% of shares outstanding is not shown for MDY: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for MDY in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2,047,9842.0M | $1.3B | — | TRIM -3% |
| 2 | MORGAN STANLEY | 1,543,5971.5M | $952M | — | ADD 38% |
| 3 | WELLS FARGO & COMPANY/MN | 1,193,3361.2M | $736M | — | TRIM -11% |
| 4 | NORTHERN TRUST CORP | 1,061,1921.1M | $655M | — | — |
| 5 | US BANCORP \DE\ | 969,958969,958 | $598M | — | — |
| 6 | GOLDMAN SACHS GROUP INC | 881,942881,942 | $544M | — | TRIM -14% |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 864,768864,768 | $533M | — | ADD 4% |
| 8 | Pathstone Holdings, LLC | 840,196840,196 | $518M | — | — |
| 9 | PNC FINANCIAL SERVICES GROUP, INC. | 699,307699,307 | $431M | — | — |
| 10 | UBS Group AG | 640,509640,509 | $395M | — | ADD 5% |
| 11 | RAYMOND JAMES FINANCIAL INC | 497,191497,191 | $307M | — | TRIM -11% |
| 12 | BANK OF MONTREAL /CAN/ | 488,938488,938 | $302M | — | TRIM -5% |
| 13 | BNP PARIBAS FINANCIAL MARKETS | 317,029317,029 | $196M | — | ADD 29% |
| 14 | ROYAL BANK OF CANADA | 299,723299,723 | $185M | — | TRIM -15% |
| 15 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 298,766298,766 | $184M | — | TRIM -53% |
| 16 | JPMORGAN CHASE & CO | 304,162304,162 | $182M | — | TRIM -18% |
| 17 | MAI Capital Management | 264,073264,073 | $163M | — | — |
| 18 | Creative Planning | 248,681248,681 | $153M | — | TRIM -10% |
| 19 | ALLIANCEBERNSTEIN L.P. | 251,130251,130 | $152M | — | TRIM -3% |
| 20 | HighTower Advisors, LLC | 235,008235,008 | $145M | — | — |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 234,686234,686 | $145M | — | ADD 33% |
| 22 | Corient Private Wealth LLC | 229,855229,855 | $142M | — | TRIM -52% |
| 23 | Arvest Bank Trust Division | 227,616227,616 | $140M | — | — |
| 24 | Conservest Capital Advisors, Inc. | 211,706211,706 | $131M | — | — |
| 25 | LPL Financial LLC | 163,404163,404 | $101M | — | TRIM -6% |
| 26 | Bank of New York Mellon Corp | 162,619162,619 | $100M | — | — |
| 27 | Welch & Forbes LLC | 161,554161,554 | $100M | — | TRIM -3% |
| 28 | Generali Asset Management SPA SGR | 158,983158,983 | $98M | — | NEW |
| 29 | WADDELL & ASSOCIATES, LLC | 153,603153,603 | $95M | — | ADD 2% |
| 30 | SG Americas Securities, LLC | 153,398153,398 | $95M | — | ADD 79% |
| 31 | COMMERCE BANK | 141,154141,154 | $87M | — | ADD 430% |
| 32 | Cerity Partners LLC | 138,738138,738 | $86M | — | ADD 5% |
| 33 | WHITTIER TRUST CO | 133,073133,073 | $83M | — | ADD 4% |
| 34 | Balyasny Asset Management L.P. | 124,317124,317 | $77M | — | ADD 37% |
| 35 | TRUIST FINANCIAL CORP | 118,348118,348 | $73M | — | TRIM -2% |
| 36 | Hills Bank & Trust Co | 115,410115,410 | $71M | — | — |
| 37 | EP Wealth Advisors, LLC | 111,747111,747 | $69M | — | ADD 235% |
| 38 | BROWN ADVISORY INC | 111,398111,398 | $69M | — | TRIM -2% |
