Who owns 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-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 MGV is one-sided between 2026-Q1 and 2026-Q2: 211 added or opened and 46 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
MGV’s largest tracked holder by dollar value, ASSETMARK, INC, sizes it at 4.5% of its own reported 13F book, while the median holder sizes it at 0.6% of theirs — a 3.8pp 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 2026-Q1 and 2026-Q2, across 581 tracked filers holding MGV, 277 increased or opened the position and 228 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 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 18
- Retirement Planning Group, LLC$25M
- MARSHALL WACE, LLP$10M
- DAYMARK WEALTH PARTNERS, LLC$8M
- Diversify Advisory Services, LLC$6M
- Royal Fund Management, LLC$6M
- DAVENPORT & Co LLC$3M
Full exits 21
- HighTower Advisors, LLC$121M
- Cambridge Investment Research Advisors, Inc.$56M
- Marmo Financial Group, LLC$22M
- Select Asset Management & Trust$20M
- Janney Montgomery Scott LLC$11M
- Colorado Capital Management, Inc.$7M
Largest adds
- ASSETMARK, INC$329M
- BANK OF AMERICA CORP /DE/$92M
- MORGAN STANLEY$82M
- Merit Financial Group, LLC$76M
- AMERIPRISE FINANCIAL INC$72M
- MARS JEWETT FINANCIAL GROUP, INC.$51M
Largest trims
- KICKSTAND VENTURES, LLC.$17M
- Ameritas Advisory Services, LLC$8M
- D.A. DAVIDSON & CO.$6M
- Brookstone Capital Management$4M
- CreativeOne Wealth, LLC$1M
- Avid Wealth Partners LLC$1M
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 | 15,842,689 | $2.6B | 30.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,675,795 | $764M | 8.9% | 2026-Q2 |
| MORGAN STANLEY added | 3,220,989 | $526M | 6.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,461,240 | $402M | 4.7% | 2026-Q2 |
| UBS Group AG added | 1,790,527 | $293M | 3.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 1,652,554 | $270M | 3.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,237,905 | $202M | 2.4% | 2026-Q2 |
| LPL Financial LLC added | 1,158,233 | $189M | 2.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 1,105,925 | $181M | 2.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 993,873 | $162M | 1.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 789,084 | $129M | 1.5% | 2026-Q2 |
| Black Diamond Financial, LLC added | 757,229 | $124M | 1.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 753,203 | $123M | 1.4% | 2026-Q2 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 733,157 | $120M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 720,076 | $118M | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 683,600 | $112M | 1.3% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 531,727 | $87M | 1.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 486,183 | $79M | 0.9% | 2026-Q2 |
| Strategic Investment Advisors / MI added | 442,676 | $72M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 403,118 | $66M | 0.8% | 2026-Q2 |
| Baird Financial Group, Inc. added | 387,221 | $63M | 0.7% | 2026-Q2 |
| Prosperity Consulting Group, LLC added | 386,443 | $63M | 0.7% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 383,716 | $63M | 0.7% | 2026-Q2 |
| Praetorian Wealth Management, Inc. added | 379,594 | $62M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 369,442 | $60M | 0.7% | 2026-Q2 |
| PETREDIS INVESTMENT ADVISORS LLC trimmed | 366,159 | $60M | 0.7% | 2026-Q2 |
| Apriem Advisors added | 349,628 | $57M | 0.7% | 2026-Q2 |
| Cerity Partners LLC added | 343,974 | $56M | 0.7% | 2026-Q2 |
| Savant Capital, LLC added | 316,144 | $49M | 0.6% | 2026-Q2 |
| MARS JEWETT FINANCIAL GROUP, INC. added | 314,324 | $51M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 301,213 | $49M | 0.6% | 2026-Q2 |
| Pure Financial Advisors, LLC trimmed | 285,839 | $47M | 0.5% | 2026-Q2 |
| Avior Wealth Management, LLC added | 226,306 | $37M | 0.4% | 2026-Q2 |
| BHK Investment Advisors, LLC trimmed | 219,087 | $36M | 0.4% | 2026-Q2 |
| Smartleaf Asset Management LLC | 216,700 | $35M | 0.4% | 2026-Q2 |
| Braeburn Wealth Management LLC added | 211,636 | $35M | 0.4% | 2026-Q2 |
| Integrated Capital Management, LLC added | 210,222 | $34M | 0.4% | 2026-Q2 |
| BTG Pactual Asset Management US LLC trimmed | 208,483 | $34M | 0.4% | 2026-Q2 |
| Capital Advantage, Inc. trimmed | 197,037 | $32M | 0.4% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC added | 191,472 | $31M | 0.4% | 2026-Q2 |
