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-Q2 13F filings (latest filed 2026-08-17). 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
10 tracked funds added or opened MXI while 12 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
MXI’s largest tracked holder by dollar value, RMG Wealth Management LLC, sizes it at 3.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.0pp 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 2026-Q1 and 2026-Q2, across 95 tracked filers holding MXI, 47 increased or opened the position and 47 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 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 3
- Pictet Asset Management Holding SA$20M
- Solstein Capital, LLC$967K
- Clearstead Advisors, LLC$774K
Full exits 4
- HighTower Advisors, LLC$11M
- FLOW TRADERS U.S. LLC$3M
- Virtu Financial LLC$719K
- Janney Montgomery Scott LLC$701K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- NATIONAL BANK OF CANADA /FI/$1M
- PALLADIEM, LLC$1M
- Banco Santander, S.A.$1M
- AMERIPRISE FINANCIAL INC$468K
- JONES FINANCIAL COMPANIES LLLP$360K
Largest trims
- JANE STREET GROUP, LLC$4M
- BANK OF AMERICA CORP /DE/$3M
- LPL Financial LLC$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- Stratos Wealth Partners, LTD.$2M
- OVERSEA-CHINESE BANKING Corp Ltd$1M
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 added | 185,828 | $20M | 10.9% | 2026-Q2 |
| Pictet Asset Management Holding SA new | 188,700 | $20M | 10.9% | 2026-Q2 |
| MORGAN STANLEY added | 146,880 | $16M | 8.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 85,698 | $9M | 4.9% | 2026-Q2 |
| LPL Financial LLC trimmed | 64,036 | $7M | 3.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 63,551 | $7M | 3.7% | 2026-Q2 |
| Banco Santander, S.A. added | 46,430 | $5M | 2.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 40,768 | $4M | 2.4% | 2026-Q2 |
| PALLADIEM, LLC added | 37,305 | $4M | 2.2% | 2026-Q2 |
| Wealth Advisors of Tampa Bay, LLC added | 26,980 | $3M | 1.6% | 2026-Q2 |
| UBS Group AG added | 24,962 | $3M | 1.4% | 2026-Q2 |
| Financial Management Professionals, Inc. added | 22,615 | $2M | 1.3% | 2026-Q2 |
| OVERSEA-CHINESE BANKING Corp Ltd trimmed | 21,935 | $2M | 1.3% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec trimmed | 18,352 | $2M | 1.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 17,376 | $2M | 1.0% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 15,787 | $2M | 0.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 14,593 | $2M | 0.8% | 2026-Q2 |
| J. Safra Sarasin Holding AG | 14,252 | $2M | 0.8% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 14,082 | $1M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 12,576 | $1M | 0.7% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 12,219 | $1M | 0.7% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 11,601 | $1M | 0.7% | 2026-Q2 |
| Sava Infond d.o.o. trimmed | 11,500 | $1M | 0.7% | 2026-Q2 |
| Solstein Capital, LLC new | 9,133 | $967K | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 8,774 | $929K | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 7,466 | $793K | 0.4% | 2026-Q2 |
| Clearstead Advisors, LLC new | 7,312 | $774K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 6,897 | $732K | 0.4% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 6,855 | $726K | 0.4% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 6,678 | $707K | 0.4% | 2026-Q2 |
| Climber Capital SA added | 6,203 | $655K | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 6,169 | $653K | 0.4% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 6,024 | $638K | 0.3% | 2026-Q2 |
| Verity Asset Management, Inc. added | 5,761 | $610K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,722 | $606K | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 5,104 | $540K | 0.3% | 2026-Q2 |
| Vontobel Holding Ltd. | 5,000 | $529K | 0.3% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 4,791 | $507K | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 4,675 | $495K | 0.3% | 2026-Q2 |
| PW Nova Financial Services LLC added | 4,643 | $491K | 0.3% | 2026-Q2 |
| BFI Infinity Ltd. | 4,641 | $491K | 0.3% | 2026-Q2 |
| Waverly Advisors, LLC new | 4,582 | $485K | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 4,393 | $465K | 0.3% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 4,265 | $451K | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 4,227 | $447K | 0.2% | 2026-Q2 |
| VIAWEALTH, LLC added | 3,807 | $403K | 0.2% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 3,783 | $400K | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 3,707 | $392K | 0.2% | 2026-Q2 |
| Creative Planning trimmed | 3,685 | $390K | 0.2% | 2026-Q2 |
| Comprehensive Money Management Services LLC | 3,572 | $378K | 0.2% | 2026-Q2 |
| Mariner, LLC added | 3,484 | $369K | 0.2% | 2026-Q2 |
| First Bancorp, Inc /ME/ | 3,450 | $365K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 3,064 | $324K | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 2,942 | $311K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,541 | $269K | 0.1% | 2026-Q2 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 2,300 | $243K | 0.1% | 2026-Q2 |
| Allworth Financial LP trimmed | 2,170 | $230K | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP | 2,168 | $229K | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 1,952 | $207K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 1,872 | $198K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,770 | $187K | 0.1% | 2026-Q2 |
| YANKCOM Partnership | 1,589 | $168K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,107 | $117K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA | 946 | $100K | 0.1% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC new | 911 | $97K | 0.1% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 810 | $86K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 696 | $74K | 0.0% | 2026-Q2 |
| Advisors Preferred, LLC new | 682 | $74K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 675 | $71K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 510 | $54K | 0.0% | 2026-Q2 |
| TRUST CO OF VERMONT | 376 | $40K | 0.0% | 2026-Q2 |
| Belvedere Trading LLC new | 360 | $38K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 330 | $35K | 0.0% | 2026-Q2 |
| Front Row Advisors LLC | 308 | $35K | 0.0% | 2026-Q2 |
| SYM FINANCIAL Corp added | 301 | $32K | 0.0% | 2026-Q2 |
| LRI Investments, LLC new | 300 | $32K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC trimmed | 299 | $32K | 0.0% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 287 | $30K | 0.0% | 2026-Q2 |
| Lodestone Wealth Management LLC | 267 | $28K | 0.0% | 2026-Q2 |
| Cranbrook Wealth Management, LLC | 198 | $21K | 0.0% | 2026-Q2 |
| EPG Wealth Management LLC added | 181 | $19K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 104 | $11K | 0.0% | 2026-Q2 |
| Buck Wealth Strategies, LLC new | 100 | $11K | 0.0% | 2026-Q2 |
| Vision Retirement, LLC | 65 | $7K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 60 | $6K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC | 50 | $5K | 0.0% | 2026-Q2 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 46 | $5K | 0.0% | 2026-Q2 |
| Westside Investment Management, Inc. | 45 | $5K | 0.0% | 2026-Q2 |
| Central Pacific Bank - Trust Division | 36 | $4K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 26 | $3K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 25 | $3K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 25 | $3K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 22 | $2K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. | 16 | $2K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 8 | $847 | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 106,554 | $11M | 6.2% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 26,841 | $3M | 1.6% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC new | 6,769 | $719K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| RMG Wealth Management LLC new | 567,119 | $29M | 15.8% | 2025-Q4 stale (2 quarters behind) |
| OLD MISSION CAPITAL LLC added | 38,996 | $3M | 1.8% | 2025-Q2 stale (4 quarters behind) |
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.