Who owns MAYW
Which tracked institutional funds hold MAYW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MAYW 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 MAYW is one-sided between 2026-Q1 and 2026-Q2: 38 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
MAYW’s largest tracked holder by dollar value, AE Wealth Management LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MAYW 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 72 tracked filers holding MAYW, 61 increased or opened the position and 9 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 MAYW 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 23
- Lloyd Advisory Services, LLC.$25M
- Wellment Financial$9M
- Mid-American Wealth Advisory Group, Inc.$7M
- B.O.S.S. Retirement Advisors, LLC$7M
- HOWARD BAILEY SECURITIES, LLC$7M
- Outlook Wealth Advisors, LLC$7M
Full exits 2
- OLD MISSION CAPITAL LLC$1M
- Cambridge Investment Research Advisors, Inc.$511K
Largest adds
- AE Wealth Management LLC$129M
- POM Investment Strategies, LLC$12M
- OSAIC HOLDINGS, INC.$6M
- LPL Financial LLC$5M
- ENVESTNET ASSET MANAGEMENT INC$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
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 | 3,711,221 | $129M | 38.7% | 2026-Q2 |
| Lloyd Advisory Services, LLC. added | 719,712 | $25M | 7.5% | 2026-Q2 |
| POM Investment Strategies, LLC added | 357,484 | $12M | 3.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 282,595 | $10M | 2.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 282,561 | $10M | 2.9% | 2026-Q2 |
| LPL Financial LLC added | 281,451 | $10M | 2.9% | 2026-Q2 |
| Wellment Financial new | 263,404 | $9M | 2.7% | 2026-Q2 |
| Mid-American Wealth Advisory Group, Inc. new | 215,020 | $7M | 2.2% | 2026-Q2 |
| B.O.S.S. Retirement Advisors, LLC new | 198,617 | $7M | 2.1% | 2026-Q2 |
| Allianz SE added | 193,052 | $7M | 2.0% | 2026-Q2 |
| HOWARD BAILEY SECURITIES, LLC new | 192,678 | $7M | 2.0% | 2026-Q2 |
| Outlook Wealth Advisors, LLC new | 190,171 | $7M | 2.0% | 2026-Q2 |
| Integrated Wealth Management new | 181,878 | $6M | 1.9% | 2026-Q2 |
| AMERICAN ASSET MANAGEMENT INC. trimmed | 146,366 | $5M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 121,384 | $4M | 1.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 115,531 | $4M | 1.2% | 2026-Q2 |
| Aegis Wealth Management, Inc. new | 114,627 | $4M | 1.2% | 2026-Q2 |
| Networth Advisors, LLC new | 114,369 | $4M | 1.2% | 2026-Q2 |
| Great Lakes Retirement, Inc. new | 112,552 | $4M | 1.2% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC new | 105,999 | $4M | 1.1% | 2026-Q2 |
| Modern Wealth Management, LLC new | 104,160 | $4M | 1.1% | 2026-Q2 |
| Elevated Capital Advisors, LLC new | 103,773 | $4M | 1.1% | 2026-Q2 |
| FSA Advisors, Inc. new | 81,195 | $3M | 0.8% | 2026-Q2 |
| OPPENHEIMER & CO INC new | 80,319 | $3M | 0.8% | 2026-Q2 |
| Centennial Advisors, LLC new | 76,091 | $3M | 0.8% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 72,518 | $3M | 0.8% | 2026-Q2 |
| LifeWealth Investments, LLC new | 68,766 | $2M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 59,937 | $2M | 0.6% | 2026-Q2 |
| Spire Wealth Management added | 56,960 | $2M | 0.6% | 2026-Q2 |
| Cetera Investment Advisers added | 53,923 | $2M | 0.6% | 2026-Q2 |
| SMART Wealth LLC new | 53,419 | $2M | 0.6% | 2026-Q2 |
| World Investment Advisors trimmed | 49,823 | $2M | 0.5% | 2026-Q2 |
| GTS FINANCIAL, LLC added | 52,341 | $2M | 0.5% | 2026-Q2 |
| Kingdom Financial Group LLC. new | 38,784 | $1M | 0.4% | 2026-Q2 |
| BCGM Wealth Management, LLC | 38,018 | $1M | 0.4% | 2026-Q2 |
| Blackston Financial Advisory Group, LLC new | 36,725 | $1M | 0.4% | 2026-Q2 |
| Csenge Advisory Group new | 33,629 | $1M | 0.4% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 25,677 | $893K | 0.3% | 2026-Q2 |
| Castle Rock Wealth Management, LLC added | 24,166 | $840K | 0.3% | 2026-Q2 |
| JIM SAULNIER & ASSOCIATES, LLC added | 23,820 | $828K | 0.2% | 2026-Q2 |
| Montgomery Financial Services LLC new | 23,368 | $813K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 23,120 | $804K | 0.2% | 2026-Q2 |
| Mosley Wealth Management new | 20,415 | $710K | 0.2% | 2026-Q2 |
| Cypress Wealth Services, LLC | 18,314 | $637K | 0.2% | 2026-Q2 |
| PFG Advisors added | 12,811 | $445K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 12,262 | $426K | 0.1% | 2026-Q2 |
| McAdam, LLC new | 12,077 | $420K | 0.1% | 2026-Q2 |
| Quest 10 Wealth Builders, Inc. new | 11,654 | $405K | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 11,458 | $398K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 10,968 | $381K | 0.1% | 2026-Q2 |
| Moors & Cabot, Inc. added | 10,750 | $374K | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 10,750 | $374K | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 10,426 | $362K | 0.1% | 2026-Q2 |
| Joseph P. Lucia & Associates, LLC added | 9,729 | $338K | 0.1% | 2026-Q2 |
| FWG Investments, LLC. new | 9,613 | $334K | 0.1% | 2026-Q2 |
| Carmel Capital Partners, LLC new | 8,000 | $278K | 0.1% | 2026-Q2 |
| Westshore Wealth, LLC new | 7,636 | $266K | 0.1% | 2026-Q2 |
| Creative Planning | 7,128 | $248K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC | 7,044 | $245K | 0.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 6,921 | $241K | 0.1% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC new | 6,678 | $232K | 0.1% | 2026-Q2 |
| Aspire Capital Advisors LLC new | 6,066 | $211K | 0.1% | 2026-Q2 |
| BridgePort Financial Solutions, LLC | 5,993 | $208K | 0.1% | 2026-Q2 |
| Decker Retirement Planning Inc. new | 3,533 | $123K | 0.0% | 2026-Q2 |
| Key Capital Management, INC new | 2,748 | $96K | 0.0% | 2026-Q2 |
| Financial Network Wealth Advisors LLC | 2,720 | $95K | 0.0% | 2026-Q2 |
| Innovative Asset Advisors Group, LLC new | 1,995 | $69K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 1,382 | $48K | 0.0% | 2026-Q2 |
| ST GERMAIN D J CO INC | 1,018 | $35K | 0.0% | 2026-Q2 |
| EVOLUTION WEALTH MANAGEMENT INC. new | 924 | $32K | 0.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 858 | $30K | 0.0% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 65 | $2K | 0.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 44,150 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 15,134 | $511K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CENTAURUS FINANCIAL, INC. | 8,000 | $270K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 441 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BARCLAYS PLC | 27 | $912 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allianz Investment Management LLC new | 109,965 | $4M | 1.1% | 2025-Q4 stale (2 quarters behind) |
| Consolidated Portfolio Review Corp trimmed | 8,247 | $272K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Accurate Wealth Management, LLC trimmed | 6,955 | $229K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Allianz Investment Management U.S. LLC | 5,000 | $165K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. added | 74,351 | $2M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. new | 14,225 | $458K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.