| 4 | VAN ECK ASSOCIATES CORP | 1.5M | $27.5M | -3.2% | 2.543% | 0.02% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $26.0M | +138.0% | 2.402% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.4M | $24.7M | +7.5% | 2.285% | 0.00% |
| 7 | TWO SIGMA INVESTMENTS, LP | 1.0M | $18.5M | -21.5% | 1.713% | 0.01% |
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.0M | $18.5M | +15.8% | 1.709% | 0.00% |
| 9 | BANK OF MONTREAL /CAN/ | 883K | $16.0M | +28.6% | 1.478% | 0.01% |
| 10 | BNP PARIBAS FINANCIAL MARKETS | 865K | $15.7M | -20.6% | 1.448% | 0.01% |
| 11 | Synergy Asset Management, LLC | 803K | $14.6M | +31.6% | 1.344% | 1.37% |
| 12 | MORGAN STANLEY | 764K | $13.9M | -9.8% | 1.280% | 0.00% |
| 13 | UBS Group AG | 748K | $13.6M | -32.4% | 1.252% | 0.00% |
| 14 | FMR LLC | 609K | $11.0M | -19.5% | 1.020% | 0.00% |
| 15 | CITADEL ADVISORS LLC | 607K | $11.0M | -25.8% | 1.016% | 0.00% |
| 16 | BANK OF AMERICA CORP /DE/ | 582K | $10.6M | +8.9% | 0.975% | 0.00% |
| 17 | VANGUARD CAPITAL MANAGEMENT LLC | 572K | $10.4M | +2.9% | 0.958% | 0.00% |
| 18 | Nuveen, LLC | 563K | $10.2M | — | 0.942% | 0.00% |
| 19 | ROYAL BANK OF CANADA | 548K | $9.9M | +2.4% | 0.917% | 0.00% |
| 20 | NORTHERN TRUST CORP | 543K | $9.8M | +227.2% | 0.909% | 0.00% |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | 505K | $9.1M | +257.3% | 0.845% | 0.00% |
| 22 | NOMURA HOLDINGS INC | 481K | $8.7M | +17.6% | 0.805% | 0.01% |
| 23 | WELLS FARGO & COMPANY/MN | 468K | $8.5M | +44.7% | 0.783% | 0.00% |
| 24 | ALPS ADVISORS INC | 443K | $8.0M | +4.2% | 0.742% | 0.04% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 416K | $7.5M | +41.2% | 0.697% | 0.00% |
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 MUX — a direct measure of their conviction.
| 33.96% |
| +7.13 pp |
| $122M |
| +32% |
| Q4 2024 | 93 | 8.8% | 26.83% | 1.17 pp | $93M | 15% |
| Q3 2024 | 102 | — | 28.00% | — | $109M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
40 institutions opened new positions in MUX during Q2 2026, while 24 fully exited. 38 added to existing positions and 90 trimmed.
MUX institutional ownership rose by 6.50 percentage points quarter-over-quarter, with a net change of +17 holders.
The top 10 institutions account for 54.7% of all reported 13F value in MUX, and the top 25 account for 79.3%.
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.