HoldingsChannel.com
Funds Holding MDYV
HolderAmountPosition Size
($ in 1000's)
 As of
Financial Engines Advisors L.L.C.12,071,816$514,281 03/31/2020
     MDYV12,071,816$514,281 03/31/2020
Stifel Financial Corp1,055,108$37,170 03/31/2020
     MDYV1,055,108$37,170 03/31/2020
NorthRock Partners LLC698,782$24,639 03/31/2020
     MDYV698,782$24,639 03/31/2020
Townsquare Capital LLC621,200$24,097 03/31/2020
     MDYV621,200$24,097 03/31/2020
Financial Advisory Service Inc.605,045$21,334 03/31/2020
     MDYV605,045$21,334 03/31/2020
McAdam LLC344,838$12,159 03/31/2020
     MDYV344,838$12,159 03/31/2020
Confluence Investment Management LLC281,369$11,995 06/30/2020
     MDYV281,369$11,995 06/30/2020
Klingman & Associates LLC303,581$10,704 03/31/2020
     MDYV303,581$10,704 03/31/2020
Advisor Group Holdings Inc.231,902$7,967 03/31/2020
     MDYV231,902$7,967 03/31/2020
GHP Investment Advisors Inc.208,774$7,361 03/31/2020
     MDYV208,774$7,361 03/31/2020
Honkamp Krueger Financial Services Inc.176,393$6,220 03/31/2020
     MDYV176,393$6,220 03/31/2020
Signet Financial Management LLC162,289$6,208 03/31/2020
     MDYV162,289$6,208 03/31/2020
Captrust Financial Advisors170,611$5,656 03/31/2020
     MDYV170,611$5,656 03/31/2020
First National Trust Co157,581$5,556 03/31/2020
     MDYV157,581$5,556 03/31/2020
Waller Financial Planning Group Inc.153,012$5,395 03/31/2020
     MDYV153,012$5,395 03/31/2020
Cardan Capital Partners LLC148,948$5,252 03/31/2020
     MDYV148,948$5,252 03/31/2020
Lutz Financial Services LLC147,687$5,207 03/31/2020
     MDYV147,687$5,207 03/31/2020
Total Wealth Planning LLC137,968$4,865 03/31/2020
     MDYV137,968$4,865 03/31/2020
ERn Financial LLC127,597$4,499 03/31/2020
     MDYV127,597$4,499 03/31/2020
Gladstone Institutional Advisory LLC126,218$4,450 03/31/2020
     MDYV126,218$4,450 03/31/2020
JNBA Financial Advisors122,608$4,323 03/31/2020
     MDYV122,608$4,323 03/31/2020
LPL Financial LLC120,596$4,252 03/31/2020
     MDYV120,596$4,252 03/31/2020
Argent Wealth Management LLC117,176$4,102 03/31/2020
     MDYV117,176$4,102 03/31/2020
Marotta Asset Management119,039$3,946 03/31/2020
     MDYV119,039$3,946 03/31/2020
Visionary Wealth Advisors111,201$3,921 03/31/2020
     MDYV111,201$3,921 03/31/2020
Kingsview Wealth Management LLC107,979$3,807 03/31/2020
     MDYV107,979$3,807 03/31/2020
Morgan Stanley105,118$3,706 03/31/2020
     MDYV105,118$3,706 03/31/2020
Eqis Capital Management Inc.66,367$3,565 03/31/2020
     MDYV66,367$3,565 03/31/2020
Signature Estate & Investment Advisors LLC93,864$3,310 03/31/2020
     MDYV93,864$3,310 03/31/2020
Tradewinds Capital Management LLC91,482$3,226 03/31/2020
     MDYV91,482$3,226 03/31/2020
Harborview Advisors LLC88,323$3,114 03/31/2020
     MDYV88,323$3,114 03/31/2020
HRT Financial LLC84,795$2,989 03/31/2020
     MDYV84,795$2,989 03/31/2020
Asset Dedication LLC80,636$2,838 03/31/2020
     MDYV80,636$2,838 03/31/2020
Wells Fargo & Company MN79,995$2,821 03/31/2020
     MDYV79,995$2,821 03/31/2020
Centerpoint Advisors LLC76,463$2,696 03/31/2020
     MDYV76,463$2,696 03/31/2020
Bank of America Corp DE76,163$2,686 03/31/2020
     MDYV76,163$2,686 03/31/2020
Nelson Van Denburg & Campbell Wealth Management Group LLC57,609$2,455 06/30/2020
     MDYV57,609$2,455 06/30/2020
