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Security record · archived quarter

MDV

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
40Tracked holders
-1Δ holders
2.00MShares held
$28.76MReported value
+0New positions
−1Exits
Stable 6 quarters of rising tracked shares ●●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.4% · share flow +1.7% · net new positions -2.5%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 42 +2 2.40M $41.74M +5 −3
Q1 2026 42 +2 2.02M $28.87M +4 −2
Q4 2025 40 -1 2.00M $28.76M −1
Q3 2025 12 0 1.57M $22.95M +2 −2
Q2 2025 9 +1 1.49M $21.00M +1
Q1 2025 5 0 382.88K $6.15M
Q4 2024 5 0 260.06K $3.87M +1 −1
Q3 2024 4 -1 216.50K $3.64M −1
Q2 2024 5 168.55K $2.38M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 545.77K +4.6% $7.85M 0.0% ▲ Add 3 SEC ↗
2 BlackRock (passive) 545.77K +4.6% $7.85M 0.0% ▲ Add 3 SEC ↗
3 BlackRock (passive) 545.77K +4.6% $7.85M 0.0% ▲ Add 3 SEC ↗
4 BlackRock (passive) 545.77K +4.6% $7.85M 0.0% ▲ Add 3 SEC ↗
5 BlackRock (passive) 545.77K +4.6% $7.85M 0.0% ▲ Add 3 SEC ↗
6 BlackRock (passive) 545.77K +4.6% $7.85M 0.0% ▲ Add 3 SEC ↗
7 BlackRock (passive) 545.77K +4.6% $7.85M 0.0% ▲ Add 3 SEC ↗
8 The Vanguard Group (passive) 490.88K -0.8% $7.06M 0.0% ▼ Trim 3 SEC ↗
9 The Vanguard Group (passive) 490.88K -0.8% $7.06M 0.0% ▼ Trim 3 SEC ↗
10 The Vanguard Group (passive) 490.88K -0.8% $7.06M 0.0% ▼ Trim 3 SEC ↗
11 Geode Capital Management (passive) 226.51K 0.0% $3.26M 0.0% ▼ Trim 7 SEC ↗
12 Geode Capital Management (passive) 226.51K 0.0% $3.26M 0.0% ▼ Trim 7 SEC ↗
13 State Street Global Advisors (passive) 120.79K +12.0% $1.75M 0.0% ▲ Add 5 SEC ↗
14 Dimensional Fund Advisors Lp 69.76K $1.00M 0.0% n/c 1 SEC ↗
15 Dimensional Fund Advisors Lp 69.76K $1.00M 0.0% n/c 1 SEC ↗
16 Dimensional Fund Advisors Lp 69.76K $1.00M 0.0% n/c 1 SEC ↗
17 Northern Trust Corp 69.15K $995,097 0.0% n/c 1 SEC ↗
18 Northern Trust Corp 69.15K $995,097 0.0% n/c 1 SEC ↗
19 Northern Trust Corp 69.15K $995,097 0.0% n/c 1 SEC ↗
20 Renaissance Technologies 66.00K -8.0% $949,711 0.0% ▼ Trim 7 SEC ↗
21 Two Sigma Investments 60.44K +7.3% $869,717 0.0% ▲ Add 2 SEC ↗
22 Morgan Stanley 36.77K +28.0% $529,089 0.0% ▲ Add 2 SEC ↗
23 Morgan Stanley 36.77K +28.0% $529,089 0.0% ▲ Add 2 SEC ↗
24 Morgan Stanley 36.77K +28.0% $529,089 0.0% ▲ Add 2 SEC ↗
25 Morgan Stanley 36.77K +28.0% $529,089 0.0% ▲ Add 2 SEC ↗
26 Morgan Stanley 36.77K +28.0% $529,089 0.0% ▲ Add 2 SEC ↗
27 Morgan Stanley 36.77K +28.0% $529,089 0.0% ▲ Add 2 SEC ↗
28 Morgan Stanley 36.77K +28.0% $529,089 0.0% ▲ Add 2 SEC ↗
29 Goldman Sachs Group 31.78K +154.7% $457,271 0.0% ▲ Add 2 SEC ↗
30 Goldman Sachs Group 31.78K +154.7% $457,271 0.0% ▲ Add 2 SEC ↗
31 Charles Schwab Investment… 31.34K $451,026 0.0% n/c 1 SEC ↗
32 UBS Group AG 28.43K $409,078 0.0% n/c 1 SEC ↗
33 UBS Group AG 28.43K $409,078 0.0% n/c 1 SEC ↗
34 UBS Group AG 28.43K $409,078 0.0% n/c 1 SEC ↗
35 LPL Financial LLC 28.18K $405,465 0.0% n/c 1 SEC ↗
