TOEWS AGILITY SHARES MANAGED (MRSK) Institutional Shareholders
TOEWS AGILITY SHARES MANAGED (MRSK) 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 $238.71M in MRSK holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of MRSK tracked by InsiderSet, reporting ownership valued at approximately $81.24M 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 $84.21M, representing an estimated gain of +3.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed MRSK value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Orion Porfolio Solutions, Llc, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in TOEWS AGILITY SHARES MANAGED (MRSK).
This page ranks the largest institutional MRSK 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
49
Total Reported Value
$238.71M
Largest Holder
Lpl Financial Llc
Largest Position
$81.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
61
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 2,104,137 | $81,239,241 | $84,207,563 | +$2,968,322 | +3.65% | |
| Orion Porfolio Solutions, Llc | 0.54% | 1,839,780 | $71,032,633 | $73,627,996 | +$2,595,363 | +3.65% | |
| Osaic Holdings, Inc. | 0.02% | 545,429 | $21,058,617 | $21,828,069 | +$769,452 | +3.65% | |
| Rpg Family Wealth Advisory, Llc | 1.88% | 235,026 | $9,074,189 | $9,405,741 | +$331,552 | +3.65% | |
| Visionary Horizons, Llc | 3.39% | 210,051 | $8,109,933 | $8,406,241 | +$296,308 | +3.65% | |
| Hfg Wealth Management, Llc | 6.24% | 160,726 | $6,205,527 | $6,432,255 | +$226,728 | +3.65% | |
| Ausdal Financial Partners, Inc. | 0.23% | 150,605 | $5,814,737 | $6,027,212 | +$212,475 | +3.65% | |
| Toews Corp | 0.77% | 135,882 | $5,246,326 | $5,437,998 | +$191,672 | +3.65% | |
| Envestnet Asset Management Inc | 0.00% | 112,531 | $4,344,738 | $4,503,491 | +$158,753 | +3.65% | |
| Creativeone Wealth, Llc | 0.08% | 101,434 | $3,916,284 | $4,059,389 | +$143,105 | +3.65% | |
| Rps Advisory Solutions Llc | 2.27% | 89,078 | $3,439,239 | $3,564,902 | +$125,663 | +3.65% | |
| Strategic Equity Management | 0.96% | 74,066 | $2,859,629 | $2,964,121 | +$104,492 | +3.65% | |
| Cfs Investment Advisory Services, Llc | 0.18% | 68,996 | $2,668,067 | $2,761,220 | +$93,153 | +3.49% | |
| Dynamic Advisor Solutions Llc | 0.06% | 56,344 | $2,175,383 | $2,254,887 | +$79,504 | +3.65% | |
| Kestra Private Wealth Services, Llc | 0.02% | 53,357 | $2,060,065 | $2,135,347 | +$75,282 | +3.65% | |
| Saxony Capital Management, Llc | 0.54% | 30,290 | $1,169,476 | $1,212,206 | +$42,730 | +3.65% | |
| Tcp Asset Management, Llc | 0.11% | 24,452 | $944,075 | $978,569 | +$34,494 | +3.65% | |
| Gwn Securities Inc. | 0.15% | 22,684 | $875,832 | $907,814 | +$31,982 | +3.65% | |
| Jane Street Group, Llc | 0.00% | 22,042 | $851,026 | $882,121 | +$31,095 | +3.65% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,989 | $655,926 | $679,900 | +$23,974 | +3.65% | |
| Gts Securities Llc | 0.01% | 14,655 | $565,815 | $586,493 | +$20,678 | +3.65% | |
| Moneywise, Inc. | 0.20% | 14,188 | $547,802 | $567,804 | +$20,002 | +3.65% | |
| Silver Grove Financial Group, Inc. | 0.24% | 11,250 | $434,368 | $450,225 | +$15,857 | +3.65% | |
| Capital Planning Llc | 0.12% | 11,069 | $427,366 | $442,981 | +$15,615 | +3.65% | |
| Kestra Advisory Services, Llc | 0.00% | 9,499 | $366,765 | $380,150 | +$13,385 | +3.65% | |
| Cetera Investment Advisers | 0.00% | 9,406 | $363,158 | $376,428 | +$13,270 | +3.65% | |
| Silver Oak Securities, Incorporated | 0.02% | 9,144 | $353,052 | $365,943 | +$12,891 | +3.65% | |
| Diversify Advisory Services, Llc | 0.00% | 7,388 | $285,398 | $295,668 | +$10,270 | +3.60% | |
| Diversify Wealth Management, Llc | 0.00% | 7,388 | $285,398 | $295,668 | +$10,270 | +3.60% | |
| Seacrest Wealth Management, Llc | 0.03% | 7,103 | $274,242 | $284,262 | +$10,020 | +3.65% | |
| Smallwood Wealth Investment Management, Llc | 0.11% | 6,757 | $260,900 | $270,415 | +$9,515 | +3.65% | |
| Morgan Stanley | 0.00% | 4,906 | $189,417 | $196,338 | +$6,921 | +3.65% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2,969 | $114,630 | $118,819 | +$4,189 | +3.65% | |
| Ifp Advisors, Inc | 0.00% | 2,479 | $95,712 | $99,210 | +$3,498 | +3.65% | |
| Harbour Investments, Inc. | 0.00% | 2,219 | $85,662 | $88,804 | +$3,142 | +3.67% | |
| Evolution Wealth Management Inc. | 0.05% | 2,127 | $82,122 | $85,123 | +$3,001 | +3.65% | |
| Royal Bank Of Canada | 0.00% | 1,750 | $67,000 | $70,035 | +$3,035 | +4.53% | |
| Private Trust Co Na | 0.00% | 1,499 | $57,875 | $59,990 | +$2,115 | +3.65% | |
| Integrated Wealth Concepts Llc | 0.00% | 830 | $32,046 | $33,217 | +$1,171 | +3.65% | |
| Farther Finance Advisors, Llc | 0.00% | 585 | $22,586 | $23,412 | +$826 | +3.66% | |
| Mercer Global Advisors Inc | 0.00% | 505 | $19,498 | $20,210 | +$712 | +3.65% | |
| Assetmark, Inc | 0.00% | 437 | $16,872 | $17,489 | +$617 | +3.66% | |
| Private Wealth Asset Management, Llc | 0.00% | 226 | $8,726 | $9,045 | +$319 | +3.65% | |
| Capital Analysts, Llc | 0.15% | 173,211 | $6,688 | $6,931,904 | +$6,925,216 | +103546.89% | |
| Financial Gravity Asset Management, Inc. | 0.00% | 97 | $3,428 | $3,882 | +$454 | +13.24% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 87,033 | $3,360 | $3,483,061 | +$3,479,701 | +103562.52% | |
| Geneos Wealth Management Inc. | 0.00% | 27 | $1,042 | $1,081 | +$39 | +3.70% | |
| Centaurus Financial, Inc. | 0.01% | 3,139 | $111 | $125,623 | +$125,512 | +113073.68% | |
| Hantz Financial Services, Inc. | 0.00% | 233 | $9 | $9,325 | +$9,316 | +103507.33% |
Frequently asked questions about MRSK
Who owns the most MRSK stock?
The largest holders of MRSK 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 TOEWS AGILITY SHARES MANAGED (MRSK).
Is MRSK widely held by superinvestors?
Many widely followed stocks like MRSK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MRSK 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.