Who owns MGC
Which tracked institutional funds hold MGC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MGC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 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 MGC is one-sided between 2026-Q1 and 2026-Q2: 161 added or opened and 48 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
MGC’s largest tracked holder by dollar value, ENVESTNET ASSET MANAGEMENT INC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.0pp gap the other way — the median holder sizes MGC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MGC 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 509 tracked filers holding MGC, 198 increased or opened the position and 234 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 MGC 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 17
- Piedmont Capital Management, LLC$30M
- WIN ADVISORS, INC$9M
- NewEdge Advisors, LLC$8M
- CITADEL ADVISORS LLC$6M
- SFM, LLC$3M
- R2 Capital Strategies, LLC$3M
Full exits 29
- TWO SIGMA INVESTMENTS, LP$47M
- Cambridge Investment Research Advisors, Inc.$21M
- EXENCIAL WEALTH ADVISORS, LLC$19M
- Colorado Capital Management, Inc.$14M
- Janney Montgomery Scott LLC$12M
- FDx Advisors, Inc.$6M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$119M
- BANK OF AMERICA CORP /DE/$50M
- Kestra Advisory Services, LLC$38M
- Savant Capital, LLC$26M
- New York Life Investment Management LLC$24M
- MORGAN STANLEY$21M
Largest trims
- Investment Planning Advisors, Inc.$34M
- Systelligence, LLC$7M
- GOLDMAN SACHS GROUP INC$7M
- ROYAL BANK OF CANADA$6M
- IFP Advisors, Inc$4M
- RiverFront Investment Group, LLC$3M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC trimmed | 3,369,826 | $922M | 19.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,529,913 | $419M | 9.0% | 2026-Q2 |
| New York Life Investment Management LLC trimmed | 730,563 | $200M | 4.3% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 630,488 | $173M | 3.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 589,146 | $161M | 3.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 570,936 | $156M | 3.3% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 507,282 | $139M | 3.0% | 2026-Q2 |
| UBS Group AG trimmed | 459,689 | $126M | 2.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 446,235 | $122M | 2.6% | 2026-Q2 |
| Procyon Advisors, LLC added | 441,124 | $121M | 2.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 434,711 | $119M | 2.5% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK trimmed | 407,989 | $112M | 2.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 364,847 | $100M | 2.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 343,460 | $94M | 2.0% | 2026-Q2 |
| Cetera Investment Advisers added | 299,443 | $82M | 1.8% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 287,972 | $79M | 1.7% | 2026-Q2 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. added | 217,223 | $59M | 1.3% | 2026-Q2 |
| Apella Capital, LLC trimmed | 211,482 | $58M | 1.2% | 2026-Q2 |
| Verus Financial Partners, Inc. trimmed | 201,543 | $55M | 1.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 191,096 | $52M | 1.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 178,867 | $49M | 1.0% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 173,309 | $47M | 1.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 169,974 | $47M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 165,661 | $45M | 1.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 158,902 | $43M | 0.9% | 2026-Q2 |
| Black Diamond Financial, LLC added | 149,997 | $41M | 0.9% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 148,187 | $41M | 0.9% | 2026-Q2 |
| IEQ CAPITAL, LLC trimmed | 146,188 | $40M | 0.9% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 145,226 | $40M | 0.8% | 2026-Q2 |
| One Capital Management, LLC | 143,204 | $34M | 0.7% | 2026-Q2 |
| ProVise Management Group, LLC added | 139,081 | $38M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 134,408 | $37M | 0.8% | 2026-Q2 |
| Piedmont Capital Management, LLC new | 108,485 | $30M | 0.6% | 2026-Q2 |
| Savant Capital, LLC added | 103,295 | $29M | 0.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 102,125 | $28M | 0.6% | 2026-Q2 |
| Capital Investment Advisors, LLC added | 101,496 | $28M | 0.6% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 97,516 | $27M | 0.6% | 2026-Q2 |
