Public record / Tickers / MTG

MTG — MGIC INVESTMENT CORP†

Both disclosure regimes on one name: who in Congress filed about MTG, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
2
all PTR rows naming MTG
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
08-13
filed 2025-08-13
13F holders
437
top-437 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

SELL · traded 2025-06-17 → filed 2025-08-13. Ranked over every MTG row by the provable lower bound, never a point estimate.

No member disclosed MTG in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

2 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 2 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MTG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MTG
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-11 LATE·63d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 2 ↗

Members active in MTG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed MTG in the trailing 12 months.

Congress ↔ notable managers · MTG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
1 Bridgewater Associates $0 held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · Mgic Investment Corp - US

Merged timeline of congressional filings and notable-manager moves on MTG
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13FADD+236,444 sh
2026-05-15Bridgewater Associates 13FEXIT−32,072 sh
2026-05-14Caxton Associates 13FNEW+28,214 sh

3 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of MTG for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1BlackRock, Inc.$607M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$471M1
3DIMENSIONAL FUND ADVISORS LP$358M1
4AQR CAPITAL MANAGEMENT LLC$288M1
5VANGUARD CAPITAL MANAGEMENT LLC$254M1
6STATE STREET CORP$206M1
7AMERICAN CENTURY COMPANIES INC$155M1
8Allianz Asset Management GmbH$120M1
9FIRST TRUST ADVISORS LP$113M1
10NORTHERN TRUST CORP$111M1
11CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$98.6M1
12FRANKLIN RESOURCES INC$89.1M1
13Invesco Ltd.$68.8M1
14MORGAN STANLEY$67.8M1
15NewEdge Wealth, LLC$64.4M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$61.6M1
17ASSETMARK, INC$50.6M1
18Quantinno Capital Management LP$39.4M1
19Robeco Institutional Asset Management B.V.$37.7M1
20BANK OF AMERICA CORP /DE/$37.2M1
21VANGUARD FIDUCIARY TRUST CO$35.6M1
22TUDOR INVESTMENT CORP ET AL$35.4M1
23FMR LLC$32.8M1
24CITADEL ADVISORS LLC$32.7M1
25BROWN ADVISORY INC$32.6M1
26UBS Group AG$31.1M1
27Nuveen, LLC$26.9M1
28Bragg Financial Advisors, Inc$26.9M1
29BARCLAYS PLC$26.7M1
30Arbejdsmarkedets Tillaegspension$25.7M1
31Squarepoint Ops LLC$24.8M1
32WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$24.2M1
33D. E. Shaw & Co., Inc.$23.4M1
34JANE STREET GROUP, LLC$21.3M1
35ADVISORY RESEARCH INC$20.9M1
36UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$18.7M1
37Man Group plc$18.5M1
38ALPS ADVISORS INC$16.5M1
39Universal- Beteiligungs- und Servicegesellschaft mbH$16.3M1
40Leeward Investments, LLC - MA$14.8M1
41SEI INVESTMENTS CO$13.6M1
42CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$13.4M1
43PRINCIPAL FINANCIAL GROUP INC$12.9M1
44TWO SIGMA INVESTMENTS, LP$12.6M1
45VICTORY CAPITAL MANAGEMENT INC$12.2M1
46Assenagon Asset Management S.A.$12.1M1
