MDST
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -12.5% ·
share flow 0.0% ·
net new positions -14.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | +2 | 2.38M | $68.62M | +3 | −1 |
| Q1 2026 | 9 | +2 | 1.70M | $48.73M | +3 | −1 |
| Q4 2025 | 7 | -1 | 1.40M | $36.88M | — | −1 |
| Q3 2025 | 1 | -1 | 1 | $28 | — | −1 |
| Q2 2025 | 1 | +1 | 19.37K | $524,842 | +1 | — |
| Q4 2024 | 1 | +1 | 10.06K | $274,355 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.02M | — | $27.02M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Stifel Financial Corp | 115.11K | — | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Rockefeller Capital Management L.P. | 94.05K | — | $2.48M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Royal Bank Of Canada | 81.88K | — | $2.16M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Jane Street Group, Llc | 43.06K | — | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 24.94K | — | $658,970 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 14.17K | — | $374,320 | 0.0% | n/c | 1 | 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
| Morgan Stanley | $28 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 4.20M shares, $114.24M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.