Public record / Tickers / MDY

MDY — SPDR S&P MIDCAP 400 ETF TRUST

Both disclosure regimes on one name: who in Congress filed about MDY, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
11
all PTR rows naming MDY
Members · 12m
1
1 buys · 1 sells · by trade date
Latest PTR
02-15
filed 2026-02-15
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

MacArthur, Thomas · $250K–$500K

Purchase · traded 2018-12-07 → filed 2019-01-11. Ranked over every MDY row by the provable lower bound, never a point estimate.

1 member · 1 buys / 1 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

3 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MDY · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MDY
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-02-15John Boozman R–ARSale · partial · JT (partial sale, jointly owned)Traded 01-23 +23d$1K–$15K
2025-12-08John Boozman R–ARPurchase · JT (jointly owned)Traded 11-21 +17d$1K–$15K
2024-10-18John Boozman R–ARSale · partial · JT (partial sale, jointly owned)Traded 09-09 +39d$1K–$15K
2024-08-06John Boozman R–ARSale · partial · JT (partial sale, jointly owned)Traded 07-18 +19d$1K–$15K
2024-07-11John Boozman R–ARSale · partial · JT (partial sale, jointly owned)Traded 06-04 +37d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in MDY

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MDY in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
John Boozman R–AR2−$14.0K to $14.0K6

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · MDY

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $5.3M held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · STATE STR SPDR S&P MIDCAP 40

