Who owns MMCA
Which tracked institutional funds hold MMCA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MMCA company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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 MMCA 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
MMCA’s largest tracked holder by dollar value, NEW YORK LIFE INSURANCE CO, sizes it at 5.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MMCA 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 25 tracked filers holding MMCA, 17 increased or opened the position and 5 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 MMCA 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 3
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$4M
- Cambridge Investment Research Advisors, Inc.$1M
- FLOW TRADERS U.S. LLC$1M
Full exits 1
- FF Advisors,LLC$1M
Largest adds
- Cetera Investment Advisers$2M
- OSAIC HOLDINGS, INC.$348K
- Brio Consultants, LLC$300K
- Avantax Planning Partners, Inc.$262K
- JANE STREET GROUP, LLC$254K
Largest trims
- Weil Company, Inc.$317K
- NEW YORK LIFE INSURANCE CO$305K
- Rockefeller Capital Management L.P.$256K
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 |
|---|---|---|---|---|
| NEW YORK LIFE INSURANCE CO | 1,151,544 | $25M | 37.4% | 2026-Q1 |
| New York Life Investment Management LLC | 485,049 | $10M | 15.7% | 2026-Q1 |
| Weil Company, Inc. trimmed | 430,845 | $9M | 14.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 167,926 | $4M | 5.5% | 2026-Q1 |
| Octavia Wealth Advisors, LLC added | 129,516 | $3M | 4.2% | 2026-Q1 |
| Cetera Investment Advisers added | 125,878 | $3M | 4.1% | 2026-Q1 |
| Entruity Wealth, LLC trimmed | 113,813 | $2M | 3.7% | 2026-Q1 |
| Brio Consultants, LLC added | 62,262 | $1M | 2.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. new | 58,624 | $1M | 1.9% | 2026-Q1 |
| FLOW TRADERS U.S. LLC new | 48,960 | $1M | 1.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 45,214 | $975K | 1.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 31,098 | $670K | 1.0% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 27,345 | $590K | 0.9% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 24,465 | $529K | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 17,544 | $378K | 0.6% | 2026-Q1 |
| Wedmont Private Capital | 11,448 | $249K | 0.4% | 2026-Q1 |
| WEALTH ALLIANCE, LLC | 10,650 | $230K | 0.3% | 2026-Q1 |
| SeaCrest Wealth Management, LLC new | 10,310 | $222K | 0.3% | 2026-Q1 |
| Ameritas Investment Partners, Inc. added | 7,550 | $163K | 0.2% | 2026-Q1 |
| Physician Wealth Advisors, Inc. trimmed | 2,544 | $55K | 0.1% | 2026-Q1 |
| Sunrise Financial Services, LLC added | 1,450 | $31K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 808 | $17K | 0.0% | 2026-Q1 |
| UBS Group AG added | 659 | $14K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $33 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 0 | $3 | 0.0% | 2026-Q1 |
| FF Advisors,LLC new | 48,891 | $1M | 1.6% | 2025-Q4 stale |
| HighTower Advisors, LLC trimmed | 35,610 | $761K | 1.1% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 18,475 | $402K | 0.6% | 2025-Q3 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 9,574 | $204K | 0.3% | 2025-Q2 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.