| 39 | Focus Partners Wealth | 107,744107,744 | $67M | — | TRIM -11% |
| 40 | STIFEL FINANCIAL CORP | 106,846106,846 | $66M | — | TRIM -11% |
| 41 | Mariner, LLC | 106,752106,752 | $66M | — | ADD 2% |
| 42 | MONTAG A & ASSOCIATES INC | 104,126104,126 | $64M | — | — |
| 43 | Cetera Investment Advisers | 89,36789,367 | $55M | — | ADD 3% |
| 44 | AMERIPRISE FINANCIAL INC | 87,41887,418 | $54M | — | ADD 7% |
| 45 | WASHINGTON TRUST Co | 85,50485,504 | $53M | — | — |
| 46 | Atlantic Union Bankshares Corp | 84,36384,363 | $52M | — | TRIM -3% |
| 47 | MIRAE ASSET SECURITIES (USA) INC. | 83,31883,318 | $51M | — | TRIM -25% |
| 48 | ENVESTNET ASSET MANAGEMENT INC | 80,52780,527 | $50M | — | ADD 2% |
| 49 | OSAIC HOLDINGS, INC. | 75,90175,901 | $47M | — | TRIM -16% |
| 50 | BLAIR WILLIAM & CO/IL | 75,67775,677 | $47M | — | — |
| 51 | Henshaw Capital LLC | 75,05075,050 | $46M | — | — |
| 52 | COMMONWEALTH EQUITY SERVICES, LLC | 72,10372,103 | $44M | — | ADD 2% |
| 53 | CAPTRUST FINANCIAL ADVISORS | 67,86467,864 | $42M | — | — |
| 54 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 63,09263,092 | $42M | — | — |
| 55 | Portland Global Advisors LLC | 65,44165,441 | $40M | — | — |
| 56 | WHITTIER TRUST CO OF NEVADA INC | 63,51463,514 | $40M | — | TRIM -6% |
| 57 | Midwest Trust Co | 63,73963,739 | $39M | — | — |
| 58 | SMITH, MOORE & CO. | 61,52761,527 | $38M | — | ADD 3% |
| 59 | Madison Asset Management, LLC | 59,24759,247 | $37M | — | TRIM -29% |
| 60 | CITIZENS FINANCIAL GROUP INC/RI | 59,03659,036 | $36M | — | — |
| 61 | PITTENGER & ANDERSON INC | 58,78258,782 | $36M | — | TRIM -9% |
| 62 | PINNACLE ASSOCIATES LTD | 57,38057,380 | $35M | — | — |
| 63 | MassMutual Private Wealth & Trust, FSB | 57,05457,054 | $35M | — | — |
| 64 | Rockefeller Capital Management L.P. | 56,52056,520 | $35M | — | ADD 6% |
| 65 | OFS Enterprise LLC | 56,11056,110 | $35M | — | NEW |
| 66 | MetLife Investment Management, LLC | 55,70055,700 | $34M | — | ADD 7% |
| 67 | Lido Advisors, LLC | 54,34254,342 | $34M | — | — |
| 68 | Baird Financial Group, Inc. | 53,88853,888 | $33M | — | ADD 7% |
| 69 | SummitTX Capital, L.P. | 53,48453,484 | $33M | — | ADD 41% |
| 70 | CITIGROUP INC | 51,44551,445 | $32M | — | ADD 58% |
| 71 | SCS Capital Management LLC | 50,34150,341 | $31M | — | TRIM -4% |
| 72 | Crewe Advisors LLC | 50,12550,125 | $31M | — | — |
| 73 | PEAPACK GLADSTONE FINANCIAL CORP | 49,88749,887 | $31M | — | TRIM -6% |
| 74 | HERITAGE INVESTORS MANAGEMENT CORP | 49,15249,152 | $30M | — | — |
| 75 | Chicago Partners Investment Group LLC | 45,64645,646 | $30M | — | — |
| 76 | GTS SECURITIES LLC | 47,96947,969 | $30M | — | NEW |
| 77 | FIFTH THIRD BANCORP | 47,88247,882 | $30M | — | ADD 506% |
| 78 | Pinnacle Financial Partners, Inc. | 47,54747,547 | $29M | — | ADD 7% |
