Security record · archived quarter
MISL
name pending profile ingest
26Tracked holders
+6Δ holders
19.33MShares held
$864.34MReported value
+7New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -7.1% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +2 | 4.45M | $203.42M | +5 | −3 |
| Q1 2026 | 26 | +6 | 19.33M | $864.34M | +7 | −1 |
| Q4 2025 | 20 | 0 | 20.81M | $890.37M | — | — |
| Q3 2025 | 3 | +2 | 19.85K | $822,644 | +2 | — |
| Q1 2025 | 1 | 0 | 34.70K | $1.05M | — | — |
| Q4 2024 | 1 | 0 | 30.82K | $938,037 | — | — |
| Q3 2024 | 1 | 0 | 31.91K | $1.01M | — | — |
| Q2 2024 | 1 | — | 39.27K | $1.10M | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | First Trust Advisors Lp | 14.69M | -21.0% | $656.89M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 994.07K | +56.8% | $44.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 912.53K | +915.6% | $40.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 912.53K | +915.6% | $40.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 603.80K | +69.3% | $27.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 603.80K | +69.3% | $27.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 603.80K | +69.3% | $27.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 460.86K | +307.1% | $20.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 460.86K | +307.1% | $20.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 460.86K | +307.1% | $20.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 429.60K | +10.6% | $19.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Stifel Financial Corp | 203.97K | +192.1% | $9.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Stifel Financial Corp | 203.97K | +192.1% | $9.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 182.98K | +134.6% | $8.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 164.94K | -9.6% | $7.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 149.84K | +135.3% | $6.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Cetera Investment Advisers | 130.18K | +70.1% | $5.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Wealth Enhancement Advisory… | 74.86K | New | $3.43M | 0.0% | New | 1 | SEC ↗ |
| 19 | Assetmark, Inc | 74.32K | +3610.3% | $3.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 61.07K | +104.1% | $2.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 59.63K | +833.4% | $2.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 35.13K | +70.3% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 28.27K | New | $1.26M | 0.0% | New | 1 | SEC ↗ |
| 24 | Cwm, Llc | 27.75K | +268.7% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Truist Financial Corp | 16.68K | New | $745,893 | 0.0% | New | 1 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 7.80K | New | $348,693 | 0.0% | New | 1 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 7.51K | New | $335,817 | 0.0% | New | 1 | SEC ↗ |
| 28 | Jane Street Group, Llc | 6.12K | -73.6% | $273,849 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 5.58K | -92.3% | $249,314 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 596 | -37.0% | $26,659 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Simplex Trading, Llc | 45 | New | $2,011 | 0.0% | New | 1 | SEC ↗ |
| 32 | Citigroup Inc | 11 | New | $492 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wealth Enhancement Advisory… | $3.43M | 0.0% |
| Fifth Third Bancorp | $1.26M | 0.0% |
| Truist Financial Corp | $745,893 | 0.0% |
| Northwestern Mutual Wealth… | $348,693 | 0.0% |
| Baird Financial Group, Inc. | $335,817 | 0.0% |
| Simplex Trading, Llc | $2,011 | 0.0% |
| Citigroup Inc | $492 | 0.0% |
Exited
| Bank Of America Corp /De/ | $6,376 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 135 holders, 28.26M shares, $1.08B 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 ·
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