Who owns MGC (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 46 added or opened and 152 trimmed or exited — on balance reducing.
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 0.3% of theirs — a 0.1pp 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 2025-Q4 and 2026-Q1, across 504 tracked filers holding MGC, 196 increased or opened the position and 237 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 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 14
- HUNTINGTON NATIONAL BANK$103M
- TWO SIGMA INVESTMENTS, LP$47M
- Spartan Wealth Advisory Services LLC$5M
- HRT FINANCIAL LP$5M
- Matthew Goff Investment Advisor, LLC$3M
- Vanguard National Trust Co$2M
Full exits 24
- Cadence Bank$109M
- Ascent Group, LLC$53M
- MGO ONE SEVEN LLC$23M
- WIN ADVISORS, INC$21M
- Keel Point, LLC$13M
- FLAGSHIP WEALTH ADVISORS, LLC$7M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$59M
- Mesirow Financial Investment Management, Inc.$4M
- Prospera Financial Services Inc$4M
- Cerity Partners LLC$4M
- Quantinno Capital Management LP$3M
- AQR CAPITAL MANAGEMENT LLC$3M
Largest trims
- ENVESTNET ASSET MANAGEMENT INC$443M
- RiverFront Investment Group, LLC$115M
- JPMORGAN CHASE & CO$98M
- Thrivent Financial for Lutherans$39M
- RAYMOND JAMES FINANCIAL INC$29M
- AMERIPRISE FINANCIAL INC$27M
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 |
|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC trimmed | 3,397,153 | $803M | 17.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,561,792 | $369M | 8.2% | 2026-Q1 |
| New York Life Investment Management LLC added | 744,342 | $176M | 3.9% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 647,882 | $153M | 3.4% | 2026-Q1 |
| MORGAN STANLEY added | 594,745 | $141M | 3.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 584,233 | $138M | 3.1% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 504,340 | $119M | 2.7% | 2026-Q1 |
| LPL Financial LLC trimmed | 465,645 | $110M | 2.4% | 2026-Q1 |
| UBS Group AG trimmed | 464,591 | $110M | 2.4% | 2026-Q1 |
| Procyon Advisors, LLC trimmed | 440,098 | $104M | 2.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 437,692 | $103M | 2.3% | 2026-Q1 |
| HUNTINGTON NATIONAL BANK new | 434,625 | $103M | 2.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 387,323 | $91M | 2.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 349,156 | $83M | 1.8% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 291,972 | $69M | 1.5% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 279,551 | $66M | 1.5% | 2026-Q1 |
| Apella Capital, LLC trimmed | 217,337 | $56M | 1.3% | 2026-Q1 |
| Verus Financial Partners, Inc. added | 201,789 | $52M | 1.2% | 2026-Q1 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. added | 215,518 | $51M | 1.1% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 200,200 | $47M | 1.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 192,302 | $45M | 1.0% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 182,215 | $43M | 1.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 176,092 | $42M | 0.9% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 175,411 | $41M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 173,908 | $41M | 0.9% | 2026-Q1 |
| IEQ CAPITAL, LLC trimmed | 158,132 | $37M | 0.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 153,969 | $36M | 0.8% | 2026-Q1 |
| Investment Planning Advisors, Inc. added | 151,958 | $36M | 0.8% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 151,943 | $36M | 0.8% | 2026-Q1 |
| One Capital Management, LLC trimmed | 143,204 | $34M | 0.8% | 2026-Q1 |
| ProVise Management Group, LLC added | 135,976 | $32M | 0.7% | 2026-Q1 |
| Mesirow Financial Investment Management, Inc. added | 132,573 | $31M | 0.7% | 2026-Q1 |
| Black Diamond Financial, LLC trimmed | 112,098 | $26M | 0.6% | 2026-Q1 |
| Praetorian Wealth Management, Inc. added | 92,902 | $23M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 95,220 | $22M | 0.5% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 89,419 | $21M | 0.5% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 89,130 | $21M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 87,330 | $21M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 85,175 | $20M | 0.4% | 2026-Q1 |
| EXENCIAL WEALTH ADVISORS, LLC trimmed | 80,666 | $19M | 0.4% | 2026-Q1 |
