MDBH — MDB CAP HLDGS LLC
As of Q2 2026, 2 SEC-registered investment managers reported holding MDBH (MDB CAP HLDGS LLC) in their latest 13F filings, with a combined reported value of $190.02K across 54.29K shares. That is -0.6% by share count (-315 shares) versus the previous quarter, while reported value moved +16.8%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
MDBH is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 54.19K | $189.66K | 0.00% | Reduce |
| Morgan Stanley history | 101 | $354 | 0.00% | Add |
Q1 2026 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 54.60K | $162.72K | 0.00% | Reduce |
| Morgan Stanley history | 1 | $3 | 0.00% | Hold |
Q4 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 55.75K | $180.91K | 0.00% | Reduce |
| Citadel Advisors history | 24.67K | $81.16K | 0.00% | Add |
| Morgan Stanley history | 1 | $3 | 0.00% | Hold |
Q3 2025 — 3 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 58.72K | $197.53K | 0.00% | Reduce |
| Citadel Advisors history | 12.57K | $43.11K | 0.00% | New |
| Morgan Stanley history | 1 | $3 | 0.00% | Hold |
Q2 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 59.66K | $267.28K | 0.00% | Reduce |
| BlackRock Inc history | 1.81K | $8.10K | 0.00% | Reduce |
| BlackRock Inc history | 1.81K | $8.10K | 0.00% | Reduce |
| Morgan Stanley history | 1 | $4 | 0.00% | Hold |
| Morgan Stanley history | 1 | $4 | 0.00% | Hold |
Q1 2025 — 7 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| UBS Group AG history | 62.59K | $385.51K | 0.00% | Add |
| Citadel Advisors history | 17.70K | $114.13K | 0.00% | Add |
| Citadel Advisors history | 17.70K | $114.13K | 0.00% | Add |
| BlackRock Inc history | 10.54K | $64.95K | 0.00% | Reduce |
| BlackRock Inc history | 10.54K | $64.95K | 0.00% | Reduce |
| Morgan Stanley history | 1 | $6 | 0.00% | Hold |
| Morgan Stanley history | 1 | $6 | 0.00% | Hold |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 4 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| UBS Group AG | 54.19K | 54.60K | 55.75K | 58.72K | 59.66K | 62.59K | 41.53K | 31.77K | 26.03K | 19.32K | 22.26K | 15.09K |
| Morgan Stanley | 101 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 | — | 1.87K | 4.24K |
| Citadel Advisors | — | — | 24.67K | 12.57K | — | 17.70K | 14.88K | — | — | — | — | — |
| BlackRock Inc | — | — | — | — | 1.81K | 10.54K | 10.75K | 10.68K | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details