Who owns MYI (MYI)
Which tracked institutional funds hold MYI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MYI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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 MYI is one-sided between 2025-Q4 and 2026-Q1: 52 added or opened and 6 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
MYI’s largest tracked holder by dollar value, Karpus Management, Inc., sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MYI 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 152 tracked filers holding MYI, 125 increased or opened the position and 33 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 MYI 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 16
- MACKAY SHIELDS LLC$6M
- Leo Wealth, LLC$3M
- 1607 Capital Partners, LLC$2M
- Professional Financial Management, Inc.$2M
- Dakota Wealth Management$2M
- TORONTO DOMINION BANK$1M
Full exits 2
- Hennion & Walsh Asset Management, Inc.$17M
- NewEdge Advisors, LLC$807K
Largest adds
- Karpus Management, Inc.$56M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$36M
- SIT INVESTMENT ASSOCIATES INC$26M
- ROBINSON CAPITAL MANAGEMENT, LLC$12M
- MORGAN STANLEY$11M
- Pathstone Holdings, LLC$9M
Largest trims
- Fiera Capital Corp$2M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
- JANE STREET GROUP, LLC$512K
- Virtu Financial LLC$297K
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 |
|---|---|---|---|---|
| Karpus Management, Inc. added | 5,676,653 | $60M | 13.4% | 2026-Q1 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 5,254,333 | $55M | 12.4% | 2026-Q1 |
| MORGAN STANLEY added | 4,236,771 | $45M | 10.0% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC added | 2,700,296 | $28M | 6.4% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 2,250,388 | $24M | 5.3% | 2026-Q1 |
| ROBINSON CAPITAL MANAGEMENT, LLC added | 1,619,778 | $17M | 3.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,597,837 | $17M | 3.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,173,240 | $12M | 2.8% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,081,095 | $11M | 2.5% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 981,253 | $10M | 2.3% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP added | 948,572 | $10M | 2.2% | 2026-Q1 |
| Pathstone Holdings, LLC added | 895,285 | $9M | 2.1% | 2026-Q1 |
| UBS Group AG added | 858,796 | $9M | 2.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 621,378 | $7M | 1.5% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 537,780 | $6M | 1.3% | 2026-Q1 |
| LPL Financial LLC added | 537,247 | $6M | 1.3% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD added | 527,505 | $6M | 1.2% | 2026-Q1 |
| MACKAY SHIELDS LLC added | 526,256 | $6M | 1.2% | 2026-Q1 |
| Allianz Asset Management GmbH | 490,934 | $5M | 1.2% | 2026-Q1 |
| Rareview Capital LLC added | 461,043 | $5M | 1.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 449,596 | $5M | 1.1% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. added | 419,230 | $4M | 1.0% | 2026-Q1 |
| Capital Investment Advisors, LLC added | 401,136 | $4M | 0.9% | 2026-Q1 |
| COHEN & STEERS, INC. added | 392,152 | $4M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 349,623 | $4M | 0.8% | 2026-Q1 |
| Invesco Ltd. added | 340,602 | $4M | 0.8% | 2026-Q1 |
| Leo Wealth, LLC new | 274,876 | $3M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 271,256 | $3M | 0.6% | 2026-Q1 |
| Fiera Capital Corp trimmed | 237,347 | $2M | 0.6% | 2026-Q1 |
| 1607 Capital Partners, LLC trimmed | 209,508 | $2M | 0.5% | 2026-Q1 |
| HORIZON KINETICS ASSET MANAGEMENT LLC added | 207,994 | $2M | 0.5% | 2026-Q1 |
| KIM, LLC | 204,185 | $2M | 0.5% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 192,252 | $2M | 0.5% | 2026-Q1 |
| Coastal Bridge Advisors, LLC added | 174,428 | $2M | 0.4% | 2026-Q1 |
| Scarborough Advisors, LLC added | 169,362 | $2M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 163,854 | $2M | 0.4% | 2026-Q1 |
| Professional Financial Management, Inc. new | 148,721 | $2M | 0.4% | 2026-Q1 |
| Dakota Wealth Management added | 144,652 | $2M | 0.3% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 134,810 | $1M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 130,177 | $1M | 0.3% | 2026-Q1 |
