Institutional Holders (2026 Q1)
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 | 7.71% | 1,632,324 | $18.4M |
| 2 | Rivernorth Capital Management, LLC | 4.34% | 7,899,355 | $86.7M |
| 3 | Rareview Capital LLC | 2.89% | 443,717 | $4.9M |
| 4 | Hennion & Walsh Asset Management, Inc. | 1.70% | 4,696,687 | $50.6M |
| 5 | Melfa Wealth Management, INC. | 1.49% | 235,758 | $2.6M |
| 6 | Cura Wealth Advisors, LLC | 1.33% | 270,000 | $3.0M |
| 7 | Primoris Wealth Advisors, LLC | 1.03% | 133,889 | $1.5M |
| 8 | Cornerstone Advisory, LLC | 0.98% | 942,983 | $10.4M |
| 9 | Congress Park Capital LLC | 0.96% | 285,192 | $3.1M |
| 10 | Karpus Management, Inc. | 0.90% | 2,616,894 | $28.7M |
| 11 | Mackay Shields LLC | 0.64% | 1,594,019 | $17.5M |
| 12 | Pettinga Financial Advisors LLC | 0.50% | 239,596 | $2.6M |
| 13 | City of London Investment Management Co Ltd | 0.42% | 524,837 | $5.8M |
| 14 | Wakefield Asset Management LLLP | 0.30% | 101,378 | $1.1M |
| 15 | Nova R Wealth, Inc. | 0.28% | 79,784 | $876K |
| 16 | Intellectus Partners, LLC | 0.27% | 121,927 | $1.3M |
| 17 | Fortitude Advisory Group L.L.C. | 0.27% | 53,680 | $589K |
| 18 | Concorde Asset Management, LLC | 0.25% | 45,476 | $502K |
| 19 | Stronghold Wealth Management L.L.C. | 0.23% | 13,639 | $150K |
| 20 | Indiana Trust & Investment Management Co | 0.22% | 64,000 | $703K |
| 21 | Chiron Capital Management, LLC | 0.20% | 17,772 | $195K |
| 22 | Guggenheim Capital LLC | 0.18% | 2,116,069 | $23.2M |
| 23 | Noble Wealth Management PBC | 0.18% | 31,856 | $350K |
| 24 | Whipplewood Advisors, LLC | 0.17% | 29,911 | $328K |
| 25 | River Street Advisors LLC | 0.17% | 44,489 | $488K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|