| Zeit Capital LLC added | 189,915 | $31M | 0.4% | 2026-Q2 |
| Bernardo Wealth Planning LLC trimmed | 187,389 | $31M | 0.4% | 2026-Q2 |
| LEAVELL INVESTMENT MANAGEMENT, INC. added | 182,380 | $30M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 181,191 | $30M | 0.3% | 2026-Q2 |
| Graney & King, LLC added | 179,184 | $29M | 0.3% | 2026-Q2 |
| ETF Portfolio Partners, Inc. trimmed | 172,557 | $28M | 0.3% | 2026-Q2 |
| Blue Edge Capital, LLC added | 158,930 | $26M | 0.3% | 2026-Q2 |
| Breakwater Capital Group added | 158,867 | $26M | 0.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 154,959 | $25M | 0.3% | 2026-Q2 |
| Sheridan Capital Management, LLC added | 154,080 | $25M | 0.3% | 2026-Q2 |
| Retirement Planning Group, LLC new | 149,966 | $25M | 0.3% | 2026-Q2 |
| Bison Wealth, LLC added | 146,800 | $24M | 0.3% | 2026-Q2 |
| AllGen Financial Advisors, Inc. trimmed | 146,457 | $24M | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC added | 145,484 | $24M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 143,280 | $23M | 0.3% | 2026-Q2 |
| Arax Advisory Partners added | 141,114 | $23M | 0.3% | 2026-Q2 |
| MEANS INVESTMENT CO., INC. trimmed | 133,485 | $22M | 0.3% | 2026-Q2 |
| Pachira Investments Inc. added | 132,385 | $22M | 0.3% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 129,222 | $21M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 125,856 | $21M | 0.2% | 2026-Q2 |
| Retirement Management Systems Inc. added | 120,323 | $20M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 116,563 | $19M | 0.2% | 2026-Q2 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV added | 113,093 | $18M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 111,569 | $18M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 110,373 | $18M | 0.2% | 2026-Q2 |
| Annex Advisory Services, LLC trimmed | 109,313 | $18M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 106,191 | $17M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 104,998 | $17M | 0.2% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 102,562 | $17M | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 102,217 | $17M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 99,930 | $16M | 0.2% | 2026-Q2 |
| HB Wealth Management, LLC added | 98,280 | $16M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ added | 90,700 | $15M | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 89,888 | $15M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 89,104 | $15M | 0.2% | 2026-Q2 |
| ALLSTREET CAPITAL ADVISORS LLC added | 82,962 | $14M | 0.2% | 2026-Q2 |
| Avid Wealth Partners LLC trimmed | 81,651 | $13M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 79,496 | $13M | 0.2% | 2026-Q2 |
| James J. Burns & Company, LLC trimmed | 79,306 | $13M | 0.2% | 2026-Q2 |
| AMARA FINANCIAL, LLC. added | 79,304 | $13M | 0.2% | 2026-Q2 |
| Crumly & Associates Inc. added | 76,747 | $13M | 0.1% | 2026-Q2 |
| HOWE & RUSLING INC added | 76,615 | $13M | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 76,465 | $12M | 0.1% | 2026-Q2 |
| Quadcap Wealth Management, LLC added | 72,209 | $12M | 0.1% | 2026-Q2 |
| Modera Wealth Management, LLC trimmed | 72,071 | $12M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 71,941 | $12M | 0.1% | 2026-Q2 |
| Capital Planning LLC trimmed | 70,530 | $12M | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC added | 69,987 | $11M | 0.1% | 2026-Q2 |
| PFG Private Wealth Management, LLC trimmed | 65,983 | $11M | 0.1% | 2026-Q2 |
| Mayfair Advisory Group, LLC added | 65,270 | $11M | 0.1% | 2026-Q2 |
| WealthShield Partners, LLC trimmed | 65,255 | $11M | 0.1% | 2026-Q2 |
| Gladwyn Financial Advisors, Inc. added | 60,975 | $10M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 60,975 | $10M | 0.1% | 2026-Q2 |
| Fingerlakes Wealth Management, Inc. added | 60,926 | $10M | 0.1% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 59,778 | $10M | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP new | 58,928 | $10M | 0.1% | 2026-Q2 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC added | 57,120 | $9M | 0.1% | 2026-Q2 |
| Compass Planning Associates Inc added | 55,575 | $9M | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC new | 51,314 | $8M | 0.1% | 2026-Q2 |
| Fiduciary Alliance LLC trimmed | 50,096 | $8M | 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.