| 79 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 45,68545,685 | $28M | — | TRIM -47% |
| 80 | CUMBERLAND ADVISORS INC | 44,80744,807 | $28M | — | — |
| 81 | Janney Montgomery Scott LLC | 44,43744,437 | $27M | — | TRIM -16% |
| 82 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 44,30144,301 | $27M | — | — |
| 83 | IFG Advisors, LLC | 44,27444,274 | $27M | — | TRIM -3% |
| 84 | MILLENNIUM MANAGEMENT LLC | 44,24044,240 | $27M | — | ADD 416% |
| 85 | LCM Capital Management Inc | 43,71343,713 | $27M | — | — |
| 86 | Clearstead Advisors, LLC | 43,68843,688 | $27M | — | — |
| 87 | Klingman & Associates, LLC | 41,66841,668 | $26M | — | — |
| 88 | Ascent Wealth Partners, LLC | 41,53241,532 | $26M | — | TRIM -35% |
| 89 | Tandem Wealth Advisors LLC | 40,66140,661 | $25M | — | — |
| 90 | MARSHALL WACE, LLP | 40,41240,412 | $25M | — | ADD 26% |
| 91 | GFS Advisors, LLC | 63,00963,009 | $25M | — | ADD 303% |
| 92 | FMR LLC | 39,25339,253 | $24M | — | ADD 7% |
| 93 | Curi Capital, LLC | 38,03938,039 | $24M | — | — |
| 94 | CONNING INC. | 38,02238,022 | $23M | — | — |
| 95 | Kestra Advisory Services, LLC | 37,29337,293 | $23M | — | ADD 43% |
| 96 | JOHNSON INVESTMENT COUNSEL INC | 37,07637,076 | $23M | — | — |
| 97 | Cambridge Investment Research Advisors, Inc. | 37,04837,048 | $23M | — | ADD 9% |
| 98 | 1ST SOURCE BANK | 35,98035,980 | $22M | — | — |
| 99 | TSG Advice Partners, LLC | 35,38335,383 | $22M | — | TRIM -66% |
| 100 | BESSEMER GROUP INC | 34,64334,643 | $21M | — | TRIM -61% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2.1M | 2.3M | 2.2M | 2.1M | 2.1M | 2.0M | $1.3B |
| MORGAN STANLEY | 1.1M | 1.1M | 1.3M | 1.8M | 1.1M | 1.5M | $952M |
| WELLS FARGO & COMPANY/MN | 1.4M | 1.3M | 1.3M | 1.3M | 1.3M | 1.2M | $736M |
| NORTHERN TRUST CORP | 1.1M | 1.1M | 1.1M | 1.1M | 1.1M | 1.1M | $655M |
| US BANCORP \DE\ | 1.0M | 1.0M | 1.0M | 998K | 981K | 970K | $598M |
| GOLDMAN SACHS GROUP INC | 933K | 632K | 868K | 1.1M | 1.0M | 882K | $544M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 556K | 577K | 613K | 788K | 830K | 865K | $533M |
| Pathstone Holdings, LLC | 906K | 904K | 897K | 890K | 847K | 840K | $518M |
| PNC FINANCIAL SERVICES GROUP, INC. | 757K | 745K | 724K | 715K | 705K | 699K | $431M |
| UBS Group AG | 679K | 672K | 611K | 637K | 608K | 641K | $395M |
| RAYMOND JAMES FINANCIAL INC | 577K | 554K | 527K | 530K | 558K | 497K | $307M |
| BANK OF MONTREAL /CAN/ | 517K | 499K | 501K | 503K | 514K | 489K | $302M |
| BNP PARIBAS FINANCIAL MARKETS | 263K | 259K | 203K | 154K | 245K | 317K | $196M |
| ROYAL BANK OF CANADA | 492K | 364K | 875K | 340K | 352K | 300K | $185M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 378K | 218K | 122K | 237K | 633K | 299K | $184M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| MORGAN STANLEY | +427,942 | $264M | ADD |
| Generali Asset Management SPA SGR | +158,983 | $98M | OPEN |
