MDYV Institutional Ownership
Who owns MDYV and what the big funds did with it last quarter, from every SEC 13F filing. 387 funds reported holding MDYV at Jun 30, 2026.
- ●146 buying vs 164 selling
- ●Shares held by funds +0.8%
- ▲Funds holding +6
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 387 | 381 | +1.6% |
| In funds' top 10 | 9 | 11 | −18.2% |
| 13F shares | 21.6M | 21.5M | +0.8% |
| Held by funds | – | – | – |
| New positions | 23 | 22 | +4.5% |
| Increased | 123 | 119 | +3.4% |
| Reduced | 147 | 154 | −4.5% |
| Sold out | 17 | 25 | −32.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in MDYV
All superinvestors →
Who owns MDYV
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds83.5%
- Banks and brokers16.4%
- Pensions, insurers and other0.1%
The top 10 holders own 45.7% of all MDYV shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
264 funds changed their position- Mariner, LLCAdded+342K sh
- Convergence Financial, LLCTrimmed−206K sh
- Farther Finance Advisors, LLCAdded+77K sh
- AE Wealth Management LLCAdded+76K sh
- Farmers & Merchants Trust Co of Chambersburg PANew+69K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | NorthRock Partners, LLC | – | 1.4M | $135M | +83K |
| 2 | Wealth Enhancement Advisory Services, LLC | – | 1.2M | $117M | −41K |
| 3 | Financial Engines Advisors L.L.C. | – | 1.2M | $117M | +32K |
| 4 | LPL Financial LLC | – | 1.2M | $116M | +141K |
| 5 | AE Wealth Management LLC | – | 1.1M | $99.8M | +91K |
| 6 | Avantax Planning Partners, Inc. | – | 952K | $90.3M | +34K |
| 7 | Lutz Financial Services LLC | – | 830K | $78.7M | +24K |
| 8 | Morgan Stanley | – | 671K | $63.7M | −55K |
| 9 | FAS Wealth Partners, Inc. | – | 660K | $62.6M | +35K |
| 10 | Pacific Life Fund Advisors LLC | – | 598K | $56.7M | +598K |
- Pacific Life Fund Advisors LLC+598K sh+$56.7M
- LPL Financial LLC+141K sh+$13.4M
- AE Wealth Management LLC+91K sh+$8.7M
- Mission Wealth Management, LP+88K sh+$8.3M
- NorthRock Partners, LLC+83K sh+$7.9M
- Mercer Global Advisors Inc /adv+52K sh+$5M
- Savant Capital, LLC+50K sh+$4.5M
- Cambridge Investment Research Advisors, Inc.+40K sh+$3.8M
- Convergence Financial, LLC−179K sh−$17M
- Balanced Wealth Group LLC−104K sh−$9.9M
- Wells Fargo & Company/mn−97K sh−$9.2M
- WealthShield Partners, LLC−88K sh−$8.3M
- McAdam, LLC−85K sh−$8.1M
- Morgan Stanley−55K sh−$5.2M
- Bnp Paribas Financial Markets−50K sh−$4.7M
- Independent Advisor Alliance−42K sh−$3.9M
MDYV institutional ownership FAQ
Who owns the most MDYV stock?
In Q2 2026 13F filings the largest holder of MDYV was NorthRock Partners, LLC, followed by Wealth Enhancement Advisory Services, LLC and Financial Engines Advisors L.L.C.. Index fund managers are usually the biggest holders of large companies.
What percentage of MDYV is owned by institutions?
387 funds reported holding 21.6M MDYV shares at Jun 30, 2026.
Are hedge funds buying MDYV?
In Q2 2026, 146 funds bought MDYV (23 of them new positions) and 164 sold (17 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for MDYV is bullish.
What is MDYV's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this MDYV ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.