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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ASSETMARK, INC added | 15,596,695 | $2.3B | 29.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 4,639,212 | $672M | 8.8% | 2026-Q1 |
| MORGAN STANLEY added | 3,067,407 | $445M | 5.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,279,226 | $330M | 4.3% | 2026-Q1 |
| UBS Group AG trimmed | 1,726,345 | $250M | 3.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 1,336,897 | $194M | 2.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,271,201 | $184M | 2.4% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,160,993 | $168M | 2.2% | 2026-Q1 |
| LPL Financial LLC added | 1,083,447 | $157M | 2.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,004,572 | $146M | 1.9% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 835,188 | $121M | 1.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 789,955 | $115M | 1.5% | 2026-Q1 |
| Black Diamond Financial, LLC trimmed | 737,261 | $107M | 1.4% | 2026-Q1 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC trimmed | 733,157 | $106M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 727,459 | $105M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 694,008 | $101M | 1.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 592,624 | $85M | 1.1% | 2026-Q1 |
| Sequoia Financial Advisors, LLC trimmed | 546,743 | $79M | 1.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 484,201 | $70M | 0.9% | 2026-Q1 |
| Strategic Investment Advisors / MI added | 434,386 | $63M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 385,854 | $56M | 0.7% | 2026-Q1 |
| Baird Financial Group, Inc. added | 383,484 | $56M | 0.7% | 2026-Q1 |
| Praetorian Wealth Management, Inc. added | 368,740 | $55M | 0.7% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 374,801 | $54M | 0.7% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 373,096 | $54M | 0.7% | 2026-Q1 |
| PETREDIS INVESTMENT ADVISORS LLC added | 367,428 | $53M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 365,764 | $53M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 342,048 | $50M | 0.6% | 2026-Q1 |
| Apriem Advisors added | 315,383 | $46M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 292,019 | $42M | 0.6% | 2026-Q1 |
| Pure Financial Advisors, LLC trimmed | 290,904 | $42M | 0.6% | 2026-Q1 |
| Cerity Partners LLC added | 260,748 | $38M | 0.5% | 2026-Q1 |
| BHK Investment Advisors, LLC trimmed | 220,541 | $32M | 0.4% | 2026-Q1 |
| BTG Pactual Asset Management US LLC added | 214,276 | $31M | 0.4% | 2026-Q1 |
| Smartleaf Asset Management LLC trimmed | 216,700 | $31M | 0.4% | 2026-Q1 |
| Bernardo Wealth Planning LLC trimmed | 211,847 | $31M | 0.4% | 2026-Q1 |
| Integrated Capital Management, LLC added | 206,175 | $30M | 0.4% | 2026-Q1 |
| Braeburn Wealth Management LLC added | 201,924 | $29M | 0.4% | 2026-Q1 |
| Capital Advantage, Inc. added | 197,725 | $29M | 0.4% | 2026-Q1 |
| Zeit Capital LLC trimmed | 188,930 | $27M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 183,332 | $27M | 0.3% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 183,109 | $27M | 0.3% | 2026-Q1 |
| ETF Portfolio Partners, Inc. added | 176,325 | $26M | 0.3% | 2026-Q1 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 176,079 | $26M | 0.3% | 2026-Q1 |
| Graney & King, LLC added | 174,183 | $25M | 0.3% | 2026-Q1 |
| Savant Capital, LLC added | 158,587 | $23M | 0.3% | 2026-Q1 |
| Breakwater Capital Group added | 156,391 | $23M | 0.3% | 2026-Q1 |
| Bison Wealth, LLC added | 143,077 | $22M | 0.3% | 2026-Q1 |
| Marmo Financial Group, LLC added | 151,239 | $22M | 0.3% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 149,185 | $22M | 0.3% | 2026-Q1 |
| Sheridan Capital Management, LLC added | 149,182 | $22M | 0.3% | 2026-Q1 |
| Avior Wealth Management, LLC trimmed | 148,688 | $21M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 142,839 | $21M | 0.3% | 2026-Q1 |
| Select Asset Management & Trust added | 139,351 | $20M | 0.3% | 2026-Q1 |
| MEANS INVESTMENT CO., INC. trimmed | 136,710 | $20M | 0.3% | 2026-Q1 |
| Arax Advisory Partners added | 130,063 | $19M | 0.2% | 2026-Q1 |
| Cresset Asset Management, LLC added | 125,966 | $18M | 0.2% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. added | 122,075 | $18M | 0.2% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 121,428 | $18M | 0.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 119,478 | $17M | 0.2% | 2026-Q1 |
| Pachira Investments Inc. added | 117,715 | $17M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 113,403 | $16M | 0.2% | 2026-Q1 |
| Retirement Management Systems Inc. trimmed | 113,341 | $16M | 0.2% | 2026-Q1 |
| US BANCORP \DE\ added | 111,627 | $16M | 0.2% | 2026-Q1 |
| Annex Advisory Services, LLC added | 111,415 | $16M | 0.2% | 2026-Q1 |
| Creative Planning added | 103,341 | $15M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 102,245 | $15M | 0.2% | 2026-Q1 |
| Avid Wealth Partners LLC added | 100,874 | $15M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 97,914 | $14M | 0.2% | 2026-Q1 |
| HB Wealth Management, LLC trimmed | 97,653 | $14M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 94,163 | $14M | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 91,350 | $13M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 92,199 | $13M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 90,359 | $13M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 88,554 | $13M | 0.2% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 88,083 | $13M | 0.2% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC added | 83,927 | $12M | 0.2% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 80,939 | $12M | 0.2% | 2026-Q1 |
| James J. Burns & Company, LLC trimmed | 79,569 | $12M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 77,670 | $11M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 75,505 | $11M | 0.1% | 2026-Q1 |
| Modera Wealth Management, LLC added | 74,772 | $11M | 0.1% | 2026-Q1 |
| PFG Private Wealth Management, LLC added | 74,609 | $11M | 0.1% | 2026-Q1 |
| AMARA FINANCIAL, LLC. added | 72,513 | $11M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 72,062 | $10M | 0.1% | 2026-Q1 |
| Crumly & Associates Inc. trimmed | 71,365 | $10M | 0.1% | 2026-Q1 |
| Capital Planning LLC added | 71,058 | $10M | 0.1% | 2026-Q1 |
| WealthShield Partners, LLC trimmed | 70,828 | $10M | 0.1% | 2026-Q1 |
| Wealthfront Advisers LLC added | 69,186 | $10M | 0.1% | 2026-Q1 |
| HOWE & RUSLING INC added | 68,376 | $10M | 0.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP new | 334,920 | $46M | 0.6% | 2025-Q3 stale |
| SteelPeak Wealth, LLC added | 304,412 | $43M | 0.6% | 2025-Q4 stale |
| Blue Edge Capital, LLC added | 175,865 | $25M | 0.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 177,487 | $23M | 0.3% | 2025-Q2 stale |
| AllGen Financial Advisors, Inc. added | 163,240 | $23M | 0.3% | 2025-Q4 stale |
| SOL Capital Management CO trimmed | 118,720 | $17M | 0.2% | 2025-Q4 stale |
| MFA WEALTH ADVISORS, LLC added | 125,779 | $17M | 0.2% | 2025-Q2 stale |
| Von Berge Wealth Management Group, LLC added | 120,420 | $16M | 0.2% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 105,688 | $14M | 0.2% | 2025-Q2 stale |
| Per Stirling Capital Management, LLC. added | 87,981 | $12M | 0.2% | 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.
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.