MBS
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -8.5% ·
net new positions +20.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Osaic Holdings, Inc. | 5.48M | -21.8% | $47.46M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | UBS Group AG | 663.66K | +337.6% | $5.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 488.06K | +63.0% | $4.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mml Investors Services, Llc | 379.72K | +23.2% | $3.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 211.62K | +59.9% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 56.70K | 0.0% | $491,022 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Corient Private Wealth LP | 12.47K | -60.9% | $108,578 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Quantinno Capital Management LP | 12.14K | New | $105,115 | 0.0% | New | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 5.90K | New | $51,000 | 0.0% | New | 1 | SEC ↗ |
| 10 | Cwm, Llc | 1.10K | New | $9,561 | 0.0% | New | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 354 | 0.0% | $3,066 | 0.0% | Held | 3 | SEC ↗ |
| 12 | Assetmark, Inc | 178 | New | $1,541 | 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
| Quantinno Capital Management… | $105,115 | 0.0% |
| Royal Bank Of Canada | $51,000 | 0.0% |
| Cwm, Llc | $9,561 | 0.0% |
| Assetmark, Inc | $1,541 | 0.0% |
Exited
| Wells Fargo & Company/Mn | $6,900 | 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.