Security record · archived quarter
MDIV
name pending profile ingest
2Tracked holders
-1Δ holders
845.94KShares held
$13.57MReported value
+0New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -3 | 6.60M | $109.11M | — | −3 |
| Q1 2026 | 27 | +3 | 5.98M | $96.65M | +3 | — |
| Q4 2025 | 24 | +1 | 5.97M | $93.80M | +1 | — |
| Q3 2025 | 2 | -1 | 845.94K | $13.57M | — | −1 |
| Q2 2025 | 2 | 0 | 10.86K | $171,640 | — | — |
| Q1 2025 | 1 | 0 | 43.90K | $717,854 | — | — |
| Q4 2024 | 1 | 0 | 17.06K | $275,551 | — | — |
| Q3 2024 | 1 | 0 | 32.28K | $536,866 | — | — |
| Q2 2024 | 1 | — | 22.30K | $350,534 | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 845.74K | — | $13.57M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 845.74K | — | $13.57M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 198 | +0.5% | $3,184 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $168,519 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 95 holders, 8.88M shares, $138.61M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
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