Who owns MGK
Which tracked institutional funds hold MGK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MGK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 MGK is one-sided between 2026-Q1 and 2026-Q2: 384 added or opened and 72 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
MGK’s largest tracked holder by dollar value, ASSETMARK, INC, sizes it at 6.4% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 5.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MGK 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 982 tracked filers holding MGK, 956 increased or opened the position and 116 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 MGK 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 38
- R2 Capital Strategies, LLC$15M
- J.W. COLE ADVISORS, INC.$14M
- NewEdge Advisors, LLC$9M
- Global Retirement Partners, LLC$8M
- D. E. Shaw & Co., Inc.$5M
- RMG Wealth Management LLC$3M
Full exits 33
- Kensington Asset Management, LLC$109M
- HighTower Advisors, LLC$83M
- Cambridge Investment Research Advisors, Inc.$41M
- CX Institutional$27M
- Independent Advisor Alliance$20M
- PHILADELPHIA TRUST CO$12M
Largest adds
- ASSETMARK, INC$608M
- Cassaday & Co Wealth Management LLC$289M
- MORGAN STANLEY$220M
- BANK OF AMERICA CORP /DE/$137M
- Merit Financial Group, LLC$121M
- LPL Financial LLC$89M
Largest trims
- TWO SIGMA INVESTMENTS, LP$88M
- Prime Capital Investment Advisors, LLC$65M
- FIFTH THIRD BANCORP$63M
- CITADEL ADVISORS LLC$57M
- DT Investment Partners, LLC$14M
- Clarus Wealth Advisors$9M
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 |
|---|---|---|---|---|
| ASSETMARK, INC added | 42,386,669 | $3.7B | 24.2% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC added | 18,830,638 | $1.7B | 10.8% | 2026-Q2 |
| MORGAN STANLEY added | 13,160,627 | $1.2B | 7.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 10,051,265 | $884M | 5.7% | 2026-Q2 |
| LPL Financial LLC added | 5,833,591 | $513M | 3.3% | 2026-Q2 |
| UBS Group AG added | 5,148,612 | $453M | 2.9% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC added | 4,295,085 | $378M | 2.5% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 4,197,480 | $369M | 2.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,885,314 | $342M | 2.2% | 2026-Q2 |
| Merit Financial Group, LLC added | 3,641,886 | $320M | 2.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 3,554,068 | $312M | 2.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,270,904 | $288M | 1.9% | 2026-Q2 |
| Cerity Partners LLC added | 2,984,072 | $262M | 1.7% | 2026-Q2 |
| ANGELES WEALTH MANAGEMENT, LLC added | 2,869,561 | $252M | 1.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 2,600,466 | $229M | 1.5% | 2026-Q2 |
| Howard Capital Management, LLC added | 2,273,520 | $200M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,221,716 | $195M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,127,331 | $187M | 1.2% | 2026-Q2 |
| Facet Wealth, Inc. added | 1,844,907 | $162M | 1.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,476,022 | $130M | 0.8% | 2026-Q2 |
| PETREDIS INVESTMENT ADVISORS LLC added | 1,371,662 | $121M | 0.8% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,221,378 | $107M | 0.7% | 2026-Q2 |
| Falcon Wealth Planning added | 1,198,494 | $105M | 0.7% | 2026-Q2 |
| Strategic Investment Advisors / MI added | 1,193,303 | $105M | 0.7% | 2026-Q2 |
| Portfolio Strategies, Inc. added | 1,176,248 | $103M | 0.7% | 2026-Q2 |
| Black Diamond Financial, LLC added | 1,096,819 | $96M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 998,155 | $88M | 0.6% | 2026-Q2 |
| Arax Advisory Partners added | 973,489 | $86M | 0.6% | 2026-Q2 |
| IFC Advisors LLC added | 938,049 | $82M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 922,894 | $81M | 0.5% | 2026-Q2 |
| Mariner, LLC added | 912,807 | $80M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 889,770 | $78M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 872,496 | $77M | 0.5% | 2026-Q2 |
| Praetorian Wealth Management, Inc. added | 855,232 | $75M | 0.5% | 2026-Q2 |
| Gratus Wealth Advisors, LLC added | 817,879 | $72M | 0.5% | 2026-Q2 |
| Leelyn Smith, LLC added | 793,605 | $70M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 756,909 | $65M | 0.4% | 2026-Q2 |
| Creative Planning added | 652,778 | $57M | 0.4% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 621,914 | $55M | 0.4% | 2026-Q2 |
