Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree MDYV Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding MDYV

On this page, we present all of the funds holding MDYV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding MDYV, with a link to that fund's top holdings. The next columns indicate the amount of MDYV stock held by each of the funds holding MDYV, followed by the MDYV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 365 funds holding MDYV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Wealth Enhancement Advisory Services LLC. For more details on the positions held by Wealth Enhancement Advisory Services LLC (or by any of the other funds holding MDYV), click the fund name in the "Holder" column of the funds-holding-MDYV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Wealth Enhancement Advisory Services LLC2,064,689$181,404 12/31/2025
     MDYV2,064,689$181,404 12/31/2025
NorthRock Partners LLC1,320,638$110,154 09/30/2025
     MDYV1,320,638$110,154 09/30/2025
Financial Engines Advisors L.L.C.1,278,881$106,671 09/30/2025
     MDYV1,278,881$106,671 09/30/2025
LPL Financial LLC1,040,934$86,824 09/30/2025
     MDYV1,040,934$86,824 09/30/2025
Honkamp Krueger Financial Services Inc.893,442$75,630 12/31/2025
     MDYV893,442$75,630 12/31/2025
AE Wealth Management LLC858,798$72,697 12/31/2025
     MDYV858,798$72,697 12/31/2025
Lutz Financial Services LLC783,438$66,318 12/31/2025
     MDYV783,438$66,318 12/31/2025
Morgan Stanley666,227$55,570 09/30/2025
     MDYV666,227$55,570 09/30/2025
Financial Advisory Service Inc.599,515$50,006 09/30/2025
     MDYV599,515$50,006 09/30/2025
Stifel Financial Corp572,940$47,789 09/30/2025
     MDYV572,940$47,789 09/30/2025
TIAA Trust National Association533,069$44,463 09/30/2025
     MDYV533,069$44,463 09/30/2025
Wells Fargo & Company MN477,204$39,804 09/30/2025
     MDYV477,204$39,804 09/30/2025
Canandaigua National Bank & Trust Co.406,771$34,433 12/31/2025
     MDYV406,771$34,433 12/31/2025
Klingman & Associates LLC371,154$31,418 12/31/2025
     MDYV371,154$31,418 12/31/2025
First Pacific Financial369,750$31,299 12/31/2025
     MDYV369,750$31,299 12/31/2025
First National Trust Co357,494$29,819 09/30/2025
     MDYV357,494$29,819 09/30/2025
Cetera Investment Advisers328,242$27,379 09/30/2025
     MDYV328,242$27,379 09/30/2025
HighTower Advisors LLC313,909$26,572 12/31/2025
     MDYV313,909$26,572 12/31/2025
Convergence Financial LLC299,475$24,979 09/30/2025
     MDYV299,475$24,979 09/30/2025
Equitable Holdings Inc.296,490$24,730 09/30/2025
     MDYV296,490$24,730 09/30/2025
GHP Investment Advisors Inc.281,638$23,841 12/31/2025
     MDYV281,638$23,841 12/31/2025
Asset Dedication LLC232,310$19,665 12/31/2025
     MDYV232,310$19,665 12/31/2025
Goldman Sachs Group Inc.224,485$18,724 09/30/2025
     MDYV224,485$18,724 09/30/2025
Rodgers & Associates LTD220,040$18,626 12/31/2025
     MDYV220,040$18,626 12/31/2025
Benjamin Edwards Inc.203,436$17,222 12/31/2025
     MDYV203,436$17,222 12/31/2025
Mercer Global Advisors Inc. ADV205,824$17,168 09/30/2025
     MDYV205,824$17,168 09/30/2025
CWM LLC201,385$17,047 12/31/2025
     MDYV201,385$17,047 12/31/2025
Jones Financial Companies Lllp196,152$16,363 09/30/2025
     MDYV196,152$16,363 09/30/2025
IHT Wealth Management LLC180,997$15,097 09/30/2025
     MDYV180,997$15,097 09/30/2025
ERn Financial LLC175,750$14,877 12/31/2025
     MDYV175,750$14,877 12/31/2025
Balanced Wealth Group LLC156,582$13,118 12/31/2025
     MDYV156,582$13,118 12/31/2025
MML Investors Services LLC155,355$12,958 09/30/2025
     MDYV155,355$12,958 09/30/2025
McAdam LLC150,744$12,574 09/30/2025
     MDYV150,744$12,574 09/30/2025
Signet Financial Management LLC132,560$11,221 12/31/2025
     MDYV132,560$11,221 12/31/2025
