MBSD
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow +10.9% ·
net new positions -8.3%
— formula
Concentrated accumulation — rising shares among fewer 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 | 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 | 1.03M | +2.6% | $21.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 347.88K | +11.1% | $7.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 347.88K | +11.1% | $7.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 310.23K | +60.7% | $6.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 68.41K | +16.6% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 68.41K | +16.6% | $1.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 59.81K | +9.5% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 59.81K | +9.5% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 34.01K | +5.4% | $703,701 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 29.00K | -5.4% | $597,910 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Jane Street Group, Llc | 15.09K | New | $311,071 | 0.0% | New | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 11.17K | +46.3% | $230,335 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 837 | +0.8% | $17,278 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 528 | 0.0% | $11,000 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1 | -99.9% | $16 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Jane Street Group, Llc | $311,071 | 0.0% |
Exited
| Citadel Advisors | $485,560 | was 0.0% |
| UBS Group AG | $3,851 | 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.