DALLAS, TX
MDB CAPITAL HOLDINGS, LLCMDBH— Latest position per institution from SEC 13F filings
15
Institutional holders
306.85K
Total shares held
1.39M
Estimated value
20.46K
Avg. position size
PASADENA PRIVATE WEALTH, LLC
CIK 1760578
Shares
85.20K
Value
298.20K
Filed
Jun 30, 2026
BAKER AVENUE ASSET MANAGEMENT, LP
CIK 1432529
Shares
75K
Value
561K
Filed
Jun 30, 2024
UBS GROUP AG
CIK 1610520
Shares
54.19K
Value
189.66K
Filed
Jun 30, 2026
BEACON POINTE ADVISORS, LLC
CIK 1744317
Shares
30K
Value
105K
Filed
Jun 30, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
24.67K
Value
81.16K
Filed
Dec 31, 2025
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
Shares
12.89K
Value
48.19K
Filed
Jun 30, 2026
DRW SECURITIES, LLC
CIK 1481986
Shares
12.28K
Value
39.86K
Filed
Dec 31, 2025
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
6.10K
Value
27.33K
Filed
Jun 30, 2025
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
3.73K
Value
27.92K
Filed
Jun 30, 2024
BLACKROCK, INC.
CIK 2012383
Shares
1.81K
Value
8.10K
Filed
Jun 30, 2025
TOTH FINANCIAL ADVISORY CORP
CIK 866780
Shares
400.00
Value
2.99K
Filed
Jun 30, 2024
EVERSOURCE WEALTH ADVISORS, LLC
CIK 1710537
Shares
395.00
Value
1.33K
Filed
Sep 30, 2025
MORGAN STANLEY
CIK 895421
Shares
101.00
Value
354.00
Filed
Jun 30, 2026
TOWER RESEARCH CAPITAL LLC (TRC)
CIK 1533421
Shares
89.00
Value
561.00
Filed
Dec 31, 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 752798
Shares
0.00
Value
0.00
Filed
Jun 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | PASADENA PRIVATE WEALTH, LLC | 1760578 | 85.20K | 298.20K | Jun 30, 2026 |
| 2 | BAKER AVENUE ASSET MANAGEMENT, LP | 1432529 | 75K | 561K | Jun 30, 2024 |
| 3 | UBS GROUP AG | 1610520 | 54.19K | 189.66K | Jun 30, 2026 |
| 4 | BEACON POINTE ADVISORS, LLC | 1744317 | 30K | 105K | Jun 30, 2026 |
| 5 | CITADEL ADVISORS LLC | 1423053 | 24.67K | 81.16K | Dec 31, 2025 |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | 12.89K | 48.19K | Jun 30, 2026 |
| 7 | DRW SECURITIES, LLC | 1481986 | 12.28K | 39.86K | Dec 31, 2025 |
| 8 | RAYMOND JAMES FINANCIAL INC | 720005 | 6.10K | 27.33K | Jun 30, 2025 |
| 9 | BLACKROCK FINANCE, INC. | 1364742 | 3.73K | 27.92K | Jun 30, 2024 |
| 10 | BLACKROCK, INC. | 2012383 | 1.81K | 8.10K | Jun 30, 2025 |
| 11 | TOTH FINANCIAL ADVISORY CORP | 866780 | 400.00 | 2.99K | Jun 30, 2024 |
| 12 | EVERSOURCE WEALTH ADVISORS, LLC | 1710537 | 395.00 | 1.33K | Sep 30, 2025 |
| 13 | MORGAN STANLEY | 895421 | 101.00 | 354.00 | Jun 30, 2026 |
| 14 | TOWER RESEARCH CAPITAL LLC (TRC) | 1533421 | 89.00 | 561.00 | Dec 31, 2024 |
| 15 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 752798 | 0.00 | 0.00 | Jun 30, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.