MBSD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -6.7% ·
share flow 0.0% ·
net new positions -7.1%
— formula
Concentrated accumulation — rising shares among fewer 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 | 12 | -1 | 1.90M | $39.24M | +1 | −2 |
| Q1 2026 | 14 | -1 | 1.72M | $35.56M | — | −1 |
| Q4 2025 | 15 | 0 | 1.72M | $35.68M | — | — |
| Q3 2025 | 2 | 0 | 298.78K | $6.23M | — | — |
| Q2 2025 | 1 | 0 | 22.72K | $470,221 | — | — |
| Q1 2025 | 1 | 0 | 24.43K | $504,479 | — | — |
| Q4 2024 | 1 | 0 | 38.02K | $769,314 | — | — |
| Q3 2024 | 1 | 0 | 42.11K | $883,468 | — | — |
| Q2 2024 | 1 | — | 22.75K | $461,581 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Northern Trust Corp | 1.00M | +12.6% | $20.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 313.05K | +5.5% | $6.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 313.05K | +5.5% | $6.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 193.03K | -31.9% | $3.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 58.65K | +5.8% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 58.65K | +5.8% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 54.61K | +8.8% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 54.61K | +8.8% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 32.28K | -2.7% | $663,595 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | LPL Financial LLC | 30.66K | +0.5% | $634,759 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 23.45K | -50.3% | $485,560 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 7.63K | -10.2% | $158,117 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 887 | 0.0% | $18,371 | 0.0% | Held | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 887 | 0.0% | $18,371 | 0.0% | Held | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 830 | +0.6% | $17,200 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 528 | 0.0% | $11,000 | 0.0% | Held | 2 | SEC ↗ |
| 17 | UBS Group AG | 186 | -38.8% | $3,851 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cwm, Llc | 108 | 0.0% | $2,236 | 0.0% | Held | 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
| Jane Street Group, Llc | $414,524 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 32 holders, 4.00M shares, $82.20M 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.