
| 16 | Avantax Planning Partners, Inc. | $30.9M | 322K | ▲+12% Added · +33K sh | Q1 2026 | |
| 17 | WCG Wealth Advisors LLC | $29.3M | 305K | ▲+11% Added · +29K sh | Q1 2026 | |
| 18 | HighTower Advisors, LLC | $26.2M | 273K | ▼−1.6% Reduced · −4K sh | Q1 2026 | |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $24.8M | 258K | ▲+4.6% Added · +11K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $24.2M | 252K | ▼−0.8% Reduced · −2K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $23.4M | 245K | ▼−5.9% Reduced · −15K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $21.7M | 226K | ▲+4.4% Added · +10K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $21.2M | 221K | ▼−14% Reduced · −35K sh | Q1 2026 | |
| 24 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $17.3M | 181K | ▲New +181K sh | Q1 2026 | |
| 25 | McAdam, LLC | $17.0M | 177K | ▼−2.8% Reduced · −5K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 112 funds | $26.1B |
| NVIDIA CORPNVDA | 112 funds | $21.4B |
| MICROSOFT CORPMSFT | 112 funds | $19.2B |
| VANGUARD S&P 500 ETFVOO | 112 funds | $16.5B |
| AMAZON.COM INCAMZN | 112 funds | $14.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 112 funds | $9.4B |
| VANGUARD VALUE ETFVTV | 112 funds | $8.9B |
| JPMORGAN CHASE & COJPM | 112 funds | $8.7B |
| ALPHABET INC-CL CGOOG | 112 funds | $8.6B |
| META PLATFORMS INC-CLASS AMETA | 112 funds | $7.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 112 funds | $6.4B |
| JOHNSON & JOHNSONJNJ | 112 funds | $4.9B |
Ranked by how many of MDYG'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 + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MDYG. 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.