Michael S. Ryan Inc.123,862$10,485 12/31/2025
     MDYV123,862$10,485 12/31/2025
Private Wealth Management Group LLC122,998$10,412 12/31/2025
     MDYV122,998$10,412 12/31/2025
Cary Street Partners Financial LLC121,102$10,101 09/30/2025
     MDYV121,102$10,101 09/30/2025
Alesco Advisors LLC115,831$9,805 12/31/2025
     MDYV115,831$9,805 12/31/2025
Ameriprise Financial Inc.116,255$9,697 09/30/2025
     MDYV116,255$9,697 09/30/2025
Mariner LLC112,913$9,418 09/30/2025
     MDYV112,913$9,418 09/30/2025
Commonwealth Equity Services LLC108,513$9,051 09/30/2025
     MDYV108,513$9,051 09/30/2025
JNBA Financial Advisors98,958$8,377 12/31/2025
     MDYV98,958$8,377 12/31/2025
Total Wealth Planning LLC99,704$8,316 09/30/2025
     MDYV99,704$8,316 09/30/2025
Advisor Group Holdings Inc.96,669$8,097 09/30/2025
     MDYV96,669$8,097 09/30/2025
Prestige Wealth Management Group LLC96,744$8,069 09/30/2025
     MDYV96,744$8,069 09/30/2025
Capital Wealth Management LLC90,908$7,695 12/31/2025
     MDYV90,908$7,695 12/31/2025
MONECO Advisors LLC89,334$7,562 12/31/2025
     MDYV89,334$7,562 12/31/2025
WealthShield Partners LLC86,990$7,364 12/31/2025
     MDYV86,990$7,364 12/31/2025
WCG Wealth Advisors LLC83,758$6,986 09/30/2025
     MDYV83,758$6,986 09/30/2025
Private Advisor Group LLC82,766$6,904 09/30/2025
     MDYV82,766$6,904 09/30/2025
IAG Wealth Partners LLC82,132$6,851 09/30/2025
     MDYV82,132$6,851 09/30/2025
Confluence Investment Management LLC77,804$6,586 12/31/2025
     MDYV77,804$6,586 12/31/2025
Raymond James Financial Inc.75,622$6,308 09/30/2025
     MDYV75,622$6,308 09/30/2025
Sage Financial Group Inc.73,545$6,226 12/31/2025
     MDYV73,545$6,226 12/31/2025
Nelson Van Denburg & Campbell Wealth Management Group LLC73,232$6,199 12/31/2025
     MDYV73,232$6,199 12/31/2025
Bank of America Corp DE73,486$6,129 09/30/2025
     MDYV73,486$6,129 09/30/2025
Rockbridge Investment Management LCC72,165$6,109 12/31/2025
     MDYV72,165$6,109 12/31/2025
Pathstone Holdings LLC69,328$5,783 09/30/2025
     MDYV69,328$5,783 09/30/2025
May Barnhard Investments LLC67,812$5,740 12/31/2025
     MDYV67,812$5,740 12/31/2025
Diligent Investors LLC65,244$5,523 12/31/2025
     MDYV65,244$5,523 12/31/2025
Chicago Partners Investment Group LLC57,297$5,095 12/31/2025
     MDYV57,297$5,095 12/31/2025
Redwood Investment Management LLC60,484$5,045 09/30/2025
     MDYV60,484$5,045 09/30/2025
Gladstone Institutional Advisory LLC59,871$4,994 09/30/2025
     MDYV59,871$4,994 09/30/2025
RTD Financial Advisors Inc.54,965$4,653 12/31/2025
     MDYV54,965$4,653 12/31/2025
Koss Olinger Consulting LLC56,977$4,526 09/30/2025
     MDYV56,977$4,526 09/30/2025
Modera Wealth Management LLC50,618$4,285 12/31/2025
     MDYV50,618$4,285 12/31/2025
Marotta Asset Management49,377$4,180 12/31/2025
     MDYV49,377$4,180 12/31/2025
BNP Paribas Arbitrage SA50,000$4,170 09/30/2025
     MDYV50,000$4,170 09/30/2025
Canandaigua National Trust Co of Florida46,834$3,964 12/31/2025
     MDYV46,834$3,964 12/31/2025
Capital Analysts LLC47,422$3,956 09/30/2025
     MDYV47,422$3,956 09/30/2025
Wealthcare Advisory Partners LLC46,141$3,906 12/31/2025
     MDYV46,141$3,906 12/31/2025
Bailard Inc.45,157$3,823 12/31/2025
     MDYV45,157$3,823 12/31/2025
Montz Harcus Wealth Management LLC44,963$3,806 12/31/2025
     MDYV44,963$3,806 12/31/2025
UBS Group AG44,901$3,801 12/31/2025
     MDYV44,901$3,801 12/31/2025
Geneos Wealth Management Inc.44,188$3,741 12/31/2025
     MDYV44,188$3,741 12/31/2025
JPMorgan Chase & Co.44,510$3,713 09/30/2025
     MDYV44,510$3,713 09/30/2025
Royal Bank of Canada41,680$3,476 09/30/2025
     MDYV41,680$3,476 09/30/2025
Envestnet Asset Management Inc.41,378$3,451 09/30/2025
     MDYV41,378$3,451 09/30/2025
