Who owns MXI
Which tracked institutional funds hold MXI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MXI company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 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 MXI is one-sided between 2025-Q4 and 2026-Q1: 26 added or opened and 5 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
MXI’s largest tracked holder by dollar value, RMG Wealth Management LLC, sizes it at 3.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MXI 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 100 tracked filers holding MXI, 44 increased or opened the position and 31 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 MXI 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 10
- JANE STREET GROUP, LLC$5M
- Banco Santander, S.A.$4M
- FLOW TRADERS U.S. LLC$3M
- Financial Management Professionals, Inc.$2M
- Federation des caisses Desjardins du Quebec$2M
- GTS SECURITIES LLC$890K
Full exits 2
- RMG Wealth Management LLC$29M
- Cresset Asset Management, LLC$573K
Largest adds
- LPL Financial LLC$7M
- BANK OF AMERICA CORP /DE/$5M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- MORGAN STANLEY$2M
- OVERSEA-CHINESE BANKING Corp Ltd$1M
- HighTower Advisors, LLC$1M
Largest trims
- CITADEL ADVISORS LLC$1M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$957K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$616K
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 |
|---|---|---|---|---|
| Pathway Financial Advisors LLC trimmed | 185,669 | $20M | 11.5% | 2026-Q1 |
| MORGAN STANLEY added | 145,048 | $15M | 8.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 117,422 | $12M | 7.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 106,554 | $11M | 6.5% | 2026-Q1 |
| LPL Financial LLC added | 95,370 | $10M | 5.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 63,588 | $7M | 3.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 47,951 | $5M | 2.9% | 2026-Q1 |
| OVERSEA-CHINESE BANKING Corp Ltd added | 35,538 | $4M | 2.2% | 2026-Q1 |
| Banco Santander, S.A. new | 35,188 | $4M | 2.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 31,315 | $3M | 1.9% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 26,841 | $3M | 1.6% | 2026-Q1 |
| Wealth Advisors of Tampa Bay, LLC added | 24,793 | $3M | 1.5% | 2026-Q1 |
| PALLADIEM, LLC trimmed | 22,544 | $3M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 23,425 | $2M | 1.4% | 2026-Q1 |
| UBS Group AG trimmed | 22,545 | $2M | 1.4% | 2026-Q1 |
| Financial Management Professionals, Inc. new | 20,034 | $2M | 1.2% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec added | 19,665 | $2M | 1.2% | 2026-Q1 |
| UMB Bank, n.a. trimmed | 15,820 | $2M | 1.0% | 2026-Q1 |
| J. Safra Sarasin Holding AG added | 14,252 | $2M | 0.9% | 2026-Q1 |
| Sava Infond d.o.o. added | 13,300 | $1M | 0.8% | 2026-Q1 |
| Equitable Holdings, Inc. added | 14,134 | $1M | 0.8% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 12,540 | $1M | 0.8% | 2026-Q1 |
| Mutual Advisors, LLC trimmed | 11,334 | $1M | 0.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,515 | $904K | 0.5% | 2026-Q1 |
| GTS SECURITIES LLC added | 8,378 | $890K | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 7,932 | $844K | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 7,536 | $800K | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 7,146 | $760K | 0.4% | 2026-Q1 |
| Virtu Financial LLC added | 6,769 | $719K | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 6,596 | $701K | 0.4% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 6,590 | $700K | 0.4% | 2026-Q1 |
| Climber Capital SA | 6,048 | $642K | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 5,526 | $587K | 0.3% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 5,277 | $561K | 0.3% | 2026-Q1 |
| Vontobel Holding Ltd. new | 5,000 | $531K | 0.3% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 4,961 | $527K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 4,835 | $514K | 0.3% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 4,740 | $503K | 0.3% | 2026-Q1 |
| Creative Planning trimmed | 4,692 | $498K | 0.3% | 2026-Q1 |
