MRDN · Meridian Holdings Inc./NV · Holdings

$10.83 -0.36 (-3.22%)

Market Cap

$141.77M

12.67M

Volume · Oct 20 30.46K Avg daily vol (3M) 64.05K

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.

Use institutional holdings through the 13F API or MCP → See every holder of MRDN: 13F, 13D and 13G, insiders and funds →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.

Quarter:

Holders: 36

Total Value: $9,411,664

Total Shares: 678,411

Institutional Ownership Trend

19 quarters

Holder Concentration

Across 38 13F filers

Top Holder

28.2%

of institutional value

Top 5

67.0%

of institutional value

Top 10

86.3%

of institutional value

HHI

1,377

Broadly held

Who Holds MRDN

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 38 filers, like-for-like change +30.2%; actively managed books +78.0%; index-like books -23.3%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	27.9%	19	+3.6%	6	7
Exempt adviser	0.6%	1	new	1	0
Adviser	28.2%	1	+32.9%	0	0
Bank	4.5%	4	-28.8%	0	4
Non-US	1.3%	1	+4.7%	0	1
Holding company	12.9%	4	-19.2%	1	0
Benefit plan	0.0%	0	—	0	0
Insurer	0.0%	0	—	0	0
Broker-dealer	0.0%	0	—	0	0
Unknown	24.6%	8	+381.2%	3	6

Style	Share	Filers	Change	New	Exited
Index-like	27.8%	8	-23.3%	1	5
Systematic-like	0.3%	1	+38.0%	0	0
Concentrated	28.3%	5	-8.3%	1	2
Diversified active	43.6%	24	+360.8%	9	11
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	27.4%	22	-16.9%	5	12
Medium turnover	41.2%	8	+21.5%	2	4
High turnover	22.1%	5	+1056.4%	4	1
Unknown	9.3%	3	+17.2%	0	1
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	9.9%	5	+25.2%	2	1
Medium horizon	32.5%	6	-9.2%	1	3
Long horizon	38.9%	26	+17.8%	7	14
Unknown	18.6%	1	new	1	0
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	47.5%	7	+54.2%	4	2
$1B to $10B	1.4%	7	+220.6%	1	3
$10B to $100B	5.1%	6	+383.4%	2	4
$100B or more	46.1%	18	+3.5%	4	9
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	1.2%	11	+1465.1%	3	1
Pooled investment vehicles	1.6%	2	-83.1%	1	1
Registered funds and BDCs	13.0%	2	-20.2%	0	1
Other investment advisers	0.2%	1	+254.2%	0	0
Diversified	12.0%	3	+1607.6%	2	2
Insurance companies	0.0%	0	-100.0%	0	1
Governments and sovereign funds	0.0%	0	-100.0%	0	1
Pension and profit sharing plans	0.0%	0	—	0	0
Unknown	72.1%	19	+44.7%	5	11

Private funds	Share	Filers	Change	New	Exited
Hedge funds	9.4%	3	-7.9%	3	2
Private equity funds	0.0%	0	—	0	0
Venture capital funds	0.0%	1	+525.0%	0	0
Real estate funds	0.2%	3	+5970.0%	1	1
Securitized asset funds	0.0%	1	0.0%	0	0
Other private funds	4.7%	1	+2064.7%	1	1
No private funds	14.2%	11	-13.7%	2	3
Mixed private funds	0.0%	0	—	0	0
Private funds, type not stated	0.0%	0	—	0	0
Unknown	71.4%	18	+43.4%	4	11

Location	Share	Filers	Change	New	Exited
United States	96.6%	33	+32.3%	9	15
Outside the US	3.4%	5	-9.1%	2	3

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-06-30 13F.

