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Security record · archived quarter

MDST

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024
11Tracked holders
+2Δ holders
2.38MShares held
$68.62MReported value
+3New positions
−1Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +22.2% · share flow +30.0% · net new positions +18.2%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 1.18M +7.0% $34.01M 0.0% ▲ Add 3 SEC ↗
2 Morgan Stanley 559.25K +536.4% $16.12M 0.0% ▲ Add 2 SEC ↗
3 Rockefeller Capital Management L.P. 202.46K +7.4% $5.84M 0.0% ▲ Add 3 SEC ↗
4 Stifel Financial Corp 158.83K +15.2% $4.58M 0.0% ▲ Add 3 SEC ↗
5 Royal Bank Of Canada 113.47K +29.2% $3.27M 0.0% ▲ Add 3 SEC ↗
6 Commonwealth Equity Services, Llc 88.63K +35.1% $2.56M 0.0% ▲ Add 3 SEC ↗
7 Osaic Holdings, Inc. 43.35K +86.5% $1.25M 0.0% ▲ Add 3 SEC ↗
8 Osaic Holdings, Inc. 43.35K +86.5% $1.25M 0.0% ▲ Add 3 SEC ↗
9 Jane Street Group, Llc 24.72K New $712,706 0.0% New 1 SEC ↗
10 Envestnet Asset Management Inc 9.54K -4.0% $274,894 0.0% ▼ Trim 2 SEC ↗
11 JPMorgan Chase 462 New $13,375 0.0% New 1 SEC ↗
12 Simplex Trading, Llc 10 New $288 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

Jane Street Group, Llc $712,706 0.0%
JPMorgan Chase $13,375 0.0%
Simplex Trading, Llc $288 0.0%

Exited

UBS Group AG $21,650 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.

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 · Get this via the API