MBS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +27.3% ·
share flow +3.9% ·
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 Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 14 | +3 | 7.59M | $65.53M | +4 | −1 |
| Q1 2026 | 12 | +3 | 7.31M | $63.33M | +4 | −1 |
| Q4 2025 | 9 | -1 | 7.99M | $69.86M | — | −1 |
| Q3 2025 | 2 | 0 | 10.69K | $93,288 | — | — |
| Q2 2025 | 1 | +1 | 14.73K | $127,237 | +1 | — |
| Q4 2024 | 1 | +1 | 29.55K | $252,070 | +1 | — |
| Q2 2024 | 1 | — | 20.95K | $178,109 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 5.31M | -3.1% | $45.81M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 5.31M | -3.1% | $45.81M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 3 | UBS Group AG | 707.75K | +6.6% | $6.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 485.22K | +27.8% | $4.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 475.62K | -2.5% | $4.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 178.71K | New | $1.54M | 0.0% | New | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 172.03K | -18.7% | $1.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 106.37K | New | $917,982 | 0.0% | New | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 56.70K | 0.0% | $489,321 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Jane Street Group, Llc | 42.37K | New | $365,636 | 0.0% | New | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 32.31K | New | $278,853 | 0.0% | New | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 32.31K | New | $278,853 | 0.0% | New | 1 | SEC ↗ |
| 13 | Quantinno Capital Management LP | 14.14K | +16.5% | $122,011 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Corient Private Wealth LP | 12.47K | 0.0% | $108,121 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 354 | 0.0% | $3,055 | 0.0% | Held | 4 | SEC ↗ |
| 16 | Assetmark, Inc | 174 | -2.2% | $1,502 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $1.54M | 0.0% |
| Citadel Advisors | $917,982 | 0.0% |
| Jane Street Group, Llc | $365,636 | 0.0% |
| Wells Fargo & Company/Mn | $278,853 | 0.0% |
| Wells Fargo & Company/Mn | $278,853 | 0.0% |
Exited
| Royal Bank Of Canada | $51,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 35 holders, 14.03M shares, $120.58M 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.