HoldingsChannel.com
Funds Holding MDYV
HolderAmountPosition Size
($ in 1000's)
 As of
Financial Engines Advisors L.L.C.11,156,557$636,813 12/31/2019
     MDYV11,156,557$636,813 12/31/2019
Financial Advisory Service Inc.590,919$32,371 12/31/2019
     MDYV590,919$32,371 12/31/2019
NorthRock Partners LLC486,564$26,654 12/31/2019
     MDYV486,564$26,654 12/31/2019
Townsquare Capital LLC482,137$25,746 09/30/2019
     MDYV482,137$25,746 09/30/2019
Krilogy Financial LLC432,719$23,704 12/31/2019
     MDYV432,719$23,704 12/31/2019
McMahon Financial Advisors LLC305,525$16,734 12/31/2019
     MDYV305,525$16,734 12/31/2019
McAdam LLC281,652$15,429 12/31/2019
     MDYV281,652$15,429 12/31/2019
Cardan Capital Partners LLC277,992$15,228 12/31/2019
     MDYV277,992$15,228 12/31/2019
Veritable L.P.206,056$11,288 12/31/2019
     MDYV206,056$11,288 12/31/2019
Morgan Stanley200,652$10,991 12/31/2019
     MDYV200,652$10,991 12/31/2019
GHP Investment Advisors Inc.196,344$10,756 12/31/2019
     MDYV196,344$10,756 12/31/2019
Lutz Financial Services LLC182,830$10,015 12/31/2019
     MDYV182,830$10,015 12/31/2019
First National Trust Co167,186$9,159 12/31/2019
     MDYV167,186$9,159 12/31/2019
Total Wealth Planning LLC153,632$8,416 12/31/2019
     MDYV153,632$8,416 12/31/2019
Signet Financial Management LLC134,647$7,376 12/31/2019
     MDYV134,647$7,376 12/31/2019
Bank of America Corp DE126,406$6,924 12/31/2019
     MDYV126,406$6,924 12/31/2019
Honkamp Krueger Financial Services Inc.122,188$6,693 12/31/2019
     MDYV122,188$6,693 12/31/2019
Waller Financial Planning Group Inc.121,138$6,636 12/31/2019
     MDYV121,138$6,636 12/31/2019
Captrust Financial Advisors121,253$6,629 12/31/2019
     MDYV121,253$6,629 12/31/2019
Sunbelt Securities Inc.459$6,286 12/31/2019
     MDYV459$6,286 12/31/2019
Ladenburg Thalmann Financial Services Inc.112,547$6,125 12/31/2019
     MDYV112,547$6,125 12/31/2019
Argent Wealth Management LLC106,748$5,848 12/31/2019
     MDYV106,748$5,848 12/31/2019
LPL Financial LLC100,952$5,530 12/31/2019
     MDYV100,952$5,530 12/31/2019
Advisor Group Inc.94,150$5,157 12/31/2019
     MDYV94,150$5,157 12/31/2019
Gladstone Institutional Advisory LLC93,325$5,112 12/31/2019
     MDYV93,325$5,112 12/31/2019
Harborview Advisors LLC90,007$4,931 12/31/2019
     MDYV90,007$4,931 12/31/2019
Signature Estate & Investment Advisors LLC89,579$4,907 12/31/2019
     MDYV89,579$4,907 12/31/2019
Kingsview Wealth Management LLC88,984$4,875 12/31/2019
     MDYV88,984$4,875 12/31/2019
JNBA Financial Advisors86,689$4,749 12/31/2019
     MDYV86,689$4,749 12/31/2019
Stratos Wealth Advisors LLC84,523$4,630 12/31/2019
     MDYV84,523$4,630 12/31/2019
Financial Strategies Group Inc.83,714$4,586 12/31/2019
     MDYV83,714$4,586 12/31/2019
Centerpoint Advisors LLC83,062$4,550 12/31/2019
     MDYV83,062$4,550 12/31/2019
Asset Dedication LLC80,905$4,433 12/31/2019
     MDYV80,905$4,433 12/31/2019
Merriman Wealth Management LLC78,171$4,282 12/31/2019
     MDYV78,171$4,282 12/31/2019
Tradewinds Capital Management LLC75,379$4,129 12/31/2019
     MDYV75,379$4,129 12/31/2019
Foresight Wealth Management LLC73,530$4,028 12/31/2019
