Who owns MAYT
Which tracked institutional funds hold MAYT, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MAYT company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MAYT is one-sided between 2026-Q1 and 2026-Q2: 27 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MAYT’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MAYT divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 50 tracked filers holding MAYT, 45 increased or opened the position and 7 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MAYT between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 22
- Modern Wealth Management, LLC$11M
- Lloyd Advisory Services, LLC.$10M
- FWG Investments, LLC.$6M
- Wellment Financial$5M
- SMART Wealth LLC$5M
- Golden Reserve Retirement LLC$3M
Full exits 1
- Cambridge Investment Research Advisors, Inc.$731K
Largest adds
- AE Wealth Management LLC$103M
- COMMONWEALTH EQUITY SERVICES, LLC$5M
- OSAIC HOLDINGS, INC.$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- LPL Financial LLC$627K
Largest trims
- OLD MISSION CAPITAL LLC$477K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| AE Wealth Management LLC added | 2,654,485 | $104M | 52.7% | 2026-Q2 |
| Modern Wealth Management, LLC new | 272,003 | $11M | 5.4% | 2026-Q2 |
| Lloyd Advisory Services, LLC. new | 254,388 | $10M | 5.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 174,606 | $7M | 3.5% | 2026-Q2 |
| FWG Investments, LLC. new | 144,178 | $6M | 2.9% | 2026-Q2 |
| Wellment Financial new | 128,454 | $5M | 2.5% | 2026-Q2 |
| SMART Wealth LLC new | 121,864 | $5M | 2.4% | 2026-Q2 |
| Golden Reserve Retirement LLC new | 80,779 | $3M | 1.6% | 2026-Q2 |
| Richmond Brothers, Inc. new | 78,997 | $3M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 77,932 | $3M | 1.5% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC new | 75,504 | $3M | 1.5% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC new | 74,876 | $3M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 74,825 | $3M | 1.5% | 2026-Q2 |
| Aegis Wealth Management, Inc. new | 64,671 | $3M | 1.3% | 2026-Q2 |
| Cetera Investment Advisers new | 56,083 | $2M | 1.1% | 2026-Q2 |
| Great Lakes Retirement, Inc. new | 53,491 | $2M | 1.1% | 2026-Q2 |
| Elevated Capital Advisors, LLC new | 42,862 | $2M | 0.9% | 2026-Q2 |
| Nvest Financial, LLC trimmed | 41,939 | $2M | 0.8% | 2026-Q2 |
| FSA Advisors, Inc. new | 41,899 | $2M | 0.8% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. new | 39,673 | $2M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 39,050 | $2M | 0.8% | 2026-Q2 |
| LPL Financial LLC added | 38,737 | $2M | 0.8% | 2026-Q2 |
| Integrated Wealth Management new | 35,397 | $1M | 0.7% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 32,802 | $1M | 0.7% | 2026-Q2 |
| LifeWealth Investments, LLC new | 32,732 | $1M | 0.6% | 2026-Q2 |
| Centennial Advisors, LLC new | 31,386 | $1M | 0.6% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 22,407 | $874K | 0.4% | 2026-Q2 |
| Csenge Advisory Group new | 21,136 | $824K | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 19,259 | $751K | 0.4% | 2026-Q2 |
| Kingdom Financial Group LLC. new | 17,467 | $681K | 0.3% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 12,835 | $501K | 0.3% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 11,929 | $468K | 0.2% | 2026-Q2 |
| McAdam, LLC added | 10,615 | $414K | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC new | 8,854 | $345K | 0.2% | 2026-Q2 |
| Montgomery Financial Services LLC new | 8,616 | $336K | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 8,419 | $328K | 0.2% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 8,337 | $325K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 7,381 | $288K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 6,397 | $249K | 0.1% | 2026-Q2 |
| Networth Advisors, LLC new | 5,650 | $220K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 5,328 | $208K | 0.1% | 2026-Q2 |
| Mosley Wealth Management new | 5,152 | $201K | 0.1% | 2026-Q2 |
| Allianz SE | 5,000 | $195K | 0.1% | 2026-Q2 |
| Decker Retirement Planning Inc. new | 4,036 | $157K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 3,832 | $149K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,688 | $104K | 0.1% | 2026-Q2 |
| Key Capital Management, INC new | 1,791 | $70K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 332 | $13K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC new | 204 | $8K | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 100 | $4K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 19,751 | $731K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC trimmed | 4,629 | $171K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BARCLAYS PLC trimmed | 1,652 | $61K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| JIM SAULNIER & ASSOCIATES, LLC | 8,094 | $299K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| NBC SECURITIES, INC. | 1,500 | $55K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC trimmed | 1,081 | $40K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG added | 864 | $32K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 19,801 | $715K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. added | 25,292 | $881K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| BROWN BROTHERS HARRIMAN & CO | 1,700 | $59K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
1 parent filing withheld from the table above, and from the coverage figures, to avoid listing one book twice: Allianz Investment Management U.S. LLC (last filed 2025-Q3, 5,000 shares) reconciles to its 1 current affiliate (5,000 shares) — 0.000% apart.
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.