Steward Partners Investment Advisory LLC36,439$3,039 09/30/2025
     MDYV36,439$3,039 09/30/2025
Townsquare Capital LLC36,346$3,032 09/30/2025
     MDYV36,346$3,032 09/30/2025
Occidental Asset Management LLC34,509$2,921 12/31/2025
     MDYV34,509$2,921 12/31/2025
Bill Few Associates Inc.34,137$2,890 12/31/2025
     MDYV34,137$2,890 12/31/2025
Koshinski Asset Management Inc.33,833$2,864 12/31/2025
     MDYV33,833$2,864 12/31/2025
Fidelis Capital Partners LLC33,117$2,762 09/30/2025
     MDYV33,117$2,762 09/30/2025
Cambridge Investment Research Advisors Inc.32,380$2,741 12/31/2025
     MDYV32,380$2,741 12/31/2025
Waller Financial Planning Group Inc.31,733$2,686 12/31/2025
     MDYV31,733$2,686 12/31/2025
Ignite Planners LLC30,266$2,667 12/31/2025
     MDYV30,266$2,667 12/31/2025
Courage Miller Partners LLC30,879$2,614 12/31/2025
     MDYV30,879$2,614 12/31/2025
Advisor OS LLC30,348$2,569 12/31/2025
     MDYV30,348$2,569 12/31/2025
Creative Planning29,853$2,490 09/30/2025
     MDYV29,853$2,490 09/30/2025
Brookstone Capital Management29,010$2,456 12/31/2025
     MDYV29,010$2,456 12/31/2025
Shum Financial Group Inc.28,112$2,380 12/31/2025
     MDYV28,112$2,380 12/31/2025
CX Institutional27,792$2,353 12/31/2025
     MDYV27,792$2,353 12/31/2025
Intrua Financial LLC27,630$2,339 12/31/2025
     MDYV27,630$2,339 12/31/2025
Garden State Investment Advisory Services LLC27,745$2,314 09/30/2025
     MDYV27,745$2,314 09/30/2025
Captrust Financial Advisors27,682$2,309 09/30/2025
     MDYV27,682$2,309 09/30/2025
Kingswood Wealth Advisors LLC27,057$2,290 12/31/2025
     MDYV27,057$2,290 12/31/2025
Titleist Asset Management LLC27,359$2,282 09/30/2025
     MDYV27,359$2,282 09/30/2025
Barden Capital Management Inc.25,990$2,200 12/31/2025
     MDYV25,990$2,200 12/31/2025
Lodestar Private Asset Management LLC24,934$2,111 12/31/2025
     MDYV24,934$2,111 12/31/2025
Payne Capital Management LLC23,640$2,001 12/31/2025
     MDYV23,640$2,001 12/31/2025
GWM Advisors LLC23,856$1,990 09/30/2025
     MDYV23,856$1,990 09/30/2025
Truist Financial Corp23,342$1,976 12/31/2025
     MDYV23,342$1,976 12/31/2025
MY Purposeful Wealth CORP.23,225$1,966 12/31/2025
     MDYV23,225$1,966 12/31/2025
Courier Capital LLC23,017$1,948 12/31/2025
     MDYV23,017$1,948 12/31/2025
Kestra Advisory Services LLC23,184$1,934 09/30/2025
     MDYV23,184$1,934 09/30/2025
Aptus Capital Advisors LLC22,674$1,891 09/30/2025
     MDYV22,674$1,891 09/30/2025
Financial Guidance Group Inc.21,834$1,848 12/31/2025
     MDYV21,834$1,848 12/31/2025
Merit Financial Group LLC21,399$1,811 12/31/2025
     MDYV21,399$1,811 12/31/2025
Personal Resources Investment & Strategic Management Inc.20,977$1,776 12/31/2025
     MDYV20,977$1,776 12/31/2025
Accurate Wealth Management LLC19,407$1,723 12/31/2025
     MDYV19,407$1,723 12/31/2025
Buckingham Strategic Partners20,500$1,710 09/30/2025
     MDYV20,500$1,710 09/30/2025
Great Valley Advisor Group Inc.20,224$1,687 09/30/2025
     MDYV20,224$1,687 09/30/2025
Sontag Advisory LLC19,815$1,653 09/30/2025
     MDYV19,815$1,653 09/30/2025
Cooke Wealth Management LLC18,575$1,650 12/31/2025
     MDYV18,575$1,650 12/31/2025
We Are One Seven LLC19,455$1,647 12/31/2025
     MDYV19,455$1,647 12/31/2025
Salomon & Ludwin LLC18,789$1,631 12/31/2025
     MDYV18,789$1,631 12/31/2025
Elevated Capital Advisors LLC19,045$1,612 12/31/2025
     MDYV19,045$1,612 12/31/2025
Mach 1 Financial Group Inc.19,036$1,611 12/31/2025
     MDYV19,036$1,611 12/31/2025
Collective Family Office LLC18,139$1,535 12/31/2025
     MDYV18,139$1,535 12/31/2025
Cambridge Financial Group LLC18,447$1,495 12/31/2025
     MDYV18,447$1,495 12/31/2025
Stratos Wealth Advisors LLC17,652$1,494 12/31/2025
     MDYV17,652$1,494 12/31/2025
AQR Capital Management LLC17,892$1,492 09/30/2025
