MGV Institutional Ownership
Who owns MGV and what the big funds did with it last quarter, from every SEC 13F filing. 608 funds reported holding MGV at Jun 30, 2026.
- ▲272 buying vs 207 selling
- ▲Shares held by funds +4.8%
- ▲Funds holding +31
- ●Superinvestors: 1 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 608 | 577 | +5.4% |
| In funds' top 10 | 50 | 51 | −2.0% |
| 13F shares | 58.8M | 56.2M | +4.8% |
| Held by funds | – | – | – |
| New positions | 61 | 58 | +5.2% |
| Increased | 211 | 228 | −7.5% |
| Reduced | 175 | 145 | +20.7% |
| Sold out | 32 | 28 | +14.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in MGV
All superinvestors →
Who owns MGV
share of fund held shares- Index and passive funds0.1%
- Active managers and hedge funds69.8%
- Banks and brokers29.6%
- Pensions, insurers and other0.5%
The top 10 holders own 58.0% of all MGV shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
212 funds changed their position- Cambridge Investment Research Advisors, Inc.Trimmed−392K sh
- Bernardo Wealth Planning LLCAdded+180K sh
- Parallel Advisors, LLCAdded+150K sh
- Assetmark, IncTrimmed−124K sh
- rebel Financial LLCNew+116K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Assetmark, Inc | – | 15.8M | $2.6B | +246K |
| 2 | Bank of America Corp /de/ | – | 4.7M | $764M | +37K |
| 3 | Morgan Stanley | – | 3.2M | $526M | +154K |
| 4 | Ameriprise Financial Inc | – | 2.5M | $402M | +182K |
| 5 | UBS Group AG | – | 1.8M | $293M | +64K |
| 6 | Merit Financial Group, LLC | – | 1.7M | $270M | +316K |
| 7 | Envestnet Asset Management Inc | – | 1.2M | $202M | −33K |
| 8 | LPL Financial LLC | – | 1.2M | $189M | +75K |
| 9 | PNC Financial Services Group, Inc. | – | 1.1M | $181M | −55K |
| 10 | Wells Fargo & Company/mn | – | 994K | $162M | −11K |
- Cambridge Investment Research Advisors, Inc.+392K sh+$64M
- Merit Financial Group, LLC+316K sh+$51.6M
- Mars Jewett Financial Group, Inc.+309K sh+$50.5M
- Assetmark, Inc+246K sh+$40.2M
- Ameriprise Financial Inc+182K sh+$29.8M
- Morgan Stanley+154K sh+$25.1M
- Retirement Planning Group, LLC+150K sh+$24.5M
- Savant Capital, LLC+158K sh+$24.3M
- Kickstand Ventures, Llc.−118K sh−$19.3M
- Ameritas Advisory Services, LLC−62K sh−$10.1M
- PNC Financial Services Group, Inc.−55K sh−$9M
- D.a. Davidson & Co.−48K sh−$7.8M
- Quattro Financial Advisors LLC−43K sh−$6.2M
- Raymond James Financial Inc−37K sh−$6M
- Envestnet Asset Management Inc−33K sh−$5.4M
- Integrated Wealth Concepts LLC−11K sh−$5.4M
MGV institutional ownership FAQ
Who owns the most MGV stock?
In Q2 2026 13F filings the largest holder of MGV was Assetmark, Inc, followed by Bank of America Corp /de/ and Morgan Stanley. Index fund managers are usually the biggest holders of large companies.
What percentage of MGV is owned by institutions?
608 funds reported holding 58.8M MGV shares at Jun 30, 2026.
Are hedge funds buying MGV?
In Q2 2026, 272 funds bought MGV (61 of them new positions) and 207 sold (32 sold out completely). Among well known investors, 1 added and 1 cut. Our fund sentiment for MGV is bullish.
What is MGV's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this MGV ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.