Across its top 4 institutional holders, MCDS's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 3/100, avg. turnover score 22/100).

Notable Holders

4 institutions disclose a position in MCDS, but none treat it as a major bet — even Jpmorgan Chase & Co, its most concentrated holder, allocates just 0.0% of its own portfolio to it.

Royal Bank Of Canada has added to its MCDS position for two straight quarters, increasing it by $27.0K to reach $488.0K today.

Truist Financial CORP has trimmed its MCDS position for two straight quarters, cutting it by $172.5K while still holding $429.7K.

Quarterly Activity

Recent Activity

+$488.5K

Total Buy Value

$554.3K

Total Sell Value

New buy0

Trim1

Add2

Sold out0

Net Buyers

Net Sellers

Top Movers

MCDS

Q1 2026

Top 5 Institutional Movers

Truist Financial

-$124.6K

Trim

JPMorgan

-$55.1K

Trim

Royal Bank Of Canada

+$20.0K

Add

UBS Group

+$418.0

Add

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

MCDS does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/MCDS

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

46654Q674

FAQ

Who are the top institutional investors holding JPM FUNDMTL DATA SC M C ETF (MCDS)?

Major stakeholders currently include Jpmorgan Chase & Co ($5.8M), Royal Bank Of Canada ($488.0K), Truist Financial CORP ($429.7K). Based on the latest 13F filings, there are a total of 4 tracked investment funds and institutions maintaining positions in MCDS.

What is the overall institutional sentiment toward MCDS recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $159.3K, driven by 2 managers accumulating shares while 1 reduced their exposure.

Which institutions have been selling or reducing their MCDS positions?

In the latest period, 1 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $554.3K.

Are there any notable investors adding MCDS to their portfolios?

Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $488.5K.

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Developer Access

Access MCDS's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/MCDS

CLI

npx alphasmo stocks get MCDS

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