Diligent Investors LLC69,327$2,444 03/31/2020
     MDYV69,327$2,444 03/31/2020
Merriman Wealth Management LLC69,074$2,436 03/31/2020
     MDYV69,074$2,436 03/31/2020
Envestnet Asset Management Inc.67,116$2,367 03/31/2020
     MDYV67,116$2,367 03/31/2020
Carnegie Capital Asset Management LLC64,177$2,263 03/31/2020
     MDYV64,177$2,263 03/31/2020
Foresight Wealth Management LLC61,080$2,154 03/31/2020
     MDYV61,080$2,154 03/31/2020
Omega Financial Group LLC59,300$2,091 03/31/2020
     MDYV59,300$2,091 03/31/2020
Veritable L.P.57,400$2,024 03/31/2020
     MDYV57,400$2,024 03/31/2020
KMG Fiduciary Partners LLC56,065$1,977 03/31/2020
     MDYV56,065$1,977 03/31/2020
Royal Bank of Canada53,074$1,872 03/31/2020
     MDYV53,074$1,872 03/31/2020
Laidlaw Wealth Management LLC50,829$1,792 03/31/2020
     MDYV50,829$1,792 03/31/2020
Equitable Holdings Inc.49,617$1,750 03/31/2020
     MDYV49,617$1,750 03/31/2020
Windsor Group LTD49,138$1,733 03/31/2020
     MDYV49,138$1,733 03/31/2020
Vickerman & Driscoll Financial Advisors Inc.48,761$1,719 03/31/2020
     MDYV48,761$1,719 03/31/2020
Mariner LLC47,599$1,678 03/31/2020
     MDYV47,599$1,678 03/31/2020
Alesco Advisors LLC46,813$1,651 03/31/2020
     MDYV46,813$1,651 03/31/2020
Sage Financial Group Inc.43,489$1,533 03/31/2020
     MDYV43,489$1,533 03/31/2020
ARQ Wealth Advisors LLC41,785$1,473 03/31/2020
     MDYV41,785$1,473 03/31/2020
Schneider Downs Wealth Management Advisors LP37,891$1,336 03/31/2020
     MDYV37,891$1,336 03/31/2020
Commonwealth Equity Services LLC36,382$1,282 03/31/2020
     MDYV36,382$1,282 03/31/2020
Krilogy Financial LLC36,003$1,269 03/31/2020
     MDYV36,003$1,269 03/31/2020
Condor Capital Management32,417$1,143 03/31/2020
     MDYV32,417$1,143 03/31/2020
Acorn Financial Advisory Services Inc. ADV31,991$1,132 03/31/2020
     MDYV31,991$1,132 03/31/2020
UBS Group AG31,125$1,097 03/31/2020
     MDYV31,125$1,097 03/31/2020
Cary Street Partner Investment Advisory LLC30,870$1,088 03/31/2020
     MDYV30,870$1,088 03/31/2020
Wambolt & Associates LLC30,078$1,061 03/31/2020
     MDYV30,078$1,061 03/31/2020
Pure Financial Advisors Inc.29,635$1,045 03/31/2020
     MDYV29,635$1,045 03/31/2020
Raymond James Financial Services Advisors Inc.29,570$1,043 03/31/2020
     MDYV29,570$1,043 03/31/2020
Stratos Wealth Advisors LLC29,579$1,043 03/31/2020
     MDYV29,579$1,043 03/31/2020
Ameriprise Financial Inc.28,252$996 03/31/2020
     MDYV28,252$996 03/31/2020
Provident Wealth Management LLC27,831$981 03/31/2020
     MDYV27,831$981 03/31/2020
HighTower Advisors LLC27,220$954 03/31/2020
     MDYV27,220$954 03/31/2020
Jane Street Group LLC26,623$939 03/31/2020
     MDYV26,623$939 03/31/2020
SJA Financial Advisory LLC25,158$887 03/31/2020
     MDYV25,158$887 03/31/2020
Reilly Financial Advisors LLC23,958$845 03/31/2020
     MDYV23,958$845 03/31/2020
Courage Miller Partners LLC22,931$808 03/31/2020
     MDYV22,931$808 03/31/2020
Prime Capital Investment Advisors LLC22,676$800 03/31/2020
     MDYV22,676$800 03/31/2020
Livingston Group Asset Management CO operating as Southport Capital Management 21,230$749 03/31/2020
     MDYV21,230$749 03/31/2020
Measured Wealth Private Client Group LLC20,882$736 03/31/2020
     MDYV20,882$736 03/31/2020
Ballast Advisors LLC20,558$725 03/31/2020
     MDYV20,558$725 03/31/2020