     MDYV17,892$1,492 09/30/2025
CWA Asset Management Group LLC17,350$1,469 12/31/2025
     MDYV17,350$1,469 12/31/2025
Acorn Financial Advisory Services Inc. ADV17,295$1,464 12/31/2025
     MDYV17,295$1,464 12/31/2025
MAI Capital Management17,136$1,429 09/30/2025
     MDYV17,136$1,429 09/30/2025
HF Advisory Group LLC16,223$1,373 12/31/2025
     MDYV16,223$1,373 12/31/2025
Omega Financial Group LLC16,151$1,367 12/31/2025
     MDYV16,151$1,367 12/31/2025
Farther Finance Advisors LLC16,116$1,364 12/31/2025
     MDYV16,116$1,364 12/31/2025
Berman McAleer LLC16,042$1,358 12/31/2025
     MDYV16,042$1,358 12/31/2025
SILVER OAK SECURITIES Inc15,526$1,327 12/31/2025
     MDYV15,526$1,327 12/31/2025
Cary Street Partners Investment Advisory LLC15,879$1,324 09/30/2025
     MDYV15,879$1,324 09/30/2025
Colony Group LLC15,792$1,317 09/30/2025
     MDYV15,792$1,317 09/30/2025
American Financial & Tax Strategies Inc.14,966$1,267 12/31/2025
     MDYV14,966$1,267 12/31/2025
Visionary Wealth Advisors15,066$1,257 09/30/2025
     MDYV15,066$1,257 09/30/2025
Juncture Wealth Strategies LLC14,604$1,236 12/31/2025
     MDYV14,604$1,236 12/31/2025
Kingsview Wealth Management LLC14,628$1,220 09/30/2025
     MDYV14,628$1,220 09/30/2025
Pure Financial Advisors Inc.14,274$1,208 12/31/2025
     MDYV14,274$1,208 12/31/2025
Brown Advisory Inc.14,121$1,178 09/30/2025
     MDYV14,121$1,178 09/30/2025
Onyx Bridge Wealth Group LLC14,091$1,175 09/30/2025
     MDYV14,091$1,175 09/30/2025
Brady Martz Wealth Solutions LLC13,510$1,144 12/31/2025
     MDYV13,510$1,144 12/31/2025
LTG Capital LLC13,132$1,095 09/30/2025
     MDYV13,132$1,095 09/30/2025
Allworth Financial LP12,816$1,085 12/31/2025
     MDYV12,816$1,085 12/31/2025
HFG Advisors Inc.12,856$1,072 09/30/2025
     MDYV12,856$1,072 09/30/2025
Cullen Frost Bankers Inc.12,000$1,016 12/31/2025
     MDYV12,000$1,016 12/31/2025
Lewis Asset Management LLC11,805$999 12/31/2025
     MDYV11,805$999 12/31/2025
Milestone Asset Management Group LLC11,555$978 12/31/2025
     MDYV11,555$978 12/31/2025
Krilogy Financial LLC10,817$960 12/31/2025
     MDYV10,817$960 12/31/2025
Keystone Financial Group11,273$954 12/31/2025
     MDYV11,273$954 12/31/2025
Portside Wealth Group LLC11,058$936 12/31/2025
     MDYV11,058$936 12/31/2025
Fiduciary Alliance LLC10,875$921 12/31/2025
     MDYV10,875$921 12/31/2025
Quantinno Capital Management LP10,878$907 09/30/2025
     MDYV10,878$907 09/30/2025
Global Retirement Partners LLC10,686$905 12/31/2025
     MDYV10,686$905 12/31/2025
Commonwealth Financial Services LLC10,667$903 12/31/2025
     MDYV10,667$903 12/31/2025
Invera Wealth Advisors LLC10,666$903 12/31/2025
     MDYV10,666$903 12/31/2025
MidAtlantic Capital Management Inc.10,815$902 09/30/2025
     MDYV10,815$902 09/30/2025
Weinberger Asset Management Inc10,747$896 09/30/2025
     MDYV10,747$896 09/30/2025
IFG Advisory LLC10,613$885 09/30/2025
     MDYV10,613$885 09/30/2025
LexAurum Advisors LLC10,507$876 09/30/2025
     MDYV10,507$876 09/30/2025
Sharper & Granite LLC10,095$855 12/31/2025
     MDYV10,095$855 12/31/2025
Rialto Wealth Management LLC9,913$839 12/31/2025
     MDYV9,913$839 12/31/2025
FMR LLC9,923$828 09/30/2025
     MDYV9,923$828 09/30/2025
Brinker Capital Investments LLC9,800$817 09/30/2025
     MDYV9,800$817 09/30/2025
Burney Co.9,222$781 12/31/2025
     MDYV9,222$781 12/31/2025
Silverlake Wealth Management LLC9,194$778 12/31/2025
     MDYV9,194$778 12/31/2025
KPP Advisory Services LLC9,097$770 12/31/2025
     MDYV9,097$770 12/31/2025
Pacific Sun Financial Corp8,964$759 12/31/2025
     MDYV8,964$759 12/31/2025
Texas Yale Capital Corp.9,100$759 09/30/2025
     MDYV9,100$759 09/30/2025
TAGStone Capital Inc.9,092$758 09/30/2025
     MDYV9,092$758 09/30/2025
