MBBA
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth — ·
share flow — ·
net new positions +20.0%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 16 | -1 | 2.10M | $104.72M | — | −1 |
| Q1 2026 | 17 | +17 | 697.42K | $34.71M | +17 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 160.90K | New | $8.01M | 0.0% | New | 1 | SEC ↗ |
| 2 | Pnc Financial Services Group, Inc. | 134.61K | New | $6.70M | 0.0% | New | 1 | SEC ↗ |
| 3 | Pnc Financial Services Group, Inc. | 134.61K | New | $6.70M | 0.0% | New | 1 | SEC ↗ |
| 4 | Pnc Financial Services Group, Inc. | 134.61K | New | $6.70M | 0.0% | New | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 102.12K | New | $5.08M | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 102.12K | New | $5.08M | 0.0% | New | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 92.51K | New | $4.60M | 0.0% | New | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 92.51K | New | $4.60M | 0.0% | New | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 92.30K | New | $4.59M | 0.0% | New | 1 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 22.57K | New | $1.12M | 0.0% | New | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 20.82K | New | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 19.37K | New | $964,260 | 0.0% | New | 1 | SEC ↗ |
| 13 | LPL Financial LLC | 12.16K | New | $605,443 | 0.0% | New | 1 | SEC ↗ |
| 14 | Jane Street Group, Llc | 10.85K | New | $539,942 | 0.0% | New | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 9.80K | New | $488,000 | 0.0% | New | 1 | SEC ↗ |
| 16 | UBS Group AG | 8.20K | New | $408,039 | 0.0% | New | 1 | SEC ↗ |
| 17 | UBS Group AG | 8.20K | New | $408,039 | 0.0% | New | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 4.59K | New | $228,709 | 0.0% | New | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 2.13K | New | $105,637 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1.97K | New | $98,054 | 0.0% | New | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 1.97K | New | $98,054 | 0.0% | New | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.33K | New | $66,279 | 0.0% | New | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 1.18K | New | $58,683 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Envestnet Asset Management Inc | $8.01M | 0.0% |
| Pnc Financial Services Group… | $6.70M | 0.0% |
| Pnc Financial Services Group… | $6.70M | 0.0% |
| Pnc Financial Services Group… | $6.70M | 0.0% |
| Bank Of America Corp /De/ | $5.08M | 0.0% |
| Bank Of America Corp /De/ | $5.08M | 0.0% |
| Raymond James Financial Inc | $4.60M | 0.0% |
| Raymond James Financial Inc | $4.60M | 0.0% |
| BlackRock | $4.59M | 0.0% |
| Morgan Stanley | $1.12M | 0.0% |
| Citadel Advisors | $1.04M | 0.0% |
| Commonwealth Equity Services… | $964,260 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 29 holders, 723.75K shares, $36.02M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.