     MDYV73,530$4,028 12/31/2019
Prime Capital Investment Advisors LLC70,668$3,871 12/31/2019
     MDYV70,668$3,871 12/31/2019
Eqis Capital Management Inc.67,407$3,693 12/31/2019
     MDYV67,407$3,693 12/31/2019
Wells Fargo & Company MN66,616$3,649 12/31/2019
     MDYV66,616$3,649 12/31/2019
Redhawk Wealth Advisors Inc.71,033$3,645 09/30/2019
     MDYV71,033$3,645 09/30/2019
Diligent Investors LLC65,502$3,588 12/31/2019
     MDYV65,502$3,588 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC63,797$3,494 12/31/2019
     MDYV63,797$3,494 12/31/2019
ERn Financial LLC63,173$3,461 12/31/2019
     MDYV63,173$3,461 12/31/2019
Vickerman & Driscoll Financial Advisors Inc.61,503$3,369 12/31/2019
     MDYV61,503$3,369 12/31/2019
Marotta Asset Management62,769$3,329 12/31/2019
     MDYV62,769$3,329 12/31/2019
Carnegie Capital Asset Management LLC56,644$3,103 12/31/2019
     MDYV56,644$3,103 12/31/2019
Omega Financial Group LLC56,560$3,098 12/31/2019
     MDYV56,560$3,098 12/31/2019
UBS Group AG56,507$3,095 12/31/2019
     MDYV56,507$3,095 12/31/2019
Clarus Wealth Advisors56,008$3,036 12/31/2019
     MDYV56,008$3,036 12/31/2019
Pure Financial Advisors Inc.53,753$2,945 12/31/2019
     MDYV53,753$2,945 12/31/2019
Juncture Wealth Strategies LLC52,123$2,855 12/31/2019
     MDYV52,123$2,855 12/31/2019
Mariner LLC51,328$2,812 12/31/2019
     MDYV51,328$2,812 12/31/2019
Envestnet Asset Management Inc.48,166$2,639 12/31/2019
     MDYV48,166$2,639 12/31/2019
Susquehanna International Group LLP46,644$2,555 12/31/2019
     MDYV46,644$2,555 12/31/2019
Equitable Holdings Inc.46,188$2,530 12/31/2019
     MDYV46,188$2,530 12/31/2019
Carroll Financial Associates Inc.46,097$2,525 12/31/2019
     MDYV46,097$2,525 12/31/2019
Commonwealth Equity Services LLC41,935$2,297 12/31/2019
     MDYV41,935$2,297 12/31/2019
Windsor Group LTD39,469$2,162 12/31/2019
     MDYV39,469$2,162 12/31/2019
Atria Investments LLC38,456$2,107 12/31/2019
     MDYV38,456$2,107 12/31/2019
Schneider Downs Wealth Management Advisors LP37,911$2,077 12/31/2019
     MDYV37,911$2,077 12/31/2019
Executive Wealth Management LLC37,136$2,034 12/31/2019
     MDYV37,136$2,034 12/31/2019
IFP Advisors Inc36,967$2,024 12/31/2019
     MDYV36,967$2,024 12/31/2019
Ameriprise Financial Inc.35,716$1,957 12/31/2019
     MDYV35,716$1,957 12/31/2019
HighTower Advisors LLC33,470$1,815 12/31/2019
     MDYV33,470$1,815 12/31/2019
Sage Financial Group Inc.32,946$1,805 12/31/2019
     MDYV32,946$1,805 12/31/2019
Royal Bank of Canada32,554$1,783 12/31/2019
     MDYV32,554$1,783 12/31/2019
Acorn Financial Advisory Services Inc. ADV32,451$1,777 12/31/2019
     MDYV32,451$1,777 12/31/2019
Condor Capital Management32,338$1,771 12/31/2019
     MDYV32,338$1,771 12/31/2019
Jane Street Group LLC31,240$1,711 12/31/2019
     MDYV31,240$1,711 12/31/2019
Droms Strauss Advisors Inc. MO ADV30,413$1,667 12/31/2019
     MDYV30,413$1,667 12/31/2019
Cary Street Partner Investment Advisory LLC30,407$1,666 12/31/2019
     MDYV30,407$1,666 12/31/2019
Wambolt & Associates LLC30,246$1,657 12/31/2019
     MDYV30,246$1,657 12/31/2019
Provident Wealth Management LLC28,426$1,557 12/31/2019
     MDYV28,426$1,557 12/31/2019