Merged timeline of congressional filings and notable-manager moves on MDY
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fnew+8,638 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of MDY for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BANK OF AMERICA CORP /DE/$1.3B1
2MORGAN STANLEY$952M1
3WELLS FARGO & COMPANY/MN$736M1
4NORTHERN TRUST CORP$655M1
5US BANCORP \DE\$598M1
6NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$533M1
7Pathstone Holdings, LLC$518M1
8UBS Group AG$395M1
9RAYMOND JAMES FINANCIAL INC$307M1
10BANK OF MONTREAL /CAN/$302M1
11ROYAL BANK OF CANADA$185M1
12MAI Capital Management$163M1
13Creative Planning$153M1
14ALLIANCEBERNSTEIN L.P.$152M1
15HighTower Advisors, LLC$145M1
16SUSQUEHANNA INTERNATIONAL GROUP, LLP$145M1
17Corient Private Wealth LLC$142M1
18Arvest Bank Trust Division$140M1
19Conservest Capital Advisors, Inc.$131M1
20LPL Financial LLC$101M1
21WELCH & FORBES LLC$99.6M1
22Generali Asset Management SPA SGR$98.1M1
23WADDELL & ASSOCIATES, LLC$94.7M1
24COMMERCE BANK$87.1M1
25Cerity Partners LLC$85.6M1
26BALYASNY ASSET MANAGEMENT L.P.$76.7M1
27TRUIST FINANCIAL CORP$73.0M1
28Hills Bank & Trust Co$71.2M1
29EP Wealth Advisors, LLC$68.9M1
30BROWN ADVISORY INC$68.7M1
31Focus Partners Wealth$66.5M1
32STIFEL FINANCIAL CORP$65.9M1
33Mariner, LLC$65.7M1
34MONTAG A & ASSOCIATES INC$64.4M1
35Cetera Investment Advisers$55.1M1
36MIRAE ASSET SECURITIES (USA) INC.$51.4M1
37Atlantic Union Bankshares Corp$50.5M1
38ENVESTNET ASSET MANAGEMENT INC$49.7M1
39OSAIC HOLDINGS, INC.$46.9M1
40BLAIR WILLIAM & CO/IL$46.7M1
41Henshaw Capital LLC$46.3M1
42COMMONWEALTH EQUITY SERVICES, LLC$44.5M1
43PITTENGER & ANDERSON INC$36.3M1
44PINNACLE ASSOCIATES LTD$35.4M1
45Rockefeller Capital Management L.P.$34.9M1
46OFS Enterprise LLC$34.6M1
47Lido Advisors, LLC$33.6M1
48SummitTX Capital, L.P.$33.0M1
49CITIGROUP INC$31.7M1
50SCS Capital Management LLC$31.0M1
51Crewe Advisors LLC$30.9M1
52Chicago Partners Investment Group LLC$30.3M1
53GTS SECURITIES LLC$29.6M1
54FIFTH THIRD BANCORP$29.5M1
55Pinnacle Financial Partners, Inc.$29.3M1
56CUMBERLAND ADVISORS INC$27.6M1
57Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$27.3M1
58IFG Advisors, LLC$27.3M1
59MILLENNIUM MANAGEMENT LLC$27.3M1
60LCM Capital Management Inc$27.0M1
61Clearstead Advisors, LLC$26.9M1
62Klingman & Associates, LLC$25.7M1
63GFS Advisors, LLC$24.7M1
64FMR LLC$24.2M1
65Curi Capital, LLC$23.5M1
66CONNING INC.$23.5M1
67Kestra Advisory Services, LLC$23.0M1
68JOHNSON INVESTMENT COUNSEL INC$22.9M1
691ST SOURCE BANK$22.2M1
70TSG Advice Partners, LLC$21.8M1
71HANCOCK WHITNEY CORP$21.2M1
72Steele Capital Management, Inc.$20.4M1
73Composition Wealth, LLC$20.4M1
74Tiller Private Wealth, Inc.$20.1M1
75AQR CAPITAL MANAGEMENT LLC$19.7M1
76TRUSTMARK BANK TRUST DEPARTMENT$19.6M1
77Waldron Private Wealth LLC$19.5M1
78DC Investments Management, LLC$18.9M1
79Brookstone Capital Management$18.8M1
80MERCER GLOBAL ADVISORS INC /ADV$16.6M1
81Mesirow Financial Investment Management, Inc.$16.6M1
82M&T BANK CORP$16.1M1
83IMC-Chicago, LLC$15.0M1
84FRANKLIN RESOURCES INC$14.8M1
85BlackRock, Inc.$14.2M1
86Atlantic Edge Private Wealth Management, LLC$13.8M1
87Steward Partners Investment Advisory, LLC$13.6M1