Conviction and Crowding

38 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

0.000% of filers hold it in their top 10

Mar 31, 2026: 0

Holders above 5%

median weight 0.000%

Mar 31, 2026: 0

Crowding

1.87%

of shares outstanding, 7th percentile

Mar 31, 2026: 0.649%

Private-fund advisers

0.749%

of shares outstanding

Institutional ownership

5.22%

6.29% of the estimated free float

Top 10 holders

86.3%

of 13F shares, Herfindahl 0.138

Active holders

+78.0%

like-for-like share change of active filers

5% stakes on record

1 13D, 0 13G

How long holders have held it value-weighted 1.6 quarters

Under 1 year 100.0% 1 to 3 years 0.000% 3 years or more 0.000% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost

$10.44

estimated per share

Quarter-end price

$13.92

implied by 13F values

Estimated gain or loss

+33.3%

price against the estimated cost

Estimated at a loss

0.000%

of costed 13F value

Estimated cost covers 40.6% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shareholder Targets

13F filers that own its peers but not MRDN, quarter ended Jun 30, 2026

MRDN has no holder-overlap peers, so these filers hold the largest Consumer Cyclical stocks: AMZN, TSLA, HD, TJX, MCD, BKNG, SBUX, LOW, RCL, DASH, HLT, ORLY, MELI, ROST, MAR, GM, ABNB, AZO, CVNA, EBAY. 6,779 filers in all.

#	Filer	In peers	Of book	Largest peers
1	STATE STREET CORP Bank, Index-like	$227,971,229,872 20 held	6.74%	AMZN, TSLA, HD
2	VANGUARD PORTFOLIO MANAGEMENT LLC Registered adviser, Diversified active	$102,745,295,751 20 held	4.62%	AMZN, TSLA, HD
3	Invesco Ltd. Adviser, Diversified active	$90,616,490,786 20 held	7.18%	AMZN, TSLA, BKNG
4	Capital Research Global Investors Adviser, Diversified active	$76,966,700,409 12 held	10.7%	AMZN, SBUX, RCL
5	NORGES BANK Non-US, Index-like	$73,813,653,701 20 held	7.34%	AMZN, TSLA, HD
6	PRICE T ROWE ASSOCIATES INC /MD/ Registered adviser, Diversified active	$67,598,219,286 20 held	6.83%	AMZN, TSLA, CVNA
7	Capital World Investors Adviser, Diversified active	$66,153,869,943 14 held	7.84%	TSLA, AMZN, SBUX
8	BANK OF AMERICA CORP /DE/ Bank, Diversified active	$54,566,664,020 20 held	4.20%	AMZN, TSLA, HD
9	NORTHERN TRUST CORP Bank, Index-like	$52,966,594,966 20 held	6.39%	AMZN, TSLA, HD
10	CHARLES SCHWAB INVESTMENT MANAGEMENT INC Registered adviser, Diversified active	$42,401,707,822 19 held	5.68%	AMZN, TSLA, HD

Fund Ownership of MRDN by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0.94% of shares outstanding.

Fund type	Of shares outstanding	Change	Shares	Funds
Index funds	0.45%	-0.97 pp	56,495	12
Index ETFs	0.50%	-1.02 pp	62,879	9
Active ETFs	0.02%	+0.02 pp	2,388	1
Active funds	0.01%	-0.04 pp	903	4
Unclassified	0.00%	0.00 pp	0	0
All registered funds	0.97%	-2.00 pp	122,665	26

How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 17 Exempt adviser 1 Adviser 1 Bank 4 Non-US 1 Holding company 4 Unknown 8

Showing 36 of 36

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Topline Capital Management, LLC

$2,595,244

27.57%

186,440

Diametric Capital, LP

$1,715,041

18.22%

123,207

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thakore Nainoor	123,207	$1,715,041	100.0%	Defined

AQR CAPITAL MANAGEMENT LLC

$667,125

7.09%

47,926

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	3	$41	0.0%	Other
Prism Planning Partners LLC	13	$180	0.0%	Other
Compound Planning, Inc.	2	$27	0.0%	Other
Arax Advisory Partners	1,052	$14,643	2.2%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	425	$5,916	0.9%	Other
Stokes Family Office, LLC	129	$1,795	0.3%	Other
Held directly	46,302	$644,523	96.6%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$609,069

6.47%

43,755

GEODE CAPITAL MANAGEMENT, LLC

$585,683

6.22%

42,075

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	5,071	$70,588	12.1%	Defined
Held directly	37,004	$515,095	87.9%	Defined

GREAT LAKES ADVISORS, LLC

$432,702

4.60%

31,085

GOLDMAN SACHS GROUP INC

$408,357

4.34%

29,336

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	29,336	$408,357	100.0%	Defined

BlackRock, Inc.

