360 tracked 13F filers disclose a position in MDYV 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NorthRock Partners, LLC | $135.4M | 1.4M | ▲+6.2% Added · +83K sh | Q2 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. | $116.6M | 1.2M | ▲+2.6% Added · +32K sh | Q2 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. | $90.3M | 952K | ▲+3.7% Added · +34K sh | Q2 2026 | |
| 7 | Lutz Financial Services LLC | $78.7M | 830K | ▲+2.9% Added · +24K sh | Q2 2026 | |
| 8 | MORGAN STANLEY | $61.8M | 726K | ▲+13% Added · +83K sh | Q1 2026 | |
| 9 | FAS Wealth Partners, Inc. | $62.6M | 660K | ▲+5.5% Added · +35K sh | Q2 2026 | |
| 10 | Pacific Life Fund Advisors LLC | $56.7M | 598K | ▲New +598K sh | Q2 2026 | |
| 11 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $47.4M | 500K | ▼−1.0% Reduced · −5K sh | Q2 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $38.3M | 450K | ▼−5.2% Reduced · −25K sh | Q1 2026 | |
| 13 | Convergence Financial, LLC | $40.0M | 422K | ▼−30% Reduced · −179K sh | Q2 2026 | |
| 14 | Cetera Investment Advisers | $34.9M | 410K | ▲+7.5% Added · +29K sh | Q1 2026 | |
| 15 | Equitable Holdings, Inc. | $37.9M | 401K | ▲+8.7% Added · +32K sh | Q2 2026 | |
| 16 | FIRST NATIONAL TRUST CO | $32.6M | 383K | ▲+5.9% Added · +21K sh | Q1 2026 | |
| 17 | First Pacific Financial | $34.7M | 366K | ▼−0.2% Reduced · −762 sh | Q2 2026 | |
| 18 | CANANDAIGUA NATIONAL BANK & TRUST CO | $33.6M | 355K | ▼−13% Reduced · −52K sh | Q2 2026 | |
| 19 | Klingman & Associates, LLC | $32.3M | 341K | ▼−7.9% Reduced · −29K sh | Q2 2026 | |
| 20 | HighTower Advisors, LLC | $26.3M | 308K | ▼−1.8% Reduced · −6K sh | Q1 2026 | |
| 21 | GHP Investment Advisors, Inc. | $24.3M | 285K | ▲+1.2% Added · +3K sh | Q1 2026 | |
| 22 | JONES FINANCIAL COMPANIES LLLP | $22.4M | 268K | ▲+15% Added · +35K sh | Q1 2026 | |
| 23 | WCG Wealth Advisors LLC | $21.2M | 249K | ▲+3.3% Added · +8K sh | Q1 2026 | |
| 24 | Rodgers & Associates, LTD | $20.9M | 220K | ▲+0.5% Added · +1K sh | Q2 2026 | |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | $17.6M | 207K | ▲+1.7% Added · +3K 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, 2 funds opened a new position in MDYV and 26 added to an existing one, while 20 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 |
|---|---|---|
| APPLE INCAAPL | 204 funds | $25.9B |
| MICROSOFT CORPMSFT | 200 funds | $19.9B |
| AMAZON.COM INCAMZN | 200 funds | $13.2B |
| NVIDIA CORPNVDA | 199 funds | $27.2B |
| ALPHABET INC-CL CGOOG | 197 funds | $11.1B |
| ALPHABET INC-CL AGOOGL | 194 funds | $10.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 192 funds | $5.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 190 funds | $7.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 190 funds | $5.0B |
| BROADCOM INCAVGO | 188 funds | $9.6B |
| JPMORGAN CHASE & COJPM | 188 funds | $5.4B |
| ISHARES CORE S&P 500 ETFIVV | 187 funds | $11.5B |
Ranked by how many of MDYV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for MDYV
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.
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.