| COMMERCE BANK | +114,538 | $71M | ADD |
| EP Wealth Advisors, LLC | +78,341 | $48M | ADD |
| BNP PARIBAS FINANCIAL MARKETS | +71,778 | $44M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | −334,544 | $206M | TRIM |
| Corient Private Wealth LLC | −251,545 | $155M | TRIM |
| HRT FINANCIAL LP | −247,021 | $152M | TRIM |
| WELLS FARGO & COMPANY/MN | −149,962 | $92M | TRIM |
| GOLDMAN SACHS GROUP INC | −146,259 | $90M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 1,434 | 24,859,073 | — | $15.3B |
| 2025-Q4 | 1,425 | 25,748,195 | — | $15.4B |
| 2025-Q3 | 1,360 | 26,049,556 | — | $15.2B |
| 2025-Q2 | 1,343 | 25,591,832 | — | $14.4B |
| 2025-Q1 | 1,354 | 25,154,594 | — | $13.4B |
| 2024-Q4 | 1,400 | 26,600,515 | — | $15.1B |
| 2024-Q3 | 1,310 | 27,227,559 | — | $14.2B |
| 2024-Q2 | 1,285 | 24,974,757 | — | $13.2B |
| 2024-Q1 | 1,290 | 28,856,315 | — | $15.9B |
| 2023-Q4 | 1,227 | 29,393,338 | — | $14.8B |
| 2023-Q3 | 1,152 | 27,346,052 | — | $12.5B |
| 2023-Q2 | 1,149 | 24,779,352 | — | $11.9B |
| 2023-Q1 | 1,132 | 24,873,558 | — | $11.3B |
| 2022-Q4 | 1,141 | 25,517,870 | — | $11.0B |
| 2022-Q3 | 1,047 | 23,558,425 | — | $9.5B |
| 2022-Q2 | 1,036 | 24,533,799 | — | $10.1B |
| 2022-Q1 | 1,096 | 24,829,539 | — | $12.2B |
| 2021-Q4 | 1,121 | 26,710,855 | — | $13.8B |
| 2021-Q3 | 1,019 | 25,715,343 | — | $12.4B |
| 2021-Q2 | 1,034 | 26,081,169 | — | $12.8B |
| 2021-Q1 | 1,022 | 26,358,071 | — | $12.3B |
| 2020-Q4 | 959 | 25,816,239 | — | $10.6B |
| 2020-Q3 | 847 | 26,925,636 | — | $8.4B |
| 2020-Q2 | 839 | 27,427,479 | — | $8.2B |
| 2020-Q1 | 816 | 29,908,541 | — | $7.8B |
| 2019-Q4 | 928 | 29,962,981 | — | $11.2B |
| 2019-Q3 | 843 | 29,935,207 | — | $10.5B |
| 2019-Q2 | 851 | 31,115,331 | — | $11.0B |
| 2019-Q1 | 853 | 31,639,476 | — | $10.9B |
| 2018-Q4 | 839 | 32,433,335 | — | $9.8B |
| 2018-Q3 | 830 | 34,558,039 | — | $12.1B |
| 2018-Q2 | 803 | 33,461,344 | — | $11.3B |
| 2018-Q1 | 807 | 32,921,103 | — | $11.2B |
| 2017-Q4 | 804 | 33,559,641 | — | $11.6B |
| 2017-Q3 | 691 | 32,159,900 | — | $10.5B |
| 2017-Q2 | 679 | 32,822,972 | — | $10.4B |
| 2017-Q1 | 688 | 36,153,962 | — | $11.3B |
| 2016-Q4 | 676 | 37,829,131 | — | $11.4B |
| 2016-Q3 | 605 | 33,764,881 | — | $9.5B |
| 2016-Q2 | 589 | 33,950,280 | — | $9.0B |
| 2016-Q1 | 582 | 33,124,785 | — | $8.7B |
| 2015-Q4 | 595 | 34,731,868 | — | $8.8B |
| 2015-Q3 | 555 | 31,454,936 | — | $7.6B |
| 2015-Q2 | 563 | 33,992,736 | — | $8.9B |
| 2015-Q1 | 572 | 31,708,298 | — | $8.5B |
| 2014-Q4 | 547 | 34,710,589 | — | $8.9B |
| 2014-Q3 | 502 | 32,120,330 | — | $7.7B |
| 2014-Q2 | 502 | 36,573,167 | — | $9.2B |
| 2014-Q1 | 513 | 37,414,590 | — | $9.1B |
| 2013-Q4 | 493 | 39,709,889 | — | $9.4B |
| 2013-Q3 | 434 | 40,676,657 | — | $9.0B |
| 2013-Q2 | 417 | 36,978,656 | — | $7.9B |
| 2013-Q1 | 28 | 4,194,468 | — | $880M |