88Savant Capital, LLC$13.5M1
89Caldwell Trust Co$13.3M1
90Nitorum Capital, L.P.$13.1M1
91MCF Advisors LLC$13.0M1
92PEDDOCK CAPITAL ADVISORS, LLC$12.6M1
93MML INVESTORS SERVICES, LLC$12.6M1
94jvl associates llc$12.1M1
95OLD NATIONAL BANCORP /IN/$11.8M1
96Carnegie Investment Counsel$11.7M1
97Callan Family Office, LLC$11.4M1
98CWM, LLC$11.3M1
99Trifecta Capital Advisors, LLC$11.3M1
100Lutz Financial Services LLC$11.2M1
101Csenge Advisory Group$11.2M1
102Shulman DeMeo Asset Management LLC$11.1M1
103Thrive Wealth Management, LLC$11.0M1
104IEQ CAPITAL, LLC$10.9M1
105FIRST NATIONAL BANK OF OMAHA$10.9M1
106&PARTNERS$10.9M1
107Hummer Financial Advisory Services Inc$10.6M1
108Granite FO LLC$10.5M1
109HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$10.1M1
110World Investment Advisors$10.0M1
111Montz Harcus Wealth Management LLC$9.9M1
112Legacy Advisors, LLC$9.8M1
113Torrey-Payne Wealth Management, LLC$9.8M1
114ARVEST INVESTMENTS, INC.$9.6M1
115Evercore Wealth Management, LLC$9.5M1
116Capstone Financial Advisors, Inc.$9.4M1
117Quantinno Capital Management LP$9.3M1
118Howard Capital Management, LLC$9.2M1
119Cresset Asset Management, LLC$9.1M1
120Chesley Taft & Associates LLC$8.9M1
121Legal & General Group Plc$8.8M1
122KCM INVESTMENT ADVISORS LLC$8.6M1
123RMR Wealth Builders$8.6M1
124AMG National Trust Bank$8.5M1
125Mill Creek Capital Advisors, LLC$8.5M1
126TKG Advisors, LLC$8.2M1
127Equitable Holdings, Inc.$7.9M1
128RENAISSANCE TECHNOLOGIES LLC$7.8M1
129SEEDS INVESTOR LLC$7.8M1
130Focus Partners Advisor Solutions, LLC$7.7M1
131Paulson Wealth Management Inc.$7.7M1
132Pacific Center for Financial Services$7.6M1
133Sanctuary Advisors, LLC$7.5M1
134Grove Bank & Trust$7.5M1
135Waverly Advisors, LLC$7.5M1
136Badgley Phelps Wealth Managers, LLC$7.4M1
137Meridian Wealth Advisors, LLC$7.3M1
138Sand Hill Global Advisors, LLC$7.3M1
139Wealthspire Advisors, LLC$7.3M1
140Capital Group Private Client Services, Inc.$7.2M1
141LODESTAR PRIVATE ASSET MANAGEMENT LLC$7.0M1
142Mechanics Bank Trust Department$7.0M1
143CMG Global Holdings, LLC$6.9M1
144Private Advisor Group, LLC$6.9M1
145HANOVER ADVISORS INC$6.9M1
146Dakota Wealth Management$6.8M1
147Latigo Investments, LLC$6.8M1
148DIVERSIFIED MANAGEMENT INC$6.7M1
149Goelzer Investment Management, Inc.$6.7M1
150CIBC Bancorp USA Inc.$6.7M1
151Linscomb Wealth, Inc.$6.6M1
152Summit Financial, LLC$6.5M1
153Newport Capital Group, LLC$6.5M1
154Palisade Asset Management, LLC$6.4M1
155PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C.$6.4M1
156NICOLET BANKSHARES INC$6.3M1
157RETIREMENT INCOME SOLUTIONS, INC$6.3M1
158Merit Financial Group, LLC$6.3M1
159Hopwood Financial Services, Inc.$6.3M1
160RBF Capital, LLC$6.2M1
161Wilmar Advisors LLC$6.2M1
162ARBOR TRUST WEALTH ADVISORS, LLC$6.1M1
163Allworth Financial LP$6.1M1
164Beacon Pointe Advisors, LLC$6.0M1
165CENTRAL TRUST Co$6.0M1
166TI-TRUST, INC$5.9M1
167Arax Advisory Partners$5.9M1
168Resonant Capital Advisors, LLC$5.8M1
169Laird Norton Wetherby Trust Company, LLC$5.8M1
170BARRETT & COMPANY, INC.$5.7M1
171Winter & Associates, Inc.$5.7M1
172Balboa Wealth Partners$5.7M1
173Firestone Capital Management$5.6M1
174Carlton Hofferkamp & Jenks Wealth Management, LLC$5.5M1
