MCHB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +3.6% ·
share flow -1.5% ·
net new positions +3.4%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 58 | +2 | 15.19M | $241.12M | +4 | −2 |
| Q1 2026 | 58 | -2 | 15.42M | $227.42M | +5 | −7 |
| Q4 2025 | 60 | -2 | 15.07M | $220.43M | — | −2 |
| Q3 2025 | 15 | +1 | 5.00M | $66.52M | +3 | −2 |
| Q2 2025 | 11 | -2 | 5.26M | $68.78M | — | −2 |
| Q1 2025 | 10 | -1 | 3.08M | $36.17M | — | −1 |
| Q4 2024 | 11 | 0 | 2.50M | $28.59M | — | — |
| Q3 2024 | 10 | 0 | 1.66M | $26.20M | — | — |
| Q2 2024 | 10 | — | 1.05M | $11.98M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 3.08M | -10.1% | $49.00M | 0.0% | ▼ Trim | 5 | SEC ↗ ×7 |
| 2 | State Street Global Advisors ✦ (passive) | 1.72M | +0.7% | $27.39M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 3 | Vanguard Capital Management Llc | 1.65M | -20.7% | $26.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Geode Capital Management ✦ (passive) | 1.38M | -3.0% | $21.91M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 5 | Bank of New York Mellon Corp | 1.09M | -0.9% | $17.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 6 | Dimensional Fund Advisors Lp | 761.46K | -1.5% | $12.11M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 7 | Charles Schwab Investment… | 532.29K | -17.4% | $8.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 507.02K | +239.0% | $8.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 452.35K | -33.5% | $7.19M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 10 | Renaissance Technologies ✦ | 418.89K | +96.2% | $6.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 392.57K | +138.8% | $6.24M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 12 | Alliancebernstein L.P. | 392.49K | -39.1% | $5.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Northern Trust Corp | 354.04K | -5.3% | $5.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | Morgan Stanley ✦ | 318.29K | -16.5% | $5.06M | 0.0% | ▼ Trim | 4 | SEC ↗ ×9 |
| 15 | First Trust Advisors Lp | 318.12K | +306.3% | $5.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Nuveen, LLC | 300.89K | +213.8% | $4.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Squarepoint Ops LLC | 257.23K | -19.3% | $4.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Hrt Financial Lp | 123.34K | New | $1.96M | 0.0% | New | 1 | SEC ↗ |
| 19 | UBS Group AG | 116.46K | -33.3% | $1.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 20 | Voya Investment Management Llc | 91.02K | -5.8% | $1.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Bank Of America Corp /De/ | 84.02K | -25.4% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 22 | Quantinno Capital Management LP | 64.91K | +17.8% | $1.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Rhumbline Advisers | 50.06K | +0.1% | $795,961 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Barclays Plc | 49.97K | -4.7% | $794,444 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Citigroup Inc | 49.72K | +2.1% | $790,548 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Invesco Ltd. | 48.00K | -2.5% | $763,153 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 27 | Bnp Paribas Financial Markets | 45.96K | +340.9% | $730,700 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | State Of Wisconsin Investment Board | 44.80K | +36.6% | $712,320 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | T. Rowe Price ✦ | 40.50K | -11.7% | $644,000 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 30 | Deutsche Bank Ag\ | 39.74K | +7.7% | $631,818 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 34.58K | +84.3% | $549,835 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 32 | Susquehanna International Group, Llp | 30.55K | -56.5% | $485,825 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Millennium Management ✦ | 30.07K | New | $478,129 | 0.0% | New | 1 | SEC ↗ |
| 34 | Hsbc Holdings Plc | 29.91K | New | $475,003 | 0.0% | New | 1 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 29.82K | +309.9% | $474,182 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | JPMorgan Chase ✦ | 25.47K | -44.8% | $440,517 | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 37 | Manufacturers Life Insurance… | 23.59K | -9.6% | $375,002 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Neuberger Berman Group LLC | 19.95K | +9.5% | $317,221 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | LPL Financial LLC | 19.11K | -1.9% | $303,823 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Raymond James Financial Inc | 18.94K | +5.0% | $301,179 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 41 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 18.50K | -18.6% | $294,182 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Baird Financial Group, Inc. | 17.40K | +16.8% | $276,708 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 16.47K | +9.7% | $261,809 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | New York State Common Retirement… | 13.85K | 0.0% | $220,263 | 0.0% | Held | 3 | SEC ↗ |
| 45 | Sei Investments Co | 13.78K | New | $219,086 | 0.0% | New | 1 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 11.54K | -13.7% | $183,486 | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 47 | Fidelity (FMR) ✦ | 11.43K | +5.2% | $181,721 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 48 | UBS AM, a distinct business unit of… | 10.57K | 0.0% | $168,127 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Stifel Financial Corp | 10.49K | -34.7% | $166,841 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Osaic Holdings, Inc. | 9.01K | -14.7% | $143,274 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 51 | Rockefeller Capital Management L.P. | 6.89K | +831.1% | $109,557 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | Legal & General Group Plc | 4.30K | 0.0% | $68,471 | 0.0% | Held | 3 | SEC ↗ |
| 53 | Assetmark, Inc | 3.46K | 0.0% | $55,014 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Royal Bank Of Canada | 2.74K | -47.6% | $43,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 55 | Fifth Third Bancorp | 2.59K | -1.8% | $41,149 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 1.17K | +1.4% | $18,603 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Optiver Holding B.V. | 178 | -68.3% | $2,830 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Jones Financial Companies Lllp | 172 | +22.0% | $2,749 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $1.96M | 0.0% |
| Millennium Management | $478,129 | 0.0% |
| Hsbc Holdings Plc | $475,003 | 0.0% |
| Sei Investments Co | $219,086 | 0.0% |
Exited
| Creative Planning | $276,194 | was 0.0% |
| Marshall Wace | $159,300 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 131 holders, 27.54M shares, $388.30M 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.