DOSSIER · 13F Holders · Q4 2025
MDISX

Mutual Global Discovery Fd Cl Z

2 institutions still hold Mutual Global Discovery Fd Cl Z as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 628380404·2 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$141K
visible holders
Holders
2
filers reporting
Concentration
72.30%
Motiv8 Investments LLC #1
top holder share
AI Holders Summary · Q4 2025

2 institutions reported MDISX in Q4 2025. Motiv8 Investments LLC leads at 72.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Motiv8 Investments LLC
CIK 0002024873
$102K3K0.06%Q4 2025
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$39K1K0.01%Q2 2026