Who owns MGNR
Which tracked institutional funds hold MGNR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MGNR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-26). 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
26 tracked funds added or opened MGNR while 16 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
MGNR’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 MGNR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MGNR 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 90 tracked filers holding MGNR, 67 increased or opened the position and 24 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 MGNR 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 12
- Man Group plc$87M
- Spider Management Company, LLC$31M
- CapWealth Advisors, LLC$30M
- Aberdeen Group plc$15M
- NewEdge Advisors, LLC$10M
- TWO SIGMA INVESTMENTS, LP$5M
Full exits 7
- Janney Montgomery Scott LLC$28M
- CWM, LLC$13M
- HighTower Advisors, LLC$3M
- Navis Wealth Advisors, LLC$1M
- Cambridge Investment Research Advisors, Inc.$1M
- CITADEL ADVISORS LLC$747K
Largest adds
- MORGAN STANLEY$16M
- ENVESTNET ASSET MANAGEMENT INC$6M
- First Command Advisory Services, Inc.$6M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6M
- LPL Financial LLC$5M
- OSAIC HOLDINGS, INC.$5M
Largest trims
- Sendero Wealth Management, LLC$6M
- JANE STREET GROUP, LLC$4M
- Verdence Capital Advisors LLC$2M
- WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV$1M
- MIDLAND WEALTH ADVISORS, LLC$857K
- Signature Equity Partners, LLC$809K
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 | 1,853,365 | $90M | 12.2% | 2026-Q2 |
| Man Group plc new | 3,019,934 | $87M | 11.8% | 2026-Q2 |
| Sendero Wealth Management, LLC trimmed | 1,422,984 | $69M | 9.4% | 2026-Q2 |
| MIDLAND WEALTH ADVISORS, LLC added | 1,402,479 | $68M | 9.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 913,237 | $44M | 6.0% | 2026-Q2 |
| Verdence Capital Advisors LLC added | 735,889 | $36M | 4.8% | 2026-Q2 |
| LPL Financial LLC added | 701,148 | $34M | 4.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 665,927 | $32M | 4.4% | 2026-Q2 |
| Spider Management Company, LLC new | 648,545 | $31M | 4.3% | 2026-Q2 |
| CapWealth Advisors, LLC new | 611,336 | $30M | 4.0% | 2026-Q2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV trimmed | 372,259 | $18M | 2.4% | 2026-Q2 |
| ABBINGTON INVESTMENT GROUP added | 554,449 | $16M | 2.2% | 2026-Q2 |
| Aberdeen Group plc new | 598,704 | $15M | 2.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 207,758 | $10M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 199,405 | $10M | 1.3% | 2026-Q2 |
| AlphaCore Capital LLC added | 198,958 | $10M | 1.3% | 2026-Q2 |
| First Command Advisory Services, Inc. added | 146,016 | $7M | 1.0% | 2026-Q2 |
| Quadcap Wealth Management, LLC added | 104,111 | $5M | 0.7% | 2026-Q2 |
| HARBOR INVESTMENT ADVISORY, LLC added | 101,445 | $5M | 0.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 92,900 | $5M | 0.6% | 2026-Q2 |
| ANCHOR CAPITAL ADVISORS LLC trimmed | 77,991 | $4M | 0.5% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 74,858 | $4M | 0.5% | 2026-Q2 |
| Financial Security Advisor, Inc. added | 74,127 | $4M | 0.5% | 2026-Q2 |
| SFG Wealth Management, LLC. added | 56,569 | $3M | 0.4% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 93,191 | $3M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 54,896 | $3M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 54,706 | $3M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 54,243 | $3M | 0.4% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV added | 52,450 | $3M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP new | 51,250 | $2M | 0.3% | 2026-Q2 |
| Smith & Howard Wealth Management, LLC added | 85,903 | $2M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 50,802 | $2M | 0.3% | 2026-Q2 |
| Magnolia Private Wealth, LLC added | 42,727 | $2M | 0.3% | 2026-Q2 |
| Maia Wealth LLC added | 39,118 | $2M | 0.3% | 2026-Q2 |
| Hilton Head Capital Partners, LLC new | 36,890 | $2M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 33,196 | $2M | 0.2% | 2026-Q2 |