175Highview Capital Management LLC/DE/$5.4M1
176Paller Financial Services Inc$5.3M1
177Gotham Asset Management, LLC$5.3M1
178MERIDIAN INVESTMENT COUNSEL INC.$5.3M1
179FLPUTNAM INVESTMENT MANAGEMENT CO$5.3M1
180Murphy, Middleton, Hinkle & Parker, Inc.$5.2M1
181Ashton Thomas Private Wealth, LLC$5.1M1
182OPPENHEIMER & CO INC$5.1M1
183Bay Rivers Group$5.0M1
184MONETA GROUP INVESTMENT ADVISORS LLC$4.9M1
185RFG Advisory, LLC$4.9M1
186Prospera Financial Services Inc$4.9M1
187Apollon Wealth Management, LLC$4.9M1
188Haverford Trust Co$4.8M1
189HSBC HOLDINGS PLC$4.8M1
190Perigon Wealth Management, LLC$4.8M1
191Peak Asset Management, LLC$4.8M1
192FIDELIS CAPITAL PARTNERS, LLC$4.7M1
193ASSOCIATED BANC-CORP$4.7M1
194SONATA CAPITAL GROUP INC$4.7M1
195KMG FIDUCIARY PARTNERS, LLC$4.7M1
196Intrepid Financial Planning Group LLC$4.7M1
197SMITH CHAS P & ASSOCIATES PA CPAS$4.6M1
198Breakwater Capital Group$4.6M1
199Modera Wealth Management, LLC$4.6M1
200NewEdge Advisors, LLC$4.6M1
201Brevan Howard Capital Management LP$4.6M1
202Financial Engines Advisors L.L.C.$4.6M1
203Midwest Financial Group LLC$4.5M1
204J.W. COLE ADVISORS, INC.$4.2M1
205Mayflower Financial Advisors, LLC$4.2M1
206DAVIS R M INC$4.2M1
207Benchmark Financial Wealth Advisors, LLC$4.0M1
208Houlihan Financial Resource Group, Ltd.$4.0M1
209Ballentine Partners, LLC$4.0M1
210SANDERS MORRIS HARRIS LLC$4.0M1
211GREAT VALLEY ADVISOR GROUP, INC.$3.9M1
212FIRST CITIZENS BANK & TRUST CO$3.8M1
213Penobscot Investment Management Company, Inc.$3.8M1
214Segment Wealth Management, LLC$3.8M1
215Concurrent Investment Advisors, LLC$3.8M1
216OneDigital Investment Advisors LLC$3.7M1
217UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.7M1
218BAILARD, INC.$3.7M1
219Tandem Investment Partners LLC$3.7M1
220MATRIX ASSET ADVISORS INC/NY$3.7M1
221KESTRA PRIVATE WEALTH SERVICES, LLC$3.6M1
222Wilmington Savings Fund Society, FSB$3.6M1
223FLAGSTAR SECURITIES, INC$3.6M1
224Joel Isaacson & Co., LLC$3.6M1
225Sepio Capital, LP$3.6M1
226CHOREO, LLC$3.6M1
227Apella Capital, LLC$3.6M1
228Sowell Financial Services LLC$3.5M1
229U.S. Capital Wealth Advisors, LLC$3.5M1
230ROMANO BROTHERS AND COMPANY$3.5M1
231Audent Global Asset Management, LLC$3.4M1
232FIDUCIARY TRUST CO$3.4M1
233MEANS INVESTMENT CO., INC.$3.3M1
234TD Waterhouse Canada Inc.$3.3M1
235HB Wealth Management, LLC$3.2M1
236Roan Capital Partners$3.2M1
237EASTERN BANK$3.2M1
238COLDSTREAM CAPITAL MANAGEMENT INC$3.2M1
239Vanguard National Trust Co$3.2M1
240Crescent Sterling, Ltd.$3.2M1
241Sigma Planning Corp$3.1M1
242Coastline Trust Co$3.1M1
243GLR Partners, LLC$3.1M1
244Pegasus Asset Management, Inc.$3.1M1
245Johnson Financial Group, Inc.$3.0M1
246Asset Management Group, Inc.$3.0M1
247Providence Financial Advisors, LLC$2.9M1
248Paladin Advisory Group, LLC$2.9M1
249Snowden Capital Advisors LLC$2.9M1
250Orion Porfolio Solutions, LLC$2.9M1
251New England Private Wealth Advisors LLC$2.9M1
252TWO SIGMA SECURITIES, LLC$2.9M1
253EVOKE WEALTH, LLC$2.9M1
254WEST PACES ADVISORS INC.$2.8M1
255Shoker Investment Counsel, Inc.$2.8M1
256Orange Investment Advisors, Inc.$2.8M1
257ELEMENT POINTE ADVISORS, LLC$2.8M1
258Stratos Wealth Partners, LTD.$2.8M1
259Winthrop Advisory Group LLC$2.8M1