36 Bank of New York Mellon Corp 23.51K $338,297 0.0% n/c 1 SEC ↗
37 Bank of New York Mellon Corp 23.51K $338,297 0.0% n/c 1 SEC ↗
38 Bank of New York Mellon Corp 23.51K $338,297 0.0% n/c 1 SEC ↗
39 Bank of New York Mellon Corp 23.51K $338,297 0.0% n/c 1 SEC ↗
40 Barclays Plc 18.09K $260,286 0.0% n/c 1 SEC ↗
41 Bank Of America Corp /De/ 16.49K $237,335 0.0% n/c 1 SEC ↗
42 Bank Of America Corp /De/ 16.49K $237,335 0.0% n/c 1 SEC ↗
43 Nomura Asset Management Co Ltd 14.10K $202,899 0.0% n/c 1 SEC ↗
44 Asset Management One Co., Ltd. 12.60K $183,553 0.0% n/c 1 SEC ↗
45 Nuveen, LLC 12.20K $175,544 0.0% n/c 1 SEC ↗
46 Rhumbline Advisers 11.86K $170,632 0.0% n/c 1 SEC ↗
47 AQR Capital Management 11.52K -0.8% $165,790 0.0% ▼ Trim 2 SEC ↗
48 AQR Capital Management 11.52K -0.8% $165,790 0.0% ▼ Trim 2 SEC ↗
49 AQR Capital Management 11.52K -0.8% $165,790 0.0% ▼ Trim 2 SEC ↗
50 AQR Capital Management 11.52K -0.8% $165,790 0.0% ▼ Trim 2 SEC ↗
51 Sumitomo Mitsui Trust Group, Inc. 11.17K $160,736 0.0% n/c 1 SEC ↗
52 Wells Fargo & Company/Mn 10.49K $150,925 0.0% n/c 1 SEC ↗
53 Wells Fargo & Company/Mn 10.49K $150,925 0.0% n/c 1 SEC ↗
54 Wells Fargo & Company/Mn 10.49K $150,925 0.0% n/c 1 SEC ↗
55 JPMorgan Chase 9.46K -57.1% $136,072 0.0% ▼ Trim 2 SEC ↗
56 JPMorgan Chase 9.46K -57.1% $136,072 0.0% ▼ Trim 2 SEC ↗
57 JPMorgan Chase 9.46K -57.1% $136,072 0.0% ▼ Trim 2 SEC ↗
58 JPMorgan Chase 9.46K -57.1% $136,072 0.0% ▼ Trim 2 SEC ↗
59 Mitsubishi UFJ Asset Management… 5.96K $85,826 0.0% n/c 1 SEC ↗
60 Cwm, Llc 5.79K $83,000 0.0% n/c 1 SEC ↗
61 Osaic Holdings, Inc. 5.74K $82,642 0.0% n/c 1 SEC ↗
62 New York State Common Retirement… 5.40K $77,706 0.0% n/c 1 SEC ↗
63 MIRAE ASSET GLOBAL ETFS HOLDINGS… 4.35K $62,625 0.0% n/c 1 SEC ↗
64 Daiwa Securities Group Inc. 3.17K $46,000 0.0% n/c 1 SEC ↗
65 Royal Bank Of Canada 2.21K $32,000 0.0% n/c 1 SEC ↗
66 Royal Bank Of Canada 2.21K $32,000 0.0% n/c 1 SEC ↗
67 Royal Bank Of Canada 2.21K $32,000 0.0% n/c 1 SEC ↗
68 Bnp Paribas Financial Markets 2.13K $30,665 0.0% n/c 1 SEC ↗
69 Russell Investments Group, Ltd. 1.76K $25,384 0.0% n/c 1 SEC ↗
70 Russell Investments Group, Ltd. 1.76K $25,384 0.0% n/c 1 SEC ↗
71 Jones Financial Companies Lllp 1.48K $21,283 0.0% n/c 1 SEC ↗
72 Legal & General Group Plc 845 $12,160 0.0% n/c 1 SEC ↗
73 California State Teachers… 572 $8,231 0.0% n/c 1 SEC ↗
74 Pnc Financial Services Group, Inc. 408 $5,871 0.0% n/c 1 SEC ↗
75 Pnc Financial Services Group, Inc. 408 $5,871 0.0% n/c 1 SEC ↗
76 Pnc Financial Services Group, Inc. 408 $5,871 0.0% n/c 1 SEC ↗
77 Fidelity (FMR) 376 -81.0% $5,415 0.0% ▼ Trim 3 SEC ↗
78 Fidelity (FMR) 376 -81.0% $5,415 0.0% ▼ Trim 3 SEC ↗
79 Citigroup Inc 212 $3,051 0.0% n/c 1 SEC ↗
80 Northwestern Mutual Wealth… 20 $288 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

Citadel Advisors $159,005 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 85 holders, 2.74M shares, $37.99M 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: Q4 2025 · Methodology · Get this via the API