Who owns MAXI?
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12 institutions reported holding MAXI, worth $2.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MAXI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Authentikos Wealth Advisory, LLC | Morgan Hill, CA | $1.2M | 139,149 | +15,819 shares |
| Mid-American Wealth Advisory Group, Inc. | Kansas City, MO | $609K | 73,431 | +55,738 shares |
| Old Mission Capital LLC | Chicago, IL | $429K | 51,720 | +1,056 shares |
| Marshall Financial Group, LLC | Hunt Valley, MD | $392K | 47,251 | −180 shares |
| Cambridge Advisors Inc. | Omaha, NE | $279K | 33,604 | +872 shares |
| Luminist Capital LLC | Grand Rapids, MI | $53K | 6,413 | +2,990 shares |
| Mather Group, LLC. | Chicago, IL | $29K | 3,536 | −3,596 shares |
| Morgan Stanley | New York, NY | $4K | 450 | +3 shares |
| AE Wealth Management LLC | Topeka, KS | $51 | 6 | No change |
| Cape Investment Advisory, Inc. | Mcdonough, GA | $25 | 3 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MAXI?
12 institutional managers reported holding MAXI in Form 13F filings for June 30, 2026, worth $2.9M in total. The largest reported position was held by Authentikos Wealth Advisory, LLC, at $1.2M.
Did institutions buy or sell MAXI last quarter?
Reported 13F value fell 15.4% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MAXI ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.