MEGI Institutional Ownership & Shareholders
NYLI CBRE GBL INFR MGA TRM F (MEGI) is currently held by 76 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $330.56M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of MEGI tracked by InsiderSet, reporting ownership valued at approximately $100.42M 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 $94.93M, representing an estimated loss of -5.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 83% of the total disclosed MEGI value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Saba Capital Management, L.P., Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in NYLI CBRE GBL INFR MGA TRM F (MEGI).
This page ranks the largest institutional MEGI 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
76
Total Reported Value
$330.56M
Largest Holder
Morgan Stanley
Largest Position
$100.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
95
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 6,606,363 | $100,416,755 | $94,933,436 | -$5,483,319 | -5.46% | |
| Saba Capital Management, L.P. | 1.58% | 3,409,677 | $51,827,090 | $48,997,058 | -$2,830,032 | -5.46% | |
| Raymond James Financial Inc | 0.01% | 2,601,351 | $39,540,527 | $37,381,414 | -$2,159,113 | -5.46% | |
| Atlas Wealth Llc | 2.48% | 1,143,284 | $17,377,917 | $16,428,991 | -$948,926 | -5.46% | |
| Royal Bank Of Canada | 0.00% | 859,536 | $13,065,000 | $12,351,532 | -$713,468 | -5.46% | |
| Bank Of America Corp | 0.00% | 800,693 | $12,170,528 | $11,505,958 | -$664,570 | -5.46% | |
| Wells Fargo & Company/Mn | 0.00% | 735,049 | $11,172,750 | $10,562,654 | -$610,096 | -5.46% | |
| Karpus Management, Inc. | 0.29% | 656,967 | $9,985,898 | $9,440,616 | -$545,282 | -5.46% | |
| Penserra Capital Management Llc | 0.07% | 586,879 | $8,920,000 | $8,433,451 | -$486,549 | -5.45% | |
| Almitas Capital Llc | 2.03% | 557,462 | $8,473,422 | $8,010,729 | -$462,693 | -5.46% | |
| Rockefeller Capital Management L.P. | 0.01% | 386,096 | $5,868,672 | $5,548,200 | -$320,472 | -5.46% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 361,917 | $5,501,138 | $5,200,747 | -$300,391 | -5.46% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 306,109 | $4,652,862 | $4,398,786 | -$254,076 | -5.46% | |
| Fifth Third Bancorp | 0.01% | 274,633 | $4,174,422 | $3,946,476 | -$227,946 | -5.46% | |
| City Of London Investment Management Co Ltd | 0.22% | 240,999 | $3,243,847 | $3,463,156 | +$219,309 | +6.76% | |
| Blue Bell Private Wealth Management, Llc | 0.33% | 206,729 | $2,782,569 | $2,970,696 | +$188,127 | +6.76% | |
| Oppenheimer & Co Inc | 0.03% | 199,299 | $2,682,565 | $2,863,927 | +$181,362 | +6.76% | |
| Sovran Advisors, Llc | 0.15% | 146,972 | $2,116,402 | $2,111,988 | -$4,414 | -0.21% | |
| Cohen & Steers, Inc. | 0.00% | 137,391 | $2,088,000 | $1,974,309 | -$113,691 | -5.44% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.60% | 129,641 | $1,970,543 | $1,862,941 | -$107,602 | -5.46% | |
| Fca Corp | 0.43% | 114,087 | $1,734,117 | $1,639,430 | -$94,687 | -5.46% | |
| Closed-End Fund Advisors, Inc. | 1.64% | 110,327 | $1,676,964 | $1,585,399 | -$91,565 | -5.46% | |
| Pathstone Holdings, Llc | 0.01% | 105,342 | $1,547,467 | $1,513,765 | -$33,702 | -2.18% | |
| Evolve Private Wealth, Llc | 0.08% | 84,455 | $1,283,716 | $1,213,618 | -$70,098 | -5.46% | |
| Ubs Group Ag | 0.00% | 68,198 | $1,036,610 | $980,005 | -$56,605 | -5.46% | |
| Chapin Davis, Inc. | 0.19% | 74,642 | $1,004,695 | $1,072,606 | +$67,911 | +6.76% | |
| Lpl Financial Llc | 0.00% | 60,861 | $925,090 | $874,573 | -$50,517 | -5.46% | |
