MAGY Institutional Ownership & Shareholders
RONDHILL MGNI SVN CVR CL ETF (MAGY) is currently held by 17 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $15.35M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Shepherd Wealth Management Ltd Liability Co is currently the largest disclosed institutional shareholder of MAGY tracked by InsiderSet, reporting ownership valued at approximately $12.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.66M, representing an estimated loss of -39.12% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed MAGY value among the investors covered in this analysis. Major shareholders include Shepherd Wealth Management Ltd Liability Co, Susquehanna International Group, Llp, Winebrenner Capital Management Llc, and several other long-term asset managers with concentrated positions in RONDHILL MGNI SVN CVR CL ETF (MAGY).
This page ranks the largest institutional MAGY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
17
Total Reported Value
$15.35M
Largest Holder
Shepherd Wealth Management Ltd Liability Co
Largest Position
$12.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
19
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Shepherd Wealth Management Ltd Liability Co | 6.96% | 187,705 | $12,579,426 | $7,658,364 | -$4,921,062 | -39.12% | |
| Susquehanna International Group, Llp | 0.00% | 22,900 | $969,586 | $934,320 | -$35,266 | -3.64% | |
| Winebrenner Capital Management Llc | 0.33% | 12,000 | $514,800 | $489,600 | -$25,200 | -4.90% | |
| Hrt Financial Lp | 0.00% | 7,565 | $320,000 | $308,652 | -$11,348 | -3.55% | |
| Sigma Planning Corp | 0.01% | 5,306 | $227,645 | $216,485 | -$11,160 | -4.90% | |
| Jane Street Group, Llc | 0.00% | 5,346 | $226,350 | $218,117 | -$8,233 | -3.64% | |
| Two Sigma Securities, Llc | 0.02% | 5,056 | $214,071 | $206,285 | -$7,786 | -3.64% | |
| Belvedere Trading Llc | 0.02% | 4,647 | $196,754 | $189,598 | -$7,156 | -3.64% | |
| Osaic Holdings, Inc. | 0.00% | 1,150 | $48,691 | $46,920 | -$1,771 | -3.64% | |
| Truvestments Capital Llc | 0.01% | 1,000 | $42,340 | $40,800 | -$1,540 | -3.64% | |
| Realta Investment Advisors | 0.00% | 50 | $2,145 | $2,040 | -$105 | -4.90% | |
| Asset Dedication, Llc | 0.00% | 50 | $2,117 | $2,040 | -$77 | -3.64% | |
| Ubs Group Ag | 0.00% | 45 | $1,905 | $1,836 | -$69 | -3.62% | |
| Wells Fargo & Company/Mn | 0.00% | 2 | $99 | $82 | -$17 | -17.58% | |
| Morgan Stanley | 0.00% | 2 | $85 | $82 | -$3 | -4.00% | |
| Td Waterhouse Canada Inc. | 0.00% | 1 | $43 | $41 | -$2 | -5.12% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 0 | $5 | — | — | — |
Frequently asked questions about MAGY
Who are the largest institutional holders of MAGY?
The largest institutional holders of MAGY reported in the latest SEC Form 13F filings include Shepherd Wealth Management Ltd Liability Co, Susquehanna International Group, Llp, Winebrenner Capital Management Llc, Hrt Financial Lp, and Sigma Planning Corp. InsiderSet ranks institutional holders by their latest reported MAGY position.
What is MAGY institutional ownership?
This page tracks MAGY positions reported by institutional investment managers through SEC Form 13F. RONDHILL MGNI SVN CVR CL ETF (MAGY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MAGY?
InsiderSet currently tracks 17 institutional managers reporting MAGY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MAGY shareholders.
How much MAGY stock do institutions own?
Institutional investment managers disclosed approximately $15.35M in MAGY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MAGY institutional ownership last updated?
The latest MAGY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MAGY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MAGY position after the reporting date.
Are institutions buying or selling MAGY?
Institutional buying and selling can be analyzed by comparing MAGY positions across consecutive 13F reporting periods. InsiderSet's MAGY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MAGY ownership changes.
How has MAGY institutional ownership changed over time?
InsiderSet tracks MAGY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.