% of shares outstanding is not shown for MDYG: 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 MDYG in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 1.8M | 1.8M | 1.8M | 1.8M | 1.8M | 1.6M | $150M |
| Financial Engines Advisors L.L.C. | 1.4M | 1.3M | 1.4M | 1.3M | 1.3M | 1.3M | $121M |
| AE Wealth Management LLC | 646K | 731K | 740K | 860K | 1.1M | 1.2M | $117M |
| NorthRock Partners, LLC | 998K | 1.0M | 1.1M | 1.1M | 1.1M | 1.1M | $104M |
| MORGAN STANLEY | 474K | 575K | 474K | 675K | 768K | 846K | $81M |
| Convergence Financial, LLC | 227K | 231K | 246K | 262K | 269K | 549K | $53M |
| RAYMOND JAMES FINANCIAL INC | 288K | 345K | 397K | 426K | 464K | 501K | $48M |
| ENVESTNET ASSET MANAGEMENT INC | 623K | 770K | 456K | 466K | 151K | 461K | $44M |
| Private Advisor Group, LLC | 234K | 255K | 263K | 262K | 303K | 426K | $41M |
| JONES FINANCIAL COMPANIES LLLP | 118K | 169K | 226K | 248K | 337K | 386K | $36M |
| First National Trust Co | 359K | 332K | 347K | 370K | 362K | 357K | $34M |
| Rehmann Capital Advisory Group | 261K | 289K | 317K | 320K | 331K | 353K | $34M |
| GHP Investment Advisors, Inc. | 291K | 299K | 308K | 316K | 324K | 330K | $32M |
| Klingman & Associates, LLC | 300K | 303K | 328K | 326K | 326K | 324K | $31M |
| Avantax Planning Partners, Inc. | 292K | 216K | 218K | 245K | 288K | 322K | $31M |
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 | |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +309,344 | $30M | ADD |
| Convergence Financial, LLC | +279,726 | $27M | ADD |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | +180,601 | $17M | OPEN |
| AE Wealth Management LLC | +134,745 | $13M | ADD |
| Private Advisor Group, LLC | +122,989 | $12M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| FAS Wealth Partners, Inc. | −497,231 | $48M | CLOSE |
| STIFEL FINANCIAL CORP | −336,809 | $32M | TRIM |
| Corient Private Wealth LLC | −285,808 | $27M | TRIM |
| BENJAMIN EDWARDS INC | −276,200 | $27M | TRIM |
| UNIVEST FINANCIAL Corp | −199,598 | $19M | 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 | 395 | 18,716,884 | — | $1.8B |
| 2025-Q4 | 386 | 19,288,369 | — | $1.8B |
| 2025-Q3 | 387 | 19,089,299 | — | $1.7B |
| 2025-Q2 | 391 | 19,084,009 | — | $1.6B |
| 2025-Q1 | 378 | 23,908,350 | — | $1.9B |
| 2024-Q4 | 387 | 24,085,643 | — | $2.1B |
| 2024-Q3 | 368 | 23,684,038 | — | $2.1B |
| 2024-Q2 | 364 | 21,930,416 | — | $1.8B |
| 2024-Q1 | 367 | 29,043,812 | — | $2.5B |
| 2023-Q4 | 325 | 23,603,130 | — | $1.8B |
| 2023-Q3 | 298 | 19,795,198 | — | $1.4B |
| 2023-Q2 | 296 | 19,702,939 | — | $1.4B |
| 2023-Q1 | 300 | 18,144,571 | — | $1.2B |
| 2022-Q4 | 293 | 17,516,514 | — | $1.1B |
| 2022-Q3 | 258 | 14,405,760 | — | $850M |
| 2022-Q2 | 264 | 15,171,536 | — | $915M |
| 2022-Q1 | 269 | 15,926,843 | — | $1.2B |
| 2021-Q4 | 283 | 15,460,450 | — | $1.2B |
| 2021-Q3 | 251 | 15,073,549 | — | $1.1B |
| 2021-Q2 | 254 | 14,556,787 | — | $1.1B |
| 2021-Q1 | 251 | 14,947,178 | — | $1.1B |
| 2020-Q4 | 245 | 24,430,904 | — | $1.7B |
| 2020-Q3 | 216 | 16,701,688 | — | $968M |
| 2020-Q2 | 220 | 31,858,481 | — | $1.7B |
| 2020-Q1 | 224 | 11,719,187 | — | $507M |
| 2019-Q4 | 234 | 10,296,826 | — | $607M |
| 2019-Q3 | 190 | 20,511,876 | — | $1.1B |
| 2019-Q2 | 188 | 11,420,933 | — | $637M |
| 2019-Q1 | 190 | 11,033,130 | — | $600M |
| 2018-Q4 | 179 | 10,645,920 | — | $493M |
| 2018-Q3 | 171 | 9,085,036 | — | $493M |
| 2018-Q2 | 161 | 12,600,186 | — | $694M |
| 2018-Q1 | 158 | 2,651,469 | — | $435M |
| 2017-Q4 | 145 | 2,151,029 | — | $356M |
| 2017-Q3 | 102 | 1,864,520 | — | $296M |
| 2017-Q2 | 93 | 1,756,211 | — | $272M |
| 2017-Q1 | 82 | 1,746,536 | — | $263M |
| 2016-Q4 | 79 | 1,697,664 | — | $246M |
| 2016-Q3 | 73 | 1,023,709 | — | $151M |
| 2016-Q2 | 69 | 886,307 | — | $127M |
| 2016-Q1 | 65 | 669,386 | — | $78M |
| 2015-Q4 | 68 | 993,981 | — | $135M |
| 2015-Q3 | 54 | 681,800 | — | $80M |
| 2015-Q2 | 50 | 521,647 | — | $74M |
| 2015-Q1 | 49 | 511,905 | — | $74M |
| 2014-Q4 | 44 | 419,911 | — | $58M |
| 2014-Q3 | 43 | 423,114 | — | $58M |
| 2014-Q2 | 42 | 386,441 | — | $55M |
| 2014-Q1 | 39 | 369,734 | — | $52M |
| 2013-Q4 | 38 | 383,340 | — | $53M |
| 2013-Q3 | 33 | 347,750 | — | $46M |
| 2013-Q2 | 23 | 340,074 | — | $40M |
| 2013-Q1 | 3 | 4,339 | — | $414,000 |