Laidlaw Wealth Management LLC27,730$1,519 12/31/2019
     MDYV27,730$1,519 12/31/2019
Raymond James Financial Services Advisors Inc.26,071$1,428 12/31/2019
     MDYV26,071$1,428 12/31/2019
Reilly Financial Advisors LLC25,823$1,415 12/31/2019
     MDYV25,823$1,415 12/31/2019
Cliftonlarsonallen Wealth Advisors LLC23,982$1,314 12/31/2019
     MDYV23,982$1,314 12/31/2019
Livingston Group Asset Management CO operating as Southport Capital Management 22,295$1,221 12/31/2019
     MDYV22,295$1,221 12/31/2019
Courage Miller Partners LLC21,647$1,186 12/31/2019
     MDYV21,647$1,186 12/31/2019
Ballast Advisors LLC21,128$1,157 12/31/2019
     MDYV21,128$1,157 12/31/2019
SJA Financial Advisory LLC21,086$1,155 12/31/2019
     MDYV21,086$1,155 12/31/2019
Alesco Advisors LLC20,406$1,118 12/31/2019
     MDYV20,406$1,118 12/31/2019
McNaughton Wealth Management LLC19,680$1,077 12/31/2019
     MDYV19,680$1,077 12/31/2019
Wrapmanager Inc.19,478$1,067 12/31/2019
     MDYV19,478$1,067 12/31/2019
PHH Investments Ltd.18,873$1,034 12/31/2019
     MDYV18,873$1,034 12/31/2019
Opes Wealth Management LLC17,499$959 12/31/2019
     MDYV17,499$959 12/31/2019
Patriot Financial Group Insurance Agency LLC16,542$906 12/31/2019
     MDYV16,542$906 12/31/2019
Cambridge Investment Research Advisors Inc.15,781$864 12/31/2019
     MDYV15,781$864 12/31/2019
AlphaStar Capital Management LLC15,419$845 12/31/2019
     MDYV15,419$845 12/31/2019
Stifel Financial Corp14,633$806 12/31/2019
     MDYV14,633$806 12/31/2019
Measured Wealth Private Client Group LLC14,647$802 12/31/2019
     MDYV14,647$802 12/31/2019
Occidental Asset Management LLC14,229$779 12/31/2019
     MDYV14,229$779 12/31/2019
Adams Wealth Management13,922$763 12/31/2019
     MDYV13,922$763 12/31/2019
Belpointe Asset Management LLC13,892$761 12/31/2019
     MDYV13,892$761 12/31/2019
Prestige Wealth Management Group LLC13,595$744 12/31/2019
     MDYV13,595$744 12/31/2019
MML Investors Services LLC12,426$681 12/31/2019
     MDYV12,426$681 12/31/2019
Goldman Sachs Group Inc.11,364$623 12/31/2019
     MDYV11,364$623 12/31/2019
Pacific Sun Financial Corp11,175$612 12/31/2019
     MDYV11,175$612 12/31/2019
Colony Group LLC10,795$591 12/31/2019
     MDYV10,795$591 12/31/2019
Johnson Investment Counsel Inc.10,696$586 12/31/2019
     MDYV10,696$586 12/31/2019
Cypress Wealth Services LLC10,690$586 12/31/2019
     MDYV10,690$586 12/31/2019
Wealthcare Advisory Partners LLC10,651$583 12/31/2019
     MDYV10,651$583 12/31/2019
Raymond James & Associates10,334$566 12/31/2019
     MDYV10,334$566 12/31/2019
Guidant Wealth Advisors10,815$555 09/30/2019
     MDYV10,815$555 09/30/2019
Appleton Partners Inc. MA8,445$463 12/31/2019
     MDYV8,445$463 12/31/2019
Valmark Advisers Inc.8,391$460 12/31/2019
     MDYV8,391$460 12/31/2019
AE Wealth Management LLC8,167$447 12/31/2019
     MDYV8,167$447 12/31/2019
PNC Financial Services Group Inc.8,100$444 12/31/2019
     MDYV8,100$444 12/31/2019
361 Capital LLC7,680$421 12/31/2019
     MDYV7,680$421 12/31/2019
Wealth CMT7,681$421 12/31/2019
     MDYV7,681$421 12/31/2019
Burt Wealth Advisors7,416$406 12/31/2019
     MDYV7,416$406 12/31/2019
