Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
19 tracked funds added or opened MYI while 13 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
MYI’s largest tracked holder by dollar value, Karpus Management, Inc., sizes it at 1.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.7pp 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 2026-Q1 and 2026-Q2, across 143 tracked filers holding MYI, 64 increased or opened the position and 64 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 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 1
- READYSTATE ASSET MANAGEMENT LP$511K
Full exits 5
- SIT INVESTMENT ASSOCIATES INC$28M
- Advisors Asset Management, Inc.$10M
- COHEN & STEERS, INC.$4M
- Leo Wealth, LLC$3M
- HighTower Advisors, LLC$1M
Largest adds
- UBS Group AG$8M
- MORGAN STANLEY$7M
- STIFEL FINANCIAL CORP$2M
- Westview Management dba Westview Investment Advisors$1M
- WELLS FARGO & COMPANY/MN$1M
- OSAIC HOLDINGS, INC.$989K
Largest trims
- RIVERNORTH CAPITAL MANAGEMENT, LLC$2M
- Pathstone Holdings, LLC$1M
- BALYASNY ASSET MANAGEMENT L.P.$966K
- Rareview Capital LLC$798K
- 1607 Capital Partners, LLC$792K
- HORIZON KINETICS ASSET MANAGEMENT LLC$669K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Karpus Management, Inc. trimmed | 5,442,103 | $60M | 15.1% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 4,760,961 | $53M | 13.2% | 2026-Q2 |
| MORGAN STANLEY added | 4,633,185 | $51M | 12.8% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 2,170,971 | $24M | 6.0% | 2026-Q2 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 1,619,778 | $18M | 4.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,496,850 | $17M | 4.1% | 2026-Q2 |
| UBS Group AG added | 1,496,088 | $17M | 4.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 1,180,601 | $13M | 3.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,172,621 | $13M | 3.2% | 2026-Q2 |
| VAN ECK ASSOCIATES CORP added | 973,208 | $11M | 2.7% | 2026-Q2 |
| Pathstone Holdings, LLC trimmed | 733,117 | $8M | 2.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 681,631 | $8M | 1.9% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 592,962 | $7M | 1.6% | 2026-Q2 |
| LPL Financial LLC added | 583,047 | $6M | 1.6% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 527,505 | $6M | 1.5% | 2026-Q2 |
| Allianz Asset Management GmbH | 490,934 | $5M | 1.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 481,790 | $5M | 1.3% | 2026-Q2 |
| MacKay Shields LLC trimmed | 439,004 | $5M | 1.2% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 394,802 | $4M | 1.1% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 385,248 | $4M | 1.1% | 2026-Q2 |
| Rareview Capital LLC trimmed | 385,009 | $4M | 1.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 348,553 | $4M | 1.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 282,258 | $3M | 0.8% | 2026-Q2 |
| Invesco Ltd. trimmed | 265,918 | $3M | 0.7% | 2026-Q2 |
| Fiera Capital Corp trimmed | 230,403 | $3M | 0.6% | 2026-Q2 |
| KIM, LLC added | 205,238 | $2M | 0.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 190,450 | $2M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 185,748 | $2M | 0.5% | 2026-Q2 |
| Coastal Bridge Advisors, LLC added | 175,514 | $2M | 0.5% | 2026-Q2 |
| Scarborough Advisors, LLC | 169,362 | $2M | 0.5% | 2026-Q2 |
| Dakota Wealth Management added | 145,372 | $2M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 138,130 | $2M | 0.4% | 2026-Q2 |
| Professional Financial Management, Inc. trimmed | 138,060 | $2M | 0.4% | 2026-Q2 |
| HORIZON KINETICS ASSET MANAGEMENT LLC trimmed | 136,538 | $2M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 130,071 | $1M | 0.4% | 2026-Q2 |
| 1607 Capital Partners, LLC trimmed | 126,885 | $1M | 0.4% | 2026-Q2 |
| Westview Management dba Westview Investment Advisors added | 115,250 | $1M | 0.3% | 2026-Q2 |
| Westchester Capital Management, LLC | 112,436 | $1M | 0.3% | 2026-Q2 |
| Summit Trail Advisors, LLC added | 111,231 | $1M | 0.3% | 2026-Q2 |
| TORONTO DOMINION BANK trimmed | 106,071 | $1M | 0.3% | 2026-Q2 |
| Estate Planners Group, LLC added | 99,844 | $1M | 0.3% | 2026-Q2 |
