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-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
The tracked-fund tape on MQY is one-sided between 2025-Q4 and 2026-Q1: 60 added or opened and 13 trimmed or exited — on balance accumulating.
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, RIVERNORTH CAPITAL MANAGEMENT, LLC, sizes it at 4.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 202 tracked filers holding MQY, 164 increased or opened the position and 35 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 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 17
- SIT INVESTMENT ASSOCIATES INC$12M
- Pathstone Holdings, LLC$6M
- Rareview Capital LLC$5M
- BROWN BROTHERS HARRIMAN & CO$4M
- Congress Park Capital LLC$3M
- Allspring Global Investments Holdings, LLC$3M
Full exits 7
- Balyasny Asset Management L.P.$3M
- StoneX Group Inc.$2M
- Janney Montgomery Scott LLC$2M
- LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$718K
- NewEdge Advisors, LLC$712K
- Logan Stone Capital, LLC$658K
Largest adds
- RIVERNORTH CAPITAL MANAGEMENT, LLC$59M
- Hennion & Walsh Asset Management, Inc.$34M
- MORGAN STANLEY$33M
- Karpus Management, Inc.$21M
- MACKAY SHIELDS LLC$13M
- BANK OF AMERICA CORP /DE/$13M
Largest trims
- Fiera Capital Corp$2M
- Cornerstone Advisory, LLC$2M
- WOLVERINE ASSET MANAGEMENT LLC$986K
- JANE STREET GROUP, LLC$793K
- Indiana Trust & Investment Management Co$411K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$394K
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 |
|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 7,899,355 | $87M | 16.4% | 2026-Q1 |
| MORGAN STANLEY added | 7,461,889 | $82M | 15.5% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 4,696,687 | $51M | 9.5% | 2026-Q1 |
| Karpus Management, Inc. added | 2,616,894 | $29M | 5.4% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 2,116,069 | $23M | 4.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,715,834 | $19M | 3.6% | 2026-Q1 |
| ROBINSON CAPITAL MANAGEMENT, LLC added | 1,632,324 | $18M | 3.5% | 2026-Q1 |
| MACKAY SHIELDS LLC added | 1,594,019 | $18M | 3.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,263,227 | $14M | 2.6% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 1,164,513 | $13M | 2.4% | 2026-Q1 |
| UBS Group AG added | 1,114,424 | $12M | 2.3% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC added | 1,110,686 | $12M | 2.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,081,520 | $12M | 2.2% | 2026-Q1 |
| Cornerstone Advisory, LLC trimmed | 942,983 | $10M | 2.0% | 2026-Q1 |
| LPL Financial LLC added | 877,337 | $10M | 1.8% | 2026-Q1 |
| Pathstone Holdings, LLC new | 525,658 | $6M | 1.1% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD added | 524,837 | $6M | 1.1% | 2026-Q1 |
| Rareview Capital LLC new | 443,717 | $5M | 0.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 428,896 | $5M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 392,748 | $4M | 0.8% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO new | 351,158 | $4M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 313,561 | $3M | 0.6% | 2026-Q1 |
| Congress Park Capital LLC new | 285,192 | $3M | 0.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 283,571 | $3M | 0.6% | 2026-Q1 |
| CURA WEALTH ADVISORS, LLC trimmed | 270,000 | $3M | 0.6% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 244,583 | $3M | 0.5% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC new | 242,261 | $3M | 0.5% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 240,403 | $3M | 0.5% | 2026-Q1 |
| Pettinga Financial Advisors LLC added | 239,596 | $3M | 0.5% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. added | 235,758 | $3M | 0.5% | 2026-Q1 |
| COHEN & STEERS, INC. added | 231,524 | $3M | 0.5% | 2026-Q1 |
| Fiera Capital Corp trimmed | 227,450 | $2M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 190,734 | $2M | 0.4% | 2026-Q1 |
| Westchester Capital Management, LLC added | 188,139 | $2M | 0.4% | 2026-Q1 |
| TORONTO DOMINION BANK new | 174,604 | $2M | 0.4% | 2026-Q1 |
| Invesco Ltd. added | 158,826 | $2M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 151,884 | $2M | 0.3% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 150,034 | $2M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 136,312 | $1M | 0.3% | 2026-Q1 |
