Who Owns MEGA GRWTH 300 MEGA CAP INDEX (MGC)? -- Institutional Holders (2026-06-30)

556 institutions reported holding $5.17B of MEGA GRWTH 300 MEGA CAP INDEX (MGC) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($922.1M), BANK OF AMERICA CORP /DE/ ($418.6M), NEW YORK LIFE INVESTMENT MANAGEMENT LLC ($199.9M), VANTAGEPOINT INVESTMENT ADVISERS LLC ($172.5M), MORGAN STANLEY ($161.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ENVESTNET ASSET MANAGEMENT INC$922.1M3.4MTrimmed
2BANK OF AMERICA CORP /DE/$418.6M1.5MTrimmed
3NEW YORK LIFE INVESTMENT MANAGEMENT LLC$199.9M730,563Trimmed
4VANTAGEPOINT INVESTMENT ADVISERS LLC$172.5M630,488Trimmed
5MORGAN STANLEY$161.2M589,146Trimmed
6WELLS FARGO & COMPANY/MN$156.2M570,936Trimmed
7LEAVELL INVESTMENT MANAGEMENT, INC.$138.8M507,282Added
8UBS Group AG$125.8M459,689Trimmed
9LPL Financial LLC$122.1M446,235Trimmed
10Procyon Advisors, LLC$120.7M441,124Added
11PNC Financial Services Group, Inc.$118.9M434,711Trimmed
12HUNTINGTON NATIONAL BANK$112.0M407,989Trimmed
13AMERIPRISE FINANCIAL INC$99.8M364,847Trimmed
14RAYMOND JAMES FINANCIAL INC$94.0M343,460Trimmed
15Cetera Investment Advisers$81.9M299,443Added
16NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$78.8M287,972Added
17SUMMIT WEALTH & RETIREMENT PLANNING, INC.$59.4M217,223Added
18Apella Capital, LLC$57.9M211,482Trimmed
19Verus Financial Partners, Inc.$55.1M201,543Trimmed
20CAPTRUST FINANCIAL ADVISORS$52.3M191,096Trimmed
21Kestra Advisory Services, LLC$48.9M178,867Added
22Forvis Mazars Wealth Advisors, LLC$47.4M173,309Trimmed
23TRUIST FINANCIAL CORP$46.5M169,974Trimmed
24COMMONWEALTH EQUITY SERVICES, LLC$45.3M165,661Trimmed
25Rockefeller Capital Management L.P.$43.5M158,902Added

Source: SEC Form 13F filings · as of 2026-06-30