47HEARTLAND ADVISORS INC$11.8M1
48Swiss National Bank$11.6M1
49Jefferies Financial Group Inc.$10.8M1
50HSBC HOLDINGS PLC$10.8M1
51ALLIANCEBERNSTEIN L.P.$9.8M1
52Corient Private Wealth LLC$9.7M1
53NORDEA INVESTMENT MANAGEMENT AB$9.6M1
54Permit Capital, LLC$9.0M1
55STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$8.8M1
56XTX Topco Ltd$8.7M1
57IEQ CAPITAL, LLC$8.6M1
58Legal & General Group Plc$8.4M1
59Cerity Partners LLC$8.3M1
60O'SHAUGHNESSY ASSET MANAGEMENT, LLC$7.5M1
61MILLENNIUM MANAGEMENT LLC$7.3M1
62TEACHER RETIREMENT SYSTEM OF TEXAS$7.3M1
63MACKENZIE FINANCIAL CORP$7.2M1
64Grantham, Mayo, Van Otterloo & Co. LLC$7.1M1
65Retirement Systems of Alabama$7.1M1
66Connor, Clark & Lunn Investment Management Ltd.$7.1M1
67Edgestream Partners, L.P.$6.8M1
68Creative Planning$6.8M1
69VOYA INVESTMENT MANAGEMENT LLC$6.7M1
70Vest Financial, LLC$6.7M1
71DEUTSCHE BANK AG\$6.4M1
72VANGUARD ASSET MANAGEMENT, Ltd$5.6M1
73Voleon Capital Management LP$5.3M1
74Mariner, LLC$4.8M1
75Vanguard Global Advisers, LLC$4.8M1
76WELLINGTON MANAGEMENT GROUP LLP$4.5M1
77RITHOLTZ WEALTH MANAGEMENT$4.4M1
78MOODY ALDRICH PARTNERS LLC$4.3M1
79Trexquant Investment LP$4.3M1
80CWM, LLC$4.3M1
81AXQ CAPITAL, LP$4.1M1
82MANUFACTURERS LIFE INSURANCE COMPANY, THE$4.1M1
83MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$4.0M1
84HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$4.0M1
85BNP Paribas Asset Management Holding S.A.$3.7M1
86NewEdge Advisors, LLC$3.7M1
87Larson Financial Group LLC$3.7M1
88CITIGROUP INC$3.6M1
89Holocene Advisors, LP$3.6M1
90Monument Capital Management$3.6M1
91Qsemble Capital Management, LP$3.6M1
92CacheTech Inc.$3.4M1
93Y-Intercept (Hong Kong) Ltd$3.4M1
94Centric Wealth Management$3.3M1
95Oak Thistle LLC$3.2M1
96Adams Wealth Management$2.9M1
97Amundi$2.9M1
98MERCER GLOBAL ADVISORS INC /ADV$2.8M1
99EVOLVE PRIVATE WEALTH, LLC$2.8M1
100Janus Henderson Group Ltd.$2.7M1
101Crossmark Global Holdings, Inc.$2.7M1
102Aster Capital Management (DIFC) Ltd$2.6M1
103NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$2.6M1
104WELLS FARGO & COMPANY/MN$2.5M1
105Focus Partners Wealth$2.5M1
106SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.5M1
107FIFTH THIRD BANCORP$2.4M1
108EagleClaw Capital Managment, LLC$2.4M1
109Zurcher Kantonalbank (Zurich Cantonalbank)$2.3M1
110State of New Jersey Common Pension Fund D$2.3M1
111MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$2.2M1
112CWA Asset Management Group, LLC$2.1M1
113Summit Trail Advisors, LLC$2.0M1
114Mitsubishi UFJ Trust & Banking Corp$1.8M1
115HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$1.8M1
116Vanguard Personalized Indexing Management, LLC$1.8M1
117PRUDENTIAL FINANCIAL INC$1.7M1
118Ridgeline Wealth Planning, LLC$1.7M1
119KLCM Advisors, Inc.$1.7M1
120Freestone Grove Partners LP$1.6M1
121Engineers Gate Manager LP$1.6M1
122Arizona State Retirement System$1.6M1
123Vanguard Investments Australia, Ltd.$1.5M1
124JAMES INVESTMENT RESEARCH, INC.$1.5M1
125COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$1.4M1
126RAYMOND JAMES FINANCIAL INC$1.4M1
127MERIDIAN INVESTMENT COUNSEL INC.$1.4M1
128STATE OF MICHIGAN RETIREMENT SYSTEM$1.4M1
129BANK OF MONTREAL /CAN/$1.3M1