| PRIMORIS WEALTH ADVISORS, LLC added | 133,889 | $1M | 0.3% | 2026-Q1 |
| JFS WEALTH ADVISORS, LLC added | 128,082 | $1M | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 122,699 | $1M | 0.3% | 2026-Q1 |
| Intellectus Partners, LLC new | 121,927 | $1M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 121,623 | $1M | 0.3% | 2026-Q1 |
| Dakota Wealth Management added | 120,825 | $1M | 0.3% | 2026-Q1 |
| KIM, LLC new | 108,577 | $1M | 0.2% | 2026-Q1 |
| Wakefield Asset Management LLLP added | 101,378 | $1M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC added | 85,957 | $983K | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 86,177 | $946K | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 85,238 | $936K | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. new | 84,813 | $931K | 0.2% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC new | 82,981 | $911K | 0.2% | 2026-Q1 |
| Nova R Wealth, Inc. new | 79,784 | $876K | 0.2% | 2026-Q1 |
| BENJAMIN EDWARDS INC new | 73,626 | $808K | 0.2% | 2026-Q1 |
| 180 WEALTH ADVISORS, LLC new | 73,311 | $805K | 0.2% | 2026-Q1 |
| Ackerman Capital Advisors, LLC added | 72,255 | $793K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 72,022 | $791K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 70,017 | $769K | 0.1% | 2026-Q1 |
| Nuveen, LLC added | 67,786 | $744K | 0.1% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 66,915 | $735K | 0.1% | 2026-Q1 |
| Indiana Trust & Investment Management Co trimmed | 64,000 | $703K | 0.1% | 2026-Q1 |
| MAI Capital Management added | 63,106 | $693K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 59,908 | $658K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 57,324 | $629K | 0.1% | 2026-Q1 |
| Fortitude Advisory Group L.L.C. added | 53,680 | $589K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 52,193 | $573K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 50,729 | $557K | 0.1% | 2026-Q1 |
| Compass Financial Group, INC/SD added | 50,382 | $553K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 49,050 | $539K | 0.1% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 45,706 | $502K | 0.1% | 2026-Q1 |
| River Street Advisors LLC added | 44,489 | $488K | 0.1% | 2026-Q1 |
| Freestone Capital Holdings, LLC new | 42,824 | $470K | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC new | 41,327 | $454K | 0.1% | 2026-Q1 |
| Callahan Advisors, LLC new | 40,194 | $441K | 0.1% | 2026-Q1 |
| Plancorp, LLC new | 39,639 | $438K | 0.1% | 2026-Q1 |
| PW Nova Financial Services LLC new | 39,463 | $433K | 0.1% | 2026-Q1 |
| Canal Capital Management, LLC added | 38,637 | $424K | 0.1% | 2026-Q1 |
| Mystic Asset Management, Inc. added | 37,507 | $412K | 0.1% | 2026-Q1 |
| Indivisible Partners added | 36,495 | $401K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 36,002 | $395K | 0.1% | 2026-Q1 |
| Verdence Capital Advisors LLC new | 35,609 | $391K | 0.1% | 2026-Q1 |
| &PARTNERS added | 32,105 | $353K | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC new | 31,856 | $350K | 0.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 31,373 | $344K | 0.1% | 2026-Q1 |
| Modern Wealth Management, LLC added | 30,936 | $343K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 30,955 | $340K | 0.1% | 2026-Q1 |
| M&T Bank Corp added | 30,187 | $331K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 30,127 | $331K | 0.1% | 2026-Q1 |
| Whipplewood Advisors, LLC new | 29,911 | $328K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 29,312 | $322K | 0.1% | 2026-Q1 |
| Polar Asset Management Partners Inc. added | 261,764 | $3M | 0.6% | 2025-Q3 stale |
| Balyasny Asset Management L.P. added | 238,968 | $3M | 0.5% | 2025-Q4 stale |
| StoneX Group Inc. added | 167,115 | $2M | 0.4% | 2025-Q4 stale |
| Janney Montgomery Scott LLC trimmed | 143,532 | $2M | 0.3% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 63,577 | $718K | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 62,984 | $712K | 0.1% | 2025-Q4 stale |
| Logan Stone Capital, LLC added | 58,233 | $658K | 0.1% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP added | 53,424 | $604K | 0.1% | 2025-Q4 stale |
| Integrated Wealth Concepts LLC new | 40,334 | $456K | 0.1% | 2025-Q4 stale |
| U.S. Capital Wealth Advisors, LLC trimmed | 36,624 | $414K | 0.1% | 2025-Q4 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.