| VSM Wealth Advisory, LLC added | 69,634 | $16M | 0.4% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC trimmed | 69,248 | $16M | 0.4% | 2026-Q1 |
| Creative Planning added | 68,035 | $16M | 0.4% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 67,491 | $16M | 0.4% | 2026-Q1 |
| PATTEN & PATTEN INC/TN added | 65,046 | $15M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 62,988 | $15M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 63,687 | $15M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 60,470 | $14M | 0.3% | 2026-Q1 |
| Colorado Capital Management, Inc. added | 59,521 | $14M | 0.3% | 2026-Q1 |
| HB Wealth Management, LLC | 59,355 | $14M | 0.3% | 2026-Q1 |
| Capital Advantage, Inc. added | 59,014 | $14M | 0.3% | 2026-Q1 |
| AlphaCore Capital LLC added | 58,822 | $14M | 0.3% | 2026-Q1 |
| Choate Investment Advisors | 58,067 | $14M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 56,507 | $13M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 48,927 | $12M | 0.3% | 2026-Q1 |
| TriaGen Wealth Management LLC added | 48,088 | $11M | 0.3% | 2026-Q1 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC added | 47,241 | $11M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 47,180 | $11M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 46,449 | $11M | 0.2% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 45,422 | $11M | 0.2% | 2026-Q1 |
| Systelligence, LLC trimmed | 44,917 | $11M | 0.2% | 2026-Q1 |
| Physician Wealth Advisors, Inc. added | 44,727 | $11M | 0.2% | 2026-Q1 |
| STEPH & CO added | 44,202 | $10M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 42,450 | $10M | 0.2% | 2026-Q1 |
| Blackston Financial Advisory Group, LLC added | 40,657 | $10M | 0.2% | 2026-Q1 |
| FSA WEALTH PARTNERS, INC. trimmed | 39,735 | $9M | 0.2% | 2026-Q1 |
| Destination Wealth Management trimmed | 38,564 | $9M | 0.2% | 2026-Q1 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC trimmed | 37,786 | $9M | 0.2% | 2026-Q1 |
| CALTON & ASSOCIATES, INC. trimmed | 36,963 | $9M | 0.2% | 2026-Q1 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC trimmed | 35,871 | $8M | 0.2% | 2026-Q1 |
| MA Private Wealth trimmed | 35,810 | $8M | 0.2% | 2026-Q1 |
| Focus Partners Wealth added | 35,717 | $8M | 0.2% | 2026-Q1 |
| Baker Ellis Asset Management LLC trimmed | 35,526 | $8M | 0.2% | 2026-Q1 |
| Segment Wealth Management, LLC added | 35,106 | $8M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 34,493 | $8M | 0.2% | 2026-Q1 |
| MONETA GROUP INVESTMENT ADVISORS LLC trimmed | 33,536 | $8M | 0.2% | 2026-Q1 |
| FMR LLC trimmed | 31,214 | $7M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 30,509 | $7M | 0.2% | 2026-Q1 |
| ENDEAVOR PRIVATE WEALTH, INC. trimmed | 30,391 | $7M | 0.2% | 2026-Q1 |
| Prospera Financial Services Inc added | 29,952 | $7M | 0.2% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 29,478 | $7M | 0.2% | 2026-Q1 |
| FLORIDA FINANCIAL ADVISORS, LLC trimmed | 29,405 | $7M | 0.2% | 2026-Q1 |
| COLDSTREAM CAPITAL MANAGEMENT INC trimmed | 28,541 | $7M | 0.2% | 2026-Q1 |
| BlackRock, Inc. trimmed | 27,893 | $7M | 0.1% | 2026-Q1 |
| Wealthfront Advisers LLC trimmed | 27,609 | $7M | 0.1% | 2026-Q1 |
| RiverFront Investment Group, LLC trimmed | 27,156 | $6M | 0.1% | 2026-Q1 |
| Cerity Partners LLC added | 26,668 | $6M | 0.1% | 2026-Q1 |
| Parkway Wealth Management Group, LLC trimmed | 25,555 | $6M | 0.1% | 2026-Q1 |
| Cadence Bank added | 434,553 | $109M | 2.4% | 2025-Q4 stale |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. added | 481,051 | $108M | 2.4% | 2025-Q2 stale |
| Ascent Group, LLC added | 212,869 | $53M | 1.2% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 154,351 | $31M | 0.7% | 2025-Q1 stale |
| MGO ONE SEVEN LLC added | 89,743 | $23M | 0.5% | 2025-Q4 stale |
| WIN ADVISORS, INC added | 83,640 | $21M | 0.5% | 2025-Q4 stale |
| WELLINGTON MANAGEMENT GROUP LLP new | 69,530 | $17M | 0.4% | 2025-Q3 stale |
| American Investment Services, Inc. trimmed | 76,913 | $15M | 0.3% | 2025-Q1 stale |
| Sensible Financial Planning & Management, LLC. trimmed | 63,370 | $15M | 0.3% | 2025-Q3 stale |
| Keel Point, LLC added | 49,829 | $13M | 0.3% | 2025-Q4 stale |
| FLAGSHIP WEALTH ADVISORS, LLC added | 26,402 | $7M | 0.1% | 2025-Q4 stale |
| Equita Financial Network, Inc. | 31,662 | $6M | 0.1% | 2025-Q1 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.