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Institutional Ownership · SEC Form 13F

Who owns MYFW


Which tracked institutional funds hold MYFW, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MYFW company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

99
Institutional holders
6M
Shares held (tracked funds)
65.7%
Of shares outstanding

How the tape is positioned

The tracked-fund tape on MYFW is one-sided between 2026-Q1 and 2026-Q2: 36 added or opened and 8 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

MYFW’s largest tracked holder by dollar value, WELLINGTON MANAGEMENT GROUP LLP, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in MYFW 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 99 tracked filers holding MYFW, 51 increased or opened the position and 39 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.

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 MYFW 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 4

  • Qube Research & Technologies Ltd$2M
  • CM WEALTH ADVISORS LLC$835K
  • MARSHALL WACE, LLP$524K
  • STATE OF WISCONSIN INVESTMENT BOARD$511K

Full exits 3

  • Tieton Capital Management, LLC$5M
  • ACADIAN ASSET MANAGEMENT LLC$3M
  • Persistent Asset Partners Ltd$849K

Largest adds

  • WELLINGTON MANAGEMENT GROUP LLP$13M
  • North Reef Capital Management LP$6M
  • BlackRock, Inc.$5M
  • DIMENSIONAL FUND ADVISORS LP$3M
  • VANGUARD CAPITAL MANAGEMENT LLC$3M
  • BANC FUNDS CO LLC$2M

Largest trims

  • JACOBS ASSET MANAGEMENT, LLC$2M
  • BOOTHBAY FUND MANAGEMENT, LLC$2M
  • PMC FIG Opportunities LLC$2M
  • ALLIANCEBERNSTEIN L.P.$1M
  • SEI INVESTMENTS CO$839K

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).