Cetera Investment Advisers6,998$383 12/31/2019
     MDYV6,998$383 12/31/2019
San Francisco Sentry Investment Group CA6,918$379 12/31/2019
     MDYV6,918$379 12/31/2019
Principal Financial Group Inc.6,769$371 12/31/2019
     MDYV6,769$371 12/31/2019
EP Wealth Advisors LLC6,776$371 12/31/2019
     MDYV6,776$371 12/31/2019
HBK Sorce Advisory LLC6,378$349 12/31/2019
     MDYV6,378$349 12/31/2019
Youngs Advisory Group Inc.6,358$348 12/31/2019
     MDYV6,358$348 12/31/2019
Vanguard Capital Wealth Advisors5,926$324 12/31/2019
     MDYV5,926$324 12/31/2019
Paulson Wealth Management Inc.5,798$321 12/31/2019
     MDYV5,798$321 12/31/2019
Klingman & Associates LLC5,700$312 12/31/2019
     MDYV5,700$312 12/31/2019
Tower Research Capital LLC TRC 5,680$311 12/31/2019
     MDYV5,680$311 12/31/2019
Thrivent Financial for Lutherans5,518$302 12/31/2019
     MDYV5,518$302 12/31/2019
Aurora Private Wealth Inc.5,388$295 12/31/2019
     MDYV5,388$295 12/31/2019
Brown Advisory Inc.5,343$293 12/31/2019
     MDYV5,343$293 12/31/2019
Staley Capital Advisers Inc.4,870$267 12/31/2019
     MDYV4,870$267 12/31/2019
PFG Advisors4,851$263 12/31/2019
     MDYV4,851$263 12/31/2019
Cetera Advisor Networks LLC4,727$260 12/31/2019
     MDYV4,727$260 12/31/2019
Baltimore Washington Financial Advisors Inc.4,437$243 12/31/2019
     MDYV4,437$243 12/31/2019
Truist Financial Corp4,104$225 12/31/2019
     MDYV4,104$225 12/31/2019
LexAurum Advisors LLC4,089$224 12/31/2019
     MDYV4,089$224 12/31/2019
Acorn Wealth Advisors LLC3,998$216 12/31/2019
     MDYV3,998$216 12/31/2019
Ameritas Investment Company LLC3,896$213 12/31/2019
     MDYV3,896$213 12/31/2019
Surevest Inc.3,893$213 12/31/2019
     MDYV3,893$213 12/31/2019
SeaCrest Wealth Management LLC3,766$206 12/31/2019
     MDYV3,766$206 12/31/2019
Thompson Investment Management Inc.3,747$205 12/31/2019
     MDYV3,747$205 12/31/2019
Cooper Financial Group3,735$205 12/31/2019
     MDYV3,735$205 12/31/2019
Capital Advisory Group Advisory Services LLC3,605$192 12/31/2019
     MDYV3,605$192 12/31/2019
Squar Milner Financial Services LLC2,736$149 12/31/2019
     MDYV2,736$149 12/31/2019
Proequities Inc.2,513$138 12/31/2019
     MDYV2,513$138 12/31/2019
Sowell Financial Services LLC2,302$126 12/31/2019
     MDYV2,302$126 12/31/2019
Flagship Harbor Advisors LLC2,209$121 12/31/2019
     MDYV2,209$121 12/31/2019
Centaurus Financial Inc.2,156$118 12/31/2019
     MDYV2,156$118 12/31/2019
JPMorgan Chase & Co.1,955$107 12/31/2019
     MDYV1,955$107 12/31/2019
Salomon & Ludwin LLC1,750$96 12/31/2019
     MDYV1,750$96 12/31/2019
Weaver Consulting Group1,730$89 12/31/2019
     MDYV1,730$89 12/31/2019
Financial Gravity Wealth Inc.1,657$85 09/30/2019
     MDYV1,657$85 09/30/2019
Lakeview Capital Partners LLC1,534$84 12/31/2019
     MDYV1,534$84 12/31/2019
Northwestern Mutual Wealth Management Co.1,507$83 12/31/2019
     MDYV1,507$83 12/31/2019
Baldwin Brothers Inc. MA1,245$68 12/31/2019
     MDYV1,245$68 12/31/2019
Arkadios Wealth Advisors1,240$68 12/31/2019
     MDYV1,240$68 12/31/2019
FMR LLC1,104$60 12/31/2019
     MDYV1,104$60 12/31/2019
Carmichael Hill & Associates Inc.1,060$58 12/31/2019
     MDYV1,060$58 12/31/2019
