Security record · archived quarter
MGC
Vanguard Morningstar Mega Cap ETF · Financial Services · Asset Management
59Tracked holders
+5Δ holders
10.83MShares held
$2.56BReported value
+6New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +9.3% ·
share flow -15.4% ·
net new positions +8.5%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 59.81K | $17.11M | n/a | n/a |
| Q2 2026 | 57 | 0 | 10.42M | $2.85B | +4 | −5 |
| Q1 2026 | 59 | +5 | 10.83M | $2.56B | +6 | −1 |
| Q4 2025 | 54 | -2 | 12.82M | $3.22B | n/a | −2 |
| Q3 2025 | 10 | 0 | 1.75M | $426.24M | +1 | −1 |
| Q2 2025 | 7 | -1 | 141.27K | $31.77M | +1 | −2 |
| Q1 2025 | 5 | +1 | 27.53K | $5.54M | +1 | n/a |
| Q4 2024 | 4 | +1 | 69.94K | $14.87M | +1 | n/a |
| Q3 2024 | 3 | -2 | 14.05K | $2.90M | n/a | −2 |
| Q2 2024 | 5 | n/a | 27.08K | $5.34M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 3.40M | -31.5% | $802.92M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.56M | +0.4% | $369.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 594.75K | 0.0% | $140.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | Wells Fargo & Company/Mn | 584.23K | -1.1% | $138.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 465.64K | -4.4% | $110.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | UBS Group AG | 464.59K | -3.3% | $109.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Pnc Financial Services Group, Inc. | 437.69K | +0.9% | $103.45M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 387.32K | -17.6% | $91.39M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 349.16K | -21.1% | $82.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Cetera Investment Advisers | 291.97K | -1.0% | $69.01M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 279.55K | +19.9% | $66.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Two Sigma Investments ✦ | 200.20K | New | $47.32M | 0.0% | New | 1 | SEC ↗ |
| 13 | Captrust Financial Advisors | 192.30K | -8.5% | $45.45M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 182.22K | -8.6% | $43.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 15 | Truist Financial Corp | 176.09K | +7.6% | $41.62M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Commonwealth Equity Services, Llc | 173.91K | -14.8% | $41.10M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 153.97K | +1.8% | $36.39M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 95.22K | -80.1% | $21.83M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 19 | Osaic Holdings, Inc. | 85.17K | -13.6% | $20.14M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Creative Planning | 68.03K | +0.9% | $16.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 63.69K | +9.8% | $14.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 60.47K | -34.6% | $14.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 56.51K | -44.1% | $13.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 47.18K | -2.0% | $11.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Bank of New York Mellon Corp | 42.45K | +1.2% | $10.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Focus Partners Wealth | 35.72K | +3.2% | $8.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 34.49K | +18.3% | $8.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 31.21K | -1.9% | $7.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Mariner, LLC | 30.51K | +0.7% | $7.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | BlackRock ✦ (passive) | 27.89K | -15.7% | $6.59M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Wealthfront Advisers LLC | 27.61K | -10.1% | $6.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cerity Partners LLC | 26.67K | +156.1% | $6.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 33 | Hrt Financial Lp | 21.77K | New | $5.15M | 0.0% | New | 1 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 18.89K | +132.6% | $4.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 18.81K | +205.1% | $4.45M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 36 | Alliancebernstein L.P. | 16.73K | -1.1% | $4.20M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Russell Investments Group, Ltd. | 17.62K | -7.0% | $4.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | HighTower Advisors, LLC | 16.55K | -1.1% | $3.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 16.53K | +407.9% | $3.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Franklin Resources Inc | 13.04K | 0.0% | $3.08M | 0.0% | Held | 2 | SEC ↗ |
| 41 | Lido Advisors, LLC | 11.33K | +51.9% | $2.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Stifel Financial Corp | 9.66K | -41.3% | $2.28M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Us Bancorp \De\ | 8.69K | -27.8% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 44 | Mercer Global Advisors Inc /Adv | 8.63K | +135.8% | $2.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Jane Street Group, Llc | 6.72K | New | $1.59M | 0.0% | New | 1 | SEC ↗ |
| 46 | Cwm, Llc | 4.48K | -25.6% | $1.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Corient Private Wealth LP | 3.25K | -49.8% | $767,049 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Fifth Third Bancorp | 2.99K | +37.2% | $707,221 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Blair William & Co/Il | 1.99K | -28.1% | $469,480 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Northern Trust Corp | 1.80K | +19.0% | $425,666 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Empower Advisory Group, LLC | 1.39K | New | $328,763 | 0.0% | New | 1 | SEC ↗ |
| 52 | Assetmark, Inc | 1.02K | -54.1% | $240,368 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Simplex Trading, Llc | 955 | -49.3% | $225,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | CIBC Bancorp USA Inc. | 933 | n/a | $220,439 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 517 | New | $122,193 | 0.0% | New | 1 | SEC ↗ |
| 56 | TD Waterhouse Canada Inc. | 400 | New | $95,272 | 0.0% | New | 1 | SEC ↗ |
| 57 | Qube Research & Technologies Ltd | 74 | -65.3% | $17,490 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 58 | 0.0% | $13,708 | 0.0% | Held | 2 | SEC ↗ |
| 59 | Citigroup Inc | 12 | -82.9% | $2,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $47.32M | 0.0% |
| Hrt Financial Lp | $5.15M | 0.0% |
| Jane Street Group, Llc | $1.59M | 0.0% |
| Empower Advisory Group, LLC | $328,763 | 0.0% |
| UBS AM, a distinct business… | $122,193 | 0.0% |
| TD Waterhouse Canada Inc. | $95,272 | 0.0% |
Exited
| Renaissance Technologies | $1.28M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 502 holders, 18.94M shares, $4.41B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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