Who owns MEGI
Which tracked institutional funds hold MEGI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MEGI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
21 tracked funds added or opened MEGI while 10 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
MEGI’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes MEGI more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MEGI 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 2025-Q4 and 2026-Q1, across 81 tracked filers holding MEGI, 51 increased or opened the position and 24 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
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 MEGI between the 2025-Q4 and 2026-Q1 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
- FIFTH THIRD BANCORP$4M
Full exits 2
- SIT INVESTMENT ASSOCIATES INC$10M
- COMERICA BANK$4M
Largest adds
- MORGAN STANLEY$13M
- Almitas Capital LLC$4M
- Steward Partners Investment Advisory, LLC$2M
- Penserra Capital Management LLC$2M
- Allspring Global Investments Holdings, LLC$2M
- ABSOLUTE INVESTMENT ADVISERS, LLC$2M
Largest trims
- Saba Capital Management, L.P.$17M
- Pathstone Holdings, LLC$7M
- ROYAL BANK OF CANADA$1M
- Stolper Co$612K
- INDEPENDENT FINANCIAL GROUP, LLC$511K
- COMMONWEALTH EQUITY SERVICES, LLC$466K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 6,284,601 | $92M | 27.6% | 2026-Q1 |
| Saba Capital Management, L.P. trimmed | 4,095,456 | $60M | 18.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 2,529,548 | $37M | 11.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 869,024 | $13M | 3.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 759,148 | $11M | 3.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 672,510 | $10M | 3.0% | 2026-Q1 |
| Penserra Capital Management LLC added | 564,493 | $8M | 2.5% | 2026-Q1 |
| Karpus Management, Inc. trimmed | 509,109 | $7M | 2.2% | 2026-Q1 |
| ABSOLUTE INVESTMENT ADVISERS, LLC added | 411,549 | $6M | 1.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 344,840 | $5M | 1.5% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 321,227 | $5M | 1.4% | 2026-Q1 |
| Almitas Capital LLC added | 316,133 | $5M | 1.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 287,529 | $4M | 1.3% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 274,603 | $4M | 1.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 252,046 | $4M | 1.1% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 228,027 | $3M | 1.0% | 2026-Q1 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 195,202 | $3M | 0.9% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 192,753 | $3M | 0.8% | 2026-Q1 |
| Quarry LP added | 163,107 | $2M | 0.7% | 2026-Q1 |
| CORRADO ADVISORS, LLC trimmed | 156,485 | $2M | 0.7% | 2026-Q1 |
| Sovran Advisors, LLC added | 142,805 | $2M | 0.7% | 2026-Q1 |
| ICON ADVISERS INC/CO | 147,000 | $2M | 0.6% | 2026-Q1 |
| COHEN & STEERS, INC. | 137,391 | $2M | 0.6% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. added | 130,723 | $2M | 0.6% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. added | 113,890 | $2M | 0.5% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD added | 113,786 | $2M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP | 110,516 | $2M | 0.5% | 2026-Q1 |
| Pathstone Holdings, LLC trimmed | 105,342 | $2M | 0.5% | 2026-Q1 |
| FCA CORP /TX added | 99,337 | $1M | 0.4% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 90,411 | $1M | 0.4% | 2026-Q1 |
| CHAPIN DAVIS, INC. added | 70,524 | $1M | 0.3% | 2026-Q1 |
| Bramshill Investments, LLC trimmed | 52,931 | $778K | 0.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 52,018 | $764K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 39,245 | $577K | 0.2% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 37,840 | $556K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 37,298 | $548K | 0.2% | 2026-Q1 |
| UBS Group AG added | 34,631 | $509K | 0.2% | 2026-Q1 |
| Opal Wealth Advisors, LLC | 32,471 | $477K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 32,276 | $474K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 31,309 | $460K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 29,067 | $427K | 0.1% | 2026-Q1 |
