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Institutional Ownership · SEC Form 13F

Who owns MGV (MGV)


Which tracked institutional funds hold MGV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MGV 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.

557
Institutional holders
55,726,575
Shares held (tracked funds)

How the tape is positioned

136 tracked funds added or opened MGV while 58 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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

MGV’s largest tracked holder by dollar value, ASSETMARK, INC, sizes it at 4.6% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 4.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in MGV 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 557 tracked filers holding MGV, 297 increased or opened the position and 189 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 MGV 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 26

  • Gateway Wealth Partners, LLC$12M
  • Mayfair Advisory Group, LLC$9M
  • TUDOR INVESTMENT CORP ET AL$8M
  • FIFTH THIRD BANCORP$7M
  • DIVERSIFY WEALTH MANAGEMENT, LLC$5M
  • WNY Asset Management, LLC$4M

Full exits 19

  • SteelPeak Wealth, LLC$43M
  • Blue Edge Capital, LLC$25M
  • AllGen Financial Advisors, Inc.$23M
  • SOL Capital Management CO$17M
  • COMERICA BANK$7M
  • Diversify Advisory Services, LLC$5M

Largest adds

  • ASSETMARK, INC$83M
  • OSAIC HOLDINGS, INC.$70M
  • Cerity Partners LLC$36M
  • BANK OF AMERICA CORP /DE/$34M
  • Beacon Pointe Advisors, LLC$24M
  • MORGAN STANLEY$24M

Largest trims

  • BNP PARIBAS FINANCIAL MARKETS$7M
  • COMMONWEALTH EQUITY SERVICES, LLC$6M
  • Avior Wealth Management, LLC$6M
  • PNC FINANCIAL SERVICES GROUP, INC.$4M
  • Crumly & Associates Inc.$4M
  • UBS Group AG$4M

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).

