NYLI CBRE GBL INFR MGA TRM F (MEGI) Institutional Shareholders
NYLI CBRE GBL INFR MGA TRM F (MEGI) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $319.06M in MEGI holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of MEGI tracked by InsiderSet, reporting ownership valued at approximately $92.32M in its March 31, 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 $96.15M, representing an estimated gain of +4.15% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% 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
82
Total Reported Value
$319.06M
Largest Holder
Morgan Stanley
Largest Position
$92.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
92
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% | 6,284,601 | $92,320,796 | $96,154,395 | +$3,833,599 | +4.15% | |
| Saba Capital Management, L.P. | 1.93% | 4,095,456 | $60,162,249 | $62,660,477 | +$2,498,228 | +4.15% | |
| Raymond James Financial Inc | 0.01% | 2,529,548 | $37,159,071 | $38,702,084 | +$1,543,013 | +4.15% | |
| Atlas Wealth Llc | 2.48% | 1,143,284 | $17,377,917 | $17,492,245 | +$114,328 | +0.66% | |
| Royal Bank Of Canada | 0.00% | 869,024 | $12,766,000 | $13,296,067 | +$530,067 | +4.15% | |
| Bank Of America Corp | 0.00% | 759,148 | $11,151,884 | $11,614,964 | +$463,080 | +4.15% | |
| Wells Fargo & Company/Mn | 0.00% | 672,510 | $9,879,175 | $10,289,403 | +$410,228 | +4.15% | |
| Karpus Management, Inc. | 0.23% | 509,109 | $7,478,811 | $7,789,368 | +$310,557 | +4.15% | |
| Rockefeller Capital Management L.P. | 0.01% | 344,840 | $5,065,712 | $5,276,052 | +$210,340 | +4.15% | |
| Wolverine Asset Management Llc | 0.07% | 321,227 | $4,718,825 | $4,914,773 | +$195,948 | +4.15% | |
| Almitas Capital Llc | 1.05% | 316,133 | $4,643,994 | $4,836,835 | +$192,841 | +4.15% | |
| City Of London Investment Management Co Ltd | 0.27% | 300,021 | $4,560,319 | $4,590,321 | +$30,002 | +0.66% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 287,529 | $4,223,800 | $4,399,194 | +$175,394 | +4.15% | |
| Fifth Third Bancorp | 0.01% | 274,603 | $4,033,918 | $4,201,426 | +$167,508 | +4.15% | |
| Allspring Global Investments Holdings, Llc | 0.01% | 252,046 | $3,702,556 | $3,856,304 | +$153,748 | +4.15% | |
| Advisors Asset Management, Inc. | 0.06% | 228,027 | $3,349,717 | $3,488,813 | +$139,096 | +4.15% | |
| Oppenheimer & Co Inc | 0.03% | 201,622 | $3,064,654 | $3,084,817 | +$20,163 | +0.66% | |
| Blue Bell Private Wealth Management, Llc | 0.41% | 195,202 | $2,867,510 | $2,986,591 | +$119,081 | +4.15% | |
| Sovran Advisors, Llc | 0.19% | 166,190 | $2,527,752 | $2,542,707 | +$14,955 | +0.59% | |
| Quarry Lp | 0.48% | 163,107 | $2,396,042 | $2,495,537 | +$99,495 | +4.15% | |
| Icon Advisers Inc/Co | 0.50% | 147,000 | $2,159,430 | $2,249,100 | +$89,670 | +4.15% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.65% | 130,723 | $1,920,321 | $2,000,062 | +$79,741 | +4.15% | |
| Closed-End Fund Advisors, Inc. | 1.64% | 110,327 | $1,676,964 | $1,688,003 | +$11,039 | +0.66% | |
| Two Sigma Investments, Lp | 0.00% | 110,516 | $1,623,480 | $1,690,895 | +$67,415 | +4.15% | |
| Pathstone Holdings, Llc | 0.01% | 105,342 | $1,547,467 | $1,611,733 | +$64,266 | +4.15% | |
| Fca Corp | 0.41% | 99,337 | $1,459,254 | $1,519,856 | +$60,602 | +4.15% | |
| Evolve Private Wealth, Llc | 0.07% | 90,411 | $1,328,138 | $1,383,288 | +$55,150 | +4.15% | |
| Chapin Davis, Inc. | 0.20% | 74,378 | $1,130,568 | $1,137,983 | +$7,415 | +0.66% | |
| Independent Financial Group, Llc | 0.02% | 68,200 | $1,036,643 | $1,043,460 | +$6,817 | +0.66% | |
| Bramshill Investments, Llc | 0.07% | 52,931 | $777,556 | $809,844 | +$32,288 | +4.15% | |
| Lpl Financial Llc | 0.00% | 52,018 | $764,143 | $795,875 | +$31,732 | +4.15% | |
| Red Door Wealth Management, Llc | 0.06% | 40,540 | $616,213 | $620,262 | +$4,049 | +0.66% | |
| Daymark Wealth Partners, Llc | 0.01% | 38,142 | $579,762 | $583,573 | +$3,811 | +0.66% | |
| Osaic Holdings, Inc. | 0.00% | 37,298 | $547,901 | $570,659 | +$22,758 | +4.15% | |
| Ubs Group Ag | 0.00% | 34,631 | $508,729 | $529,854 | +$21,125 | +4.15% | |
| Opal Wealth Advisors, Llc | 0.11% | 32,471 | $493,560 | $496,806 | +$3,246 | +0.66% | |
| Stifel Financial Corp | 0.00% | 31,309 | $459,927 | $479,028 | +$19,101 | +4.15% | |
| Focus Financial Network, Inc. | 0.01% | 28,863 | $438,724 | $441,604 | +$2,880 | +0.66% | |
| Commonwealth Equity Services, Llc | 0.00% | 28,530 | $433,660 | $436,509 | +$2,849 | +0.66% | |
| Choreo, Llc | 0.01% | 28,657 | $420,971 | $438,452 | +$17,481 | +4.15% | |
| Nwf Advisory Services Inc. | 0.04% | 27,500 | $418,000 | $420,750 | +$2,750 | +0.66% | |
| Merit Financial Group, Llc | 0.00% | 25,321 | $384,879 | $387,411 | +$2,532 | +0.66% | |
| Flagship Harbor Advisors, Llc | 0.01% | 24,957 | $379,342 | $381,842 | +$2,500 | +0.66% | |
| Mariner, Llc | 0.00% | 23,550 | $342,640 | $360,315 | +$17,675 | +5.16% | |
| Jane Street Group, Llc | 0.00% | 21,817 | $320,492 | $333,800 | +$13,308 | +4.15% | |
| Cadent Capital Advisors, Llc | 0.07% | 20,998 | $319,163 | $321,269 | +$2,106 | +0.66% | |
| Logan Stone Capital, Llc | 0.08% | 19,654 | $288,717 | $300,706 | +$11,989 | +4.15% | |
| Accredited Investor Services, Llc | 0.18% | 19,605 | $287,997 | $299,957 | +$11,960 | +4.15% | |
| Xtx Topco Ltd | 0.00% | 19,330 | $283,958 | $295,749 | +$11,791 | +4.15% | |
| Quantedge Capital Pte Ltd | 0.15% | 18,500 | $271,765 | $283,050 | +$11,285 | +4.15% |
Frequently asked questions about MEGI
Who owns the most MEGI stock?
The largest holders of MEGI are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for NYLI CBRE GBL INFR MGA TRM F (MEGI).
Is MEGI widely held by superinvestors?
Many widely followed stocks like MEGI appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MEGI is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.