FundSharesReported value% of valueQuarter
WELLINGTON MANAGEMENT GROUP LLP added747,096$24M11.1%2026-Q2
North Reef Capital Management LP added742,630$24M11.0%2026-Q2
BlackRock, Inc. added542,706$17M8.1%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC trimmed353,519$11M5.3%2026-Q2
BANC FUNDS CO LLC trimmed342,404$11M5.1%2026-Q2
DIMENSIONAL FUND ADVISORS LP added285,909$9M4.2%2026-Q2
ALGEBRIS (UK) LTD trimmed259,090$8M3.8%2026-Q2
MENDON CAPITAL ADVISORS CORP trimmed215,815$7M3.2%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added201,866$6M3.0%2026-Q2
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. trimmed195,000$6M2.9%2026-Q2
Curi Capital, LLC trimmed190,422$6M2.8%2026-Q2
Diamond Hill Capital Management, LLC (Investment Advisor) added170,824$5M2.5%2026-Q2
JACOBS ASSET MANAGEMENT, LLC trimmed140,000$4M2.1%2026-Q2
STATE STREET CORP added139,551$4M2.1%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed176,866$4M2.0%2026-Q2
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed123,858$4M1.8%2026-Q2
First Western Trust Bank trimmed92,241$3M1.4%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed80,940$3M1.2%2026-Q2
Brevan Howard Capital Management LP trimmed75,000$2M1.1%2026-Q2
NORTHERN TRUST CORP added66,764$2M1.0%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added58,368$2M0.9%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added57,358$2M0.9%2026-Q2
Qube Research & Technologies Ltd new56,618$2M0.8%2026-Q2
Rosenthal | Henry Capital Advisors, Inc.55,113$2M0.8%2026-Q2
VANGUARD FIDUCIARY TRUST CO added52,486$2M0.8%2026-Q2
Cherry Creek Investment Advisors, Inc.51,939$2M0.8%2026-Q2
SEI INVESTMENTS CO trimmed49,449$2M0.7%2026-Q2
Round Rock Advisors LLC47,431$2M0.7%2026-Q2
Sippican Capital Advisors46,475$1M0.7%2026-Q2
Biltmore Family Office, LLC45,316$1M0.7%2026-Q2
GOLDMAN SACHS GROUP INC added37,507$1M0.6%2026-Q2
Trexquant Investment LP added34,218$1M0.5%2026-Q2
Empowered Funds, LLC trimmed33,558$1M0.5%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC trimmed32,935$1M0.5%2026-Q2
UBS Group AG added31,688$1M0.5%2026-Q2
SummerHaven Investment Management, LLC31,385$1M0.5%2026-Q2
FIRST TRUST ADVISORS LP added28,985$931K0.4%2026-Q2
AQR CAPITAL MANAGEMENT LLC added28,494$915K0.4%2026-Q2
CM WEALTH ADVISORS LLC new26,002$835K0.4%2026-Q2
MORGAN STANLEY trimmed25,484$818K0.4%2026-Q2
RAYMOND JAMES FINANCIAL INC25,000$803K0.4%2026-Q2
Nuveen, LLC24,272$779K0.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added23,943$769K0.4%2026-Q2
Lido Advisors, LLC added23,080$741K0.3%2026-Q2
Bank of New York Mellon Corp added22,906$736K0.3%2026-Q2
TWO SIGMA INVESTMENTS, LP added22,743$730K0.3%2026-Q2
STRS OHIO21,600$694K0.3%2026-Q2
AMERICAN CENTURY COMPANIES INC added18,921$608K0.3%2026-Q2
AMERIPRISE FINANCIAL INC trimmed17,629$566K0.3%2026-Q2
PMC FIG Opportunities LLC trimmed17,065$548K0.3%2026-Q2
MARSHALL WACE, LLP trimmed16,305$524K0.2%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD new15,916$511K0.2%2026-Q2
Quadrature Capital Ltd added13,396$430K0.2%2026-Q2
JACOBS LEVY EQUITY MANAGEMENT, INC new12,833$412K0.2%2026-Q2
ELCO Management Co., LLC trimmed11,388$366K0.2%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed11,326$364K0.2%2026-Q2
RHUMBLINE ADVISERS added10,808$347K0.2%2026-Q2
OCCUDO QUANTITATIVE STRATEGIES LP new10,515$338K0.2%2026-Q2
BARCLAYS PLC trimmed10,255$329K0.2%2026-Q2
Concurrent Investment Advisors, LLC9,373$301K0.1%2026-Q2
XTX Topco Ltd new8,676$279K0.1%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP8,423$270K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added8,330$267K0.1%2026-Q2
DEUTSCHE BANK AG\ added8,036$258K0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ new7,132$230K0.1%2026-Q2
MetLife Investment Management, LLC4,620$148K0.1%2026-Q2
NEW YORK STATE COMMON RETIREMENT FUND added4,268$137K0.1%2026-Q2
Russell Investments Group, Ltd. added4,111$132K0.1%2026-Q2
CITIGROUP INC added4,010$129K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added4,002$129K0.1%2026-Q2
JPMORGAN CHASE & CO added3,687$119K0.1%2026-Q2
FMR LLC trimmed2,956$95K0.0%2026-Q2
Police & Firemen's Retirement System of New Jersey2,794$90K0.0%2026-Q2
Vanguard Global Advisers, LLC2,689$86K0.0%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO new2,580$83K0.0%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed1,299$42K0.0%2026-Q2
Tower Research Capital LLC (TRC) trimmed1,067$34K0.0%2026-Q2
Legal & General Group Plc added910$29K0.0%2026-Q2
Ameritas Investment Partners, Inc.592$19K0.0%2026-Q2
ROYAL BANK OF CANADA added445$15K0.0%2026-Q2
Arax Advisory Partners added197$6K0.0%2026-Q2
Sterling Capital Management LLC trimmed175$6K0.0%2026-Q2
Quarry LP new149$5K0.0%2026-Q2
Integrated Wealth Concepts LLC new140$4K0.0%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed116$4K0.0%2026-Q2
GAMMA Investing LLC111$4K0.0%2026-Q2
Allworth Financial LP added83$3K0.0%2026-Q2
EverSource Wealth Advisors, LLC trimmed63$2K0.0%2026-Q2
IFP Advisors, Inc added46$1K0.0%2026-Q2
Essential Partners LLC trimmed27$8670.0%2026-Q2
PNC Financial Services Group, Inc.20$6420.0%2026-Q2
ROTHSCHILD INVESTMENT LLC added18$5780.0%2026-Q2
Farther Finance Advisors, LLC added16$5140.0%2026-Q2
Versant Capital Management, Inc12$3850.0%2026-Q2
NISA INVESTMENT ADVISORS, LLC10$3210.0%2026-Q2
Basecamp Wealth Advisors LLC added8$2570.0%2026-Q2
True Wealth Design, LLC trimmed7$2250.0%2026-Q2
Optiver Holding B.V. trimmed6$1930.0%2026-Q2
SJS Investment Consulting Inc. new1$330.0%2026-Q2
VANGUARD GROUP INC added455,597$12M5.7%2025-Q4 stale (2 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.

HoldersTotal shares

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.

Learn how to read institutional ownership