130Ensign Peak Advisors, Inc$1.3M1
131ENVESTNET ASSET MANAGEMENT INC$1.3M1
132NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.3M1
133LPL Financial LLC$1.3M1
134VICTORY FINANCIAL GROUP, LLC$1.2M1
135Brevan Howard Capital Management LP$1.2M1
136Caprock Group, LLC$1.2M1
137WINTON GROUP Ltd$1.2M1
138OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.2M1
139Merit Financial Group, LLC$1.1M1
140ExodusPoint Capital Management, LP$1.1M1
141Ameritas Investment Partners, Inc.$1.1M1
142Militia Capital Management LLC$1.1M1
143AVIVA PLC$1.0M1
144CSS LLC/IL$1.0M1
145Vident Advisory, LLC$1.0M1
146Pictet Asset Management Holding SA$996K1
147CHILDRESS CAPITAL ADVISORS, LLC$994K1
148EXCHANGE TRADED CONCEPTS, LLC$989K1
149Cambria Investment Management, L.P.$953K1
150NorthCrest Asset Manangement, LLC$943K1
151LECAP ASSET MANAGEMENT LTD$912K1
152Unison Advisors LLC$910K1
153STATE OF WISCONSIN INVESTMENT BOARD$884K1
154Verdence Capital Advisors LLC$857K1
155STIFEL FINANCIAL CORP$843K1
156VIRTUS ADVISERS, LLC$829K1
157Quadrature Capital Ltd$812K1
158Sequoia Financial Advisors, LLC$786K1
159Inspire Investing, LLC$783K1
160Pathstone Holdings, LLC$777K1
161New Age Alpha Advisors, LLC$772K1
162Focus Partners Advisor Solutions, LLC$755K1
163CAXTON ASSOCIATES LLP$741K1
164Red Door Wealth Management, LLC$735K1
165ROYAL BANK OF CANADA$734K1
166HighTower Advisors, LLC$715K1
167Sivia Capital Partners, LLC$710K1
168Carnegie Lake Advisors LLC$704K1
169Inscription Capital, LLC$703K1
170XPONANCE LLC$699K1
171FEDERATED HERMES, INC.$691K1
172Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$685K1
173Financial Strategies Group, Inc.$669K1
174Oxbow Advisors, LLC$656K1
175INTECH INVESTMENT MANAGEMENT LLC$653K1
176Elo Mutual Pension Insurance Co$646K1
177EP Wealth Advisors, LLC$642K1
178SIGNATUREFD, LLC$641K1
179Lido Advisors, LLC$640K1
180Rockefeller Capital Management L.P.$638K1
181AIA Group Ltd$637K1
182Twin Lakes Capital Management, LLC$632K1
183Allspring Global Investments Holdings, LLC$630K1
184Tidal Investments LLC$622K1
185BOOTHBAY FUND MANAGEMENT, LLC$622K1
186Callan Family Office, LLC$619K1
187Kera Capital Partners, Inc.$613K1
188QUADRANT CAPITAL GROUP LLC$591K1
189Savant Capital, LLC$568K1
190PEAK6 LLC$563K1
191EVERGREEN CAPITAL MANAGEMENT LLC$550K1
192Chicago Partners Investment Group LLC$547K1
193OSAIC HOLDINGS, INC.$537K1
194BAILARD, INC.$535K1
195Family Manage LLC$528K1
196Concurrent Investment Advisors, LLC$512K1
197FORTEM FINANCIAL GROUP, LLC$509K1
198Pallas Capital Advisors LLC$505K1
199NATIXIS$501K1
200EVENTIDE ASSET MANAGEMENT, LLC$487K1
201Gotham Asset Management, LLC$484K1
202Impact Partnership Wealth, LLC$480K1
203JMN Financial LLC$464K1
204MIRABELLA FINANCIAL SERVICES LLP$464K1
205Aaron Wealth Advisors LLC$454K1
206Vise Technologies, Inc.$447K1
207GATEWAY INVESTMENT ADVISERS LLC$432K1
208SECURIAN ASSET MANAGEMENT, INC$424K1
209HB Wealth Management, LLC$420K1
210SIMPLEX TRADING, LLC$416K1
211denkapparat Operations GmbH$415K1
212Sanctuary Advisors, LLC$407K1
213Dakota Wealth Management$385K1
214Sagewood Asset Management LP$372K1
215Swiss Life Asset Management Ltd$368K1
216CATALYST FINANCIAL PARTNERS LLC$365K1
217Johnson Financial Group, Inc.$361K1
