| 4 | Cetera Investment Advisers | 212K | $3.7M | +17.5% | 1.035% | 0.00% |
| 5 | Secure Asset Management, LLC | 209K | $3.7M | +4.0% | 1.021% | 0.51% |
| 6 | MORGAN STANLEY | 177K | $3.1M | -0.4% | 0.864% | 0.00% |
| 7 | Sky Investment Group LLC | 175K | $3.1M | +2.9% | 0.856% | 0.48% |
| 8 | Smith Asset Management Co., LLC | 170K | $3.0M | -1.9% | 0.828% | 2.34% |
| 9 | Todd Wealth Management, LLC | 146K | $2.6M | +8.2% | 0.712% | 1.94% |
| 10 | Beacon Pointe Advisors, LLC | 94K | $1.7M | +43.2% | 0.459% | 0.01% |
| 11 | TSP Capital Management Group, LLC | 87K | $1.5M | +5.4% | 0.424% | 0.36% |
| 12 | MML INVESTORS SERVICES, LLC | 87K | $1.5M | +23.8% | 0.423% | 0.00% |
| 13 | CALDWELL SUTTER CAPITAL, INC. | 84K | $1.5M | 0.0% | 0.410% | 0.56% |
| 14 | PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 68K | $1.2M | 0.0% | 0.333% | 0.07% |
| 15 | LPL Financial LLC | 63K | $1.1M | -40.3% | 0.309% | 0.00% |
| 16 | Kestra Advisory Services, LLC | 62K | $1.1M | +3.3% | 0.305% | 0.00% |
| 17 | Equitable Holdings, Inc. | 62K | $1.1M | +28.1% | 0.300% | 0.01% |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 59K | $1.0M | -3.4% | 0.288% | 0.00% |
| 19 | RAYMOND JAMES FINANCIAL INC | 56K | $975K | +0.0% | 0.271% | 0.00% |
| 20 | BENJAMIN EDWARDS INC | 42K | $738K | +26.6% | 0.205% | 0.01% |
| 21 | Future Financial Wealth Managment LLC | 44K | $737K | -5.6% | 0.217% | 0.46% |
| 22 | BANK OF AMERICA CORP /DE/ | 42K | $732K | -3.7% | 0.204% | 0.00% |
| 23 | World Investment Advisors | 41K | $715K | 0.0% | 0.203% | 0.01% |
| 24 | OSAIC HOLDINGS, INC. | 39K | $678K | -3.8% | 0.188% | 0.00% |
| 25 | Vanguard National Trust Co | 30K | $529K | 0.0% | 0.147% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MCI — a direct measure of their conviction.
| 15.60% |
| +1.32 pp |
| $67M |
| +22% |
| Q4 2024 | 63 | +13% | 14.28% | +0.80 pp | $55M | +8.0% |
| Q3 2024 | 56 | — | 13.48% | — | $51M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
8 institutions opened new positions in MCI during Q2 2026, while 6 fully exited. 41 added to existing positions and 14 trimmed.
MCI institutional ownership rose by 0.41 percentage points quarter-over-quarter, with a net change of +4 holders.
The top 10 institutions account for 63.3% of all reported 13F value in MCI, and the top 25 account for 89.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Barings Corporate Investors (MCI) Institutional Ownership