Princeton Global Asset Management LLC1,041$57 12/31/2019
     MDYV1,041$57 12/31/2019
Arcadia Investment Management Corp MI986$54 12/31/2019
     MDYV986$54 12/31/2019
Parallel Advisors LLC974$53 12/31/2019
     MDYV974$53 12/31/2019
Parkside Financial Bank & Trust853$47 12/31/2019
     MDYV853$47 12/31/2019
Synovus Financial Corp857$46 12/31/2019
     MDYV857$46 12/31/2019
Duncker Streett & Co. Inc.785$43 12/31/2019
     MDYV785$43 12/31/2019
Cullen Frost Bankers Inc.753$41 12/31/2019
     MDYV753$41 12/31/2019
Blair William & Co. IL692$38 12/31/2019
     MDYV692$38 12/31/2019
Creative Financial Designs Inc. ADV625$34 12/31/2019
     MDYV625$34 12/31/2019
Ancora Advisors LLC600$33 12/31/2019
     MDYV600$33 12/31/2019
BDO Wealth Advisors LLC611$33 12/31/2019
     MDYV611$33 12/31/2019
Valeo Financial Advisors LLC585$32 12/31/2019
     MDYV585$32 12/31/2019
Jackson Grant Investment Advisers Inc.564$31 12/31/2019
     MDYV564$31 12/31/2019
Procyon Private Wealth Partners LLC540$30 12/31/2019
     MDYV540$30 12/31/2019
Rocky Mountain Advisers LLC522$29 12/31/2019
     MDYV522$29 12/31/2019
CWM LLC522$29 12/31/2019
     MDYV522$29 12/31/2019
Bank of Montreal Can468$26 12/31/2019
     MDYV468$26 12/31/2019
Orion Portfolio Solutions LLC442$24 12/31/2019
     MDYV442$24 12/31/2019
BerganKDV Wealth Management LLC401$22 12/31/2019
     MDYV401$22 12/31/2019
Clear Harbor Asset Management LLC350$19 12/31/2019
     MDYV350$19 12/31/2019
AdvisorNet Financial Inc304$17 12/31/2019
     MDYV304$17 12/31/2019
Citigroup Inc.300$16 12/31/2019
     MDYV300$16 12/31/2019
Kings Point Capital Management300$16 12/31/2019
     MDYV300$16 12/31/2019
FTB Advisors Inc.304$16 12/31/2019
     MDYV304$16 12/31/2019
Front Row Advisors LLC300$16 12/31/2019
     MDYV300$16 12/31/2019
Sailer Financial LLC296$16 12/31/2019
     MDYV296$16 12/31/2019
Fifth Third Bancorp264$14 12/31/2019
     MDYV264$14 12/31/2019
Manchester Capital Management LLC228$12 12/31/2019
     MDYV228$12 12/31/2019
Joseph P. Lucia & Associates LLC220$12 12/31/2019
     MDYV220$12 12/31/2019
John W. Brooker & Co. CPAs210$12 12/31/2019
     MDYV210$12 12/31/2019
US Bancorp DE198$11 12/31/2019
     MDYV198$11 12/31/2019
Ironwood Financial llc172$9 12/31/2019
     MDYV172$9 12/31/2019
Steward Partners Investment Advisory LLC180$9 12/31/2019
     MDYV180$9 12/31/2019
Cabana LLC130$7 12/31/2019
     MDYV130$7 12/31/2019
Quadrant Capital Group LLC114$6 12/31/2019
     MDYV114$6 12/31/2019
Cedar Mountain Advisors LLC104$6 12/31/2019
     MDYV104$6 12/31/2019
Fusion Family Wealth LLC77$4 12/31/2019
     MDYV77$4 12/31/2019
Advisory Alpha LLC56$3 12/31/2019
     MDYV56$3 12/31/2019
BlackRock Inc.32$2 12/31/2019
     MDYV32$2 12/31/2019
Global Trust Asset Management LLC31$2 12/31/2019
     MDYV31$2 12/31/2019
SRS Capital Advisors Inc.24$1 12/31/2019
     MDYV24$1 12/31/2019
MCF Advisors LLC8$0 12/31/2019
     MDYV8$0 12/31/2019
Aptus Capital Advisors LLC2$0 12/31/2019
     MDYV2$0 12/31/2019
Tobias Financial Advisors Inc.5$0 12/31/2019
     MDYV5$0 12/31/2019

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

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