| Circle Wealth Management, LLC added | 32,633 | $2M | 0.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 29,680 | $1M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC new | 49,692 | $1M | 0.2% | 2026-Q2 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 27,000 | $1M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 24,569 | $1M | 0.2% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 21,352 | $1M | 0.1% | 2026-Q2 |
| Your Advocates Ltd., LLP added | 33,667 | $973K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 18,447 | $896K | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 29,007 | $838K | 0.1% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 15,922 | $773K | 0.1% | 2026-Q2 |
| Essential Partners LLC added | 25,254 | $730K | 0.1% | 2026-Q2 |
| WEST MICHIGAN ADVISORS, LLC added | 13,422 | $652K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12,900 | $617K | 0.1% | 2026-Q2 |
| Signature Equity Partners, LLC trimmed | 11,819 | $574K | 0.1% | 2026-Q2 |
| Philip James Wealth Mangement, LLC added | 9,679 | $470K | 0.1% | 2026-Q2 |
| SouthState Bank Corp added | 9,570 | $465K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 9,018 | $438K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 15,130 | $437K | 0.1% | 2026-Q2 |
| Whipplewood Advisors, LLC trimmed | 8,262 | $401K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 13,838 | $400K | 0.1% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 8,034 | $390K | 0.1% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 7,829 | $380K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 7,556 | $367K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 7,063 | $343K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 6,845 | $332K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 6,676 | $324K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 6,674 | $324K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 6,280 | $305K | 0.0% | 2026-Q2 |
| Centurion Wealth Management LLC trimmed | 6,175 | $300K | 0.0% | 2026-Q2 |
| Worth Asset Management, LLC trimmed | 6,007 | $292K | 0.0% | 2026-Q2 |
| Principia Wealth Advisory, LLC added | 5,925 | $288K | 0.0% | 2026-Q2 |
| MONECO ADVISORS, LLC new | 5,596 | $272K | 0.0% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 4,659 | $226K | 0.0% | 2026-Q2 |
| BigSur Wealth Management LLC new | 4,650 | $226K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 11,800 | $225K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 4,500 | $218K | 0.0% | 2026-Q2 |
| Argos Wealth Advisors, LLC new | 4,443 | $216K | 0.0% | 2026-Q2 |
| Monument Capital Management new | 4,398 | $214K | 0.0% | 2026-Q2 |
| BROWN ADVISORY INC new | 4,180 | $203K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 2,000 | $97K | 0.0% | 2026-Q2 |
| Avalon Trust Co | 1,000 | $49K | 0.0% | 2026-Q2 |
| Allworth Financial LP new | 689 | $33K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 310 | $15K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC new | 264 | $13K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 240 | $12K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec | 395 | $11K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 200 | $10K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC new | 500 | $10K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA new | 102 | $5K | 0.0% | 2026-Q2 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 100 | $5K | 0.0% | 2026-Q2 |
| Tradewinds Capital Management, LLC | 98 | $5K | 0.0% | 2026-Q2 |
| IAG Wealth Partners, LLC | 85 | $4K | 0.0% | 2026-Q2 |
| UBS Group AG added | 82 | $4K | 0.0% | 2026-Q2 |
| REGIONS FINANCIAL CORP added | 493 | $24 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 539,000 | $28M | 3.8% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 252,850 | $13M | 1.8% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC added | 53,775 | $3M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Navis Wealth Advisors, LLC added | 28,655 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 27,355 | $1M | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 14,486 | $747K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 18,702 | $528K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Pursuit Wealth Management LLC new | 46,018 | $1M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| CW Advisors, LLC added | 98,064 | $3M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Mutual Advisors, LLC new | 9,849 | $227K | 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.