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Security record · archived quarter

MFIN

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
49Tracked holders
0Δ holders
5.04MShares held
$51.89MReported value
+0New positions
−0Exits
Stable 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.2% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 47 +1 4.89M $49.89M +4 −3
Q1 2026 48 -1 5.07M $43.39M +2 −3
Q4 2025 49 0 5.04M $51.89M
Q3 2025 13 0 3.47M $35.07M
Q2 2025 10 -1 3.38M $32.17M −1
Q1 2025 8 +1 1.13M $9.81M +1
Q4 2024 7 0 1.10M $10.32M +1 −1
Q3 2024 6 -1 818.29K $6.66M −1
Q2 2024 7 947.94K $7.28M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 1.13M +0.8% $11.63M 0.0% ▲ Add 3 SEC ↗
2 BlackRock (passive) 1.13M +0.8% $11.63M 0.0% ▲ Add 3 SEC ↗
3 BlackRock (passive) 1.13M +0.8% $11.63M 0.0% ▲ Add 3 SEC ↗
4 BlackRock (passive) 1.13M +0.8% $11.63M 0.0% ▲ Add 3 SEC ↗
5 BlackRock (passive) 1.13M +0.8% $11.63M 0.0% ▲ Add 3 SEC ↗
6 The Vanguard Group (passive) 1.07M -1.1% $11.02M 0.0% ▼ Trim 3 SEC ↗
7 The Vanguard Group (passive) 1.07M -1.1% $11.02M 0.0% ▼ Trim 3 SEC ↗
8 The Vanguard Group (passive) 1.07M -1.1% $11.02M 0.0% ▼ Trim 3 SEC ↗
9 Geode Capital Management (passive) 406.75K +1.6% $4.19M 0.0% ▲ Add 7 SEC ↗
10 Geode Capital Management (passive) 406.75K +1.6% $4.19M 0.0% ▲ Add 7 SEC ↗
11 State Street Global Advisors (passive) 243.51K +1.0% $2.51M 0.0% ▲ Add 5 SEC ↗
12 Connor, Clark & Lunn Investment… 221.77K $2.28M 0.0% n/c 1 SEC ↗
13 Sei Investments Co 219.18K $2.26M 0.0% n/c 1 SEC ↗
14 Sei Investments Co 219.18K $2.26M 0.0% n/c 1 SEC ↗
15 American Century Companies Inc 216.18K $2.22M 0.0% n/c 1 SEC ↗
16 Stifel Financial Corp 161.74K $1.66M 0.0% n/c 1 SEC ↗
17 Stifel Financial Corp 161.74K $1.66M 0.0% n/c 1 SEC ↗
18 GAMCO Investors 158.00K -1.2% $1.63M 0.0% ▼ Trim 7 SEC ↗
19 Goldman Sachs Group 129.95K +83.5% $1.34M 0.0% ▲ Add 2 SEC ↗
20 Goldman Sachs Group 129.95K +83.5% $1.34M 0.0% ▲ Add 2 SEC ↗
21 Goldman Sachs Group 129.95K +83.5% $1.34M 0.0% ▲ Add 2 SEC ↗
22 Bank of New York Mellon Corp 126.91K $1.31M 0.0% n/c 1 SEC ↗
23 Bank of New York Mellon Corp 126.91K $1.31M 0.0% n/c 1 SEC ↗
24 Bank of New York Mellon Corp 126.91K $1.31M 0.0% n/c 1 SEC ↗
25 Bank of New York Mellon Corp 126.91K $1.31M 0.0% n/c 1 SEC ↗
26 Bank of New York Mellon Corp 126.91K $1.31M 0.0% n/c 1 SEC ↗
27 Arrowstreet Capital 118.32K 0.0% $1.22M 0.0% Held 5 SEC ↗
28 Northern Trust Corp 116.51K $1.20M 0.0% n/c 1 SEC ↗
29 Northern Trust Corp 116.51K $1.20M 0.0% n/c 1 SEC ↗
30 Northern Trust Corp 116.51K $1.20M 0.0% n/c 1 SEC ↗
31 Mariner, LLC 71.84K $739,212 0.0% n/c 1 SEC ↗
32 Morgan Stanley 65.46K +10.5% $673,549 0.0% ▲ Add 2 SEC ↗
33 Morgan Stanley 65.46K +10.5% $673,549 0.0% ▲ Add 2 SEC ↗
34 Morgan Stanley 65.46K +10.5% $673,549 0.0% ▲ Add 2 SEC ↗
35 Morgan Stanley 65.46K +10.5% $673,549 0.0% ▲ Add 2 SEC ↗
36 Morgan Stanley 65.46K +10.5% $673,549 0.0% ▲ Add 2 SEC ↗
37 Morgan Stanley 65.46K +10.5% $673,549 0.0% ▲ Add 2 SEC ↗
38 Squarepoint Ops LLC 52.50K $540,204 0.0% n/c 1 SEC ↗
39 Charles Schwab Investment… 47.32K $486,902 0.0% n/c 1 SEC ↗