Allworth Financial LP19,032$671 03/31/2020
     MDYV19,032$671 03/31/2020
Cambridge Investment Research Advisors Inc.15,517$547 03/31/2020
     MDYV15,517$547 03/31/2020
Occidental Asset Management LLC15,480$546 03/31/2020
     MDYV15,480$546 03/31/2020
M&T Bank Corp14,757$520 03/31/2020
     MDYV14,757$520 03/31/2020
Wrapmanager Inc.13,796$486 03/31/2020
     MDYV13,796$486 03/31/2020
Thrivent Financial for Lutherans13,430$474 03/31/2020
     MDYV13,430$474 03/31/2020
Opes Wealth Management LLC12,950$457 03/31/2020
     MDYV12,950$457 03/31/2020
Prestige Wealth Management Group LLC12,802$451 03/31/2020
     MDYV12,802$451 03/31/2020
MML Investors Services LLC12,315$434 03/31/2020
     MDYV12,315$434 03/31/2020
Pacific Sun Financial Corp11,825$417 03/31/2020
     MDYV11,825$417 03/31/2020
McNaughton Wealth Management LLC10,626$375 03/31/2020
     MDYV10,626$375 03/31/2020
Raymond James & Associates10,470$369 03/31/2020
     MDYV10,470$369 03/31/2020
Wealthcare Advisory Partners LLC10,394$366 03/31/2020
     MDYV10,394$366 03/31/2020
Colony Group LLC9,560$337 03/31/2020
     MDYV9,560$337 03/31/2020
IFP Advisors Inc9,324$336 03/31/2020
     MDYV9,324$336 03/31/2020
Principal Financial Group Inc.8,870$313 03/31/2020
     MDYV8,870$313 03/31/2020
Northwestern Mutual Wealth Management Co.8,685$306 03/31/2020
     MDYV8,685$306 03/31/2020
Cetera Investment Advisers8,685$306 03/31/2020
     MDYV8,685$306 03/31/2020
LexAurum Advisors LLC8,644$305 03/31/2020
     MDYV8,644$305 03/31/2020
Cypress Wealth Services LLC8,602$303 03/31/2020
     MDYV8,602$303 03/31/2020
Johnson Investment Counsel Inc.7,986$282 03/31/2020
     MDYV7,986$282 03/31/2020
Appleton Partners Inc. MA7,855$277 03/31/2020
     MDYV7,855$277 03/31/2020
PNC Financial Services Group Inc.7,551$266 03/31/2020
     MDYV7,551$266 03/31/2020
Youngs Advisory Group Inc.7,015$247 03/31/2020
     MDYV7,015$247 03/31/2020
Valmark Advisers Inc.6,979$246 03/31/2020
     MDYV6,979$246 03/31/2020
Cooper Financial Group6,942$245 03/31/2020
     MDYV6,942$245 03/31/2020
Burt Wealth Advisors6,836$241 03/31/2020
     MDYV6,836$241 03/31/2020
SOL Capital Management CO6,495$229 03/31/2020
     MDYV6,495$229 03/31/2020
361 Capital LLC5,854$206 03/31/2020
     MDYV5,854$206 03/31/2020
Susquehanna International Group LLP5,720$202 03/31/2020
     MDYV5,720$202 03/31/2020
Aurora Private Wealth Inc.5,688$201 03/31/2020
     MDYV5,688$201 03/31/2020
San Francisco Sentry Investment Group CA4,805$169 03/31/2020
     MDYV4,805$169 03/31/2020
Ameritas Investment Company LLC3,987$140 03/31/2020
     MDYV3,987$140 03/31/2020
Squar Milner Financial Services LLC3,106$109 03/31/2020
     MDYV3,106$109 03/31/2020
Proequities Inc.2,273$80 03/31/2020
     MDYV2,273$80 03/31/2020
JPMorgan Chase & Co.2,245$79 03/31/2020
     MDYV2,245$79 03/31/2020
Flagship Harbor Advisors LLC2,211$78 03/31/2020
     MDYV2,211$78 03/31/2020
Salomon & Ludwin LLC2,180$77 03/31/2020
     MDYV2,180$77 03/31/2020
Sofos Investments Inc.1,369$48 03/31/2020
     MDYV1,369$48 03/31/2020
Creative Financial Designs Inc. ADV1,290$45 03/31/2020
     MDYV1,290$45 03/31/2020
EPG Wealth Management LLC1,281$45 03/31/2020
     MDYV1,281$45 03/31/2020
Baldwin Brothers Inc. MA1,245$44 03/31/2020
     MDYV1,245$44 03/31/2020
Rockefeller Capital Management L.P.1,252$44 03/31/2020
