TOEWS AGILITY SHARES MANAGED MRSK
$38.67
+0.0% 52w: $32.49 – $38.81
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data32.4935.6538.81
Jun 20, 2025 Jul 2, 2026
Institutional holders
50
+6 QoQ
13F value
$251.8M
-16.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MRSK?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 2.3M | $80.8M | 0.0% | +3.6% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 1.9M | $68.8M | 0.6% | +1.3% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 576.6K | $20.4M | 0.0% | -1.3% |
| HFG Wealth Management, LLC | Wealth advisor | 328.6K | $11.6M | 6.4% | 0.0% |
| Independent Advisor Alliance | Wealth advisor | 261.1K | $9.2M | 0.1% | New |
| RPg Family Wealth Advisory, LLC | Wealth advisor | 229.1K | $8.1M | 1.7% | -3.9% |
| Visionary Horizons, LLC | Wealth advisor | 194.9K | $6.9M | 3.4% | -25.4% |
| Capital Analysts, LLC | Wealth advisor | 173.2K | $6.1M | 0.2% | +0.1% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 142.5K | $5.0M | 0.2% | -3.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 106.7K | $3.8M | 0.0% | +0.2% |
| CreativeOne Wealth, LLC | Wealth advisor | 89.1K | $3.1M | 0.1% | +16.6% |
| CFS Investment Advisory Services, LLC | Wealth advisor | 83.8K | $3.1M | 0.2% | -2.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 86.1K | $3.0M | 0.0% | +29.8% |
| RPS ADVISORY SOLUTIONS LLC | Wealth advisor | 86.0K | $3.0M | 1.7% | 0.0% |
| Strategic Equity Management | Wealth advisor | 80.3K | $2.8M | 1.1% | -91.5% |
| TOEWS CORP /ADV | Wealth advisor | 79.7K | $2.8M | 1.1% | +6.1% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 55.7K | $2.0M | 0.1% | -5.1% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 53.3K | $1.9M | 0.0% | +0.9% |
| GTS SECURITIES LLC | Market maker | 49.8K | $1.8M | 0.1% | +96.6% |
| SILVER OAK SECURITIES, INCORPORATED | Wealth advisor | 24.9K | $880K | 0.1% | -8.9% |
| TCP Asset Management, LLC | Wealth advisor | 24.8K | $877K | 0.1% | +10.4% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 17.6K | $623K | 0.0% | -9.4% |
| MONEYWISE, INC. | Wealth advisor | 15.8K | $558K | 0.2% | -96.6% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 14.2K | $500K | 0.0% | New |
| Virtu Financial LLC | Market maker | 12.4K | $440K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 11.4K | $403K | 0.0% | New |
| Capital Planning LLC | Wealth advisor | 11.1K | $391K | 0.1% | Held |
| Kestra Advisory Services, LLC | Wealth advisor | 9.5K | $336K | 0.0% | +0.9% |
| Cetera Investment Advisers | Wealth advisor | 9.4K | $332K | 0.0% | -2.7% |
| GWN SECURITIES INC. | Wealth advisor | 9.2K | $326K | 0.1% | -1.8% |
| Silver Grove Financial Group, Inc. | Wealth advisor | 8.1K | $287K | 0.2% | 0.0% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 7.3K | $271K | 0.0% | New |
| GeoWealth Management, LLC | Wealth advisor | 7.1K | $250K | 0.0% | -38.3% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 5.8K | $206K | 0.0% | Held |
| MORGAN STANLEY | Bank broker | 4.9K | $173K | 0.0% | +490500.0% |
| CENTAURUS FINANCIAL, INC. | Wealth advisor | 3.1K | $111K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 3.0K | $107K | 0.0% | +450.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 3.0K | $105K | 0.0% | Held |
| IFP Advisors, Inc | Wealth advisor | 2.5K | $88K | 0.0% | +0.1% |
| ROYAL BANK OF CANADA | Bank broker | 1.8K | $62K | 0.0% | -55.6% |
| PRIVATE TRUST CO NA | Diversified mechanical | 1.5K | $55K | 0.0% | Held |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 911 | $32K | 0.0% | Held |
| Sound Income Strategies, LLC | Diversified mechanical | 844 | $30K | 0.0% | New |
| Farther Finance Advisors, LLC | Wealth advisor | 585 | $21K | 0.0% | New |
| ASSETMARK, INC | Wealth advisor | 344 | $12K | 0.0% | Held |
| HANTZ FINANCIAL SERVICES, INC. | Wealth advisor | 233 | $8K | 0.0% | Held |
| UBS Group AG | Bank broker | 113 | $4K | 0.0% | New |
| Financial Gravity Asset Management, Inc. | Wealth advisor | 97 | $3K | 0.0% | +592.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 98 | $3K | 0.0% | +100.0% |
| Geneos Wealth Management Inc. | Wealth advisor | 27 | $954 | 0.0% | New |
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