MDST
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +28.6% ·
share flow +22.0% ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 | 1.10M | +7.8% | $31.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Rockefeller Capital Management L.P. | 188.45K | +100.4% | $5.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Stifel Financial Corp | 137.93K | +19.8% | $3.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 87.88K | New | $2.51M | 0.0% | New | 1 | SEC ↗ |
| 5 | Royal Bank Of Canada | 87.80K | +7.2% | $2.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 65.60K | +363.0% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 23.24K | -6.8% | $664,908 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 9.93K | New | $284,027 | 0.0% | New | 1 | SEC ↗ |
| 9 | UBS Group AG | 757 | New | $21,650 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Morgan Stanley | $2.51M | 0.0% |
| Envestnet Asset Management Inc | $284,027 | 0.0% |
| UBS Group AG | $21,650 | 0.0% |
Exited
| Jane Street Group, Llc | $1.14M | 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.