MIDE · Xtrackers S&P MidCap 400 Scored & Screened ETF ETF
$38.16
+0.05 (+0.13%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 6
Total Value: $1,367,895
Total Shares: 40,744
Institutional Ownership Trend
21 quarters
Holder Concentration
Across 6 13F filers · Δ vs Dec 31, 2025Top Holder
45.8%
−4.3 pts
Top 5
100.0%
−0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,167
Highly concentrated+27
Quarterly Activity
vs Dec 31, 2025
New
1
Increased
4
Decreased
1
Sold Out
0
Unchanged
0
Holder count:
+1
Institutional value:
+11.8%
Shares held:
+10.0%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega ROYAL BANK OF CANADA | +3,643 | 18,286 | |
| Large CAPTRUST FINANCIAL ADVISORS | +104 | 18,675 | |
| Mega UBS Group AG | +92 | 94 | |
| Large OSAIC HOLDINGS, INC. | +5 | 2,819 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mid Clearstead Advisors, LLC | −167 | 850 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega JPMORGAN CHASE & CO | 20 | $671 |
Top Sold-Out Positions
vs Dec 31, 2025No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large CAPTRUST FINANCIAL ADVISORS MIDE | $626,975 | 45.84% | 18,675 | Shares | 2026-05-15 | |
| Mega ROYAL BANK OF CANADA Bank MIDE | $613,915 | 44.88% | 18,286 | Shares | 2026-05-15 | |
| Large OSAIC HOLDINGS, INC. MIDE | $94,642 | 6.92% | 2,819 | Shares | 2026-05-15 | |
| Mid Clearstead Advisors, LLC MIDE | $28,537 | 2.09% | 850 | Shares | 2026-05-06 | |
| Mega UBS Group AG MIDE | $3,155 | 0.23% | 94 | Shares | 2026-05-05 | |
| Mega JPMORGAN CHASE & CO MIDE | $671 | 0.05% | 20 | Shares | 2026-05-13 |