Institutional Holders (2026 Q1)
103 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MYI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Rareview Capital LLC | 2.84% | 461,043 | $4.8M |
| 2 | MELFA WEALTH MANAGEMENT, INC. | 2.53% | 419,230 | $4.4M |
| 3 | Estate Planners Group, LLC | 0.47% | 99,688 | $1.1M |
| 4 | Atala Financial Inc | 0.41% | 54,739 | $610K |
| 5 | Indiana Trust & Investment Management Co | 0.30% | 91,249 | $959K |
| 6 | Noble Wealth Management PBC | 0.28% | 53,672 | $564K |
| 7 | Leo Wealth, LLC | 0.21% | 274,876 | $2.9M |
| 8 | MACKAY SHIELDS LLC | 0.20% | 526,256 | $5.5M |
| 9 | Kapstone Financial Advisors LLC | 0.20% | 38,625 | $406K |
| 10 | Ackerman Capital Advisors, LLC | 0.13% | 61,212 | $643K |
| 11 | Davis Investment Partners, LLC | 0.10% | 25,839 | $272K |
| 12 | River Street Advisors LLC | 0.10% | 26,766 | $281K |
| 13 | Fortitude Advisory Group L.L.C. | 0.09% | 18,010 | $189K |
| 14 | Future Financial Wealth Managment LLC | 0.07% | 10,000 | $110K |
| 15 | Realta Investment Advisors | 0.05% | 13,275 | $140K |
| 16 | CHAPIN DAVIS, INC. | 0.02% | 10,500 | $110K |
| 17 | RIVERBRIDGE PARTNERS LLC | 0.02% | 73,672 | $774K |
| 18 | Citizens National Bank Trust Department | 0.02% | 9,830 | $103K |
| 19 | Chicago Partners Investment Group LLC | 0.02% | 68,016 | $746K |
| 20 | Verdence Capital Advisors LLC | 0.02% | 26,965 | $283K |
| 21 | Concurrent Investment Advisors, LLC | 0.01% | 130,177 | $1.4M |
| 22 | NWF Advisory Services Inc. | 0.01% | 10,115 | $106K |
| 23 | U.S. Capital Wealth Advisors, LLC | 0.01% | 31,609 | $332K |
| 24 | Marex Group plc | 0.01% | 25,300 | $283K |
| 25 | OPPENHEIMER & CO INC | 0.01% | 51,604 | $542K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|