Who owns MQY
Which tracked institutional funds hold MQY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MQY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
20 tracked funds added or opened MQY while 14 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
MQY’s largest tracked holder by dollar value, MORGAN STANLEY, 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 MQY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MQY 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 192 tracked filers holding MQY, 81 increased or opened the position and 79 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 MQY 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 1
- NewEdge Advisors, LLC$3M
Full exits 6
- SIT INVESTMENT ASSOCIATES INC$12M
- COHEN & STEERS, INC.$3M
- HighTower Advisors, LLC$1M
- Cambridge Investment Research Advisors, Inc.$1M
- Prospera Financial Services Inc$658K
- Concorde Asset Management, LLC$502K
Largest adds
- MORGAN STANLEY$10M
- UBS Group AG$7M
- GUGGENHEIM CAPITAL LLC$4M
- BANK OF AMERICA CORP /DE/$2M
- WELLS FARGO & COMPANY/MN$2M
- Advisors Asset Management, Inc.$1M
Largest trims
- RIVERNORTH CAPITAL MANAGEMENT, LLC$4M
- Pathstone Holdings, LLC$3M
- Karpus Management, Inc.$721K
- Cornerstone Advisory, LLC$627K
- Summit Trail Advisors, LLC$530K
- Ackerman Capital Advisors, LLC$492K
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 7,899,423 | $92M | 17.2% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 7,094,331 | $82M | 15.4% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 4,507,211 | $51M | 9.6% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 2,414,908 | $28M | 5.2% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 2,362,187 | $27M | 5.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,818,147 | $21M | 3.9% | 2026-Q2 |
| UBS Group AG added | 1,679,293 | $19M | 3.6% | 2026-Q2 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 1,632,324 | $19M | 3.5% | 2026-Q2 |
| MacKay Shields LLC | 1,594,019 | $18M | 3.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,356,783 | $16M | 2.9% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 1,194,747 | $14M | 2.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,056,807 | $12M | 2.3% | 2026-Q2 |
| LPL Financial LLC added | 908,384 | $11M | 2.0% | 2026-Q2 |
| Cornerstone Advisory, LLC trimmed | 838,561 | $10M | 1.8% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 524,837 | $6M | 1.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 449,689 | $5M | 1.0% | 2026-Q2 |
| Rareview Capital LLC trimmed | 401,225 | $4M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 387,186 | $4M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 354,755 | $4M | 0.8% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 353,539 | $4M | 0.8% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO | 351,158 | $4M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 336,812 | $4M | 0.7% | 2026-Q2 |
| Congress Park Capital LLC trimmed | 283,121 | $3M | 0.6% | 2026-Q2 |
| CURA WEALTH ADVISORS, LLC trimmed | 269,000 | $3M | 0.6% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 267,403 | $3M | 0.6% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 257,407 | $3M | 0.6% | 2026-Q2 |
| NewEdge Advisors, LLC added | 256,126 | $3M | 0.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 242,422 | $3M | 0.5% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 223,331 | $3M | 0.5% | 2026-Q2 |
| Fiera Capital Corp trimmed | 220,828 | $3M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 208,789 | $2M | 0.5% | 2026-Q2 |
| Pettinga Financial Advisors LLC trimmed | 191,941 | $2M | 0.4% | 2026-Q2 |
| Westchester Capital Management, LLC | 188,139 | $2M | 0.4% | 2026-Q2 |
| TORONTO DOMINION BANK added | 174,894 | $2M | 0.4% | 2026-Q2 |
| Invesco Ltd. added | 163,260 | $2M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 152,738 | $2M | 0.3% | 2026-Q2 |
| PRIMORIS WEALTH ADVISORS, LLC added | 133,892 | $2M | 0.3% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC added | 128,224 | $1M | 0.3% | 2026-Q2 |
| Intellectus Partners, LLC | 121,927 | $1M | 0.3% | 2026-Q2 |
| Dakota Wealth Management trimmed | 118,534 | $1M | 0.3% | 2026-Q2 |
