MDRR · Medalist Diversified, Inc.
Market Cap
$19.87M
Shares
1.63M
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: 5
Total Value: $218,377
Total Shares: 18,745
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 5 13F filers · Δ vs Mar 31, 2026Top Holder
64.1%
−20.0 pts
Top 5
100.0%
+0.6 pts
Top 10
100.0%
0.0 pts
HHI
5,139
Highly concentrated−2,075
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
3
Decreased
1
Sold Out
3
Unchanged
1
Holder count:
-3
Institutional value:
-60.4%
Shares held:
-61.6%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega VANGUARD CAPITAL MANAGEMENT LLC | +6,620 | 12,016 | |
| Mega VANGUARD FIDUCIARY TRUST CO | +4,423 | 5,974 | |
| Mid Tower Research Capital LLC (TRC) | +447 | 702 |
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | −147 | 52 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large HighTower Advisors, LLC | 41,062 | $464,000 | |
| Large CWM, LLC | 260 | $2,938 | |
| Large NISA INVESTMENT ADVISORS, LLC | 75 | $847 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega VANGUARD CAPITAL MANAGEMENT LLC | $139,986 | 64.10% | 12,016 | Shares | 2026-08-13 | |
| Mega VANGUARD FIDUCIARY TRUST CO Bank | $69,597 | 31.87% | 5,974 | Shares | 2026-08-13 | |
| Mid Tower Research Capital LLC (TRC) | $8,178 | 3.74% | 702 | Shares | 2026-08-11 | |
| Mega UBS Group AG | $605 | 0.28% | 52 | Shares | 2026-08-13 | |
| Mega CITIGROUP INC | $11 | 0.01% | 1 | Shares | 2026-08-03 |