Institutional Holders (2026 Q2)
200 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MQY. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Robinson Capital Management, LLC | 8.36% | 1,632,324 | $18.9M |
| 2 | Rareview Capital LLC | 2.49% | 401,225 | $4.5M |
| 3 | Hennion & Walsh Asset Management, Inc. | 1.46% | 4,507,211 | $51.3M |
| 4 | Melfa Wealth Management, INC. | 1.40% | 223,331 | $2.6M |
| 5 | Cura Wealth Advisors, LLC | 1.33% | 269,000 | $3.1M |
| 6 | Congress Park Capital LLC | 0.89% | 283,121 | $3.3M |
| 7 | Cornerstone Advisory, LLC | 0.81% | 838,561 | $9.7M |
| 8 | Primoris Wealth Advisors, LLC | 0.71% | 133,892 | $1.6M |
| 9 | Mackay Shields LLC | 0.62% | 1,594,019 | $18.5M |
| 10 | City of London Investment Management Co Ltd | 0.37% | 524,837 | $6.1M |
| 11 | Pettinga Financial Advisors LLC | 0.36% | 191,941 | $2.2M |
| 12 | Wakefield Asset Management LLLP | 0.30% | 115,919 | $1.3M |
| 13 | Nova R Wealth, Inc. | 0.27% | 79,784 | $925K |
| 14 | Whipplewood Advisors, LLC | 0.26% | 32,930 | $382K |
| 15 | Intellectus Partners, LLC | 0.25% | 121,927 | $1.4M |
| 16 | Fortitude Advisory Group L.L.C. | 0.24% | 53,680 | $623K |
| 17 | Stirlingshire Investments, Inc. | 0.21% | 24,505 | $286K |
| 18 | Stronghold Wealth Management L.L.C. | 0.21% | 13,639 | $158K |
| 19 | Indiana Trust & Investment Management Co | 0.20% | 64,000 | $742K |
| 20 | Chiron Capital Management, LLC | 0.18% | 17,772 | $206K |
| 21 | Guggenheim Capital LLC | 0.17% | 2,362,187 | $27.4M |
| 22 | Noble Wealth Management PBC | 0.17% | 31,856 | $370K |
| 23 | Corps Capital Advisors, LLC | 0.16% | 17,100 | $198K |
| 24 | AmeriServ Wealth Advisors | 0.16% | 20,591 | $239K |
| 25 | River Street Advisors LLC | 0.15% | 44,489 | $516K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|