| Indiana Trust & Investment Management Co | 91,249 | $1M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 87,068 | $967K | 0.2% | 2026-Q2 |
| Moors & Cabot, Inc. added | 72,513 | $806K | 0.2% | 2026-Q2 |
| RIVERBRIDGE PARTNERS LLC trimmed | 71,237 | $791K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 69,039 | $767K | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC | 68,016 | $731K | 0.2% | 2026-Q2 |
| Lido Advisors, LLC | 66,879 | $747K | 0.2% | 2026-Q2 |
| Noble Wealth Management PBC added | 62,472 | $694K | 0.2% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 60,240 | $669K | 0.2% | 2026-Q2 |
| Wellspring Financial Advisors, LLC | 56,563 | $628K | 0.2% | 2026-Q2 |
| Callahan Advisors, LLC | 55,692 | $619K | 0.2% | 2026-Q2 |
| Atala Financial Inc | 54,739 | $635K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 53,207 | $591K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 46,885 | $523K | 0.1% | 2026-Q2 |
| EASTERN BANK added | 46,635 | $518K | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP added | 45,966 | $511K | 0.1% | 2026-Q2 |
| Ackerman Capital Advisors, LLC trimmed | 43,820 | $487K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 40,907 | $454K | 0.1% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 40,841 | $454K | 0.1% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 40,621 | $451K | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 40,186 | $446K | 0.1% | 2026-Q2 |
| Arax Advisory Partners new | 37,171 | $413K | 0.1% | 2026-Q2 |
| Nuveen, LLC | 36,296 | $403K | 0.1% | 2026-Q2 |
| VIRTUE ASSET MANAGEMENT LLC | 35,606 | $396K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 33,469 | $372K | 0.1% | 2026-Q2 |
| Kapstone Financial Advisors LLC trimmed | 33,145 | $368K | 0.1% | 2026-Q2 |
| Mariner, LLC added | 32,018 | $356K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP added | 31,666 | $360K | 0.1% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. | 30,881 | $343K | 0.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 30,663 | $341K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 29,246 | $325K | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC | 29,161 | $324K | 0.1% | 2026-Q2 |
| Yakira Capital Management, Inc. trimmed | 27,511 | $306K | 0.1% | 2026-Q2 |
| Verdence Capital Advisors LLC added | 27,188 | $302K | 0.1% | 2026-Q2 |
| Cresta Advisors, Ltd. | 27,000 | $300K | 0.1% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC added | 27,000 | $300K | 0.1% | 2026-Q2 |
| River Street Advisors LLC | 26,766 | $297K | 0.1% | 2026-Q2 |
| SFMG, LLC | 26,645 | $296K | 0.1% | 2026-Q2 |
| Davis Investment Partners, LLC added | 26,103 | $290K | 0.1% | 2026-Q2 |
| CHOREO, LLC added | 23,425 | $262K | 0.1% | 2026-Q2 |
| Worth Asset Management, LLC new | 22,999 | $256K | 0.1% | 2026-Q2 |
| Kore Advisors LP new | 22,000 | $244K | 0.1% | 2026-Q2 |
| Daner Wealth Management, LLC | 20,417 | $222K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 20,276 | $225K | 0.1% | 2026-Q2 |
| Camelot Portfolios, LLC trimmed | 19,195 | $213K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 19,095 | $212K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 18,530 | $206K | 0.1% | 2026-Q2 |
| Fortitude Advisory Group L.L.C. | 18,010 | $200K | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 17,881 | $199K | 0.0% | 2026-Q2 |
| M&T Bank Corp added | 16,994 | $188K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 16,509 | $183K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 15,899 | $177K | 0.0% | 2026-Q2 |
| Savvy Advisors, Inc. added | 15,656 | $174K | 0.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 15,267 | $170K | 0.0% | 2026-Q2 |
| Disciplined Investors, L.L.C. | 14,500 | $161K | 0.0% | 2026-Q2 |
| Merit Financial Group, LLC added | 14,099 | $157K | 0.0% | 2026-Q2 |
| Aviance Capital Partners, LLC trimmed | 13,863 | $154K | 0.0% | 2026-Q2 |
| Realta Investment Advisors | 13,275 | $147K | 0.0% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 13,032 | $145K | 0.0% | 2026-Q2 |
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.