     MDYV1,252$44 03/31/2020
FMR LLC1,156$41 03/31/2020
     MDYV1,156$41 03/31/2020
Lakeview Capital Partners LLC1,050$37 03/31/2020
     MDYV1,050$37 03/31/2020
Carmichael Hill & Associates Inc.1,060$37 03/31/2020
     MDYV1,060$37 03/31/2020
Arcadia Investment Management Corp MI986$35 03/31/2020
     MDYV986$35 03/31/2020
Parallel Advisors LLC974$34 03/31/2020
     MDYV974$34 03/31/2020
Synovus Financial Corp894$32 03/31/2020
     MDYV894$32 03/31/2020
Arkadios Wealth Advisors820$29 03/31/2020
     MDYV820$29 03/31/2020
Duncker Streett & Co. Inc.785$28 03/31/2020
     MDYV785$28 03/31/2020
Cullen Frost Bankers Inc.759$27 03/31/2020
     MDYV759$27 03/31/2020
AdvisorNet Financial Inc739$26 03/31/2020
     MDYV739$26 03/31/2020
Valeo Financial Advisors LLC630$25 03/31/2020
     MDYV630$25 03/31/2020
Princeton Global Asset Management LLC699$25 03/31/2020
     MDYV699$25 03/31/2020
Blair William & Co. IL675$24 03/31/2020
     MDYV675$24 03/31/2020
BerganKDV Wealth Management LLC656$23 03/31/2020
     MDYV656$23 03/31/2020
Ancora Advisors LLC600$21 03/31/2020
     MDYV600$21 03/31/2020
Jackson Grant Investment Advisers Inc.569$20 03/31/2020
     MDYV569$20 03/31/2020
Rocky Mountain Advisers LLC527$19 03/31/2020
     MDYV527$19 03/31/2020
Huntington National Bank409$14 03/31/2020
     MDYV409$14 03/31/2020
Sowell Financial Services LLC382$13 03/31/2020
     MDYV382$13 03/31/2020
Patriot Financial Group Insurance Agency LLC354$12 03/31/2020
     MDYV354$12 03/31/2020
Pinnacle Bank346$12 03/31/2020
     MDYV346$12 03/31/2020
Front Row Advisors LLC300$12 03/31/2020
     MDYV300$12 03/31/2020
Citigroup Inc.300$11 03/31/2020
     MDYV300$11 03/31/2020
Kings Point Capital Management300$11 03/31/2020
     MDYV300$11 03/31/2020
Fifth Third Bancorp264$9 03/31/2020
     MDYV264$9 03/31/2020
Disciplined Investments LLC260$9 03/31/2020
     MDYV260$9 03/31/2020
Manchester Capital Management LLC228$8 03/31/2020
     MDYV228$8 03/31/2020
Joseph P. Lucia & Associates LLC220$8 03/31/2020
     MDYV220$8 03/31/2020
Orion Portfolio Solutions LLC219$8 03/31/2020
     MDYV219$8 03/31/2020
John W. Brooker & Co. CPAs210$7 03/31/2020
     MDYV210$7 03/31/2020
Capital Bank & Trust Co162$6 03/31/2020
     MDYV162$6 03/31/2020
Red Door Wealth Management LLC192$6 03/31/2020
     MDYV192$6 03/31/2020
US Bancorp DE122$4 03/31/2020
     MDYV122$4 03/31/2020
Financial Enhancement Group LLC117$4 03/31/2020
     MDYV117$4 03/31/2020
Quadrant Capital Group LLC114$4 03/31/2020
     MDYV114$4 03/31/2020
Cedar Mountain Advisors LLC104$4 03/31/2020
     MDYV104$4 03/31/2020
CWM LLC79$3 03/31/2020
     MDYV79$3 03/31/2020
Fusion Family Wealth LLC93$3 03/31/2020
     MDYV93$3 03/31/2020
Advisory Alpha LLC56$2 03/31/2020
     MDYV56$2 03/31/2020
Ironwood Financial llc52$2 03/31/2020
     MDYV52$2 03/31/2020
Steward Partners Investment Advisory LLC68$2 03/31/2020
     MDYV68$2 03/31/2020
Capital Advisory Group Advisory Services LLC50$2 03/31/2020
     MDYV50$2 03/31/2020
BlackRock Inc.32$1 03/31/2020
     MDYV32$1 03/31/2020
SRS Capital Advisors Inc.24$1 03/31/2020
     MDYV24$1 03/31/2020
Global Trust Asset Management LLC31$1 03/31/2020
     MDYV31$1 03/31/2020

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

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