218IMC-Chicago, LLC$354K1
219Bull Harbor Capital LLC$352K1
220PANAGORA ASSET MANAGEMENT INC$346K1
221Polymer Capital Management (US) LLC$340K1
222Ameritas Advisory Services, LLC$337K1
223Baker Avenue Asset Management, LP$336K1
224Baird Financial Group, Inc.$333K1
225Beacon Pointe Advisors, LLC$332K1
226Measured Wealth Private Client Group, LLC$326K1
227TFB Advisors LLC$319K1
228Mechanics Bank Trust Department$316K1
229Claro Advisors Inc.$316K1
230US BANCORP \DE\$316K1
231Maryland State Retirement & Pension System$316K1
232COLDSTREAM CAPITAL MANAGEMENT INC$316K1
233UNITED CAPITAL FINANCIAL ADVISORS, LLC$312K1
234Calamos Advisors LLC$308K1
235Calamos Wealth Management LLC$308K1
236Utah Retirement Systems$306K1
237Atria Investments, Inc$295K1
238BTG Pactual Asset Management US LLC$292K1
239Bridgefront Capital, LLC$290K1
240WADDELL & ASSOCIATES, LLC$288K1
241Krilogy Financial LLC$280K1
242Compound Planning, Inc.$273K1
243COMMONWEALTH EQUITY SERVICES, LLC$272K1
244Frec Markets, Inc.$269K1
245M&T BANK CORP$268K1
246CITIZENS FINANCIAL GROUP INC/RI$266K1
247GUGGENHEIM CAPITAL LLC$265K1
248HUB Investment Partners, LLC$263K1
249RBF Capital, LLC$263K1
250DRW Securities, LLC$258K1
251State of Wyoming$255K1
252QRG CAPITAL MANAGEMENT, INC.$252K1
253CHOREO, LLC$247K1
254Private Advisor Group, LLC$243K1
255Curi Capital, LLC$231K1
256ProShare Advisors LLC$231K1
257Empowered Funds, LLC$229K1
258Cetera Investment Advisers$227K1
259Brooklyn Investment Group$224K1
260PROFUND ADVISORS LLC$223K1
261Allworth Financial LP$219K1
262TWO SIGMA SECURITIES, LLC$202K1
263SHELTON CAPITAL MANAGEMENT$202K1
264CIBC Asset Management Inc$200K1
265Tower Research Capital LLC (TRC)$197K1
266Hendershot Investments Inc.$190K1
267Mirae Asset Global Investments Co., Ltd.$180K1
268Arax Advisory Partners$163K1
269Smartleaf Asset Management LLC$145K1
270GROUP ONE TRADING LLC$126K1
271FINANCIAL CONSULATE, INC$125K1
272Quarry LP$115K1
273MAI Capital Management$109K1
274UMB Bank, n.a.$88.4K1
275RMG Wealth Management LLC$85.2K1
276Blue Trust, Inc.$77.3K1
277Bayforest Capital Ltd$74.4K1
278Physician Wealth Advisors, Inc.$61.7K1
279NOMURA ASSET MANAGEMENT CO LTD$60.4K1
280True Wealth Design, LLC$56.8K1
281DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$54.4K1
282SJS Investment Consulting Inc.$45.5K1
283SALEM INVESTMENT COUNSELORS INC$40.0K1
284WealthCollab, LLC$38.3K1
285Mitsubishi UFJ Asset Management Co., Ltd.$38.2K1
286ELEVATION WEALTH PARTNERS, LLC$24.4K1
287WPG Advisers, LLC$20.9K1
288Private Wealth Management Group, LLC$19.5K1
289NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$18.0K1
290CVA Family Office, LLC$17.7K1
291Eurizon Capital SGR S.p.A.$15.5K1
292Bell Investment Advisors, Inc$15.2K1
293TD Capital Management LLC$14.1K1
294Valued Wealth Advisors LLC$14.1K1
295Destiny Wealth Partners, LLC$13.7K1
296JPL Wealth Management, LLC$13.1K1
297JFS WEALTH ADVISORS, LLC$12.3K1
298Parkside Financial Bank & Trust$11.7K1
299THRIVENT FINANCIAL FOR LUTHERANS$11.7K1
300Treasurer of the State of North Carolina$11.6K1
301DekaBank Deutsche Girozentrale$11.3K1
302Legacy Wealth Managment, LLC/ID$10.6K1
303Owl Creek Wealth Partners LLC$9.5K1
304South Dakota Investment Council$8.8K1
