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-Q2 13F filings (latest filed 2026-08-17). 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 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
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 2026-Q1 and 2026-Q2, across 72 tracked filers holding MEGI, 49 increased or opened the position and 33 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 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 3
- Atlas Wealth LLC$17M
- GOLDMAN SACHS GROUP INC$913K
- Red Door Wealth Management, LLC$616K
Full exits 8
- Penserra Capital Management LLC$8M
- ABSOLUTE INVESTMENT ADVISERS, LLC$6M
- WOLVERINE ASSET MANAGEMENT LLC$5M
- Quarry LP$2M
- CORRADO ADVISORS, LLC$2M
- ICON ADVISERS INC/CO$2M
Largest adds
- MORGAN STANLEY$8M
- Almitas Capital LLC$4M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$3M
- Karpus Management, Inc.$3M
- RAYMOND JAMES FINANCIAL INC$2M
- Allspring Global Investments Holdings, LLC$2M
Largest trims
- Saba Capital Management, L.P.$8M
- TWO SIGMA INVESTMENTS, LP$988K
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 | 6,606,363 | $100M | 26.9% | 2026-Q2 |
| Saba Capital Management, L.P. trimmed | 3,409,677 | $52M | 13.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,601,351 | $40M | 10.6% | 2026-Q2 |
| Atlas Wealth LLC new | 1,143,284 | $17M | 4.6% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 859,536 | $13M | 3.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 800,693 | $12M | 3.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 735,049 | $11M | 3.0% | 2026-Q2 |
| Karpus Management, Inc. added | 656,967 | $10M | 2.7% | 2026-Q2 |
| Almitas Capital LLC added | 557,462 | $8M | 2.3% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 386,096 | $6M | 1.6% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 361,917 | $6M | 1.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 306,109 | $5M | 1.2% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD added | 300,021 | $5M | 1.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 274,633 | $4M | 1.1% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 240,645 | $4M | 1.0% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 208,839 | $3M | 0.8% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 201,622 | $3M | 0.8% | 2026-Q2 |
| Sovran Advisors, LLC added | 166,190 | $3M | 0.7% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. trimmed | 129,641 | $2M | 0.5% | 2026-Q2 |
| FCA CORP /TX added | 114,087 | $2M | 0.5% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 110,327 | $2M | 0.4% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 84,455 | $1M | 0.3% | 2026-Q2 |
| CHAPIN DAVIS, INC. added | 74,378 | $1M | 0.3% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 68,200 | $1M | 0.3% | 2026-Q2 |
| UBS Group AG added | 68,198 | $1M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 60,861 | $925K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 60,053 | $913K | 0.2% | 2026-Q2 |
| Bramshill Investments, LLC added | 53,668 | $816K | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 41,790 | $635K | 0.2% | 2026-Q2 |
| Red Door Wealth Management, LLC new | 40,540 | $616K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 38,240 | $581K | 0.2% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 38,142 | $580K | 0.2% | 2026-Q2 |
| Opal Wealth Advisors, LLC | 32,471 | $494K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 29,860 | $454K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 28,863 | $439K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 28,530 | $434K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 28,516 | $433K | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. | 27,500 | $418K | 0.1% | 2026-Q2 |
| CHOREO, LLC trimmed | 27,198 | $413K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC added | 25,321 | $385K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 24,957 | $379K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 23,626 | $359K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 21,966 | $334K | 0.1% | 2026-Q2 |
| Cadent Capital Advisors, LLC new | 20,998 | $319K | 0.1% | 2026-Q2 |
| Savant Capital, LLC added | 21,146 | $316K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 19,740 | $300K | 0.1% | 2026-Q2 |
| ACCREDITED INVESTOR SERVICES, LLC trimmed | 19,530 | $297K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 15,917 | $242K | 0.1% | 2026-Q2 |
| &PARTNERS added | 15,916 | $242K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 15,000 | $228K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC | 15,000 | $228K | 0.1% | 2026-Q2 |
| Dakota Wealth Management added | 14,780 | $225K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 13,756 | $209K | 0.1% | 2026-Q2 |
| Tactive Advisors, LLC trimmed | 13,403 | $204K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 11,518 | $175K | 0.0% | 2026-Q2 |
| Cetera Investment Advisers added | 11,296 | $172K | 0.0% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS II, LLC | 10,924 | $166K | 0.0% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 10,683 | $162K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 10,545 | $160K | 0.0% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. added | 7,574 | $115K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 7,415 | $113K | 0.0% | 2026-Q2 |
| WPG Advisers, LLC added | 3,347 | $51K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 1,040 | $16K | 0.0% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. | 875 | $13K | 0.0% | 2026-Q2 |
| Osbon Capital Management LLC new | 837 | $13K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 658 | $10K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 578 | $9K | 0.0% | 2026-Q2 |
| Key Financial Inc new | 500 | $8K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 350 | $5K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 250 | $4K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 235 | $4K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 14 | $213 | 0.0% | 2026-Q2 |
| Penserra Capital Management LLC added | 564,493 | $8M | 2.2% | 2026-Q1 stale (1 quarter behind) |
| ABSOLUTE INVESTMENT ADVISERS, LLC added | 411,549 | $6M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| WOLVERINE ASSET MANAGEMENT LLC added | 321,227 | $5M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| Quarry LP added | 163,107 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| CORRADO ADVISORS, LLC trimmed | 156,485 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| ICON ADVISERS INC/CO | 147,000 | $2M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| COHEN & STEERS, INC. | 137,391 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Pathstone Holdings, LLC trimmed | 105,342 | $2M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 32,276 | $474K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Stolper Co trimmed | 7,904 | $290K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Logan Stone Capital, LLC trimmed | 19,654 | $289K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Quantedge Capital Pte Ltd added | 18,500 | $272K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| PARK AVENUE SECURITIES LLC added | 13,132 | $193K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SIT INVESTMENT ASSOCIATES INC new | 726,603 | $10M | 2.7% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 274,542 | $4M | 1.0% | 2025-Q4 stale (2 quarters behind) |
| Shaker Financial Services, LLC added | 31,319 | $431K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Cerity Partners LLC trimmed | 26,500 | $365K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. trimmed | 18,319 | $252K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Sovereign Financial Group, Inc. trimmed | 13,812 | $190K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 70,367 | $1M | 0.3% | 2025-Q3 stale (3 quarters behind) |
| MILLENNIUM MANAGEMENT LLC new | 50,000 | $734K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Capital Investment Advisors, LLC | 12,475 | $183K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Walleye Capital LLC trimmed | 11,613 | $170K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 10,414 | $153K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MATHER GROUP, LLC. new | 5,000 | $73K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| M Holdings Securities, Inc. new | 20,687 | $292K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Elequin Capital, LP new | 16,309 | $232K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Geneos Wealth Management Inc. added | 11,759 | $167K | 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.