260WealthBridge Capital Management, LLC$2.7M1
261Gilman Hill Asset Management, LLC$2.7M1
262Diversified Trust Co$2.7M1
263Veracity Capital LLC$2.7M1
264NAPLES GLOBAL ADVISORS, LLC$2.7M1
265BLUELINE ADVISORS LLC$2.6M1
266VICTORY FINANCIAL GROUP, LLC$2.6M1
267Expressive Wealth LLC$2.6M1
268Blue Fin Capital, Inc.$2.6M1
269SALEM INVESTMENT COUNSELORS INC$2.6M1
270Atria Investments, Inc$2.6M1
271Sage Financial Management Group, Inc.$2.5M1
272Kingsview Wealth Management, LLC$2.5M1
273NorthRock Partners, LLC$2.5M1
274COURIER CAPITAL LLC$2.5M1
275Connecticut Wealth Management, LLC$2.5M1
276Banque Transatlantique SA$2.4M1
277INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$2.4M1
278Envestnet Portfolio Solutions, Inc.$2.4M1
279Weil Company, Inc.$2.4M1
280Park Capital Management, LLC / WI$2.4M1
281BECKER CAPITAL MANAGEMENT INC$2.4M1
282Cambridge Advisors Inc.$2.4M1
283Baron Financial Group, LLC$2.4M1
284St. Johns Investment Management Company, LLC$2.4M1
285RWA WEALTH PARTNERS, LLC$2.4M1
286Caprock Group, LLC$2.4M1
287PKS Advisory Services, LLC$2.3M1
288Baltimore-Washington Financial Advisors, Inc.$2.3M1
289Hilltop Holdings Inc.$2.3M1
290Clientfirst Wealth Management, LLC$2.3M1
291Wealthcare Advisory Partners LLC$2.3M1
292ARS Investment Partners, LLC$2.3M1
293American Institute for Advanced Investment Management, LLP$2.3M1
294SCOTIA CAPITAL INC.$2.3M1
295PINCUS CAPITAL MANAGEMENT, LP$2.3M1
296Churchill Financial Advisors, LLC$2.3M1
297Lewis Asset Management, LLC$2.3M1
298Revolve Wealth Partners, LLC$2.3M1
299Investment Advisory Group, LLC$2.2M1
300Freestone Capital Holdings, LLC$2.2M1
301Capital Investment Advisory Services, LLC$2.2M1
302Wealth Alliance Advisory Group, LLC$2.2M1
303Topsail Wealth Management, LLC$2.2M1
304Marin Bay Wealth Advisors, LLC$2.2M1
305Red Door Wealth Management, LLC$2.2M1
306Lavaca Capital LLC$2.2M1
307Rothschild Wealth LLC$2.1M1
3081834 INVESTMENT ADVISORS CO$2.1M1
309ZWJ INVESTMENT COUNSEL INC$2.1M1
310Chevy Chase Trust Holdings, LLC$2.1M1
311BANK OF NOVA SCOTIA$2.0M1
312Embree Financial Group$2.0M1
313AlTi Global, Inc.$2.0M1
314ELEVATION POINT WEALTH PARTNERS, LLC$2.0M1
315Stratos Wealth Advisors, LLC$2.0M1
316Acorn Wealth Advisors, LLC$2.0M1
317WOODMONT INVESTMENT COUNSEL LLC$2.0M1
318CALIBER WEALTH MANAGEMENT, LLC / KS$1.9M1
319Gridiron Partners, LLC$1.9M1
320McKinley Carter Wealth Services, Inc.$1.9M1
321Valmark Advisers, Inc.$1.9M1
322Junk Investment Group, LLC$1.9M1
323Finivi Inc.$1.9M1
324ASPIRIANT, LLC$1.9M1
325Kelman-Lazarov, Inc.$1.9M1
326INDEPENDENT FINANCIAL GROUP, LLC$1.9M1
327JANE STREET GROUP, LLC$1.9M1
328REGIONS FINANCIAL CORP$1.8M1
329BITTERROOT CAPITAL ADVISORS LLC$1.8M1
330GenTrust, LLC$1.8M1
331O'SHAUGHNESSY ASSET MANAGEMENT, LLC$1.8M1
332TIEMANN INVESTMENT ADVISORS, LLC$1.8M1
333Summit Trail Advisors, LLC$1.8M1
334Berman McAleer LLC$1.8M1
335Farmers & Merchants Trust Co of Long Beach$1.8M1
336Northwest Bancshares, Inc.$1.8M1
337Vestmark Advisory Solutions, Inc.$1.8M1
338Paradigm, Strategies in Wealth Management, LLC$1.8M1
339Obermeyer Wealth Partners$1.8M1
340Integrated Advisors Network LLC$1.7M1
341CSS LLC/IL$1.7M1
342FIDUCIENT ADVISORS LLC$1.7M1
343Hardy Reed LLC$1.7M1