| Wakefield Asset Management LLLP added | 115,919 | $1M | 0.3% | 2026-Q2 |
| KIM, LLC added | 109,137 | $1M | 0.2% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 100,201 | $1M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 99,798 | $1M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 95,700 | $1M | 0.2% | 2026-Q2 |
| Summit Trail Advisors, LLC trimmed | 95,698 | $1M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC | 85,957 | $967K | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 83,655 | $970K | 0.2% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC trimmed | 82,345 | $955K | 0.2% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 81,213 | $942K | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 80,894 | $938K | 0.2% | 2026-Q2 |
| Nova R Wealth, Inc. | 79,784 | $925K | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 79,429 | $921K | 0.2% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 78,050 | $905K | 0.2% | 2026-Q2 |
| 180 WEALTH ADVISORS, LLC trimmed | 70,909 | $823K | 0.2% | 2026-Q2 |
| Nuveen, LLC | 67,786 | $786K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 67,765 | $786K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 65,032 | $754K | 0.1% | 2026-Q2 |
| Indiana Trust & Investment Management Co | 64,000 | $742K | 0.1% | 2026-Q2 |
| MAI Capital Management trimmed | 62,416 | $724K | 0.1% | 2026-Q2 |
| Fortitude Advisory Group L.L.C. | 53,680 | $623K | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 51,735 | $600K | 0.1% | 2026-Q2 |
| Verdence Capital Advisors LLC added | 51,353 | $596K | 0.1% | 2026-Q2 |
| Compass Financial Group, INC/SD trimmed | 48,838 | $567K | 0.1% | 2026-Q2 |
| PW Nova Financial Services LLC added | 47,943 | $556K | 0.1% | 2026-Q2 |
| Capital Investment Advisors, LLC | 45,706 | $530K | 0.1% | 2026-Q2 |
| River Street Advisors LLC | 44,489 | $516K | 0.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 43,607 | $506K | 0.1% | 2026-Q2 |
| Canal Capital Management, LLC added | 42,837 | $497K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 41,308 | $479K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 40,916 | $475K | 0.1% | 2026-Q2 |
| Callahan Advisors, LLC | 40,194 | $466K | 0.1% | 2026-Q2 |
| Plancorp, LLC | 39,639 | $436K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 39,547 | $459K | 0.1% | 2026-Q2 |
| Mystic Asset Management, Inc. trimmed | 37,007 | $429K | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 35,108 | $407K | 0.1% | 2026-Q2 |
| Indivisible Partners trimmed | 34,762 | $403K | 0.1% | 2026-Q2 |
| Whipplewood Advisors, LLC added | 32,930 | $382K | 0.1% | 2026-Q2 |
| &PARTNERS added | 32,208 | $374K | 0.1% | 2026-Q2 |
| Noble Wealth Management PBC | 31,856 | $370K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 31,183 | $362K | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC | 30,936 | $359K | 0.1% | 2026-Q2 |
| M&T Bank Corp added | 30,689 | $356K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 30,265 | $351K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 28,948 | $336K | 0.1% | 2026-Q2 |
| BTG Pactual Asset Management US LLC | 28,203 | $327K | 0.1% | 2026-Q2 |
| WealthBridge Capital Management, LLC | 28,000 | $325K | 0.1% | 2026-Q2 |
| Creative Planning added | 26,914 | $312K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 26,100 | $303K | 0.1% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 25,963 | $301K | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 25,953 | $301K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 25,656 | $298K | 0.1% | 2026-Q2 |
| Stirlingshire Investments, Inc. new | 24,505 | $286K | 0.1% | 2026-Q2 |
| Advyzon Investment Management, LLC new | 24,505 | $284K | 0.1% | 2026-Q2 |
| Ranch Capital Advisors Inc. added | 24,130 | $280K | 0.1% | 2026-Q2 |
| GatePass Capital, LLC | 23,681 | $275K | 0.1% | 2026-Q2 |
| CHOREO, LLC trimmed | 23,367 | $272K | 0.1% | 2026-Q2 |
| Abel Hall, LLC new | 22,000 | $255K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 21,311 | $247K | 0.0% | 2026-Q2 |
| AmeriServ Wealth Advisors | 20,591 | $239K | 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.