Security record · archived quarter
MISL
name pending profile ingest
27Tracked holders
+2Δ holders
4.45MShares held
$203.42MReported value
+5New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +8.0% ·
share flow -30.0% ·
net new positions +7.4%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.07M | +7.8% | $49.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 840.06K | +39.1% | $38.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 840.06K | +39.1% | $38.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 840.06K | +39.1% | $38.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 683.11K | -25.1% | $31.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 683.11K | -25.1% | $31.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Mml Investors Services, Llc | 366.44K | -14.7% | $16.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 235.72K | -48.9% | $10.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 235.72K | -48.9% | $10.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 235.72K | -48.9% | $10.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 235.72K | -48.9% | $10.79M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 216.89K | +31.5% | $9.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 216.89K | +31.5% | $9.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 197.82K | -3.0% | $9.05M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 160.69K | +7.2% | $7.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 145.90K | +12.1% | $6.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Royal Bank Of Canada | 97.39K | -46.8% | $4.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Assetmark, Inc | 88.88K | +19.6% | $4.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 83.83K | +37.3% | $3.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Wealth Enhancement Advisory… | 44.58K | -40.5% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 43.19K | +22.9% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 43.19K | +22.9% | $1.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 37.10K | -37.8% | $1.70M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | Fifth Third Bancorp | 28.58K | +1.1% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 26.02K | New | $1.17M | 0.0% | New | 1 | SEC ↗ |
| 26 | Truist Financial Corp | 23.52K | +41.0% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Bank Of America Corp /De/ | 19.45K | New | $890,089 | 0.0% | New | 1 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 17.22K | +129.2% | $788,068 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 9.40K | +53.5% | $430,421 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 5.60K | +0.4% | $256,140 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 1.45K | New | $66,504 | 0.0% | New | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 677 | -91.3% | $30,987 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 469 | -21.3% | $21,478 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 335 | New | $14,774 | 0.0% | New | 1 | SEC ↗ |
| 35 | UBS Group AG | 200 | New | $9,154 | 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
| JPMorgan Chase | $1.17M | 0.0% |
| Bank Of America Corp /De/ | $890,089 | 0.0% |
| Qube Research & Technologies… | $66,504 | 0.0% |
| Jones Financial Companies Lllp | $14,774 | 0.0% |
| UBS Group AG | $9,154 | 0.0% |
Exited
| First Trust Advisors Lp | $656.89M | was 0.5% |
| Simplex Trading, Llc | $2,011 | was 0.0% |
| Citigroup Inc | $492 | 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: Q2 2026 ·
Methodology ·
Get this via the API