Eclectic Associates Inc. ADV8,696$736 12/31/2025
     MDYV8,696$736 12/31/2025
Net Worth Advisory Group8,511$720 12/31/2025
     MDYV8,511$720 12/31/2025
SJA Financial Advisory LLC8,595$717 09/30/2025
     MDYV8,595$717 09/30/2025
Eqis Capital Management Inc.7,866$666 12/31/2025
     MDYV7,866$666 12/31/2025
Everhart Financial Group Inc.7,857$665 12/31/2025
     MDYV7,857$665 12/31/2025
SOL Capital Management CO7,800$660 12/31/2025
     MDYV7,800$660 12/31/2025
Florida Financial Advisors LLC7,407$618 09/30/2025
     MDYV7,407$618 09/30/2025
Resonant Capital Advisors LLC7,078$599 12/31/2025
     MDYV7,078$599 12/31/2025
SJS Investment Consulting Inc.7,000$593 12/31/2025
     MDYV7,000$593 12/31/2025
Northwestern Mutual Wealth Management Co.6,850$580 12/31/2025
     MDYV6,850$580 12/31/2025
IFP Advisors Inc6,785$574 12/31/2025
     MDYV6,785$574 12/31/2025
OneAscent Financial Services LLC6,807$568 09/30/2025
     MDYV6,807$568 09/30/2025
Stonebridge Financial Group LLC6,683$566 12/31/2025
     MDYV6,683$566 12/31/2025
ARQ Wealth Advisors LLC6,733$562 09/30/2025
     MDYV6,733$562 09/30/2025
Insight Advisors LLC PA6,707$559 09/30/2025
     MDYV6,707$559 09/30/2025
Sterling Financial Planning Inc.6,511$551 12/31/2025
     MDYV6,511$551 12/31/2025
SFG Wealth Management LLC.6,513$551 12/31/2025
     MDYV6,513$551 12/31/2025
CCG Wealth Management LLC6,485$549 12/31/2025
     MDYV6,485$549 12/31/2025
Friday Financial6,196$524 12/31/2025
     MDYV6,196$524 12/31/2025
PFG Advisors6,171$522 12/31/2025
     MDYV6,171$522 12/31/2025
BlackRock Inc.6,166$514 09/30/2025
     MDYV6,166$514 09/30/2025
Fifth Third Securities Inc.6,042$511 12/31/2025
     MDYV6,042$511 12/31/2025
Belpointe Asset Management LLC5,986$507 12/31/2025
     MDYV5,986$507 12/31/2025
Fortis Capital Advisors LLC5,986$507 12/31/2025
     MDYV5,986$507 12/31/2025
QRG Capital Management Inc.5,974$506 12/31/2025
     MDYV5,974$506 12/31/2025
Independent Advisor Alliance5,893$499 12/31/2025
     MDYV5,893$499 12/31/2025
WealthPLAN Partners LLC5,908$493 09/30/2025
     MDYV5,908$493 09/30/2025
Concurrent Investment Advisors LLC5,811$492 12/31/2025
     MDYV5,811$492 12/31/2025
Crescent Grove Advisors LLC5,864$489 09/30/2025
     MDYV5,864$489 09/30/2025
Meridian Financial LLC5,763$488 12/31/2025
     MDYV5,763$488 12/31/2025
Wiley BROS. Aintree Capital LLC5,775$482 09/30/2025
     MDYV5,775$482 09/30/2025
Topsail Wealth Management LLC5,663$480 12/31/2025
     MDYV5,663$480 12/31/2025
Orin Green Financial LLC5,635$477 12/31/2025
     MDYV5,635$477 12/31/2025
Sensible Money LLC5,702$476 09/30/2025
     MDYV5,702$476 09/30/2025
Meridian Wealth Management LLC5,604$474 12/31/2025
     MDYV5,604$474 12/31/2025
Norden Group LLC5,593$473 12/31/2025
     MDYV5,593$473 12/31/2025
Janney Montgomery Scott LLC5,635$470 09/30/2025
     MDYV5,635$470 09/30/2025
LongView Wealth Management5,266$466 12/31/2025
     MDYV5,266$466 12/31/2025
Valmark Advisers Inc.5,420$459 12/31/2025
     MDYV5,420$459 12/31/2025
Burt Wealth Advisors5,492$458 09/30/2025
     MDYV5,492$458 09/30/2025
Signature Securities Group Corporation5,336$452 12/31/2025
     MDYV5,336$452 12/31/2025
Trueblood Wealth Management LLC5,179$438 12/31/2025
     MDYV5,179$438 12/31/2025
Third View Private Wealth LLC5,176$438 12/31/2025
     MDYV5,176$438 12/31/2025
Financial Network Wealth Advisors LLC5,242$437 09/30/2025
     MDYV5,242$437 09/30/2025
Staley Capital Advisers Inc.5,111$433 12/31/2025
     MDYV5,111$433 12/31/2025
J.W. Cole Advisors Inc.5,183$432 09/30/2025
     MDYV5,183$432 09/30/2025
Csenge Advisory Group4,918$416 12/31/2025
     MDYV4,918$416 12/31/2025
KMG Fiduciary Partners LLC4,848$410 12/31/2025
     MDYV4,848$410 12/31/2025
Centennial Wealth Advisory LLC4,833$409 12/31/2025
