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 $245.55M 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 $83.06M, representing an estimated gain of +2.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% 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
47
Total Reported Value
$245.55M
Largest Holder
Lpl Financial Llc
Largest Position
$81.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
59
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 | $83,055,758 | +$1,816,517 | +2.24% | |
| Orion Porfolio Solutions, Llc | 0.54% | 1,839,780 | $71,032,633 | $72,620,900 | +$1,588,267 | +2.24% | |
| Osaic Holdings, Inc. | 0.02% | 545,429 | $21,058,617 | $21,529,501 | +$470,884 | +2.24% | |
| Rpg Family Wealth Advisory, Llc | 1.63% | 234,409 | $9,050,367 | $9,252,733 | +$202,366 | +2.24% | |
| Visionary Horizons, Llc | 3.39% | 210,051 | $8,109,933 | $8,291,259 | +$181,326 | +2.24% | |
| Capital Analysts, Llc | 0.15% | 173,211 | $6,688,000 | $6,837,089 | +$149,089 | +2.23% | |
| Hfg Wealth Management, Llc | 6.24% | 160,726 | $6,205,527 | $6,344,273 | +$138,746 | +2.24% | |
| Ausdal Financial Partners, Inc. | 0.23% | 150,605 | $5,814,737 | $5,944,771 | +$130,034 | +2.24% | |
| Toews Corp | 0.77% | 135,882 | $5,246,326 | $5,363,616 | +$117,290 | +2.24% | |
| Envestnet Asset Management Inc | 0.00% | 112,531 | $4,344,738 | $4,441,891 | +$97,153 | +2.24% | |
| Creativeone Wealth, Llc | 0.08% | 101,434 | $3,916,284 | $4,003,864 | +$87,580 | +2.24% | |
| Rps Advisory Solutions Llc | 2.27% | 89,078 | $3,439,239 | $3,516,140 | +$76,901 | +2.24% | |
| Strategic Equity Management | 0.96% | 74,066 | $2,859,629 | $2,923,578 | +$63,949 | +2.24% | |
| Cfs Investment Advisory Services, Llc | 0.18% | 68,996 | $2,668,067 | $2,723,452 | +$55,385 | +2.08% | |
| Dynamic Advisor Solutions Llc | 0.06% | 56,344 | $2,175,383 | $2,224,044 | +$48,661 | +2.24% | |
| Kestra Private Wealth Services, Llc | 0.02% | 53,357 | $2,060,065 | $2,106,140 | +$46,075 | +2.24% | |
| Saxony Capital Management, Llc | 0.54% | 30,290 | $1,169,476 | $1,195,625 | +$26,149 | +2.24% | |
| Tcp Asset Management, Llc | 0.11% | 24,452 | $944,075 | $965,184 | +$21,109 | +2.24% | |
| Gwn Securities Inc. | 0.15% | 22,684 | $875,832 | $895,396 | +$19,564 | +2.23% | |
| Jane Street Group, Llc | 0.00% | 22,042 | $851,026 | $870,055 | +$19,029 | +2.24% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,989 | $655,926 | $670,600 | +$14,674 | +2.24% | |
| Gts Securities Llc | 0.01% | 14,655 | $565,815 | $578,471 | +$12,656 | +2.24% | |
| Moneywise, Inc. | 0.20% | 14,188 | $547,802 | $560,037 | +$12,235 | +2.23% | |
| Silver Grove Financial Group, Inc. | 0.24% | 11,250 | $434,368 | $444,067 | +$9,699 | +2.23% | |
| Capital Planning Llc | 0.12% | 11,069 | $427,366 | $436,922 | +$9,556 | +2.24% | |
| Kestra Advisory Services, Llc | 0.00% | 9,499 | $366,765 | $374,950 | +$8,185 | +2.23% | |
| Cetera Investment Advisers | 0.00% | 9,406 | $363,158 | $371,279 | +$8,121 | +2.24% | |
| Silver Oak Securities, Incorporated | 0.02% | 9,144 | $353,052 | $360,937 | +$7,885 | +2.23% | |
| Diversify Advisory Services, Llc | 0.00% | 7,388 | $285,398 | $291,624 | +$6,226 | +2.18% | |
| Diversify Wealth Management, Llc | 0.00% | 7,388 | $285,398 | $291,624 | +$6,226 | +2.18% | |
| Seacrest Wealth Management, Llc | 0.03% | 7,103 | $274,242 | $280,374 | +$6,132 | +2.24% | |
| Smallwood Wealth Investment Management, Llc | 0.11% | 6,757 | $260,900 | $266,716 | +$5,816 | +2.23% | |
| Centaurus Financial, Inc. | 0.01% | 5,802 | $224,000 | $229,020 | +$5,020 | +2.24% | |
| Morgan Stanley | 0.00% | 4,906 | $189,417 | $193,653 | +$4,236 | +2.24% | |
| Pnc Financial Services Group, Inc. | 0.00% | 2,969 | $114,630 | $117,194 | +$2,564 | +2.24% | |
| Ifp Advisors, Inc | 0.00% | 2,479 | $95,712 | $97,853 | +$2,141 | +2.24% | |
| Harbour Investments, Inc. | 0.00% | 2,219 | $85,662 | $87,590 | +$1,928 | +2.25% | |
| Evolution Wealth Management Inc. | 0.05% | 2,127 | $82,122 | $83,958 | +$1,836 | +2.24% | |
| Royal Bank Of Canada | 0.00% | 1,750 | $67,000 | $69,077 | +$2,077 | +3.10% | |
| Private Trust Co Na | 0.00% | 1,499 | $57,875 | $59,169 | +$1,294 | +2.24% | |
| Farther Finance Advisors, Llc | 0.00% | 585 | $22,586 | $23,091 | +$505 | +2.24% | |
| Assetmark, Inc | 0.00% | 437 | $16,872 | $17,250 | +$378 | +2.24% | |
| Hantz Financial Services, Inc. | 0.00% | 233 | $9,000 | $9,197 | +$197 | +2.19% | |
| Private Wealth Asset Management, Llc | 0.00% | 226 | $8,726 | $8,921 | +$195 | +2.23% | |
| Financial Gravity Asset Management, Inc. | 0.00% | 97 | $3,428 | $3,829 | +$401 | +11.69% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 87,033 | $3,360 | $3,435,419 | +$3,432,059 | +102144.61% | |
| Geneos Wealth Management Inc. | 0.00% | 27 | $1,042 | $1,066 | +$24 | +2.28% |
Frequently asked questions about MRSK
Who are the largest institutional holders of MRSK?
The largest institutional holders of MRSK reported in the latest SEC Form 13F filings include Lpl Financial Llc, Orion Porfolio Solutions, Llc, Osaic Holdings, Inc., Rpg Family Wealth Advisory, Llc, and Visionary Horizons, Llc. InsiderSet ranks institutional holders by their latest reported MRSK position.
What is MRSK institutional ownership?
This page tracks MRSK positions reported by institutional investment managers through SEC Form 13F. TOEWS AGILITY SHARES MANAGED (MRSK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MRSK?
InsiderSet currently tracks 47 institutional managers reporting MRSK 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 MRSK shareholders.
How much MRSK stock do institutions own?
Institutional investment managers disclosed approximately $245.55M in MRSK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MRSK institutional ownership last updated?
The latest MRSK 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 MRSK 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 MRSK position after the reporting date.
Are institutions buying or selling MRSK?
Institutional buying and selling can be analyzed by comparing MRSK positions across consecutive 13F reporting periods. InsiderSet's MRSK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MRSK ownership changes.
How has MRSK institutional ownership changed over time?
InsiderSet tracks MRSK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.