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-Q1 13F filings (latest filed 2026-05-18). 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
2 tracked funds added or opened MIY while 4 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
MIY’s largest tracked holder by dollar value, MACKAY SHIELDS LLC, sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.4pp 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 2025-Q4 and 2026-Q1, across 51 tracked filers holding MIY, 19 increased or opened the position and 28 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 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 1
- Summit Trail Advisors, LLC$532K
Full exits 2
- Allspring Global Investments Holdings, LLC$2M
- CITADEL ADVISORS LLC$966K
Largest adds
- FSA Advisors, Inc.$289K
Largest trims
- Fiera Capital Corp$2M
- ROBINSON CAPITAL MANAGEMENT, LLC$2M
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 | 658,969 | $8M | 12.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 408,277 | $5M | 7.6% | 2026-Q1 |
| ROBINSON CAPITAL MANAGEMENT, LLC trimmed | 385,610 | $5M | 7.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 346,343 | $4M | 6.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 311,246 | $4M | 5.8% | 2026-Q1 |
| Melone Private Wealth, LLC trimmed | 280,894 | $3M | 5.2% | 2026-Q1 |
| FSA Advisors, Inc. added | 226,124 | $3M | 4.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 182,236 | $2M | 3.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 165,912 | $2M | 3.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 159,867 | $2M | 3.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 158,358 | $2M | 3.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 93,942 | $1M | 1.8% | 2026-Q1 |
| Fiera Capital Corp trimmed | 83,288 | $989K | 1.6% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 58,021 | $689K | 1.1% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC trimmed | 57,339 | $681K | 1.1% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. | 52,790 | $627K | 1.0% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC | 46,672 | $557K | 0.9% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. | 46,672 | $554K | 0.9% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 44,814 | $532K | 0.8% | 2026-Q1 |
| Summit Financial Consulting LLC added | 38,654 | $459K | 0.7% | 2026-Q1 |
| Parallel Advisors, LLC new | 37,318 | $443K | 0.7% | 2026-Q1 |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. trimmed | 36,766 | $437K | 0.7% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 34,444 | $409K | 0.6% | 2026-Q1 |
| Capital Asset Advisory Services LLC | 32,200 | $382K | 0.6% | 2026-Q1 |
| Compass Financial Group, INC/SD | 31,709 | $377K | 0.6% | 2026-Q1 |
| Miller Capital Partners, Inc. new | 31,700 | $377K | 0.6% | 2026-Q1 |
| UBS Group AG added | 31,555 | $375K | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 28,907 | $343K | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. | 28,367 | $337K | 0.5% | 2026-Q1 |
| WEST MICHIGAN ADVISORS, LLC added | 23,645 | $282K | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV | 22,100 | $263K | 0.4% | 2026-Q1 |
| Acorn Wealth Advisors, LLC | 20,391 | $242K | 0.4% | 2026-Q1 |
| Arrowroot Family Office, LLC new | 20,278 | $241K | 0.4% | 2026-Q1 |
| RWA WEALTH PARTNERS, LLC | 19,500 | $232K | 0.4% | 2026-Q1 |
| Pointe Capital Management LLC | 19,250 | $229K | 0.4% | 2026-Q1 |
| Focus Partners Wealth | 19,035 | $226K | 0.4% | 2026-Q1 |
| SHUFRO ROSE & CO LLC | 17,500 | $208K | 0.3% | 2026-Q1 |
| Regal Investment Advisors LLC added | 17,379 | $206K | 0.3% | 2026-Q1 |
| NORTHERN TRUST CORP added | 14,558 | $173K | 0.3% | 2026-Q1 |
| Trask Adam Roland new | 14,000 | $166K | 0.3% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC new | 13,548 | $161K | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 11,273 | $134K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 7,700 | $91K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 5,132 | $61K | 0.1% | 2026-Q1 |
| MeadowBrook Investment Advisors LLC new | 4,746 | $56K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 3,402 | $41K | 0.1% | 2026-Q1 |
| CoreCap Advisors, LLC | 2,236 | $27K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,050 | $24K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 1,360 | $16K | 0.0% | 2026-Q1 |
| CWM, LLC | 1,117 | $13K | 0.0% | 2026-Q1 |
| CITIGROUP INC | 2 | $24 | 0.0% | 2026-Q1 |
| Well Done, LLC | 177,360 | $2M | 3.1% | 2025-Q3 stale |
| Allspring Global Investments Holdings, LLC added | 138,143 | $2M | 2.5% | 2025-Q4 stale |
| Logan Stone Capital, LLC trimmed | 131,554 | $1M | 2.4% | 2025-Q1 stale |
| Matisse Capital | 110,749 | $1M | 2.0% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 82,283 | $966K | 1.5% | 2025-Q4 stale |
| AHL INVESTMENT MANAGEMENT, INC. | 62,400 | $710K | 1.1% | 2025-Q1 stale |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 39,542 | $464K | 0.7% | 2025-Q4 stale |
| TRANSCEND CAPITAL ADVISORS, LLC | 37,573 | $428K | 0.7% | 2025-Q1 stale |
| AQR Arbitrage LLC trimmed | 33,473 | $381K | 0.6% | 2025-Q1 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 32,200 | $378K | 0.6% | 2025-Q4 stale |
| Cetera Investment Advisers added | 32,112 | $362K | 0.6% | 2025-Q3 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 24,569 | $271K | 0.4% | 2025-Q2 stale |
| BANK OF MONTREAL /CAN/ trimmed | 19,082 | $224K | 0.4% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,981 | $164K | 0.3% | 2025-Q4 stale |
| Virtu Financial LLC added | 12,518 | $147K | 0.2% | 2025-Q4 stale |
| COMERICA BANK added | 11,681 | $137K | 0.2% | 2025-Q4 stale |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV added | 11,662 | $133K | 0.2% | 2025-Q1 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 10,538 | $120K | 0.2% | 2025-Q1 stale |
| SIMON QUICK ADVISORS, LLC trimmed | 10,182 | $116K | 0.2% | 2025-Q1 stale |
| WOLVERINE ASSET MANAGEMENT LLC added | 7,464 | $84K | 0.1% | 2025-Q3 stale |
| Elequin Capital, LP added | 6,675 | $74K | 0.1% | 2025-Q2 stale |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4,452 | $52K | 0.1% | 2025-Q4 stale |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4,064 | $46K | 0.1% | 2025-Q2 stale |
| Elyxium Wealth, LLC new | 3,689 | $43K | 0.1% | 2025-Q4 stale |
| Camelot Portfolios, LLC | 2,000 | $23K | 0.0% | 2025-Q4 stale |
| Scarborough Advisors, LLC trimmed | 704 | $8K | 0.0% | 2025-Q4 stale |
| ASSETMARK, INC new | 700 | $8K | 0.0% | 2025-Q4 stale |
| Noble Wealth Management PBC | 500 | $6K | 0.0% | 2025-Q4 stale |
| FNY Investment Advisers, LLC | 500 | $5K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.