Institutional Holders (2026 Q2)
22 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MID. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Impact Investors, Inc | 2.46% | 48,966 | $3.4M |
| 2 | Sunpointe, LLC | 1.40% | 71,496 | $4.9M |
| 3 | Peak Planning Group, LLC | 0.49% | 31,538 | $2.2M |
| 4 | Ridgecrest Wealth Partners, LLC | 0.13% | 4,000 | $275K |
| 5 | Envestnet Asset Management Inc | 0.01% | 914,825 | $62.9M |
| 6 | Mml Investors Services, LLC | 0.01% | 40,654 | $2.8M |
| 7 | Orion Porfolio Solutions, LLC | 0.00% | 8,009 | $551K |
| 8 | Silver Grove Financial Group, Inc. | 0.00% | 72 | $5K |
| 9 | Blue Bell Private Wealth Management, LLC | 0.00% | 285 | $20K |
| 10 | Harbour Investments, INC. | 0.00% | 1,629 | $112K |
| 11 | Truist Financial Corp | 0.00% | 8,260 | $568K |
| 12 | Osaic Holdings, INC. | 0.00% | 7,138 | $491K |
| 13 | Commonwealth Equity Services, LLC | 0.00% | 4,027 | $277K |
| 14 | LPL Financial LLC | 0.00% | 15,754 | $1.1M |
| 15 | Cetera Investment Advisers | 0.00% | 3,669 | $252K |
| 16 | Mercer Global Advisors Inc /Adv | 0.00% | 1,394 | $96K |
| 17 | Farther Finance Advisors, LLC | 0.00% | 223 | $15K |
| 18 | Institute for Wealth Management, LLC. | 0.00% | 10 | — |
| 19 | Susquehanna International Group, LLP | 0.00% | 3,991 | $274K |
| 20 | Morgan Stanley | 0.00% | 3,886 | $267K |
| 21 | Jpmorgan Chase & Co | 0.00% | 1,017 | $69K |
| 22 | IFP Advisors, Inc | 0.00% | 3 | — |
| 23 | UBS Group AG | 0.00% | 260 | $18K |
| 24 | Fmr LLC | 0.00% | 15 | $1K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|