MKZR MACKENZIE RLTY CAP

NASDAQ
$1.37

MACKENZIE RLTY CAP (MKZR) Institutional Ownership

What the institutions did with MKZR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.

Managers compared
16
filed both this quarter and last
Managers holding
14
+2 on the quarter
Buyers
7
4 opened new
Sellers
4
2 sold out entirely
Buyer share
63.6%
of managers who traded it
Breadth
+27.3
net buyers, as a share of those trading

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Ownership map

Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.

Cut Unchanged Added Color saturates at ±50%.

Largest holders

Manager Shares % of reported
Concorde Asset Management, LLC 43.1K 23.0%
Quinn Opportunity Partners LLC 41.4K 22.1%
HRT FINANCIAL LP 28.7K 15.3%
GEODE CAPITAL MANAGEMENT, LLC 18.4K 9.8%
CITADEL ADVISORS LLC 18.2K 9.7%
VANGUARD CAPITAL MANAGEMENT LLC 17.0K 9.0%
VANGUARD FIDUCIARY TRUST CO 7.7K 4.1%
BlackRock, Inc. 3.5K 1.9%
Farther Finance Advisors, LLC 3.2K 1.7%
OSAIC HOLDINGS, INC. 2.2K 1.2%
Tower Research Capital LLC (TRC) 2.2K 1.2%
Allied Private Wealth LLC 720 0.4%
UBS Group AG 658 0.4%
Kozak & Associates, Inc. 529 0.3%
BARCLAYS PLC 27 0.0%

Largest changes

Manager Action Previous Current Change
HRT FINANCIAL LP New 0 28.7K +28.7K
GEODE CAPITAL MANAGEMENT, LLC Reduced 39.5K 18.4K -21.1K
Legacy Wealth Managment, LLC/ID Sold Out 9.7K 0 -9.7K
Concorde Asset Management, LLC Increased 38.3K 43.1K +4.9K
Farther Finance Advisors, LLC New 0 3.2K +3.2K
Tower Research Capital LLC (TRC) New 0 2.2K +2.2K
CITADEL ADVISORS LLC Reduced 18.7K 18.2K -492
OSAIC HOLDINGS, INC. Increased 1.8K 2.2K +427
UBS Group AG Increased 479 658 +179
NISA INVESTMENT ADVISORS, LLC Sold Out 130 0 -130
BARCLAYS PLC New 0 27 +27

13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.