| BFI Infinity Ltd. new | 4,641 | $493K | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 4,361 | $463K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 4,251 | $452K | 0.3% | 2026-Q1 |
| Verity Asset Management, Inc. new | 4,247 | $451K | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 4,138 | $446K | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 4,248 | $433K | 0.3% | 2026-Q1 |
| NewEdge Wealth, LLC | 4,080 | $433K | 0.3% | 2026-Q1 |
| Investor's Fiduciary Advisor Network, LLC trimmed | 4,083 | $433K | 0.3% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 3,999 | $425K | 0.2% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 3,784 | $402K | 0.2% | 2026-Q1 |
| VIAWEALTH, LLC | 3,669 | $390K | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 3,668 | $390K | 0.2% | 2026-Q1 |
| Comprehensive Money Management Services LLC | 3,572 | $379K | 0.2% | 2026-Q1 |
| First Bancorp, Inc /ME/ | 3,450 | $366K | 0.2% | 2026-Q1 |
| Mariner, LLC trimmed | 3,170 | $337K | 0.2% | 2026-Q1 |
| BESSEMER GROUP INC | 3,030 | $322K | 0.2% | 2026-Q1 |
| PW Nova Financial Services LLC added | 2,875 | $305K | 0.2% | 2026-Q1 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2,300 | $244K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 2,262 | $240K | 0.1% | 2026-Q1 |
| Allworth Financial LP | 2,244 | $238K | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC trimmed | 2,243 | $238K | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP | 2,168 | $230K | 0.1% | 2026-Q1 |
| GSA CAPITAL PARTNERS LLP new | 2,108 | $224K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 1,892 | $201K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 1,757 | $187K | 0.1% | 2026-Q1 |
| CWM, LLC | 1,596 | $170K | 0.1% | 2026-Q1 |
| YANKCOM Partnership | 1,589 | $169K | 0.1% | 2026-Q1 |
| CX Institutional added | 1,508 | $160K | 0.1% | 2026-Q1 |
| MAI Capital Management | 987 | $105K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 985 | $105K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA trimmed | 946 | $100K | 0.1% | 2026-Q1 |
| Annis Gardner Whiting Capital Advisors, LLC | 818 | $87K | 0.1% | 2026-Q1 |
| Founders Financial Alliance, LLC | 802 | $85K | 0.0% | 2026-Q1 |
| FMR LLC added | 708 | $75K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ added | 413 | $44K | 0.0% | 2026-Q1 |
| Farmers & Merchants Trust Co of Chambersburg PA | 442 | $43K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC | 334 | $35K | 0.0% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 312 | $33K | 0.0% | 2026-Q1 |
| Front Row Advisors LLC | 308 | $33K | 0.0% | 2026-Q1 |
| SYM FINANCIAL Corp | 298 | $32K | 0.0% | 2026-Q1 |
| Lodestone Wealth Management LLC | 267 | $28K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 260 | $28K | 0.0% | 2026-Q1 |
| Sunbelt Securities, Inc. | 215 | $23K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC | 200 | $21K | 0.0% | 2026-Q1 |
| Cranbrook Wealth Management, LLC trimmed | 198 | $21K | 0.0% | 2026-Q1 |
| EPG Wealth Management LLC | 179 | $19K | 0.0% | 2026-Q1 |
| Arax Advisory Partners | 150 | $16K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC | 144 | $16K | 0.0% | 2026-Q1 |
| RMG Wealth Management LLC new | 567,119 | $29M | 16.7% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC added | 38,996 | $3M | 1.9% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 6,357 | $588K | 0.3% | 2025-Q3 stale |
| Cresset Asset Management, LLC added | 5,929 | $573K | 0.3% | 2025-Q4 stale |
| Tyler-Stone Wealth Management added | 3,181 | $272K | 0.2% | 2025-Q2 stale |
| Fortis Advisors, LLC new | 2,939 | $251K | 0.1% | 2025-Q2 stale |
| CITIGROUP INC trimmed | 1,946 | $188K | 0.1% | 2025-Q4 stale |
| PNC Financial Services Group, Inc. | 1,466 | $120K | 0.1% | 2025-Q1 stale |
| COMERICA BANK | 1,094 | $106K | 0.1% | 2025-Q4 stale |
| Kestra Advisory Services, LLC trimmed | 768 | $74K | 0.0% | 2025-Q4 stale |
| Hopwood Financial Services, Inc. | 627 | $58K | 0.0% | 2025-Q3 stale |
| TRUST CO OF VERMONT | 376 | $36K | 0.0% | 2025-Q4 stale |
| GPS Wealth Strategies Group, LLC | 259 | $24K | 0.0% | 2025-Q3 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.