FundSharesReported value% of valueQuarter
ASSETMARK, INC added15,596,695$2.3B29.5%2026-Q1
BANK OF AMERICA CORP /DE/ added4,639,212$672M8.8%2026-Q1
MORGAN STANLEY added3,067,407$445M5.8%2026-Q1
AMERIPRISE FINANCIAL INC added2,279,226$330M4.3%2026-Q1
UBS Group AG trimmed1,726,345$250M3.3%2026-Q1
Merit Financial Group, LLC added1,336,897$194M2.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed1,271,201$184M2.4%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed1,160,993$168M2.2%2026-Q1
LPL Financial LLC added1,083,447$157M2.1%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,004,572$146M1.9%2026-Q1
HighTower Advisors, LLC trimmed835,188$121M1.6%2026-Q1
RAYMOND JAMES FINANCIAL INC added789,955$115M1.5%2026-Q1
Black Diamond Financial, LLC trimmed737,261$107M1.4%2026-Q1
VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed733,157$106M1.4%2026-Q1
ROYAL BANK OF CANADA added727,459$105M1.4%2026-Q1
OSAIC HOLDINGS, INC. added694,008$101M1.3%2026-Q1
JPMORGAN CHASE & CO trimmed592,624$85M1.1%2026-Q1
Sequoia Financial Advisors, LLC trimmed546,743$79M1.0%2026-Q1
Rockefeller Capital Management L.P. added484,201$70M0.9%2026-Q1
Strategic Investment Advisors / MI added434,386$63M0.8%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed385,854$56M0.7%2026-Q1
Baird Financial Group, Inc. added383,484$56M0.7%2026-Q1
Praetorian Wealth Management, Inc. added368,740$55M0.7%2026-Q1
Kestra Advisory Services, LLC added374,801$54M0.7%2026-Q1
Prosperity Consulting Group, LLC added373,096$54M0.7%2026-Q1
PETREDIS INVESTMENT ADVISORS LLC added367,428$53M0.7%2026-Q1
STIFEL FINANCIAL CORP added365,764$53M0.7%2026-Q1
Cetera Investment Advisers added342,048$50M0.6%2026-Q1
Apriem Advisors added315,383$46M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed292,019$42M0.6%2026-Q1
Pure Financial Advisors, LLC trimmed290,904$42M0.6%2026-Q1
Cerity Partners LLC added260,748$38M0.5%2026-Q1
BHK Investment Advisors, LLC trimmed220,541$32M0.4%2026-Q1
BTG Pactual Asset Management US LLC added214,276$31M0.4%2026-Q1
Smartleaf Asset Management LLC trimmed216,700$31M0.4%2026-Q1
Bernardo Wealth Planning LLC trimmed211,847$31M0.4%2026-Q1
Integrated Capital Management, LLC added206,175$30M0.4%2026-Q1
Braeburn Wealth Management LLC added201,924$29M0.4%2026-Q1
Capital Advantage, Inc. added197,725$29M0.4%2026-Q1
Zeit Capital LLC trimmed188,930$27M0.4%2026-Q1
Beacon Pointe Advisors, LLC added183,332$27M0.3%2026-Q1
TITLEIST ASSET MANAGEMENT, LLC added183,109$27M0.3%2026-Q1
ETF Portfolio Partners, Inc. added176,325$26M0.3%2026-Q1
LEAVELL INVESTMENT MANAGEMENT, INC. added176,079$26M0.3%2026-Q1
Graney & King, LLC added174,183$25M0.3%2026-Q1
Savant Capital, LLC added158,587$23M0.3%2026-Q1
Breakwater Capital Group added156,391$23M0.3%2026-Q1
Bison Wealth, LLC added143,077$22M0.3%2026-Q1
Marmo Financial Group, LLC added151,239$22M0.3%2026-Q1
Wealthcare Advisory Partners LLC added149,185$22M0.3%2026-Q1
Sheridan Capital Management, LLC added149,182$22M0.3%2026-Q1
Avior Wealth Management, LLC trimmed148,688$21M0.3%2026-Q1
HARBOUR INVESTMENTS, INC. added142,839$21M0.3%2026-Q1
Select Asset Management & Trust added139,351$20M0.3%2026-Q1
MEANS INVESTMENT CO., INC. trimmed136,710$20M0.3%2026-Q1
Arax Advisory Partners added130,063$19M0.2%2026-Q1
Cresset Asset Management, LLC added125,966$18M0.2%2026-Q1
KICKSTAND VENTURES, LLC. added122,075$18M0.2%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added121,428$18M0.2%2026-Q1
D.A. DAVIDSON & CO. added119,478$17M0.2%2026-Q1
Pachira Investments Inc. added117,715$17M0.2%2026-Q1
Waverly Advisors, LLC added113,403$16M0.2%2026-Q1
Retirement Management Systems Inc. trimmed113,341$16M0.2%2026-Q1
US BANCORP \DE\ added111,627$16M0.2%2026-Q1
Annex Advisory Services, LLC added111,415$16M0.2%2026-Q1
Creative Planning added103,341$15M0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added102,245$15M0.2%2026-Q1
Avid Wealth Partners LLC added100,874$15M0.2%2026-Q1
Private Advisor Group, LLC added97,914$14M0.2%2026-Q1
HB Wealth Management, LLC trimmed97,653$14M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed94,163$14M0.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added91,350$13M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added92,199$13M0.2%2026-Q1
STEPHENS INC /AR/ added90,359$13M0.2%2026-Q1
Sanctuary Advisors, LLC added88,554$13M0.2%2026-Q1
Ameritas Advisory Services, LLC trimmed88,083$13M0.2%2026-Q1
ARQ WEALTH ADVISORS, LLC added83,927$12M0.2%2026-Q1
Gateway Wealth Partners, LLC new80,939$12M0.2%2026-Q1
James J. Burns & Company, LLC trimmed79,569$12M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed77,670$11M0.1%2026-Q1
Janney Montgomery Scott LLC added75,505$11M0.1%2026-Q1
Modera Wealth Management, LLC added74,772$11M0.1%2026-Q1
PFG Private Wealth Management, LLC added74,609$11M0.1%2026-Q1
AMARA FINANCIAL, LLC. added72,513$11M0.1%2026-Q1
GOLDMAN SACHS GROUP INC trimmed72,062$10M0.1%2026-Q1
Crumly & Associates Inc. trimmed71,365$10M0.1%2026-Q1
Capital Planning LLC added71,058$10M0.1%2026-Q1
WealthShield Partners, LLC trimmed70,828$10M0.1%2026-Q1
Wealthfront Advisers LLC added69,186$10M0.1%2026-Q1
HOWE & RUSLING INC added68,376$10M0.1%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP new334,920$46M0.6%2025-Q3 stale
SteelPeak Wealth, LLC added304,412$43M0.6%2025-Q4 stale
Blue Edge Capital, LLC added175,865$25M0.3%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. trimmed177,487$23M0.3%2025-Q2 stale
AllGen Financial Advisors, Inc. added163,240$23M0.3%2025-Q4 stale
SOL Capital Management CO trimmed118,720$17M0.2%2025-Q4 stale
MFA WEALTH ADVISORS, LLC added125,779$17M0.2%2025-Q2 stale
Von Berge Wealth Management Group, LLC added120,420$16M0.2%2025-Q2 stale
Atria Wealth Solutions, Inc. trimmed105,688$14M0.2%2025-Q2 stale
Per Stirling Capital Management, LLC. added87,981$12M0.2%2025-Q2 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.

HoldersTotal shares

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.

Learn how to read institutional ownership