| Praetorian Wealth Management, Inc. added | 94,598 | $26M | 0.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 74,345 | $20M | 0.4% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 73,871 | $20M | 0.4% | 2026-Q2 |
| VSM Wealth Advisory, LLC added | 69,643 | $19M | 0.4% | 2026-Q2 |
| Creative Planning trimmed | 67,382 | $18M | 0.4% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC trimmed | 67,196 | $18M | 0.4% | 2026-Q2 |
| PATTEN & PATTEN INC/TN added | 66,146 | $18M | 0.4% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 66,094 | $18M | 0.4% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 61,076 | $17M | 0.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 60,989 | $17M | 0.4% | 2026-Q2 |
| HB Wealth Management, LLC | 59,355 | $16M | 0.3% | 2026-Q2 |
| AlphaCore Capital LLC added | 59,174 | $16M | 0.3% | 2026-Q2 |
| Capital Advantage, Inc. trimmed | 58,934 | $16M | 0.3% | 2026-Q2 |
| Choate Investment Advisors | 58,067 | $16M | 0.3% | 2026-Q2 |
| BlackRock, Inc. added | 55,040 | $15M | 0.3% | 2026-Q2 |
| Keel Point, LLC added | 51,215 | $14M | 0.3% | 2026-Q2 |
| Mosley Wealth Management added | 50,608 | $14M | 0.3% | 2026-Q2 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC added | 50,416 | $14M | 0.3% | 2026-Q2 |
| TriaGen Wealth Management LLC added | 48,100 | $13M | 0.3% | 2026-Q2 |
| STEPH & CO added | 45,326 | $12M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 45,257 | $12M | 0.3% | 2026-Q2 |
| Physician Wealth Advisors, Inc. added | 44,771 | $12M | 0.3% | 2026-Q2 |
| FSA WEALTH PARTNERS, INC. added | 40,819 | $11M | 0.2% | 2026-Q2 |
| Focus Partners Wealth added | 40,266 | $11M | 0.2% | 2026-Q2 |
| Blackston Financial Advisory Group, LLC trimmed | 39,781 | $11M | 0.2% | 2026-Q2 |
| Destination Wealth Management added | 38,974 | $11M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 37,636 | $10M | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 37,446 | $10M | 0.2% | 2026-Q2 |
| Segment Wealth Management, LLC added | 36,848 | $10M | 0.2% | 2026-Q2 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC trimmed | 36,403 | $10M | 0.2% | 2026-Q2 |
| Baker Ellis Asset Management LLC added | 35,630 | $10M | 0.2% | 2026-Q2 |
| FMR LLC added | 34,171 | $9M | 0.2% | 2026-Q2 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 33,163 | $9M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 32,393 | $9M | 0.2% | 2026-Q2 |
| WIN ADVISORS, INC trimmed | 31,891 | $9M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 31,779 | $9M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 30,685 | $8M | 0.2% | 2026-Q2 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 30,476 | $8M | 0.2% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 29,500 | $8M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 28,590 | $8M | 0.2% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC added | 28,169 | $8M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC added | 27,662 | $8M | 0.2% | 2026-Q2 |
| Cerity Partners LLC added | 27,432 | $8M | 0.2% | 2026-Q2 |
| Parkway Wealth Management Group, LLC added | 27,358 | $7M | 0.2% | 2026-Q2 |
| FLORIDA FINANCIAL ADVISORS, LLC trimmed | 27,055 | $7M | 0.2% | 2026-Q2 |
| Jump Financial, LLC added | 26,618 | $7M | 0.2% | 2026-Q2 |
| ENDEAVOR PRIVATE WEALTH, INC. trimmed | 26,113 | $7M | 0.2% | 2026-Q2 |
| Zhang Financial LLC added | 25,912 | $7M | 0.2% | 2026-Q2 |
| MA Private Wealth trimmed | 25,242 | $7M | 0.1% | 2026-Q2 |
| DIVERSIFIED TRUST CO | 24,547 | $7M | 0.1% | 2026-Q2 |
| CALTON & ASSOCIATES, INC. trimmed | 24,363 | $7M | 0.1% | 2026-Q2 |
| FIDUCIARY ADVISORS, INC. trimmed | 23,769 | $7M | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 23,729 | $6M | 0.1% | 2026-Q2 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 23,476 | $6M | 0.1% | 2026-Q2 |
| Spartan Wealth Advisory Services LLC added | 23,252 | $6M | 0.1% | 2026-Q2 |
| Crews Bank & Trust added | 23,110 | $6M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 22,491 | $6M | 0.1% | 2026-Q2 |
| RETIREMENT CAPITAL STRATEGIES added | 22,409 | $6M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 22,057 | $6M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 20,539 | $6M | 0.1% | 2026-Q2 |
| Stokes Family Office, LLC | 20,280 | $6M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 18,839 | $5M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 18,785 | $5M | 0.1% | 2026-Q2 |
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.