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Security record · archived quarter

MILN

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q2 2024
17Tracked holders
-2Δ holders
690.22KShares held
$28.05MReported value
+0New positions
−2Exits
Stable 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -10.5% · share flow +15.7% · net new positions -11.8%formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 19 +2 762.30K $33.02M +3 −1
Q1 2026 17 -2 690.22K $28.05M −2
Q4 2025 19 0 596.66K $28.00M
Q3 2025 4 0 60.65K $3.00M
Q2 2025 2 +1 5.08K $247,898 +1
Q4 2024 1 +1 6.41K $288,149 +1
Q2 2024 1 11.44K $440,441
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 538.01K +19.0% $21.87M 0.0% ▲ Add 2 SEC ↗
2 Bank Of America Corp /De/ 538.01K +19.0% $21.87M 0.0% ▲ Add 2 SEC ↗
3 Bank Of America Corp /De/ 538.01K +19.0% $21.87M 0.0% ▲ Add 2 SEC ↗
4 Bank Of America Corp /De/ 538.01K +19.0% $21.87M 0.0% ▲ Add 2 SEC ↗
5 Morgan Stanley 47.34K -13.4% $1.92M 0.0% ▼ Trim 3 SEC ↗
6 Morgan Stanley 47.34K -13.4% $1.92M 0.0% ▼ Trim 3 SEC ↗
7 LPL Financial LLC 27.89K -5.4% $1.13M 0.0% ▼ Trim 2 SEC ↗
8 Commonwealth Equity Services, Llc 26.79K +14.8% $1.09M 0.0% ▲ Add 2 SEC ↗
9 Susquehanna International Group, Llp 22.45K +218.4% $912,512 0.0% ▲ Add 2 SEC ↗
10 Osaic Holdings, Inc. 6.88K -0.8% $279,708 0.0% ▼ Trim 2 SEC ↗
11 Osaic Holdings, Inc. 6.88K -0.8% $279,708 0.0% ▼ Trim 2 SEC ↗
12 Cetera Investment Advisers 6.16K -9.5% $250,530 0.0% ▼ Trim 2 SEC ↗
13 UBS Group AG 4.49K +1950.2% $182,501 0.0% ▲ Add 2 SEC ↗
14 UBS Group AG 4.49K +1950.2% $182,501 0.0% ▲ Add 2 SEC ↗
15 UBS Group AG 4.49K +1950.2% $182,501 0.0% ▲ Add 2 SEC ↗
16 Royal Bank Of Canada 3.69K +0.8% $150,000 0.0% ▲ Add 2 SEC ↗
17 JPMorgan Chase 3.59K +419.7% $141,619 0.0% ▲ Add 3 SEC ↗
18 JPMorgan Chase 3.59K +419.7% $141,619 0.0% ▲ Add 3 SEC ↗
19 JPMorgan Chase 3.59K +419.7% $141,619 0.0% ▲ Add 3 SEC ↗
20 Fidelity (FMR) 2.20K +115.9% $89,325 0.0% ▲ Add 4 SEC ↗
21 National Bank Of Canada /Fi/ 586 0.0% $23,792 0.0% Held 2 SEC ↗
22 Northwestern Mutual Wealth… 82 -29.9% $3,333 0.0% ▼ Trim 2 SEC ↗
23 Blair William & Co/Il 50 0.0% $2,032 0.0% Held 2 SEC ↗
24 Assetmark, Inc 9 +28.6% $366 0.0% ▲ Add 2 SEC ↗
25 Citigroup Inc 1 0.0% $41 0.0% Held 2 SEC ↗
26 Wells Fargo & Company/Mn 0 -100.0% $18 0.0% ▼ Trim 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

Two Sigma Investments $267,470 was 0.0%
Stifel Financial Corp $201,550 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 35 holders, 766.38K shares, $30.65M 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: Q1 2026 · Methodology · Get this via the API