344Coyle Financial Counsel LLC$1.7M1
345SK Wealth Management, LLC$1.7M1
346HARBOR ADVISORY CORP /MA/$1.7M1
347Pacific Point Advisors, LLC$1.7M1
348Marble Harbor Investment Counsel, LLC$1.7M1
349Summit Wealth Partners, LLC$1.7M1
350Essex Financial Services, Inc.$1.7M1
351Meridian Financial Advisors, LLC$1.6M1
352GEM Asset Management, LLC$1.6M1
353ARK & TLK INVESTMENTS, LLC$1.6M1
354MGO ONE SEVEN LLC$1.6M1
355PATRIOT INVESTMENT MANAGEMENT GROUP, INC.$1.6M1
356DEUTSCHE BANK AG\$1.6M1
357Focus Financial Network, Inc.$1.6M1
358XML Financial, LLC$1.6M1
359SEMITAM BONAM LLC$1.6M1
360PETERSON WEALTH MANAGEMENT$1.6M1
361MidFirst Bank$1.5M1
362Ullmann Wealth Partners Group, LLC$1.5M1
363INSIGNEO ADVISORY SERVICES, LLC$1.5M1
364Forvis Mazars Wealth Advisors, LLC$1.5M1
365Accredited Investors Inc.$1.5M1
366Disciplined Investments, LLC$1.5M1
367Bedminster, LLC$1.5M1
368Element Wealth, LLC$1.5M1
369Capital Investment Counsel, LLC$1.5M1
370Beacon Bridge Wealth Partners, LLC$1.5M1
371VIRTUE ASSET MANAGEMENT LLC$1.5M1
372Sequoia Financial Advisors, LLC$1.4M1
373WJ Financial Advisors LLC$1.4M1
374American Capital Advisory, LLC$1.4M1
375Allred Capital Management, LLC$1.4M1
376Wealth Watch Advisors, INC$1.4M1
377TOMPKINS FINANCIAL CORP$1.4M1
378Savvy Advisors, Inc.$1.4M1
379Plancorp, LLC$1.4M1
380Journey Advisory Group, LLC$1.4M1
381Moors & Cabot, Inc.$1.3M1
382SIGNAL TREE FINANCIAL PARTNERS LLC$1.3M1
383FF Advisors,LLC$1.3M1
384TopTier Wealth Management, LLC$1.3M1
385TCTC Holdings, LLC$1.3M1
386DV Trading LLC$1.3M1
387Triumph Capital Management$1.3M1
388ROCKLAND TRUST CO$1.3M1
389Granite Bay Wealth Management, LLC$1.3M1
390Evanson Asset Management, LLC$1.3M1
391Frisch Financial Group, Inc.$1.3M1
392Sunbeam Capital Management, LLC$1.3M1
393OXFORD FINANCIAL GROUP, LTD. LLC$1.3M1
394JFS WEALTH ADVISORS, LLC$1.3M1
395TruWealth Advisors, LLC$1.3M1
396STEPHENS INC /AR/$1.3M1
397Bill Few Associates, Inc.$1.3M1
398Gator Capital Management, LLC$1.3M1
399VestGen Advisors, LLC$1.2M1
400Choate Investment Advisors$1.2M1
401Gryphon Financial Partners LLC$1.2M1
402ARTHUR M. COHEN & ASSOCIATES, LLC$1.2M1
403Capital Planning Advisors, LLC$1.2M1
404NCM Capital Management, LLC$1.2M1
405CCG WEALTH MANAGEMENT, LLC$1.2M1
406Clear Harbor Asset Management, LLC$1.2M1
407LaSalle St. Investment Advisors, LLC$1.2M1
408Centiva Capital, LP$1.2M1
409First City Capital Management, Inc.$1.2M1
410Frank, Rimerman Advisors LLC$1.2M1
411Castle Rock Wealth Management, LLC$1.2M1
412Fiera Capital Corp$1.2M1
413B. Riley Wealth Advisors, Inc.$1.2M1
414Maltin Wealth Management, Inc.$1.2M1
415Orgel Wealth Management, LLC$1.2M1
416Private Wealth Group, LLC$1.2M1
417Taylor Financial Group, Inc.$1.2M1
418Cassaday & Co Wealth Management LLC$1.2M1
419Forza Wealth Management, LLC$1.2M1
420Pine Valley Investments Ltd Liability Co$1.2M1
421JENNISON ASSOCIATES LLC$1.2M1
422FOUNDERS FINANCIAL SECURITIES LLC$1.2M1
423CLIFFORD SWAN INVESTMENT COUNSEL LLC$1.2M1
424Texas Capital Bank Wealth Management Services Inc$1.2M1
425SAXON INTERESTS, INC.$1.1M1
426E&G Advisors, LLC$1.1M1
427LEVEL FOUR ADVISORY SERVICES, LLC$1.1M1
428OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.1M1
429HOWE & RUSLING INC$1.1M1
430Blue Zone Wealth Advisors, LLC$1.1M1