305Ritter Daniher Financial Advisory LLC / DE$8.3K1
306Medallion Wealth Advisors, LLC$7.9K1
307Intentional Wealth Strategies, LLC$7.8K1
308Activest Wealth Management$7.7K1
309Westfuller Advisors, LLC$7.2K1
310Spire Wealth Management$7.1K1
311Key FInancial Inc$6.7K1
312Steward Partners Investment Advisory, LLC$6.4K1
313Grove Bank & Trust$4.3K1
314CENTRAL TRUST Co$4.2K1
315Rakuten Securities, Inc.$4.2K1
316CANADA LIFE ASSURANCE Co$3.9K1
317Fairman Group, LLC$3.9K1
318MATHER GROUP, LLC.$3.4K1
319MidFirst Bank$2.9K1
320Dogwood Wealth Management LLC$2.7K1
321HRT FINANCIAL LP$2.7K1
322GSA CAPITAL PARTNERS LLP$2.6K1
323Sachetta, LLC$2.5K1
324NATIXIS ADVISORS, LLC$2.4K1
325Pinnacle Wealth Planning Services, Inc.$2.3K1
326DiNuzzo Private Wealth, Inc.$2.3K1
327Walleye Trading LLC$2.3K1
328Prestige Wealth Management Group LLC$2.3K1
329Rialto Wealth Management, LLC$2.2K1
330Cassaday & Co Wealth Management LLC$2.2K1
331Keating Financial Advisory Services, Inc.$2.1K1
332Manchester Capital Management LLC$2.0K1
333Transamerica Financial Advisors, LLC$2.0K1
334Clearstead Advisors, LLC$1.8K1
335Abound Wealth Management$1.7K1
336Nemes Rush Group LLC$1.7K1
337Elevated Capital Advisors, LLC$1.6K1
338Beaird Harris Wealth Management, LLC$1.4K1
339Annis Gardner Whiting Capital Advisors, LLC$1.4K1
340Burk Holdings LLC$1.3K1
341PICTON MAHONEY ASSET MANAGEMENT$1.2K1
342Kilter Group LLC$1.2K1
343Geneos Wealth Management Inc.$1.1K1
344Frazier Financial Advisors, LLC$1.1K1
345Caitong International Asset Management Co., Ltd$9981
346ACADIAN ASSET MANAGEMENT LLC$9891
347BROWN, LISLE/CUMMINGS, INC.$9191
348Cromwell Holdings LLC$9191
349Vestcor Inc$8071
350SouthState Bank Corp$7881
351HFM Investment Advisors, LLC$6831
352State of Alaska, Department of Revenue$5741
353Signature Equity Partners, LLC$5251
354Vermillion Wealth Management, Inc.$4201
355Penserra Capital Management LLC$2191
356Cambridge Investment Research Advisors, Inc.$2091
357KBC Group NV$1901
3583 FACTOR INDEXING, LLC$1321
359GHP Investment Advisors, Inc.$271
360Capital Advisors, Ltd. LLC$31
361Avion Wealth$21
362BANK OF NOVA SCOTIA— value not disclosed1
363VANGUARD GROUP INC— value not disclosed1
364GLENMEDE TRUST CO NA— value not disclosed1
365STEPHENS INC /AR/— value not disclosed1
366HARBOUR INVESTMENTS, INC.— value not disclosed1
367Brandywine Global Investment Management, LLC— value not disclosed1
368COMERICA BANK— value not disclosed1
369VIRGINIA RETIREMENT SYSTEMS ET Al— value not disclosed1
370Avantax Planning Partners, Inc.— value not disclosed1
371SCHRODER INVESTMENT MANAGEMENT GROUP— value not disclosed1
372EASTERN BANK— value not disclosed1
373ARROWSTREET CAPITAL, LIMITED PARTNERSHIP— value not disclosed1
374LAZARD ASSET MANAGEMENT LLC— value not disclosed1
375SILVERCREST ASSET MANAGEMENT GROUP LLC— value not disclosed1
376CIBC Private Wealth Group LLC— value not disclosed1
377First Eagle Investment Management, LLC— value not disclosed1
378Advisors Capital Management, LLC— value not disclosed1
379Bridgewater Associates, LP— value not disclosed1
380Magnetar Financial LLC— value not disclosed1
381Weiss Asset Management LP— value not disclosed1
382NORGES BANK— value not disclosed1
