MDBH
MDB CAPITAL HOLDINGS, LLCMarquee-fund ownership over time
This quarter's activity
New positions opened
None.
Positions exited
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Citadel Advisors 2× in & out | Q4 2025 | Q2 2026 | — | +0% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at MDB Capital Holdings, LLC. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001493152-26-022056May 8, 2026
- Form 40001493152-26-022054May 8, 2026
- Form 40001493152-26-021163May 4, 2026
- Form 40001493152-26-018415Apr 22, 2026
- Form 40001493152-26-018413Apr 22, 2026
- Form 40001493152-26-018411Apr 22, 2026
- Form 40001493152-26-015470Apr 7, 2026
- Form 40001493152-26-006505Feb 12, 2026
- Form 40001493152-26-006503Feb 12, 2026
- Form 40001493152-26-006499Feb 12, 2026
- Form 40001493152-26-003862Jan 27, 2026
- Form 40001493152-26-000480Jan 5, 2026
- Form 40001493152-25-029816Dec 31, 2025
- Form 40001493152-25-029059Dec 23, 2025
- Form 40001493152-25-027156Dec 11, 2025
Fundamentals
XBRL · MDB CAPITAL HOLDINGS, LLCAnnual figures sourced directly from MDB CAPITAL HOLDINGS, LLC's 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for MDB Capital Holdings, LLC — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 14, 2026
- 10-KAnnual reportMar 31, 2026
- 8-KMaterial eventFeb 2, 2026
- 8-KMaterial eventDec 4, 2025
- DEF 14AProxy statementNov 14, 2025
- 10-QQuarterly reportNov 13, 2025
- 10-QQuarterly reportAug 14, 2025
- 8-KMaterial eventJun 2, 2025
- 10-QQuarterly reportMay 12, 2025
- 8-KMaterial eventApr 11, 2025
- 10-KAnnual reportMar 31, 2025
- 8-KMaterial eventDec 13, 2024
- 10-QQuarterly reportNov 12, 2024
- DEF 14AProxy statementOct 28, 2024
- 10-QQuarterly reportAug 13, 2024
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q4 2025 | Q2 2026 | $0.00 | — | +0% |
| Citadel Advisors | Q1 2025 | Q3 2025 | $0.00 | — | +0% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.