431Glassman Wealth Services$1.1M1
432Dynamic Advisor Solutions LLC$1.1M1
433QRG CAPITAL MANAGEMENT, INC.$1.1M1
434HUNTINGTON NATIONAL BANK$1.1M1
435Manchester Capital Management LLC$1.1M1
436RFG - Bristol Wealth Advisors, LLC$1.1M1
437First National Bank of Mount Dora, Trust Investment Services$1.1M1
438PETTYJOHN, WOOD & WHITE, INC$1.1M1
439Capital Advantage, Inc.$1.1M1
440Sunpointe, LLC$1.1M1
441CREDIT AGRICOLE S A$1.1M1
442PARSONS CAPITAL MANAGEMENT INC/RI$1.1M1
443SFM, LLC$1.1M1
444Mason Investment Advisory Services, Inc.$1.1M1
445SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$1.1M1
446BigSur Wealth Management LLC$1.1M1
447ROBERTS GLORE & CO INC /IL/$1.1M1
448Aprio Wealth Management, LLC$1.1M1
449Paragon Capital Management Ltd$1.0M1
450SteelPeak Wealth, LLC$1.0M1
451Cannon Capital Management, Inc.$1.0M1
452Aegis Wealth Management, Inc.$1.0M1
453Darrow Company, Inc.$1.0M1
454UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC$1.0M1
455Avantax Planning Partners, Inc.$1.0M1
456Legacy Private Trust Co.$1.0M1
457Jordan Park Group LLC$1.0M1
458Financial Solutions Advisory Group, Inc.$1.0M1
459Berger Financial Group, Inc$1.0M1
460Baker Avenue Asset Management, LP$1.0M1
461M3 Advisory Group, LLC$1000K1
462Compound Planning, Inc.$999K1
463FORTRESS PRIVATE LEDGER, LLC$995K1
464Sovereign Financial Group, Inc.$991K1
465SIG BROKERAGE, LP$987K1
466Henderson Brothers Financial Partners, LLC$982K1
467Beacon Financial Advisory LLC$980K1
468OneAscent Financial Services LLC$969K1
469Aptus Capital Advisors, LLC$969K1
470Harvest Investment Services, LLC$962K1
471Bridgewater Advisors Inc.$958K1
472Cornerstone Wealth Management, LLC$957K1
473StoneX Group Inc.$956K1
474FOUNDATIONS INVESTMENT ADVISORS, LLC$948K1
475Clarendon Private LLC$942K1
476Panoramic Capital Partners, LLC$941K1
477WARNER FINANCIAL, INC$928K1
478RETIREMENT CAPITAL STRATEGIES$926K1
479Black Maple Capital Management LP$925K1
480VISTA INVESTMENT MANAGEMENT$921K1
481Gambit Capital Management, LLC$920K1
482Pure Financial Advisors, LLC$920K1
4833EDGE Asset Management, LP$917K1
484Coastal Bridge Advisors, LLC$915K1
485Rothschild Capital Partners, LLC$905K1
486Samalin Investment Counsel, LLC$904K1
487Rialto Wealth Management, LLC$902K1
488Prosperity Planning, Inc.$900K1
489Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$897K1
490Pettinga Financial Advisors LLC$896K1
491Petix & Botte Co$894K1
492Sachetta, LLC$884K1
493ELEVATION WEALTH PARTNERS, LLC$881K1
494Quadrant Private Wealth Management, LLC$880K1
495WealthSpring Partners, LLC$874K1
496Pasadena Private Wealth, LLC$871K1
497Leisure Capital Management$867K1
498Alesco Advisors, LLC, An ESL Co$863K1
499SAWGRASS ASSET MANAGEMENT LLC$859K1
500Renaissance Investment Group LLC$855K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 1 sell
Congress net ($ bound)−$14.0K to $14.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MDY

RETAINED WINDOW · ACTIVE HITS

Zero hits on MDY in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for MDY · financials and macro

Financials — as filed PLANNED

MDY's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MDY on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing