Who owns MCI
Which tracked institutional funds hold MCI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MCI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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
6 tracked funds added or opened MCI while 3 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
MCI’s largest tracked holder by dollar value, BHK Investment Advisors, LLC, sizes it at 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MCI 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 63 tracked filers holding MCI, 33 increased or opened the position and 22 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 MCI 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 1
- TSP Capital Management Group, LLC$2M
Full exits 1
- Cambridge Investment Research Advisors, Inc.$2M
Largest adds
- Cetera Investment Advisers$612K
- Beacon Pointe Advisors, LLC$519K
- Global Wealth Strategies & Associates$319K
- MML INVESTORS SERVICES, LLC$315K
- BHK Investment Advisors, LLC$287K
Largest trims
- LPL Financial LLC$715K
- JANE STREET GROUP, LLC$372K
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 |
|---|---|---|---|---|
| BHK Investment Advisors, LLC added | 386,988 | $7M | 9.4% | 2026-Q2 |
| Global Wealth Strategies & Associates added | 299,749 | $5M | 7.3% | 2026-Q2 |
| Curbstone Financial Management Corp trimmed | 287,734 | $5M | 7.0% | 2026-Q2 |
| BARINGS LLC | 219,664 | $4M | 5.3% | 2026-Q2 |
| Cetera Investment Advisers added | 211,975 | $4M | 5.2% | 2026-Q2 |
| Secure Asset Management, LLC added | 208,965 | $4M | 5.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 176,852 | $3M | 4.3% | 2026-Q2 |
| Smith Asset Management Co., LLC trimmed | 169,554 | $3M | 4.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 93,996 | $2M | 2.3% | 2026-Q2 |
| TSP Capital Management Group, LLC added | 86,732 | $2M | 2.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 86,548 | $2M | 2.1% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. | 83,984 | $1M | 2.0% | 2026-Q2 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 68,100 | $1M | 1.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 63,324 | $1M | 1.5% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 62,458 | $1M | 1.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 61,501 | $1M | 1.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 58,908 | $1M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 55,520 | $975K | 1.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 42,011 | $738K | 1.0% | 2026-Q2 |
| Future Financial Wealth Managment LLC trimmed | 44,370 | $737K | 1.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 41,680 | $732K | 1.0% | 2026-Q2 |
| World Investment Advisors | 41,476 | $715K | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 38,577 | $678K | 0.9% | 2026-Q2 |
| Vanguard National Trust Co | 30,100 | $529K | 0.7% | 2026-Q2 |
| Cerity Partners LLC added | 26,505 | $465K | 0.6% | 2026-Q2 |
| Jacobs Equity LLC added | 25,776 | $453K | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 23,539 | $413K | 0.6% | 2026-Q2 |
| US BANCORP \DE\ | 18,288 | $321K | 0.4% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 18,122 | $318K | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 18,025 | $317K | 0.4% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 17,697 | $311K | 0.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 17,568 | $309K | 0.4% | 2026-Q2 |
| UBS Group AG trimmed | 16,906 | $297K | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 16,598 | $289K | 0.4% | 2026-Q2 |
| COMMERCE BANK | 15,256 | $268K | 0.4% | 2026-Q2 |
| Stonebridge Capital Advisors LLC added | 13,400 | $235K | 0.3% | 2026-Q2 |
| Perigon Wealth Management, LLC new | 12,340 | $217K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 12,206 | $214K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 11,718 | $206K | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 11,292 | $198K | 0.3% | 2026-Q2 |
| Mayfair Advisory Group, LLC | 10,983 | $182K | 0.3% | 2026-Q2 |
| MONTAG A & ASSOCIATES INC | 8,217 | $144K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP | 6,973 | $122K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 5,840 | $103K | 0.1% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 5,115 | $90K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 4,764 | $84K | 0.1% | 2026-Q2 |
| Whipplewood Advisors, LLC added | 3,690 | $65K | 0.1% | 2026-Q2 |
| BOK Financial Private Wealth, Inc. | 2,825 | $50K | 0.1% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. new | 2,081 | $37K | 0.1% | 2026-Q2 |
| PITTENGER & ANDERSON INC | 2,000 | $35K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,200 | $21K | 0.0% | 2026-Q2 |
| GHP Investment Advisors, Inc. added | 1,193 | $21K | 0.0% | 2026-Q2 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. new | 1,072 | $19K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 1,040 | $18K | 0.0% | 2026-Q2 |
| TRUST CO OF VERMONT | 888 | $16K | 0.0% | 2026-Q2 |
| Glen Eagle Advisors, LLC | 800 | $14K | 0.0% | 2026-Q2 |
| Fortis Group Advisors, LLC | 425 | $7K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. new | 400 | $7K | 0.0% | 2026-Q2 |
| Trust Co new | 230 | $4K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 200 | $4K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. trimmed | 167 | $3K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 114 | $2K | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC new | 62 | $1K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. added | 117,514 | $2M | 2.8% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 17,800 | $307K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Kovack Advisors, Inc. | 11,120 | $198K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC | 2,394 | $41K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Ulland Investment Advisors, LLC | 735 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 689 | $12K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Rosenberg Matthew Hamilton | 320 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Invesco Ltd. trimmed | 226,932 | $4M | 5.7% | 2025-Q4 stale (2 quarters behind) |
| Janney Montgomery Scott LLC trimmed | 114,990 | $2M | 2.9% | 2025-Q4 stale (2 quarters behind) |
| MGB Wealth Management, LLC added | 24,291 | $443K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| Uptown Financial Advisors LLC new | 20,594 | $374K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| DAVENPORT & Co LLC trimmed | 10,334 | $188K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 6,973 | $127K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| ORG Partners LLC | 800 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CIBC Private Wealth Group LLC added | 778 | $14K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Tower Research Capital LLC (TRC) new | 550 | $10K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| QTR Family Wealth, LLC new | 36,000 | $747K | 1.0% | 2025-Q3 stale (3 quarters behind) |
| Virtu Financial LLC new | 14,978 | $311K | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Sanctuary Advisors, LLC | 9,862 | $231K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC trimmed | 10,143 | $211K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Fiduciary Trust Co | 9,986 | $207K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC added | 2,176 | $45K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Atria Wealth Solutions, Inc. added | 61,418 | $1M | 1.8% | 2025-Q2 stale (4 quarters behind) |
| Round Rock Advisors, LLC added | 43,966 | $952K | 1.3% | 2025-Q2 stale (4 quarters behind) |
| Graypoint LLC added | 24,455 | $530K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Kingsview Wealth Management, LLC new | 15,306 | $332K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Consolidated Portfolio Review Corp | 10,217 | $221K | 0.3% | 2025-Q2 stale (4 quarters behind) |
| IFP Advisors, Inc trimmed | 500 | $11K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| EverSource Wealth Advisors, LLC | 328 | $7K | 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: VANGUARD GROUP INC (last filed 2025-Q4, 30,100 shares) reconciles to its 1 current affiliate (30,100 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.