Institutional Holders (2026 Q1)
116 + 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 | Rareview Capital LLC | 2.89% | 443,717 | $4.9M |
| 2 | MELFA WEALTH MANAGEMENT, INC. | 1.49% | 235,758 | $2.6M |
| 3 | CURA WEALTH ADVISORS, LLC | 1.33% | 270,000 | $3.0M |
| 4 | PRIMORIS WEALTH ADVISORS, LLC | 1.03% | 133,889 | $1.5M |
| 5 | Cornerstone Advisory, LLC | 0.98% | 942,983 | $10.4M |
| 6 | Congress Park Capital LLC | 0.96% | 285,192 | $3.1M |
| 7 | MACKAY SHIELDS LLC | 0.64% | 1,594,019 | $17.5M |
| 8 | Pettinga Financial Advisors LLC | 0.50% | 239,596 | $2.6M |
| 9 | Nova R Wealth, Inc. | 0.28% | 79,784 | $876K |
| 10 | Intellectus Partners, LLC | 0.27% | 121,927 | $1.3M |
| 11 | Fortitude Advisory Group L.L.C. | 0.27% | 53,680 | $589K |
| 12 | Stronghold Wealth Management L.L.C. | 0.23% | 13,639 | $150K |
| 13 | Indiana Trust & Investment Management Co | 0.22% | 64,000 | $703K |
| 14 | CHIRON CAPITAL MANAGEMENT, LLC | 0.20% | 17,772 | $195K |
| 15 | Noble Wealth Management PBC | 0.18% | 31,856 | $350K |
| 16 | Whipplewood Advisors, LLC | 0.17% | 29,911 | $328K |
| 17 | River Street Advisors LLC | 0.17% | 44,489 | $488K |
| 18 | Ackerman Capital Advisors, LLC | 0.16% | 72,255 | $793K |
| 19 | GatePass Capital, LLC | 0.12% | 23,681 | $260K |
| 20 | Ranch Capital Advisors Inc. | 0.10% | 24,074 | $264K |
| 21 | Mystic Asset Management, Inc. | 0.10% | 37,507 | $412K |
| 22 | 180 WEALTH ADVISORS, LLC | 0.09% | 73,311 | $805K |
| 23 | JFS WEALTH ADVISORS, LLC | 0.08% | 128,082 | $1.4M |
| 24 | Compass Financial Group, INC/SD | 0.08% | 50,382 | $553K |
| 25 | WealthBridge Capital Management, LLC | 0.07% | 28,000 | $307K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|