SS SPDR S&P 400 MC GR ETF MDYG
$109.87
-0.8% 52w: $86.82 – $112.09
Latest 13F among current holders filed 6 days ago (Aug 27, 2026)
Price — last 12 months
research preview data86.8299.46112.09
Aug 18, 2025 Jul 2, 2026
Institutional holders
400
+12 QoQ
13F value
$1.82B
+3.5% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MDYG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 1.6M | $150.5M | 0.0% | -10.4% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 1.3M | $121.3M | 0.2% | -4.3% |
| AE Wealth Management LLC | Wealth advisor | 1.2M | $117.0M | 0.6% | +12.4% |
| NorthRock Partners, LLC | Wealth advisor | 1.1M | $104.0M | 1.7% | +2.7% |
| MORGAN STANLEY | Bank broker | 846.3K | $81.2M | 0.0% | +10.2% |
| Convergence Financial, LLC | Wealth advisor | 548.8K | $52.9M | 5.6% | +103.9% |
| FAS Wealth Partners, Inc. | Wealth advisor | 507.7K | $48.7M | 3.0% | +2.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 501.2K | $48.1M | 0.0% | +8.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 460.7K | $44.2M | 0.0% | +204.4% |
| Private Advisor Group, LLC | Wealth advisor | 425.6K | $40.8M | 0.2% | +40.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 385.5K | $36.3M | 0.0% | +14.2% |
| First National Trust Co | Other | 356.6K | $34.2M | 1.2% | -1.6% |
| Rehmann Capital Advisory Group | Wealth advisor | 352.7K | $33.8M | 1.8% | +6.4% |
| GHP Investment Advisors, Inc. | Diversified mechanical | 330.1K | $31.7M | 1.3% | +1.8% |
| Klingman & Associates, LLC | Wealth advisor | 324.2K | $31.1M | 1.5% | -0.6% |
| Avantax Planning Partners, Inc. | Wealth advisor | 321.9K | $30.9M | 0.8% | +11.6% |
| WCG Wealth Advisors LLC | Wealth advisor | 305.5K | $29.3M | 0.8% | +10.6% |
| HighTower Advisors, LLC | Diversified mechanical | 273.2K | $26.2M | 0.0% | -1.6% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 258.0K | $24.8M | 0.0% | +4.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 251.9K | $24.2M | 0.0% | -0.9% |
| AMERIPRISE FINANCIAL INC | Bank broker | 244.8K | $23.4M | 0.0% | -5.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 226.3K | $21.7M | 0.0% | +4.4% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 220.5K | $21.2M | 0.0% | -13.6% |
| Shakespeare Wealth Management, LLC | Wealth advisor | 215.7K | $20.7M | — | +2.0% |
| Rodgers & Associates, LTD | Wealth advisor | 194.2K | $18.6M | — | +1.6% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 180.6K | $17.3M | 0.1% | — |
| McAdam, LLC | Wealth advisor | 177.1K | $17.0M | 0.8% | -2.8% |
| Mariner, LLC | Diversified mechanical | 172.7K | $16.6M | 0.0% | -15.8% |
| SFG Wealth Management, LLC. | Wealth advisor | 164.3K | $15.8M | 6.5% | +2.5% |
| BALANCED WEALTH GROUP LLC | Wealth advisor | 144.3K | $13.8M | 5.0% | +2.9% |
| Cetera Investment Advisers | Wealth advisor | 141.1K | $13.5M | 0.0% | +24.5% |
| ROYAL BANK OF CANADA | Bank broker | 141.1K | $13.5M | 0.0% | +100.6% |
| UNIVEST FINANCIAL Corp | Other | 121.3K | $11.6M | 0.7% | -62.2% |
| SEGALL BRYANT & HAMILL, LLC | Other | 118.2K | $11.3M | — | -4.9% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 117.9K | $11.3M | 0.0% | -22.0% |
| SIGNET FINANCIAL MANAGEMENT, LLC | Wealth advisor | 114.6K | $11.0M | 1.2% | -1.4% |
| Summit Financial, LLC | Wealth advisor | 113.7K | $10.9M | 0.1% | New |
| UBS Group AG | Bank broker | 111.0K | $10.7M | 0.0% | +26.0% |
| Merit Financial Group, LLC | Wealth advisor | 96.4K | $9.2M | 0.1% | +7.6% |
| ERn Financial, LLC | Wealth advisor | 91.1K | $8.7M | 1.6% | -2.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 89.5K | $8.6M | 0.0% | +2.3% |
| JNBA Financial Advisors | Wealth advisor | 85.6K | $8.2M | 0.7% | -13.4% |
| Chicago Partners Investment Group LLC | Wealth advisor | 74.3K | $7.7M | 0.2% | +5.4% |
| Marathon Mission, Inc. | Wealth advisor | 79.6K | $7.6M | — | -0.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 74.2K | $7.1M | 0.0% | -82.0% |
| MONECO ADVISORS, LLC | Wealth advisor | 73.2K | $7.0M | 0.5% | +27.7% |
| CWM, LLC | Wealth advisor | 72.2K | $6.9M | 0.0% | +1.7% |
| WealthShield Partners, LLC | Wealth advisor | 71.4K | $6.9M | 0.8% | +0.9% |
| Pathstone Holdings, LLC | Diversified mechanical | 69.6K | $6.7M | 0.0% | Held |
| Prestige Wealth Management Group LLC | Wealth advisor | 67.6K | $6.5M | 1.3% | -2.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.