383PRELUDE CAPITAL MANAGEMENT, LLC— value not disclosed1
384Marquette Asset Management, LLC— value not disclosed1
385CAPSTONE INVESTMENT ADVISORS, LLC— value not disclosed1
386Verition Fund Management LLC— value not disclosed1
387TWO SIGMA ADVISERS, LP— value not disclosed1
388Diversified Trust Co— value not disclosed1
389FOX RUN MANAGEMENT, L.L.C.— value not disclosed1
390Annex Advisory Services, LLC— value not disclosed1
391Spectrum Strategic Capital Management, LLC— value not disclosed1
392Waverly Advisors, LLC— value not disclosed1
393JNBA Financial Advisors— value not disclosed1
394Camelot Portfolios, LLC— value not disclosed1
395Perigon Wealth Management, LLC— value not disclosed1
396Strategic Global Advisors, LLC— value not disclosed1
397Composition Wealth, LLC— value not disclosed1
398Wealthspire Advisors, LLC— value not disclosed1
399Aptus Capital Advisors, LLC— value not disclosed1
400Csenge Advisory Group— value not disclosed1
401DV Trading LLC— value not disclosed1
402Global Trust Asset Management, LLC— value not disclosed1
403Qube Research & Technologies Ltd— value not disclosed1
404Global Retirement Partners, LLC— value not disclosed1
405MQS Management LLC— value not disclosed1
406Cynosure Group, LLC— value not disclosed1
407EVOKE WEALTH, LLC— value not disclosed1
408Kathmere Capital Management, LLC— value not disclosed1
409CERTUITY, LLC— value not disclosed1
410Parcion Private Wealth LLC— value not disclosed1
411Aquatic Capital Management LLC— value not disclosed1
412waypoint wealth counsel— value not disclosed1
413Rothschild Wealth LLC— value not disclosed1
414Navalign, LLC— value not disclosed1
415INCEPTIONR LLC— value not disclosed1
416Kestra Advisory Services, LLC— value not disclosed1
417Militia Capital Partners, LP— value not disclosed1
418Interchange Capital Partners, LLC— value not disclosed1
419Caerus Investment Advisors, LLC— value not disclosed1
420NFSG Corp— value not disclosed1
421AlphaQuest LLC— value not disclosed1
422JACKSON THORNTON WEALTH MANAGEMENT, LLC— value not disclosed1
423AXXCESS WEALTH MANAGEMENT, LLC— value not disclosed1
424Forum Financial Management, LP— value not disclosed1
425Nilsine Partners, LLC— value not disclosed1
426SageView Advisory Group, LLC— value not disclosed1
427Dunhill Financial, LLC— value not disclosed1
428Perbak Capital Partners LLP— value not disclosed1
429Ballast Asset Management, LP— value not disclosed1
430Savvy Advisors, Inc.— value not disclosed1
431NDVR, Inc.— value not disclosed1
432American Capital Advisory, LLC— value not disclosed1
433Wealth Watch Advisors, INC— value not disclosed1
434Integrated Quantitative Investments LLC— value not disclosed1
435SAGESPRING WEALTH PARTNERS, LLC— value not disclosed1
436North Dakota State Investment Board— value not disclosed1
437OPTIMA CAPITAL LLC— value not disclosed1
Truncated by Public Filings. Every one of the 361 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MTG

RETAINED WINDOW · ACTIVE HITS

Zero hits on MTG in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for MTG · financials and macro

Financials — as filed PLANNED

MTG's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MTG on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing