Who owns MISL
Which tracked institutional funds hold MISL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MISL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
30 tracked funds added or opened MISL while 38 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
MISL’s largest tracked holder by dollar value, LPL Financial LLC, 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 MISL more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MISL 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 120 tracked filers holding MISL, 78 increased or opened the position and 68 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 MISL 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 7
- TOUNJIAN ADVISORY PARTNERS, LLC$5M
- Global Assets Advisory, LLC$2M
- RFG Advisory, LLC$1M
- INSIGNEO ADVISORY SERVICES, LLC$1M
- JPMORGAN CHASE & CO$1M
- BANK OF AMERICA CORP /DE/$890K
Full exits 22
- FIRST TRUST ADVISORS LP$657M
- Harel Insurance Investments & Financial Services Ltd.$177M
- Nilsine Partners, LLC$17M
- Advisory Services Network, LLC$15M
- Cambridge Investment Research Advisors, Inc.$8M
- Summit Financial, LLC$7M
Largest adds
- RAYMOND JAMES FINANCIAL INC$11M
- LPL Financial LLC$5M
- BIP Wealth, LLC$3M
- OSAIC HOLDINGS, INC.$3M
- IFP Advisors, Inc$3M
- NewSquare Capital LLC$2M
Largest trims
- &PARTNERS$14M
- NewEdge Advisors, LLC$10M
- MORGAN STANLEY$10M
- WELLS FARGO & COMPANY/MN$10M
- BENJAMIN EDWARDS INC$4M
- ROYAL BANK OF CANADA$4M
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 1,071,583 | $49M | 13.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 840,063 | $38M | 10.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 683,110 | $31M | 8.6% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 424,562 | $19M | 5.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 366,437 | $17M | 4.6% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 341,451 | $16M | 4.3% | 2026-Q2 |
| Mutual Advisors, LLC added | 249,563 | $11M | 3.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 235,721 | $11M | 3.0% | 2026-Q2 |
| NewSquare Capital LLC added | 218,964 | $10M | 2.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 216,891 | $10M | 2.7% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 205,794 | $9M | 2.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 197,816 | $9M | 2.5% | 2026-Q2 |
| Proactive Wealth Strategies LLC trimmed | 190,085 | $9M | 2.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 160,686 | $7M | 2.0% | 2026-Q2 |
| Cetera Investment Advisers added | 145,898 | $7M | 1.8% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 139,107 | $6M | 1.8% | 2026-Q2 |
| World Investment Advisors | 110,090 | $5M | 1.4% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 105,943 | $5M | 1.3% | 2026-Q2 |
| TOUNJIAN ADVISORY PARTNERS, LLC added | 101,945 | $5M | 1.3% | 2026-Q2 |
| IFP Advisors, Inc added | 101,253 | $5M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 97,388 | $4M | 1.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 90,553 | $4M | 1.1% | 2026-Q2 |
| ASSETMARK, INC added | 88,875 | $4M | 1.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 83,832 | $4M | 1.1% | 2026-Q2 |
| Garden State Investment Advisory Services LLC added | 75,097 | $3M | 0.9% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 70,817 | $3M | 0.9% | 2026-Q2 |
| BIP Wealth, LLC added | 70,412 | $3M | 0.9% | 2026-Q2 |
| &PARTNERS trimmed | 60,430 | $3M | 0.8% | 2026-Q2 |
| Private Advisor Group, LLC added | 57,330 | $3M | 0.7% | 2026-Q2 |
| Concorde Asset Management, LLC added | 56,443 | $3M | 0.7% | 2026-Q2 |
| Sigma Planning Corp trimmed | 53,574 | $2M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 44,579 | $2M | 0.5% | 2026-Q2 |
| Capital Investment Advisory Services, LLC added | 43,948 | $2M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 43,185 | $2M | 0.5% | 2026-Q2 |
| Global Assets Advisory, LLC added | 41,917 | $2M | 0.5% | 2026-Q2 |
| Buska Wealth Management, LLC added | 38,200 | $2M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 37,101 | $2M | 0.5% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 35,695 | $2M | 0.5% | 2026-Q2 |
| RFG Advisory, LLC new | 29,748 | $1M | 0.4% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 28,583 | $1M | 0.4% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC new | 28,150 | $1M | 0.4% | 2026-Q2 |
| Owen LaRue, LLC trimmed | 26,800 | $1M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 26,024 | $1M | 0.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 23,520 | $1M | 0.3% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 23,510 | $1M | 0.3% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 22,689 | $1M | 0.3% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC added | 21,345 | $977K | 0.3% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 19,868 | $909K | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 19,447 | $890K | 0.2% | 2026-Q2 |
| Keystone Wealth Services, LLC added | 19,070 | $873K | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 18,139 | $830K | 0.2% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 17,466 | $799K | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 17,218 | $788K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. trimmed | 15,982 | $731K | 0.2% | 2026-Q2 |
| Bank Pictet & Cie (Europe) AG added | 15,761 | $721K | 0.2% | 2026-Q2 |
| Signal Advisors Wealth, LLC new | 15,096 | $691K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC trimmed | 14,627 | $669K | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 14,565 | $667K | 0.2% | 2026-Q2 |
| Prospera Financial Services Inc added | 14,222 | $651K | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC trimmed | 13,427 | $615K | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC added | 13,366 | $612K | 0.2% | 2026-Q2 |
| Moors & Cabot, Inc. added | 11,630 | $532K | 0.1% | 2026-Q2 |
| BANQUE PICTET & CIE SA added | 11,051 | $506K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 10,429 | $477K | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 10,302 | $472K | 0.1% | 2026-Q2 |
| Mattern Wealth Management LLC new | 10,000 | $458K | 0.1% | 2026-Q2 |
| Golden State Wealth Management, LLC trimmed | 9,875 | $452K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 9,796 | $448K | 0.1% | 2026-Q2 |
| Northwest Financial Advisors | 9,485 | $434K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 9,404 | $430K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 9,317 | $426K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 9,172 | $420K | 0.1% | 2026-Q2 |
| Triumph Capital Management added | 9,000 | $412K | 0.1% | 2026-Q2 |
| Retirement Planning Group, LLC trimmed | 8,760 | $401K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 8,696 | $398K | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. added | 8,018 | $367K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 7,796 | $357K | 0.1% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 7,638 | $350K | 0.1% | 2026-Q2 |
| Rehmann Capital Advisory Group added | 7,551 | $346K | 0.1% | 2026-Q2 |
| Indie Asset Partners, LLC | 7,175 | $328K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC new | 6,775 | $310K | 0.1% | 2026-Q2 |
| Gateway Wealth Partners, LLC trimmed | 6,658 | $305K | 0.1% | 2026-Q2 |
| Clear Creek Financial Management, LLC trimmed | 6,548 | $300K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 6,486 | $297K | 0.1% | 2026-Q2 |
| PVG ASSET MANAGEMENT CORP | 6,359 | $291K | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC added | 6,193 | $283K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 6,045 | $277K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA added | 5,845 | $268K | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 5,634 | $258K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 5,408 | $248K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 5,407 | $247K | 0.1% | 2026-Q2 |
| Asset One Wealth Management LLC new | 5,035 | $220K | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC new | 5,017 | $230K | 0.1% | 2026-Q2 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 4,793 | $219K | 0.1% | 2026-Q2 |
| Kestra Investment Management, LLC new | 4,785 | $219K | 0.1% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC new | 4,661 | $213K | 0.1% | 2026-Q2 |
| Parallel Advisors, LLC added | 4,567 | $209K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 4,528 | $207K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 2,158 | $99K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 2,060 | $94K | 0.0% | 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.