Who owns MIY
Which tracked institutional funds hold MIY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MIY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-21). 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
8 tracked funds added or opened MIY while 6 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
MIY’s largest tracked holder by dollar value, MacKay Shields LLC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MIY 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 50 tracked filers holding MIY, 27 increased or opened the position and 15 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 MIY 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.
Full exits 3
- Fiera Capital Corp$989K
- SIT INVESTMENT ASSOCIATES INC$681K
- Summit Trail Advisors, LLC$532K
Largest adds
- WELLS FARGO & COMPANY/MN$769K
- STIFEL FINANCIAL CORP$576K
- UBS Group AG$562K
- BANK OF AMERICA CORP /DE/$496K
- COMMONWEALTH EQUITY SERVICES, LLC$494K
- RAYMOND JAMES FINANCIAL INC$395K
Largest trims
- ROBINSON CAPITAL MANAGEMENT, LLC$3M
- MacKay Shields LLC$2M
- Melone Private Wealth, LLC$686K
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 |
|---|---|---|---|---|
| MacKay Shields LLC trimmed | 479,747 | $6M | 10.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 390,795 | $5M | 8.2% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 356,706 | $4M | 7.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 341,768 | $4M | 7.1% | 2026-Q2 |
| FSA Advisors, Inc. added | 240,717 | $3M | 5.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 223,405 | $3M | 4.7% | 2026-Q2 |
| Melone Private Wealth, LLC trimmed | 216,071 | $3M | 4.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 215,982 | $3M | 4.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 192,867 | $2M | 4.0% | 2026-Q2 |
| LPL Financial LLC added | 174,930 | $2M | 3.7% | 2026-Q2 |
| ROBINSON CAPITAL MANAGEMENT, LLC trimmed | 156,521 | $2M | 3.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 92,586 | $1M | 1.9% | 2026-Q2 |
| UBS Group AG added | 76,323 | $936K | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 68,229 | $837K | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 58,180 | $714K | 1.2% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 49,073 | $602K | 1.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 48,244 | $592K | 1.0% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 42,872 | $528K | 0.9% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 42,872 | $526K | 0.9% | 2026-Q2 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. added | 39,991 | $491K | 0.8% | 2026-Q2 |
| Summit Financial Consulting LLC added | 39,568 | $485K | 0.8% | 2026-Q2 |
| WEST MICHIGAN ADVISORS, LLC added | 36,201 | $446K | 0.8% | 2026-Q2 |
| Baird Financial Group, Inc. added | 36,198 | $444K | 0.8% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 34,700 | $426K | 0.7% | 2026-Q2 |
| Capital Asset Advisory Services LLC added | 34,700 | $426K | 0.7% | 2026-Q2 |
| Compass Financial Group, INC/SD | 31,709 | $389K | 0.7% | 2026-Q2 |
| Miller Capital Partners, Inc. | 31,700 | $389K | 0.7% | 2026-Q2 |
| Arrowroot Family Office, LLC added | 30,259 | $371K | 0.6% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC new | 23,403 | $287K | 0.5% | 2026-Q2 |
| Pathway Financial Advisers, LLC new | 24,813 | $276K | 0.5% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV | 22,100 | $271K | 0.5% | 2026-Q2 |
| Acorn Wealth Advisors, LLC | 20,391 | $250K | 0.4% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC | 19,500 | $239K | 0.4% | 2026-Q2 |
| Pointe Capital Management LLC | 19,250 | $236K | 0.4% | 2026-Q2 |
| Focus Partners Wealth | 19,035 | $234K | 0.4% | 2026-Q2 |
| Regal Investment Advisors LLC added | 17,568 | $216K | 0.4% | 2026-Q2 |
| SHUFRO ROSE & CO LLC | 17,500 | $215K | 0.4% | 2026-Q2 |
| NORTHERN TRUST CORP added | 14,753 | $181K | 0.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 11,460 | $141K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 11,425 | $140K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 7,700 | $94K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 5,147 | $63K | 0.1% | 2026-Q2 |
| MeadowBrook Investment Advisors LLC | 4,746 | $58K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 3,402 | $42K | 0.1% | 2026-Q2 |
| VIMA LLC new | 2,500 | $31K | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC | 2,236 | $27K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,050 | $25K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 1,360 | $17K | 0.0% | 2026-Q2 |
| Downshift Financial, LLC new | 992 | $12K | 0.0% | 2026-Q2 |
| CITIGROUP INC | 2 | $25 | 0.0% | 2026-Q2 |
| Fiera Capital Corp trimmed | 83,288 | $989K | 1.7% | 2026-Q1 stale (1 quarter behind) |
| SIT INVESTMENT ASSOCIATES INC trimmed | 57,339 | $681K | 1.2% | 2026-Q1 stale (1 quarter behind) |
| Summit Trail Advisors, LLC new | 44,814 | $532K | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. | 28,367 | $337K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Trask Adam Roland new | 14,000 | $166K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Patriot Financial Group Insurance Agency, LLC new | 13,548 | $161K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 1,117 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Allspring Global Investments Holdings, LLC added | 138,143 | $2M | 2.8% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 82,283 | $966K | 1.6% | 2025-Q4 stale (2 quarters behind) |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 39,542 | $464K | 0.8% | 2025-Q4 stale (2 quarters behind) |
| BANK OF MONTREAL /CAN/ trimmed | 19,082 | $224K | 0.4% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,981 | $164K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Virtu Financial LLC added | 12,518 | $147K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 11,681 | $137K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4,452 | $52K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Elyxium Wealth, LLC new | 3,689 | $43K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Camelot Portfolios, LLC new | 2,000 | $23K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Scarborough Advisors, LLC trimmed | 704 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| ASSETMARK, INC new | 700 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Noble Wealth Management PBC | 500 | $6K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Well Done, LLC | 177,360 | $2M | 3.4% | 2025-Q3 stale (3 quarters behind) |
| WOLVERINE ASSET MANAGEMENT LLC added | 7,464 | $84K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| FNY Investment Advisers, LLC | 500 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| BALYASNY ASSET MANAGEMENT L.P. new | 24,569 | $271K | 0.5% | 2025-Q2 stale (4 quarters behind) |
| Elequin Capital, LP added | 6,675 | $74K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4,064 | $46K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 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.