| CHOREO, LLC added | 28,657 | $421K | 0.1% | 2026-Q1 |
| NWF Advisory Services Inc. | 27,500 | $404K | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. added | 26,404 | $388K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 24,419 | $359K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 23,550 | $343K | 0.1% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 22,908 | $337K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 21,817 | $320K | 0.1% | 2026-Q1 |
| Stolper Co trimmed | 7,904 | $290K | 0.1% | 2026-Q1 |
| Logan Stone Capital, LLC trimmed | 19,654 | $289K | 0.1% | 2026-Q1 |
| ACCREDITED INVESTOR SERVICES, LLC added | 19,605 | $288K | 0.1% | 2026-Q1 |
| XTX Topco Ltd trimmed | 19,330 | $284K | 0.1% | 2026-Q1 |
| Quantedge Capital Pte Ltd added | 18,500 | $272K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC new | 15,391 | $226K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC | 15,000 | $220K | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 15,000 | $220K | 0.1% | 2026-Q1 |
| Tactive Advisors, LLC new | 13,567 | $199K | 0.1% | 2026-Q1 |
| &PARTNERS added | 13,350 | $196K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 13,132 | $193K | 0.1% | 2026-Q1 |
| Dakota Wealth Management trimmed | 11,815 | $174K | 0.1% | 2026-Q1 |
| VISTA INVESTMENT PARTNERS II, LLC | 10,924 | $160K | 0.0% | 2026-Q1 |
| Cetera Investment Advisers added | 10,635 | $156K | 0.0% | 2026-Q1 |
| Savant Capital, LLC | 10,573 | $155K | 0.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 10,287 | $151K | 0.0% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. added | 7,219 | $106K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 5,690 | $84K | 0.0% | 2026-Q1 |
| WPG Advisers, LLC added | 3,172 | $47K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 2,500 | $37K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 19,609 | $20K | 0.0% | 2026-Q1 |
| BlackRock, Inc. new | 1,175 | $17K | 0.0% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. trimmed | 894 | $13K | 0.0% | 2026-Q1 |
| 1620 INVESTMENT ADVISORS, INC. | 875 | $13K | 0.0% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC new | 578 | $8K | 0.0% | 2026-Q1 |
| Root Financial Partners, LLC new | 433 | $6K | 0.0% | 2026-Q1 |
| CWM, LLC | 431 | $6K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. | 350 | $5K | 0.0% | 2026-Q1 |
| WFA of San Diego, LLC | 250 | $4K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ | 235 | $3K | 0.0% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC new | 726,603 | $10M | 3.0% | 2025-Q4 stale |
| COMERICA BANK trimmed | 274,542 | $4M | 1.1% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 70,367 | $1M | 0.3% | 2025-Q3 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 50,000 | $734K | 0.2% | 2025-Q3 stale |
| Shaker Financial Services, LLC added | 31,319 | $431K | 0.1% | 2025-Q4 stale |
| Cerity Partners LLC trimmed | 26,500 | $365K | 0.1% | 2025-Q4 stale |
| M Holdings Securities, Inc. new | 20,687 | $292K | 0.1% | 2025-Q2 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 18,319 | $252K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC new | 17,350 | $239K | 0.1% | 2025-Q4 stale |
| Elequin Capital, LP new | 16,309 | $232K | 0.1% | 2025-Q2 stale |
| Sovereign Financial Group, Inc. trimmed | 13,812 | $190K | 0.1% | 2025-Q4 stale |
| Capital Investment Advisors, LLC | 12,475 | $183K | 0.1% | 2025-Q3 stale |
| Walleye Capital LLC trimmed | 11,613 | $170K | 0.1% | 2025-Q3 stale |
| Geneos Wealth Management Inc. added | 11,759 | $167K | 0.0% | 2025-Q2 stale |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 10,414 | $153K | 0.0% | 2025-Q3 stale |
| MATHER GROUP, LLC. new | 5,000 | $73K | 0.0% | 2025-Q3 stale |
| JPMORGAN CHASE & CO trimmed | 5,000 | $69K | 0.0% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC | 2,700 | $37K | 0.0% | 2025-Q4 stale |
| SVB WEALTH LLC new | 2,621 | $35K | 0.0% | 2025-Q1 stale |
| Newbridge Financial Services Group, Inc. | 1,000 | $15K | 0.0% | 2025-Q3 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 531 | $7K | 0.0% | 2025-Q1 stale |
| Imprint Wealth LLC new | 330 | $5K | 0.0% | 2025-Q3 stale |
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.