$378,203

4.02%

27,170

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	2,584	$35,969	9.5%	Sole
BlackRock Investment Management, LLC	489	$6,806	1.8%	Sole
BlackRock Fund Advisors	7,269	$101,184	26.8%	Sole
BlackRock Institutional Trust Company, N.A.	15,768	$219,490	58.0%	Sole
BlackRock Investment Management (UK) Ltd.	129	$1,795	0.5%	Sole
Aperio Group, LLC	931	$12,959	3.4%	Sole

MORGAN STANLEY

$312,919

3.32%

22,480

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	226	$3,145	1.0%	Defined
MORGAN STANLEY & CO. LLC	83	$1,155	0.4%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	3,129	$43,555	13.9%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	19,042	$265,064	84.7%	Defined

VANGUARD FIDUCIARY TRUST CO

$241,748

2.57%

17,367

UBS Group AG

$235,164

2.50%

16,894

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	9	$125	0.1%	Defined
UBS AG	16,885	$235,039	99.9%	Defined

JANE STREET GROUP, LLC

$230,543

2.45%

16,562

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	9,475	$131,892	57.2%	Defined
Jane Street Global Trading, LLC	7,087	$98,651	42.8%	Defined

INDEPENDENT FINANCIAL GROUP, LLC

$207,693

2.21%

17,052

JPMORGAN CHASE & CO

$155,638

1.65%

11,181

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	11,167	$155,444	99.9%	Defined
J.P. Morgan Securities plc	14	$194	0.1%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$143,236

1.52%

10,290

BNP PARIBAS ARBITRAGE, SA

$120,547

1.28%

8,660

FMR LLC

$86,679

0.92%

6,227

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	6,227	$86,679	100.0%	Defined

Continuum Advisory, LLC

$69,600

0.74%

5,000

Persistent Asset Partners Ltd

$58,477

0.62%

4,201

Russell Investments Group, Ltd.

$37,110

0.39%

2,666

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	2,666	$37,110	100.0%	Defined

Tower Research Capital LLC (TRC)

$27,408

0.29%

1,969

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	1,969	$27,408	100.0%	Defined

BARCLAYS PLC

$17,539

0.19%

1,260

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	1,062	$14,783	84.3%	Defined
BARCLAYS CAPITAL INC.	198	$2,756	15.7%	Defined

Arax Advisory Partners

$15,492

0.16%

1,113

GAMMA Investing LLC

$14,664

0.16%

1,204

Asset Dedication, LLC

$11,595

0.12%

833

NewEdge Advisors, LLC

$11,442

0.12%

822

Vanguard Global Advisers, LLC

$6,904

0.07%

496

Steward Partners Investment Advisory, LLC

$5,790

0.06%

416

ROYAL BANK OF CANADA

$4,802

0.05%

345

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	345	$4,802	100.0%	Defined

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

$2,380

0.03%

171

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Group AG	171	$2,380	100.0%	Defined

EverSource Wealth Advisors, LLC

$1,279

0.01%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMSS Wesson Wealth Solutions, LLC	12	$166	13.0%	Sole
Held directly	80	$1,113	87.0%	Sole

Allworth Financial LP

$1,030

0.01%

ROTHSCHILD INVESTMENT LLC

$348

0.00%

IFP Advisors, Inc

$85

0.00%

Essential Partners LLC

$73

0.00%

Caitong International Asset Management Co., Ltd

$55

0.00%

Key facts CIK 1437925 CUSIP 381098409 13F (30d) 4 filings 4 filers Visit website Investor relations