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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+5,802+5.4%112,531$4.34MQ2 2026Sep 23, 2026
Centaurus Financial, Inc.Buy+2,663+84.8%5,802$224.00KQ2 2026Aug 17, 2026
Orion Porfolio Solutions, LlcSell-107,833-5.5%1,839,780$71.03MQ2 2026Aug 14, 2026
Gts Securities LlcSell-35,167-70.6%14,655$565.82KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-31,178-5.4%545,429$21.06MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+10,625+93.1%22,042$851.03KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+8,136+5.7%150,605$5.81MQ2 2026Aug 14, 2026
Hfg Wealth Management, LlcSell-167,826-51.1%160,726$6.21MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcBuy+12,373+13.9%101,434$3.92MQ2 2026Aug 13, 2026
Silver Grove Financial Group, Inc.Buy+3,118+38.3%11,250$434.37KQ2 2026Aug 13, 2026
Harbour Investments, Inc.Sell-809-26.7%2,219$85.66KQ2 2026Aug 12, 2026
Rps Advisory Solutions LlcBuy+3,087+3.6%89,078$3.44MQ2 2026Aug 11, 2026
Private Wealth Asset Management, LlcBuy+226—226$8.73KQ2 2026Aug 11, 2026
Toews CorpBuy+56,169+70.5%135,882$5.25MQ2 2026Aug 10, 2026
Diversify Advisory Services, LlcBuy+7,388—7,388$285.40KQ2 2026Aug 10, 2026
Strategic Equity ManagementSell-6,258-7.8%74,066$2.86MQ2 2026Aug 10, 2026
Lpl Financial LlcSell-182,185-8.0%2,104,137$81.24MQ2 2026Aug 07, 2026
Silver Oak Securities, IncorporatedSell-15,745-63.3%9,144$353.05KQ2 2026Aug 07, 2026
Gwn Securities Inc.Buy+13,449+145.6%22,684$875.83KQ2 2026Aug 05, 2026
Rpg Family Wealth Advisory, LlcBuy+5,319+2.3%234,409$9.05MQ2 2026Aug 05, 2026
Cambridge Investment Research Advisors, Inc.Buy+914+1.1%87,033$3.36KQ2 2026Jul 30, 2026
Assetmark, IncBuy+93+27.0%437$16.87KQ2 2026Jul 30, 2026
Diversify Wealth Management, LlcBuy+48+0.7%7,388$285.40KQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcSell-639-3.6%16,989$655.93KQ2 2026Jul 29, 2026
Kestra Private Wealth Services, LlcBuy+25+0.0%53,357$2.06MQ2 2026Jul 28, 2026
Kestra Advisory Services, LlcSell-22-0.2%9,499$366.76KQ2 2026Jul 28, 2026
Smallwood Wealth Investment Management, LlcBuy+6,757—6,757$260.90KQ2 2026Jul 23, 2026
Evolution Wealth Management Inc.Buy+2,127—2,127$82.12KQ2 2026Jul 21, 2026
Moneywise, Inc.Sell-1,589-10.1%14,188$547.80KQ2 2026Jul 21, 2026
Visionary Horizons, LlcBuy+15,101+7.7%210,051$8.11MQ2 2026Jul 16, 2026
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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.