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Security record

MISL

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024
27Tracked holders
+2Δ holders
4.45MShares held
$203.42MReported value
+5New positions
−3Exits
Falling How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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