MBS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -10.0% ·
share flow -0.1% ·
net new positions -11.1%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 7.01M | n/a | $61.27M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 308.18K | n/a | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 299.42K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 151.66K | n/a | $1.33M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 132.38K | n/a | $1.16M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 56.70K | n/a | $495,842 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Corient Private Wealth LP | 31.89K | n/a | $280,324 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Wells Fargo & Company/Mn | 789 | n/a | $6,900 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 354 | +16.1% | $3,096 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $90,627 | 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.