Who Owns MEGA GRWTH 300 MEGA VALUE 300 (MGV)? -- Institutional Holders (2026-06-30)

637 institutions reported holding $9.56B of MEGA GRWTH 300 MEGA VALUE 300 (MGV) in SEC 13F filings for 2026-06-30. Largest institutional holders: ASSETMARK, INC ($2.59B), BANK OF AMERICA CORP /DE/ ($764.3M), MORGAN STANLEY ($526.5M), AMERIPRISE FINANCIAL INC ($402.3M), UBS Group AG ($292.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1ASSETMARK, INC$2.59B15.8MAdded
2BANK OF AMERICA CORP /DE/$764.3M4.7MAdded
3MORGAN STANLEY$526.5M3.2MAdded
4AMERIPRISE FINANCIAL INC$402.3M2.5MAdded
5UBS Group AG$292.7M1.8MAdded
6Merit Financial Group, LLC$270.1M1.7MAdded
7ENVESTNET ASSET MANAGEMENT INC$202.3M1.2MTrimmed
8LPL Financial LLC$189.3M1.2MAdded
9PNC Financial Services Group, Inc.$180.8M1.1MTrimmed
10WELLS FARGO & COMPANY/MN$162.4M993,873Trimmed
11HighTower Advisors, LLC$143.4M877,045Added
12OSAIC HOLDINGS, INC.$129.0M789,084Added
13Black Diamond Financial, LLC$123.8M757,229Added
14RAYMOND JAMES FINANCIAL INC$123.1M753,203Trimmed
15VANTAGEPOINT INVESTMENT ADVISERS LLC$119.8M733,157Hold
16Royal Bank of Canada$117.7M720,076Trimmed
17JPMORGAN CHASE & CO$111.9M683,600Added
18Sequoia Financial Advisors, LLC$86.9M531,727Trimmed
19Rockefeller Capital Management L.P.$79.5M486,183Added
20Strategic Investment Advisors / MI$72.4M442,676Added
21Kestra Advisory Services, LLC$65.9M403,118Added
22Cambridge Investment Research Advisors, Inc.$63.5M388,720Added
23Baird Financial Group, Inc.$63.3M387,221Added
24Prosperity Consulting Group, LLC$63.2M386,443Added
25STIFEL FINANCIAL CORP$62.7M383,716Added

来源：SEC 13F 申报文件 · 截至 2026-06-30