| TORONTO DOMINION BANK added | 124,532 | $1M | 0.3% | 2026-Q1 |
| Westchester Capital Management, LLC added | 112,436 | $1M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 111,324 | $1M | 0.3% | 2026-Q1 |
| Summit Trail Advisors, LLC added | 104,480 | $1M | 0.2% | 2026-Q1 |
| Estate Planners Group, LLC trimmed | 99,352 | $1M | 0.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 97,146 | $1M | 0.2% | 2026-Q1 |
| Indiana Trust & Investment Management Co new | 91,249 | $959K | 0.2% | 2026-Q1 |
| RIVERBRIDGE PARTNERS LLC new | 73,672 | $774K | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC new | 68,016 | $746K | 0.2% | 2026-Q1 |
| Moors & Cabot, Inc. added | 67,932 | $714K | 0.2% | 2026-Q1 |
| Lido Advisors, LLC new | 66,879 | $707K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 67,039 | $705K | 0.2% | 2026-Q1 |
| Ackerman Capital Advisors, LLC added | 61,212 | $643K | 0.1% | 2026-Q1 |
| Atala Financial Inc new | 54,739 | $610K | 0.1% | 2026-Q1 |
| Wellspring Financial Advisors, LLC added | 56,563 | $594K | 0.1% | 2026-Q1 |
| Callahan Advisors, LLC new | 55,692 | $585K | 0.1% | 2026-Q1 |
| Noble Wealth Management PBC added | 53,672 | $564K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 53,544 | $563K | 0.1% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 51,604 | $542K | 0.1% | 2026-Q1 |
| HOLLENCREST CAPITAL MANAGEMENT added | 46,276 | $486K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 44,477 | $469K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 43,557 | $458K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 43,409 | $456K | 0.1% | 2026-Q1 |
| &PARTNERS added | 41,632 | $438K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 39,140 | $411K | 0.1% | 2026-Q1 |
| Kapstone Financial Advisors LLC new | 38,625 | $406K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC new | 37,434 | $393K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 36,806 | $387K | 0.1% | 2026-Q1 |
| Nuveen, LLC new | 36,296 | $381K | 0.1% | 2026-Q1 |
| VIRTUE ASSET MANAGEMENT LLC new | 35,606 | $374K | 0.1% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC new | 31,609 | $332K | 0.1% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. new | 30,881 | $325K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 29,247 | $307K | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC new | 29,161 | $306K | 0.1% | 2026-Q1 |
| Yakira Capital Management, Inc. new | 28,662 | $301K | 0.1% | 2026-Q1 |
| EASTERN BANK trimmed | 28,320 | $298K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 27,209 | $286K | 0.1% | 2026-Q1 |
| Verdence Capital Advisors LLC new | 26,965 | $283K | 0.1% | 2026-Q1 |
| River Street Advisors LLC added | 26,766 | $281K | 0.1% | 2026-Q1 |
| SFMG, LLC added | 26,645 | $280K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 26,622 | $280K | 0.1% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 26,494 | $278K | 0.1% | 2026-Q1 |
| Davis Investment Partners, LLC new | 25,839 | $272K | 0.1% | 2026-Q1 |
| Daner Wealth Management, LLC | 20,417 | $224K | 0.1% | 2026-Q1 |
| Camelot Portfolios, LLC added | 21,110 | $222K | 0.0% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. added | 1,554,195 | $17M | 3.8% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 74,257 | $807K | 0.2% | 2025-Q4 stale |
| Logan Stone Capital, LLC trimmed | 43,600 | $474K | 0.1% | 2025-Q4 stale |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. added | 39,527 | $430K | 0.1% | 2025-Q4 stale |
| First Western Trust Bank | 39,221 | $426K | 0.1% | 2025-Q4 stale |
| HRT FINANCIAL LP added | 33,680 | $366K | 0.1% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP added | 32,790 | $356K | 0.1% | 2025-Q4 stale |
| Crescent Grove Advisors, LLC trimmed | 31,350 | $341K | 0.1% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. | 32,013 | $338K | 0.1% | 2025-Q2 stale |
| Janney Montgomery Scott LLC added | 28,420 | $309K | 0.1% | 2025-Q4 stale |
| XTX Topco Ltd new | 28,308 | $308K | 0.1% | 2025-Q4 stale |
| Bard Financial Services, Inc. trimmed | 27,500 | $305K | 0.1% | 2025-Q3 stale |
| Cresta Advisors, Ltd. | 27,000 | $293K | 0.1% | 2025-Q4 stale |
| Elequin Capital, LP new | 26,335 | $276K | 0.1% | 2025-Q2 stale |
| Pathway Financial Advisers, LLC added | 20,870 | $227K | 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.