§ EQUITY
USDMDYV
SS SPDR S&P 400 MC VAL ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
154 increased/new, 153 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| NorthRock Partners, LLC | 1.3M | 1.8% | +3% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.3M | 0.2% | −38% |
| Financial Engines Advisors L.L.C. | 1.2M | 0.2% | −5% |
| LPL Financial LLC | 1.1M | 0.0% | +3% |
| Avantax Planning Partners, Inc. | 918K | 2.1% | +3% |
| Lutz Financial Services LLC | 806K | 4.6% | +3% |
◇ AC INTELLIGENCE
Top institutional owners for MDYV as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER91.1% · 342 holders
DEALER / BANK7.9% · 21 holders
QUALITY / COMPOUNDER0.6% · 6 holders
INCOME / DEFENSIVE0.3% · 2 holders
SYSTEMATIC / QUANT0.1% · 1 holder
PASSIVE / INDEX0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MDYV in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MDYV yet.