Who owns MTGP
Which tracked institutional funds hold MTGP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MTGP 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
9 tracked funds added or opened MTGP 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
MTGP’s largest tracked holder by dollar value, IHT Wealth Management, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MTGP 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 45 tracked filers holding MTGP, 28 increased or opened the position and 13 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 MTGP 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
- KESTRA PRIVATE WEALTH SERVICES, LLC$782K
Full exits 1
- Insight Advisors, LLC/ PA$4M
Largest adds
- LPL Financial LLC$2M
- Vericrest Private Wealth$1M
- Private Advisor Group, LLC$333K
- Gateway Wealth Partners, LLC$300K
- Ascentis Independent Advisors$287K
- RAYMOND JAMES FINANCIAL INC$274K
Largest trims
- INVENIO WEALTH PARTNERS LLC$8M
- EJMK Ventures LLC$927K
- JANE STREET GROUP, LLC$668K
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 |
|---|---|---|---|---|
| IHT Wealth Management, LLC added | 185,887 | $8M | 12.8% | 2026-Q1 |
| LPL Financial LLC added | 165,698 | $7M | 11.4% | 2026-Q1 |
| Vericrest Private Wealth added | 137,147 | $6M | 9.4% | 2026-Q1 |
| Atria Investments, Inc trimmed | 124,735 | $6M | 8.6% | 2026-Q1 |
| Mariner, LLC trimmed | 70,597 | $3M | 4.9% | 2026-Q1 |
| NBC SECURITIES, INC. added | 64,967 | $3M | 4.5% | 2026-Q1 |
| Oxinas Partners, LLC added | 48,728 | $2M | 3.4% | 2026-Q1 |
| RFG Advisory, LLC added | 45,397 | $2M | 3.1% | 2026-Q1 |
| WealthPoint Financial, LLC | 38,686 | $2M | 2.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 38,152 | $2M | 2.6% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 36,423 | $2M | 2.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 31,580 | $1M | 2.2% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 28,983 | $1M | 2.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 24,661 | $1M | 1.7% | 2026-Q1 |
| Bison Wealth, LLC trimmed | 22,067 | $974K | 1.5% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 17,681 | $782K | 1.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 16,204 | $716K | 1.1% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 15,872 | $702K | 1.1% | 2026-Q1 |
| Empirical Asset Management, LLC added | 14,041 | $621K | 1.0% | 2026-Q1 |
| Ascentis Independent Advisors added | 13,104 | $579K | 0.9% | 2026-Q1 |
| Gateway Wealth Partners, LLC added | 12,690 | $561K | 0.9% | 2026-Q1 |
| EJMK Ventures LLC trimmed | 11,992 | $530K | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 9,764 | $432K | 0.7% | 2026-Q1 |
| PSI Advisors, LLC added | 8,872 | $392K | 0.6% | 2026-Q1 |
| Wealthcare Advisory Partners LLC trimmed | 7,750 | $343K | 0.5% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 6,771 | $299K | 0.5% | 2026-Q1 |
| REAP Financial Group, LLC trimmed | 6,101 | $270K | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 5,963 | $264K | 0.4% | 2026-Q1 |
| INVENIO WEALTH PARTNERS LLC trimmed | 5,673 | $251K | 0.4% | 2026-Q1 |
| Beacon Financial Advisory LLC trimmed | 5,642 | $249K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 5,509 | $244K | 0.4% | 2026-Q1 |
| Summit Financial, LLC added | 5,177 | $229K | 0.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 4,074 | $180K | 0.3% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. added | 4,030 | $178K | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 2,741 | $121K | 0.2% | 2026-Q1 |
| EVOLUTION WEALTH MANAGEMENT INC. trimmed | 2,652 | $117K | 0.2% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 2,004 | $89K | 0.1% | 2026-Q1 |
| UBS Group AG added | 561 | $25K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 315 | $14K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc | 167 | $7K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. new | 121 | $5K | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 22 | $973 | 0.0% | 2026-Q1 |
| Smartleaf Asset Management LLC | 5 | $229 | 0.0% | 2026-Q1 |
| Larson Financial Group LLC new | 3 | $133 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1 | $27 | 0.0% | 2026-Q1 |
| Insight Advisors, LLC/ PA added | 97,196 | $4M | 6.7% | 2025-Q4 stale |
| Defined Financial Planning LLC added | 84,968 | $4M | 5.9% | 2025-Q3 stale |
| ORG Partners LLC trimmed | 6,161 | $274K | 0.4% | 2025-Q3 stale |
| DRIVE WEALTH MANAGEMENT, LLC trimmed | 5,186 | $230K | 0.4% | 2025-Q2 stale |
| Walkner Condon Financial Advisors LLC trimmed | 4,625 | $203K | 0.3% | 2025-Q1 stale |
| Wayfinding Financial, LLC new | 2,051 | $89K | 0.1% | 2025-Q1 stale |
| Transce3nd, LLC trimmed | 108 | $5K | 0.0% | 2025-Q2 stale |
| FMR LLC | 1 | $45 | 0.0% | 2025-Q4 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.