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/MDYV/capital-change-brief"
Use Arkolith's capital_change_brief for MDYV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NorthRock Partners, LLC | $114.4M | 1.3M | ▲+3.1% Added · +40K sh | Q1 2026 | |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $117.1M | 1.2M | ▼−3.1% Reduced · −41K sh | Q2 2026 | |
| 3 | Financial Engines Advisors L.L.C. | $102.0M | 1.2M | ▼−4.5% Reduced · −56K sh | Q1 2026 | |
| 4 | LPL Financial LLC | $92.0M | 1.1M | ▲+2.5% Added · +27K sh | Q1 2026 | |
| 5 | AE Wealth Management LLC | $81.8M | 961K | ▲+12% Added · +102K sh | Q1 2026 | |
| 6 | Avantax Planning Partners, Inc. | $78.2M | 918K | ▲+2.8% Added · +25K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $61.8M | 726K | ▲+13% Added · +83K sh | Q1 2026 | |
| 8 | FAS Wealth Partners, Inc. | $53.2M | 625K | ▲+2.4% Added · +14K sh | Q1 2026 | |
| 9 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $43.0M | 505K | ▲New +505K sh | Q1 2026 | |
| 10 | WELLS FARGO & COMPANY/MN | $38.3M | 450K | ▼−5.2% Reduced · −25K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $34.9M | 410K | ▲+7.5% Added · +29K sh | Q1 2026 | |
| 12 | FIRST NATIONAL TRUST CO | $32.6M | 383K | ▲+5.9% Added · +21K sh | Q1 2026 | |
| 13 | Klingman & Associates, LLC | $31.5M | 370K | ▼−0.3% Reduced · −1K sh | Q1 2026 | |
| 14 | Equitable Holdings, Inc. | $60.4M | 369K | ▲+25% Added · +73K sh | Q1 2026 | |
| 15 | CANANDAIGUA NATIONAL BANK & TRUST CO | $33.6M | 355K | ▼−13% Reduced · −52K sh | Q2 2026 | |
| 16 | HighTower Advisors, LLC | $26.3M | 308K | ▼−1.8% Reduced · −6K sh | Q1 2026 | |
| 17 | GHP Investment Advisors, Inc. | $24.3M | 285K | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 18 | JONES FINANCIAL COMPANIES LLLP | $22.4M | 268K | ▲+15% Added · +35K sh | Q1 2026 | |
| 19 | WCG Wealth Advisors LLC | $21.2M | 249K | ▲+3.3% Added · +8K sh | Q1 2026 | |
| 20 | MERCER GLOBAL ADVISORS INC /ADV | $17.6M | 207K | ▲+1.7% Added · +3K sh | Q1 2026 | |
| 21 | CWM, LLC | $16.9M | 199K | ▼−1.2% Reduced · −2K sh | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $14.8M | 174K | ▲+7.0% Added · +11K sh | Q1 2026 | |
| 23 | Asset Dedication, LLC | $12.9M | 151K | ▼−35% Reduced · −81K sh | Q1 2026 | |
| 24 | McAdam, LLC | $12.1M | 143K | ▼−3.7% Reduced · −6K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $12.1M | 142K | ▲+12% Added · +16K 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 | 94 funds | $23.7B |
| NVIDIA CORPNVDA | 94 funds | $19.7B |
| MICROSOFT CORPMSFT | 94 funds | $17.7B |
| AMAZON.COM INCAMZN | 94 funds | $12.9B |
| VANGUARD S&P 500 ETFVOO | 94 funds | $12.5B |
| BROADCOM INCAVGO | 94 funds | $8.3B |
| ALPHABET INC-CL CGOOG | 94 funds | $8.0B |
| VANGUARD FTSE DEVELOPED ETFVEA | 94 funds | $8.0B |
| JPMORGAN CHASE & COJPM | 94 funds | $7.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 94 funds | $6.0B |
| EXXON MOBIL CORPXOM | 94 funds | $4.7B |
| WALMART INCWMT | 94 funds | $4.6B |
Ranked by how many of MDYV'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 MDYV. 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.