40 Hsbc Holdings Plc 43.98K $450,816 0.0% n/c 1 SEC ↗
41 Hsbc Holdings Plc 43.98K $450,816 0.0% n/c 1 SEC ↗
42 Hsbc Holdings Plc 43.98K $450,816 0.0% n/c 1 SEC ↗
43 Hsbc Holdings Plc 43.98K $450,816 0.0% n/c 1 SEC ↗
44 Millennium Management 41.12K -5.5% $423,135 0.0% ▼ Trim 7 SEC ↗
45 Marshall Wace 40.65K -45.5% $418,268 0.0% ▼ Trim 7 SEC ↗
46 JPMorgan Chase 39.23K +192.7% $403,636 0.0% ▲ Add 2 SEC ↗
47 JPMorgan Chase 39.23K +192.7% $403,636 0.0% ▲ Add 2 SEC ↗
48 Two Sigma Investments 38.89K -55.1% $400,178 0.0% ▼ Trim 7 SEC ↗
49 Barclays Plc 37.67K $387,645 0.0% n/c 1 SEC ↗
50 Bank Of America Corp /De/ 32.38K $333,146 0.0% n/c 1 SEC ↗
51 Bank Of America Corp /De/ 32.38K $333,146 0.0% n/c 1 SEC ↗
52 Bank Of America Corp /De/ 32.38K $333,146 0.0% n/c 1 SEC ↗
53 Raymond James Financial Inc 29.62K $304,841 0.0% n/c 1 SEC ↗
54 Raymond James Financial Inc 29.62K $304,841 0.0% n/c 1 SEC ↗
55 Invesco Ltd. 22.65K $233,038 0.0% n/c 1 SEC ↗
56 Invesco Ltd. 22.65K $233,038 0.0% n/c 1 SEC ↗
57 Invesco Ltd. 22.65K $233,038 0.0% n/c 1 SEC ↗
58 Rhumbline Advisers 22.11K $227,545 0.0% n/c 1 SEC ↗
59 Wells Fargo & Company/Mn 18.93K $194,844 0.0% n/c 1 SEC ↗
60 Wells Fargo & Company/Mn 18.93K $194,844 0.0% n/c 1 SEC ↗
61 Wells Fargo & Company/Mn 18.93K $194,844 0.0% n/c 1 SEC ↗
62 Nuveen, LLC 18.78K $193,256 0.0% n/c 1 SEC ↗
63 Deutsche Bank Ag\ 18.28K $188,132 0.0% n/c 1 SEC ↗
64 Jane Street Group, Llc 17.23K $177,287 0.0% n/c 1 SEC ↗
65 Jane Street Group, Llc 17.23K $177,287 0.0% n/c 1 SEC ↗
66 UBS Group AG 16.13K $165,988 0.0% n/c 1 SEC ↗
67 UBS Group AG 16.13K $165,988 0.0% n/c 1 SEC ↗
68 UBS Group AG 16.13K $165,988 0.0% n/c 1 SEC ↗
69 Creative Planning 11.14K $114,588 0.0% n/c 1 SEC ↗
70 Osaic Holdings, Inc. 8.00K $82,320 0.0% n/c 1 SEC ↗
71 MIRAE ASSET GLOBAL ETFS HOLDINGS… 7.58K $78,008 0.0% n/c 1 SEC ↗
72 Group One Trading Llc 4.75K $48,898 0.0% n/c 1 SEC ↗
73 Bnp Paribas Financial Markets 4.25K $43,784 0.0% n/c 1 SEC ↗
74 Russell Investments Group, Ltd. 2.35K $24,232 0.0% n/c 1 SEC ↗
75 Russell Investments Group, Ltd. 2.35K $24,232 0.0% n/c 1 SEC ↗
76 New York State Common Retirement… 2.10K $21,609 0.0% n/c 1 SEC ↗
77 Simplex Trading, Llc 1.76K $18,130 0.0% n/c 1 SEC ↗
78 Legal & General Group Plc 1.57K $16,114 0.0% n/c 1 SEC ↗
79 UBS AM, a distinct business unit of… 1.27K $13,048 0.0% n/c 1 SEC ↗
80 California State Teachers… 997 $10,259 0.0% n/c 1 SEC ↗
81 Fidelity (FMR) 825 +59.3% $8,489 0.0% ▲ Add 3 SEC ↗
82 Royal Bank Of Canada 591 $6,000 0.0% n/c 1 SEC ↗
83 Royal Bank Of Canada 591 $6,000 0.0% n/c 1 SEC ↗
84 Royal Bank Of Canada 591 $6,000 0.0% n/c 1 SEC ↗
85 Citigroup Inc 369 $3,797 0.0% n/c 1 SEC ↗
86 Citigroup Inc 369 $3,797 0.0% n/c 1 SEC ↗
87 Optiver Holding B.V. 346 $3,560 0.0% n/c 1 SEC ↗
88 Pnc Financial Services Group, Inc. 292 $3,005 0.0% n/c 1 SEC ↗
89 Cwm, Llc 210 $2,000 0.0% n/c 1 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

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 94 holders, 7.94M shares, $58.28M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API