| HENGEHOLD CAPITAL MANAGEMENT LLC added | 602,809 | $53M | 0.3% | 2026-Q2 |
| MARS JEWETT FINANCIAL GROUP, INC. added | 554,130 | $49M | 0.3% | 2026-Q2 |
| Beacon Capital Management, LLC added | 530,802 | $47M | 0.3% | 2026-Q2 |
| BTG Pactual Asset Management US LLC added | 515,749 | $45M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 505,515 | $44M | 0.3% | 2026-Q2 |
| Lido Advisors, LLC added | 499,842 | $44M | 0.3% | 2026-Q2 |
| Bernardo Wealth Planning LLC added | 490,460 | $43M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 486,456 | $43M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 484,483 | $43M | 0.3% | 2026-Q2 |
| MEANS INVESTMENT CO., INC. added | 470,858 | $41M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 469,236 | $41M | 0.3% | 2026-Q2 |
| FC Advisory LLC added | 459,040 | $40M | 0.3% | 2026-Q2 |
| ETF Portfolio Partners, Inc. added | 440,043 | $39M | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 411,595 | $36M | 0.2% | 2026-Q2 |
| Blue Edge Capital, LLC added | 409,912 | $36M | 0.2% | 2026-Q2 |
| BHK Investment Advisors, LLC added | 391,052 | $34M | 0.2% | 2026-Q2 |
| ALPS ADVISORS INC added | 381,300 | $34M | 0.2% | 2026-Q2 |
| HB Wealth Management, LLC added | 379,143 | $33M | 0.2% | 2026-Q2 |
| Angeles Investment Advisors, LLC added | 371,190 | $33M | 0.2% | 2026-Q2 |
| Apriem Advisors added | 343,729 | $30M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 343,479 | $29M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC added | 341,174 | $30M | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 336,415 | $30M | 0.2% | 2026-Q2 |
| Erickson Financial Group, LLC added | 320,460 | $28M | 0.2% | 2026-Q2 |
| AMARA FINANCIAL, LLC. added | 316,007 | $28M | 0.2% | 2026-Q2 |
| &PARTNERS added | 312,826 | $28M | 0.2% | 2026-Q2 |
| Clarity Financial LLC added | 311,650 | $27M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 307,853 | $27M | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 302,209 | $27M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 294,234 | $40M | 0.3% | 2026-Q2 |
| NORTHERN TRUST CORP added | 286,950 | $25M | 0.2% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 284,728 | $25M | 0.2% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 279,673 | $25M | 0.2% | 2026-Q2 |
| Zeit Capital LLC added | 278,413 | $24M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 276,640 | $24M | 0.2% | 2026-Q2 |
| Zhang Financial LLC added | 269,582 | $24M | 0.2% | 2026-Q2 |
| SALEM INVESTMENT COUNSELORS INC added | 269,167 | $24M | 0.2% | 2026-Q2 |
| Avior Wealth Management, LLC added | 267,463 | $24M | 0.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 265,885 | $23M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 258,150 | $23M | 0.1% | 2026-Q2 |
| Wheelhouse Advisory Group LLC added | 254,581 | $22M | 0.1% | 2026-Q2 |
| ODonnell Financial Services, LLC added | 250,832 | $22M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC added | 245,744 | $22M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 239,584 | $21M | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 237,816 | $21M | 0.1% | 2026-Q2 |
| NORTHEAST INVESTMENT MANAGEMENT added | 237,090 | $21M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 236,260 | $21M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 228,910 | $20M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 228,065 | $20M | 0.1% | 2026-Q2 |
| DT Investment Partners, LLC added | 226,863 | $20M | 0.1% | 2026-Q2 |
| Raab & Moskowitz Asset Management LLC added | 224,090 | $20M | 0.1% | 2026-Q2 |
| Randall & Associates Wealth Management added | 217,296 | $19M | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC added | 216,008 | $19M | 0.1% | 2026-Q2 |
| Blackston Financial Advisory Group, LLC added | 215,599 | $19M | 0.1% | 2026-Q2 |
| FMR LLC added | 210,114 | $18M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ added | 207,977 | $18M | 0.1% | 2026-Q2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV added | 206,887 | $18M | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. added | 205,879 | $18M | 0.1% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 201,280 | $18M | 0.1% | 2026-Q2 |
| OKABENA INVESTMENT SERVICES INC added | 200,492 | $18M | 0.1% | 2026-Q2 |
| Wealthspire Retirement, LLC added | 197,038 | $17M | 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.