MKC-V
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -16.1% ·
share flow +1.0% ·
net new positions -19.2%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 37.04K | $1.66M | n/a | n/a |
| Q2 2026 | 26 | -5 | 594.66K | $30.15M | +2 | −7 |
| Q1 2026 | 32 | 0 | 592.87K | $29.81M | +4 | −4 |
| Q4 2025 | 32 | +2 | 697.34K | $47.41M | +2 | n/a |
| Q3 2025 | 3 | -1 | 51.60K | $3.44M | n/a | −1 |
| Q2 2025 | 3 | +1 | 11.68K | $881,798 | +1 | n/a |
| Q1 2025 | 2 | 0 | 9.38K | $769,219 | n/a | n/a |
| Q4 2024 | 2 | +1 | 10.29K | $779,906 | +1 | n/a |
| Q3 2024 | 1 | -1 | 4.50K | $371,430 | n/a | −1 |
| Q2 2024 | 2 | n/a | 8.37K | $577,599 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Brown Advisory Inc | 190.90K | 0.0% | $9.64M | 0.0% | Held | 3 | SEC ↗ |
| 2 | Focus Partners Wealth | 106.40K | -2.3% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 81.23K | +63.6% | $4.10M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 4 | Dimensional Fund Advisors Lp | 46.31K | +0.1% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 5 | TD Waterhouse Canada Inc. | 35.68K | +32.6% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 34.24K | +19.6% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 28.42K | -0.4% | $1.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | First Trust Advisors Lp | 17.59K | +103.1% | $888,055 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 10.00K | 0.0% | $505,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 6.78K | 0.0% | $342,239 | 0.0% | Held | 3 | SEC ↗ |
| 11 | Millennium Management ✦ | 5.85K | +30.6% | $295,576 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 4.60K | -47.1% | $232,452 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 4.50K | New | $227,250 | 0.0% | New | 1 | SEC ↗ |
| 14 | Pnc Financial Services Group, Inc. | 4.39K | -0.2% | $221,695 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 15 | GAMCO Investors ✦ | 4.30K | 0.0% | $217,150 | 0.0% | Held | 9 | SEC ↗ |
| 16 | Royal Bank Of Canada | 3.95K | +48.1% | $199,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Blair William & Co/Il | 3.12K | 0.0% | $157,599 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 2.36K | -37.5% | $119,182 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 19 | Citigroup Inc | 2.24K | +525.7% | $113,121 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | UBS Group AG | 1.37K | -33.9% | $69,034 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Jones Financial Companies Lllp | 248 | +0.4% | $12,623 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 156 | -79.5% | $7,878 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Bank Of Montreal /Can/ | 24 | 0.0% | $1,212 | 0.0% | Held | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 3 | 0.0% | $152 | 0.0% | Held | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 1 | New | $51 | 0.0% | New | 1 | SEC ↗ |
| 26 | Nomura Asset Management Co Ltd | 0 | n/a | $0 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Renaissance Technologies | $227,250 | 0.0% |
| JPMorgan Chase | $51 | 0.0% |
Exited
| Td Asset Management Inc | $1.19M | was 0.0% |
| Citadel Advisors | $475,789 | was 0.0% |
| Charles Schwab Investment… | $396,642 | was 0.0% |
| Raymond James Financial Inc | $256,283 | was 0.0% |
| Qube Research & Technologies… | $113,708 | was 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $4,081 | was 0.0% |
| National Bank Of Canada /Fi/ | $50 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 75 holders, 1.43M shares, $68.79M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.