RICHMOND, VA
MEDALIST DIVERSIFIED, INC.MDRR— Latest position per institution from SEC 13F filings
15
Institutional holders
113.39K
Total shares held
1.32M
Estimated value
8.10K
Avg. position size
EP WEALTH ADVISORS, LLC
CIK 1540569
Shares
45.34K
Value
544.59K
Filed
Sep 30, 2024
HIGHTOWER ADVISORS, LLC
CIK 1462245
Shares
41.06K
Value
464K
Filed
Mar 31, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
12.02K
Value
139.99K
Filed
Jun 30, 2026
VANGUARD FIDUCIARY TRUST CO
CIK 933478
Shares
5.97K
Value
69.60K
Filed
Jun 30, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 1484205
Shares
5K
Value
61.50K
Filed
Dec 31, 2025
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 1141802
Shares
2.75K
Value
28.68K
Filed
Jun 30, 2025
TOWER RESEARCH CAPITAL LLC (TRC)
CIK 1533421
Shares
702.00
Value
8.18K
Filed
Jun 30, 2026
CWM, LLC
CIK 1535847
Shares
260.00
Value
2.94K
Filed
Mar 31, 2026
WEALTHSPIRE ADVISORS, LLC
CIK 1646247
Shares
155.00
Value
2.10K
Filed
Sep 30, 2025
NISA INVESTMENT ADVISORS, LLC
CIK 937615
Shares
75.00
Value
851.00
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
52.00
Value
606.00
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
5.00
Value
62.00
Filed
Dec 31, 2025
CITIGROUP INC
CIK 831001
Shares
1.00
Value
12.00
Filed
Jun 30, 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 752798
Shares
0.00
Value
0.00
Filed
Jun 30, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | EP WEALTH ADVISORS, LLC | 1540569 | 45.34K | 544.59K | Sep 30, 2024 |
| 2 | HIGHTOWER ADVISORS, LLC | 1462245 | 41.06K | 464K | Mar 31, 2026 |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 12.02K | 139.99K | Jun 30, 2026 |
| 4 | VANGUARD FIDUCIARY TRUST CO | 933478 | 5.97K | 69.60K | Jun 30, 2026 |
| 5 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1484205 | 5K | 61.50K | Dec 31, 2025 |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | 2.75K | 28.68K | Jun 30, 2025 |
| 7 | TOWER RESEARCH CAPITAL LLC (TRC) | 1533421 | 702.00 | 8.18K | Jun 30, 2026 |
| 8 | CWM, LLC | 1535847 | 260.00 | 2.94K | Mar 31, 2026 |
| 9 | WEALTHSPIRE ADVISORS, LLC | 1646247 | 155.00 | 2.10K | Sep 30, 2025 |
| 10 | NISA INVESTMENT ADVISORS, LLC | 937615 | 75.00 | 851.00 | Mar 31, 2026 |
| 11 | UBS GROUP AG | 1610520 | 52.00 | 606.00 | Jun 30, 2026 |
| 12 | BANK OF AMERICA CORP /DE/ | 70858 | 5.00 | 62.00 | Dec 31, 2025 |
| 13 | CITIGROUP INC | 831001 | 1.00 | 12.00 | Jun 30, 2026 |
| 14 | 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.