MDYG

SS SPDR S&P 400 MC GR ETFETF
UnclassifiedUSCUSIP 78464A821◍ Confluence graph
Tracked 13F Holders
397
-53 QoQ
13F Value (tracked)
$1.9B
13F Moves · latest Q
22 added
16 trimmed
Recent Filings
0

Who owns MDYG?

397 tracked 13F filers

397 tracked 13F filers disclose a position in MDYG as of the latest SEC 13F filings, a combined $1.9B 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.

2 source-reported value rows are withheld because the reported units do not agree with same-security peers. Share counts remain visible and unchanged.
#FundPosition valueSharesLast moveAs ofHistory
1LPL Financial LLC
$150.5M
1.6M
−10%
Reduced · −182K sh
Q1 2026
2Financial Engines Advisors L.L.C.
$160.0M
1.4M
+13%
Added · +164K sh
Q2 2026
3AE Wealth Management LLC
$117.0M
1.2M
+12%
Added · +135K sh
Q1 2026
4NorthRock Partners, LLC
$129.3M
1.2M
+6.5%
Added · +70K sh
Q2 2026
5MORGAN STANLEY
$81.2M
846K
+10%
Added · +78K sh
Q1 2026
6FAS Wealth Partners, Inc.
$62.3M
556K
+9.4%
Added · +48K sh
Q2 2026
7RAYMOND JAMES FINANCIAL INC
$48.1M
501K
+8.0%
Added · +37K sh
Q1 2026
8ENVESTNET ASSET MANAGEMENT INC
$44.2M
461K
+204%
Added · +309K sh
Q1 2026
9JONES FINANCIAL COMPANIES LLLP
$36.3M
386K
+14%
Added · +48K sh
Q1 2026
10Convergence Financial, LLC
$42.0M
374K
−32%
Reduced · −175K sh
Q2 2026
11Wellspring Financial Advisors, LLC
Withheld
368K
Held
Q2 2026
12FIRST NATIONAL TRUST CO
$34.2M
357K
−1.6%
Reduced · −6K sh
Q1 2026
13Rehmann Capital Advisory Group
$39.7M
354K
+0.4%
Added · +1K sh
Q2 2026
14Avantax Planning Partners, Inc.
$39.0M
348K
+8.1%
Added · +26K sh
Q2 2026
15GHP Investment Advisors, Inc.
$31.7M
330K
+1.8%
Added · +6K sh
Q1 2026
16Private Advisor Group, LLC
$34.7M
309K
−27%
Reduced · −116K sh
Q2 2026
17WCG Wealth Advisors LLC
$29.3M
305K
+11%
Added · +29K sh
Q1 2026
18Klingman & Associates, LLC
$33.4M
298K
−8.2%
Reduced · −27K sh
Q2 2026
19HighTower Advisors, LLC
$26.2M
273K
−1.6%
Reduced · −4K sh
Q1 2026
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$24.8M
258K
+4.6%
Added · +11K sh
Q1 2026
21WELLS FARGO & COMPANY/MN
$24.2M
252K
−0.8%
Reduced · −2K sh
Q1 2026
22AMERIPRISE FINANCIAL INC
$23.4M
245K
−5.9%
Reduced · −15K sh
Q1 2026
23COMMONWEALTH EQUITY SERVICES, LLC
$21.7M
226K
+4.4%
Added · +10K sh
Q1 2026
24BANK OF AMERICA CORP /DE/
$21.2M
221K
−14%
Reduced · −35K sh
Q1 2026
25TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
$21.0M
187K
+3.7%
Added · +7K sh
Q2 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.

Is MDYG being bought or sold by institutions?

Last quarter, 3 funds opened a new position in MDYG and 19 added to an existing one, while 16 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).

Opened (NEW)
3
funds
Added
19
funds
Reduced
16
funds
Exited
0
funds

Funds that own MDYG also own

CompanyCo-held byCombined value
APPLE INCAAPL216 funds$55.6B
AMAZON.COM INCAMZN214 funds$29.7B
MICROSOFT CORPMSFT213 funds$44.8B
NVIDIA CORPNVDA211 funds$63.3B
ALPHABET INC-CL CGOOG210 funds$20.9B
ALPHABET INC-CL AGOOGL209 funds$24.9B
SS SPDR S&P 500 ETF TRUST-USSPY206 funds$8.7B
JPMORGAN CHASE & COJPM204 funds$11.7B
BROADCOM INCAVGO202 funds$22.5B
META PLATFORMS INC-CLASS AMETA202 funds$14.7B
JOHNSON & JOHNSONJNJ201 funds$9.3B
INVESCO QQQ TRUST SERIES 1QQQ201 funds$6.3B

Ranked by how many of MDYG's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

307 funds+47 since Q3 2024
0180360Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $1.0B · 2 values withheld

Share classes

Class13F holdersValue held
SPYMcs1553 funds$84.6B
SPYGcs1298 funds$34.0B
SDYcs1151 funds$9.1B
SPYVcs1120 funds$27.1B
XBIcs838 funds$16.7B
SPMDcs771 funds$13.0B
SPTMcs715 funds$8.1B
SLYVcs576 funds$2.8B

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in MDYG

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MDYG/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MDYG.
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 MDYG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.