Security record · archived quarter
MDLV
name pending profile ingest
4Tracked holders
0Δ holders
587.98KShares held
$18.06MReported value
+1New positions
−1Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 573.57K | +3.9% | $17.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Goldman Sachs Group ✦ | 7.95K | 0.0% | $244,217 | 0.0% | Held | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 5.45K | New | $168,583 | 0.0% | New | 1 | SEC ↗ |
| 4 | UBS Group AG | 1.00K | -30.4% | $30,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $168,583 | 0.0% |
Exited
| Hrt Financial Lp | $258,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 9 holders, 1.16M shares, $34.67M 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: Q2 2026 ·
Methodology ·
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