| Goldman Sachs Group Inc | 0.00% | 60,053 | $912,806 | $862,962 | -$49,844 | -5.46% | |
| Independent Financial Group, Llc | 0.01% | 60,829 | $818,761 | $874,113 | +$55,352 | +6.76% | |
| Bramshill Investments, Llc | 0.06% | 53,668 | $815,754 | $771,209 | -$44,545 | -5.46% | |
| Two Sigma Investments, Lp | 0.00% | 41,790 | $635,208 | $600,522 | -$34,686 | -5.46% | |
| Red Door Wealth Management, Llc | 0.06% | 40,540 | $616,213 | $582,560 | -$33,653 | -5.46% | |
| Osaic Holdings, Inc. | 0.00% | 38,240 | $581,335 | $549,509 | -$31,826 | -5.47% | |
| Daymark Wealth Partners, Llc | 0.01% | 38,142 | $579,762 | $548,101 | -$31,661 | -5.46% | |
| Shaker Financial Services, Llc | 0.18% | 40,009 | $538,522 | $574,929 | +$36,407 | +6.76% | |
| Stifel Financial Corp | 0.00% | 29,860 | $453,881 | $429,088 | -$24,793 | -5.46% | |
| Opal Wealth Advisors, Llc | 0.09% | 32,471 | $437,060 | $466,608 | +$29,548 | +6.76% | |
| Xtx Topco Ltd | 0.01% | 28,516 | $433,443 | $409,775 | -$23,668 | -5.46% | |
| Focus Financial Network, Inc. | 0.01% | 30,531 | $410,952 | $438,730 | +$27,778 | +6.76% | |
| Commonwealth Equity Services, Llc | 0.00% | 29,747 | $400,403 | $427,464 | +$27,061 | +6.76% | |
| Merit Financial Group, Llc | 0.00% | 25,321 | $384,879 | $363,863 | -$21,016 | -5.46% | |
| Nwf Advisory Services Inc. | 0.03% | 27,500 | $370,150 | $395,175 | +$25,025 | +6.76% | |
| Mariner, Llc | 0.00% | 23,626 | $359,120 | $339,506 | -$19,614 | -5.46% | |
| Flagship Harbor Advisors, Llc | 0.01% | 26,312 | $354,160 | $378,103 | +$23,943 | +6.76% | |
| Choreo, Llc | 0.00% | 23,690 | $318,867 | $340,425 | +$21,558 | +6.76% | |
| Savant Capital, Llc | 0.00% | 21,146 | $316,028 | $303,868 | -$12,160 | -3.85% | |
| Newedge Advisors, Llc | 0.00% | 19,740 | $300,051 | $283,664 | -$16,387 | -5.46% | |
| Cadent Capital Advisors, Llc | 0.06% | 20,998 | $282,627 | $301,741 | +$19,114 | +6.76% | |
| Kestra Advisory Services, Llc | 0.00% | 20,942 | $281,882 | $300,937 | +$19,055 | +6.76% | |
| Accredited Investor Services, Llc | 0.14% | 19,144 | $257,678 | $275,099 | +$17,421 | +6.76% |
Frequently asked questions about MEGI
Who are the largest institutional holders of MEGI?
The largest institutional holders of MEGI reported in the latest SEC Form 13F filings include Morgan Stanley, Saba Capital Management, L.P., Raymond James Financial Inc, Atlas Wealth Llc, and Royal Bank Of Canada. InsiderSet ranks institutional holders by their latest reported MEGI position.
What is MEGI institutional ownership?
This page tracks MEGI positions reported by institutional investment managers through SEC Form 13F. NYLI CBRE GBL INFR MGA TRM F (MEGI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MEGI?
InsiderSet currently tracks 76 institutional managers reporting MEGI 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 MEGI shareholders.
How much MEGI stock do institutions own?
Institutional investment managers disclosed approximately $330.56M in MEGI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MEGI institutional ownership last updated?
The latest MEGI 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 MEGI 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 MEGI position after the reporting date.
Are institutions buying or selling MEGI?
Institutional buying and selling can be analyzed by comparing MEGI positions across consecutive 13F reporting periods. InsiderSet's MEGI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MEGI ownership changes.
How has MEGI institutional ownership changed over time?
InsiderSet tracks MEGI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.