TOEWS AGILITY SHARES MANAGED (MRSK) Institutional Ownership Changes & 13F Activity
TOEWS AGILITY SHARES MANAGED (MRSK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Lpl Financial Llc, Hfg Wealth Management, Llc, Orion Porfolio Solutions, Llc, Toews Corp, and Gts Securities Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +5,802 | +5.4% | 112,531 | $4.34M | Q2 2026 | Sep 23, 2026 |
| Centaurus Financial, Inc. | Buy | +2,663 | +84.8% | 5,802 | $224.00K | Q2 2026 | Aug 17, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -107,833 | -5.5% | 1,839,780 | $71.03M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -35,167 | -70.6% | 14,655 | $565.82K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -31,178 | -5.4% | 545,429 | $21.06M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +10,625 | +93.1% | 22,042 | $851.03K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +8,136 | +5.7% | 150,605 | $5.81M | Q2 2026 | Aug 14, 2026 |
| Hfg Wealth Management, Llc | Sell | -167,826 | -51.1% | 160,726 | $6.21M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Buy | +12,373 | +13.9% | 101,434 | $3.92M | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +3,118 | +38.3% | 11,250 | $434.37K | Q2 2026 | Aug 13, 2026 |
| Harbour Investments, Inc. | Sell | -809 | -26.7% | 2,219 | $85.66K | Q2 2026 | Aug 12, 2026 |
| Rps Advisory Solutions Llc | Buy | +3,087 | +3.6% | 89,078 | $3.44M | Q2 2026 | Aug 11, 2026 |
| Private Wealth Asset Management, Llc | Buy | +226 | — | 226 | $8.73K | Q2 2026 | Aug 11, 2026 |
| Toews Corp | Buy | +56,169 | +70.5% | 135,882 | $5.25M | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, Llc | Buy | +7,388 | — | 7,388 | $285.40K | Q2 2026 | Aug 10, 2026 |
| Strategic Equity Management | Sell | -6,258 | -7.8% | 74,066 | $2.86M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -182,185 | -8.0% | 2,104,137 | $81.24M | Q2 2026 | Aug 07, 2026 |
| Silver Oak Securities, Incorporated | Sell | -15,745 | -63.3% | 9,144 | $353.05K | Q2 2026 | Aug 07, 2026 |
| Gwn Securities Inc. | Buy | +13,449 | +145.6% | 22,684 | $875.83K | Q2 2026 | Aug 05, 2026 |
| Rpg Family Wealth Advisory, Llc | Buy | +5,319 | +2.3% | 234,409 | $9.05M | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +914 | +1.1% | 87,033 | $3.36K | Q2 2026 | Jul 30, 2026 |
| Assetmark, Inc | Buy | +93 | +27.0% | 437 | $16.87K | Q2 2026 | Jul 30, 2026 |
| Diversify Wealth Management, Llc | Buy | +48 | +0.7% | 7,388 | $285.40K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Sell | -639 | -3.6% | 16,989 | $655.93K | Q2 2026 | Jul 29, 2026 |
| Kestra Private Wealth Services, Llc | Buy | +25 | +0.0% | 53,357 | $2.06M | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Sell | -22 | -0.2% | 9,499 | $366.76K | Q2 2026 | Jul 28, 2026 |
| Smallwood Wealth Investment Management, Llc | Buy | +6,757 | — | 6,757 | $260.90K | Q2 2026 | Jul 23, 2026 |
| Evolution Wealth Management Inc. | Buy | +2,127 | — | 2,127 | $82.12K | Q2 2026 | Jul 21, 2026 |
| Moneywise, Inc. | Sell | -1,589 | -10.1% | 14,188 | $547.80K | Q2 2026 | Jul 21, 2026 |
| Visionary Horizons, Llc | Buy | +15,101 | +7.7% | 210,051 | $8.11M | Q2 2026 | Jul 16, 2026 |
Frequently asked questions about MRSK activity
Which institutional owners are buying MRSK?
Institutional owners buying MRSK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MRSK activity?
"Buy" means an investor increased their reported position in MRSK compared to the prior reporting period. This reflects growing exposure to TOEWS AGILITY SHARES MANAGED (MRSK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MRSK increasing?
Institutional interest in MRSK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.