     MDYV4,833$409 12/31/2025
Motive Wealth Advisors4,591$389 12/31/2025
     MDYV4,591$389 12/31/2025
Falcon Wealth Planning4,485$380 12/31/2025
     MDYV4,485$380 12/31/2025
Avant Capital LLC4,540$379 09/30/2025
     MDYV4,540$379 09/30/2025
Condor Capital Management4,431$375 12/31/2025
     MDYV4,431$375 12/31/2025
VisionPoint Advisory Group LLC4,400$372 12/31/2025
     MDYV4,400$372 12/31/2025
Cultivar Capital Inc.4,355$369 12/31/2025
     MDYV4,355$369 12/31/2025
Tounjian Advisory Partners LLC4,222$357 12/31/2025
     MDYV4,222$357 12/31/2025
Apeiron RIA LLC3,998$355 12/31/2025
     MDYV3,998$355 12/31/2025
Acorn Wealth Advisors LLC4,202$350 09/30/2025
     MDYV4,202$350 09/30/2025
KWB Wealth4,126$349 12/31/2025
     MDYV4,126$349 12/31/2025
ProVise Management Group LLC4,103$347 12/31/2025
     MDYV4,103$347 12/31/2025
Inspirion Wealth Advisors LLC3,933$333 12/31/2025
     MDYV3,933$333 12/31/2025
Rehmann Capital Advisory Group3,986$332 09/30/2025
     MDYV3,986$332 09/30/2025
Measured Wealth Private Client Group LLC3,986$332 09/30/2025
     MDYV3,986$332 09/30/2025
Comerica Bank3,821$323 12/31/2025
     MDYV3,821$323 12/31/2025
Centerpoint Advisors LLC3,774$315 09/30/2025
     MDYV3,774$315 09/30/2025
Wrapmanager Inc.3,690$312 12/31/2025
     MDYV3,690$312 12/31/2025
Signature Estate & Investment Advisors LLC3,660$310 12/31/2025
     MDYV3,660$310 12/31/2025
Quadcap Wealth Management LLC3,456$293 12/31/2025
     MDYV3,456$293 12/31/2025
Wallace Advisory Group LLC3,422$290 12/31/2025
     MDYV3,422$290 12/31/2025
Kestra Private Wealth Services LLC3,386$287 12/31/2025
     MDYV3,386$287 12/31/2025
Joseph Group Capital Management3,380$286 12/31/2025
     MDYV3,380$286 12/31/2025
Schneider Downs Wealth Management Advisors LP3,395$283 09/30/2025
     MDYV3,395$283 09/30/2025
Integrated Wealth Concepts LLC3,297$275 09/30/2025
     MDYV3,297$275 09/30/2025
Breachway Investments LLC3,218$272 12/31/2025
     MDYV3,218$272 12/31/2025
Retirement Planning Group3,204$271 12/31/2025
     MDYV3,204$271 12/31/2025
Goldstein Advisors LLC3,250$271 09/30/2025
     MDYV3,250$271 09/30/2025
Persium Advisors LLC3,175$269 12/31/2025
     MDYV3,175$269 12/31/2025
KDK Private Wealth Management LLC3,218$268 09/30/2025
     MDYV3,218$268 09/30/2025
Bank of New York Mellon Corp3,200$267 09/30/2025
     MDYV3,200$267 09/30/2025
Destiny Capital Corp CO3,097$262 12/31/2025
     MDYV3,097$262 12/31/2025
Beaumont Financial Advisors LLC3,081$261 12/31/2025
     MDYV3,081$261 12/31/2025
Ameritas Advisory Services LLC3,066$260 12/31/2025
     MDYV3,066$260 12/31/2025
Perennial Investment Advisors LLC3,121$260 09/30/2025
     MDYV3,121$260 09/30/2025
Gibbs Wealth Management2,825$251 12/31/2025
     MDYV2,825$251 12/31/2025
Alta Wealth Advisors LLC2,955$250 12/31/2025
     MDYV2,955$250 12/31/2025
Summit Investment Advisory Services LLC2,945$249 12/31/2025
     MDYV2,945$249 12/31/2025
Certior Financial Group LLC2,897$245 12/31/2025
     MDYV2,897$245 12/31/2025
Cornerstone Wealth Management LLC2,839$240 12/31/2025
     MDYV2,839$240 12/31/2025
Western Wealth Management LLC2,785$236 12/31/2025
     MDYV2,785$236 12/31/2025
Urban Financial Advisory Corp2,781$235 12/31/2025
     MDYV2,781$235 12/31/2025
Redhawk Wealth Advisors Inc.2,694$228 12/31/2025
     MDYV2,694$228 12/31/2025
Capital Investment Advisory Services LLC2,679$227 12/31/2025
     MDYV2,679$227 12/31/2025
Harbour Investments Inc.2,723$227 09/30/2025
     MDYV2,723$227 09/30/2025
StoneX Group Inc.2,695$225 09/30/2025
     MDYV2,695$225 09/30/2025
Vance Wealth Inc.2,653$221 09/30/2025
     MDYV2,653$221 09/30/2025
Blair William & Co. IL2,641$220 09/30/2025
     MDYV2,641$220 09/30/2025
Foundations Investment Advisors LLC2,628$219 09/30/2025
     MDYV2,628$219 09/30/2025
Diversified Management Inc.2,578$218 12/31/2025
     MDYV2,578$218 12/31/2025
Breakthru Advisory Services LLC2,540$215 12/31/2025
     MDYV2,540$215 12/31/2025
German American Bancorp Inc.2,567$214 09/30/2025
     MDYV2,567$214 09/30/2025
Appleton Partners Inc. MA2,489$211 12/31/2025
     MDYV2,489$211 12/31/2025
DRW Securities LLC2,546$211 09/30/2025
     MDYV2,546$211 09/30/2025
PDS Planning Inc2,471$209 12/31/2025
     MDYV2,471$209 12/31/2025
International Assets Investment Management LLC2,472$209 12/31/2025
     MDYV2,472$209 12/31/2025
Somerset Trust Co2,447$207 12/31/2025
     MDYV2,447$207 12/31/2025
Capital Advisory Group Advisory Services LLC2,440$207 12/31/2025
     MDYV2,440$207 12/31/2025
Susquehanna International Group LLP2,473$206 09/30/2025
     MDYV2,473$206 09/30/2025
M&T Bank Corp2,418$205 12/31/2025
     MDYV2,418$205 12/31/2025
Flagship Harbor Advisors LLC2,424$205 12/31/2025
     MDYV2,424$205 12/31/2025
Note Advisors LLC2,457$205 09/30/2025
     MDYV2,457$205 09/30/2025
Cypress Wealth Services LLC2,373$201 12/31/2025
     MDYV2,373$201 12/31/2025
CENTRAL TRUST Co2,340$198 12/31/2025
     MDYV2,340$198 12/31/2025
Private Trust Co. NA2,326$197 12/31/2025
     MDYV2,326$197 12/31/2025
Tradewinds Capital Management LLC2,289$194 12/31/2025
     MDYV2,289$194 12/31/2025
DHJJ Financial Advisors Ltd.2,285$193 12/31/2025
     MDYV2,285$193 12/31/2025
Sachetta LLC2,081$176 12/31/2025
     MDYV2,081$176 12/31/2025
Huntington National Bank2,000$167 09/30/2025
     MDYV2,000$167 09/30/2025
Assetmark Inc.1,958$166 12/31/2025
     MDYV1,958$166 12/31/2025
Wealth Enhancement Trust Services Inc.1,893$160 12/31/2025
     MDYV1,893$160 12/31/2025
The PNC Financial Services Group Inc.1,744$148 12/31/2025
     MDYV1,744$148 12/31/2025
Smartleaf Asset Management LLC1,687$140 09/30/2025
     MDYV1,687$140 09/30/2025
Bartlett & CO. Wealth Management LLC1,532$130 12/31/2025
     MDYV1,532$130 12/31/2025
Advisory Services Network LLC1,428$119 09/30/2025
     MDYV1,428$119 09/30/2025
Cape Investment Advisory Inc.1,365$114 09/30/2025
     MDYV1,365$114 09/30/2025
AdvisorNet Financial Inc1,285$109 12/31/2025
     MDYV1,285$109 12/31/2025
Creative Financial Designs Inc. ADV1,120$95 12/31/2025
     MDYV1,120$95 12/31/2025
Lowe Brockenbrough & Co. Inc.1,106$92 09/30/2025
     MDYV1,106$92 09/30/2025
Rockefeller Capital Management L.P.1,085$91 09/30/2025
     MDYV1,085$91 09/30/2025
Tucker Asset Management LLC1,058$90 12/31/2025
     MDYV1,058$90 12/31/2025
O Shaughnessy Asset Management LLC1,020$85 09/30/2025
     MDYV1,020$85 09/30/2025
Tower View Investment Management & Research LLC984$83 12/31/2025
     MDYV984$83 12/31/2025
Nova Wealth Management Inc.964$82 12/31/2025
     MDYV964$82 12/31/2025
Ameriflex Group Inc.870$73 09/30/2025
     MDYV870$73 09/30/2025
CoreCap Advisors LLC852$72 12/31/2025
     MDYV852$72 12/31/2025
Compass Financial Services Inc817$68 09/30/2025
     MDYV817$68 09/30/2025
Atwood & Palmer Inc.740$63 12/31/2025
     MDYV740$63 12/31/2025
Smithfield Trust Co.700$58 09/30/2025
     MDYV700$58 09/30/2025
Jackson Grant Investment Advisers Inc.633$54 12/31/2025
     MDYV633$54 12/31/2025
US Bancorp DE609$52 12/31/2025
     MDYV609$52 12/31/2025
UMB Bank N A MO579$48 09/30/2025
     MDYV579$48 09/30/2025
Ballast Advisors LLC531$45 12/31/2025
     MDYV531$45 12/31/2025
JFS Wealth Advisors LLC483$41 12/31/2025
     MDYV483$41 12/31/2025
Pinnacle Bank447$38 12/31/2025
     MDYV447$38 12/31/2025
Glass Jacobson Investment Advisors llc455$38 12/31/2025
     MDYV455$38 12/31/2025
Millstone Evans Group LLC452$38 12/31/2025
     MDYV452$38 12/31/2025
CIBC Private Wealth Group LLC452$38 09/30/2025
     MDYV452$38 09/30/2025
Principal Securities Inc.368$31 09/30/2025
     MDYV368$31 09/30/2025
MJT & Associates Financial Advisory Group Inc.353$29 09/30/2025
     MDYV353$29 09/30/2025
Versant Capital Management Inc333$28 12/31/2025
     MDYV333$28 12/31/2025
Princeton Global Asset Management LLC330$28 12/31/2025
     MDYV330$28 12/31/2025
Caitlin John LLC330$28 09/30/2025
     MDYV330$28 09/30/2025
Copia Wealth Management310$26 12/31/2025
     MDYV310$26 12/31/2025
Crews Bank & Trust300$25 12/31/2025
     MDYV300$25 12/31/2025
Front Row Advisors LLC300$25 09/30/2025
     MDYV300$25 09/30/2025
Family Capital Trust Co281$24 12/31/2025
     MDYV281$24 12/31/2025
NBC Securities Inc.276$23 12/31/2025
     MDYV276$23 12/31/2025
Key Financial Inc274$23 09/30/2025
     MDYV274$23 09/30/2025
Caldwell Trust Co255$22 12/31/2025
     MDYV255$22 12/31/2025
North Star Investment Management Corp.220$19 12/31/2025
     MDYV220$19 12/31/2025
Bfsg LLC223$19 12/31/2025
     MDYV223$19 12/31/2025
TD Capital Management LLC218$18 09/30/2025
     MDYV218$18 09/30/2025
Cherry Tree Wealth Management LLC209$17 09/30/2025
     MDYV209$17 09/30/2025
N.E.W. Advisory Services LLC158$13 12/31/2025
     MDYV158$13 12/31/2025
Allspring Global Investments Holdings LLC154$13 12/31/2025
     MDYV154$13 12/31/2025
Valley National Advisers Inc.142$12 12/31/2025
     MDYV142$12 12/31/2025
Stephens Consulting LLC145$12 12/31/2025
     MDYV145$12 12/31/2025
Sunbelt Securities Inc.138$12 09/30/2025
     MDYV138$12 09/30/2025
Thompson Investment Management Inc.125$11 12/31/2025
     MDYV125$11 12/31/2025
Russell Investments Group Ltd.129$11 09/30/2025
     MDYV129$11 09/30/2025
Qube Research & Technologies Ltd135$11 09/30/2025
     MDYV135$11 09/30/2025
Hughes Financial Services LLC129$11 09/30/2025
     MDYV129$11 09/30/2025
Tidemark LLC121$10 09/30/2025
     MDYV121$10 09/30/2025
Provenance Wealth Advisors LLC100$8 12/31/2025
     MDYV100$8 12/31/2025
Howe & Rusling Inc.93$8 09/30/2025
     MDYV93$8 09/30/2025
Ancora Advisors LLC100$8 09/30/2025
     MDYV100$8 09/30/2025
EverSource Wealth Advisors LLC83$7 12/31/2025
     MDYV83$7 12/31/2025
Highline Wealth Partners LLC57$5 12/31/2025
     MDYV57$5 12/31/2025
FWL Investment Management LLC45$4 09/30/2025
     MDYV45$4 09/30/2025
First Community Trust NA41$3 12/31/2025
     MDYV41$3 12/31/2025
Legacy Wealth Managment LLC ID41$3 12/31/2025
     MDYV41$3 12/31/2025
Atlantic Trust LLC41$3 09/30/2025
     MDYV41$3 09/30/2025
Vermillion Wealth Management Inc.39$3 09/30/2025
     MDYV39$3 09/30/2025
Exchange Traded Concepts LLC18$2 12/31/2025
     MDYV18$2 12/31/2025
Crewe Advisors LLC20$2 12/31/2025
     MDYV20$2 12/31/2025
Costello Asset Management INC26$2 12/31/2025
     MDYV26$2 12/31/2025
BRYN MAWR TRUST Co21$2 09/30/2025
     MDYV21$2 09/30/2025
Manchester Capital Management LLC28$2 09/30/2025
     MDYV28$2 09/30/2025
Cedar Mountain Advisors LLC26$2 09/30/2025
     MDYV26$2 09/30/2025
Cranbrook Wealth Management LLC15$1 12/31/2025
     MDYV15$1 12/31/2025
Key Capital Management INC17$1 12/31/2025
     MDYV17$1 12/31/2025
Tompkins Financial Corp4$0 12/31/2025
     MDYV4$0 12/31/2025
Bogart Wealth LLC1$0 12/31/2025
     MDYV1$0 12/31/2025
Sound Income Strategies LLC1$0 12/31/2025
     MDYV1$0 12/31/2025
Provident Wealth Management LLC1$0 12/31/2025
     MDYV1$0 12/31/2025
Raleigh Capital Management Inc.1$0 12/31/2025
     MDYV1$0 12/31/2025
Citigroup Inc.3$0 09/30/2025
     MDYV3$0 09/30/2025
Rossby Financial LCC1$0 09/30/2025
     MDYV1$0 09/30/2025

See Summary: Institutional Holders of MDYV
See Details: Top 10 Hedge Funds Holding MDYV
Also See: MDYV Holdings Changes

Funds Holding MDYV | www.HoldingsChannel.com | Copyright © 2013 - 2026, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.