Position in MDB
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$7,674,307
+$3,882,331 QoQ
Shares Held
22,847
+47.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#231
of 867 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in MDB Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $1,249,192,487 across 83 Software - Infrastructure names. MDB ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,166,180 | $808,028,463 | |
| 2 | ORCL |
Oracle Corp
|
580,555 | $85,080,335 | |
| 3 | PANW |
Palo Alto Networks Inc
|
225,680 | $76,961,393 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
385,533 | $44,980,135 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
152,248 | $29,046,634 | |
| 6 | FTNT |
Fortinet, Inc.
|
155,864 | $23,943,827 | |
| 7 | VRSN |
Verisign Inc/Ca
|
71,469 | $17,978,741 | |
| 8 | SNPS |
Synopsys Inc
|
31,444 | $14,026,225 |
All Filings in MDB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,674,307 | 22,847 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $3,791,976 | 15,492 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,739,018 | 8,909 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $2,455,726 | 7,912 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,049,110 | 4,996 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $400,087 | 2,281 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $467,482 | 2,008 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,141,147 | 4,221 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $993,091 | 3,973 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,867,079 | 5,206 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,989,605 | 12,204 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $3,984,653 | 11,521 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $4,299,366 | 10,461 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $281,817 | 1,086 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $200,094 | 378 | Shares | Sole | 2022-02-04 | |
| 2021-03-31 | $446,608 | 1,670 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,063,476 | 2,962 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||