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Security record · archived quarter

MLN

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
34Tracked holders
-1Δ holders
19.87MShares held
$348.43MReported value
+0New positions
−1Exits
Falling 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.9% · share flow -4.9% · net new positions -2.9%formula
Broad distribution — falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 34 +2 21.71M $385.97M +3 −1
Q1 2026 33 -1 21.59M $376.46M +2 −3
Q4 2025 34 -1 19.87M $348.43M −1
Q3 2025 6 +1 2.95M $51.52M +1
Q2 2025 3 0 43.86K $740,842
Q1 2025 1 0 17.31K $300,969
Q4 2024 1 +1 8.31K $148,601 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 5.83M $102.14M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 3.09M $54.20M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 3.09M $54.20M 0.0% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 3.09M $54.20M 0.0% n/c 1 SEC ↗
5 Raymond James Financial Inc 2.09M $36.60M 0.0% n/c 1 SEC ↗
6 Raymond James Financial Inc 2.09M $36.60M 0.0% n/c 1 SEC ↗
7 LPL Financial LLC 1.93M $33.83M 0.0% n/c 1 SEC ↗
8 Bank of New York Mellon Corp 1.44M $25.21M 0.0% n/c 1 SEC ↗
9 Bank of New York Mellon Corp 1.44M $25.21M 0.0% n/c 1 SEC ↗
10 Bank of New York Mellon Corp 1.44M $25.21M 0.0% n/c 1 SEC ↗
11 Bank of New York Mellon Corp 1.44M $25.21M 0.0% n/c 1 SEC ↗
12 Bank of New York Mellon Corp 1.44M $25.21M 0.0% n/c 1 SEC ↗
13 Bank of New York Mellon Corp 1.44M $25.21M 0.0% n/c 1 SEC ↗
14 HighTower Advisors, LLC 1.02M $17.84M 0.0% n/c 1 SEC ↗
15 Morgan Stanley 771.34K +19.3% $13.52M 0.0% ▲ Add 2 SEC ↗
16 Morgan Stanley 771.34K +19.3% $13.52M 0.0% ▲ Add 2 SEC ↗
17 Wellington Management 763.30K -53.5% $13.38M 0.0% ▼ Trim 2 SEC ↗
18 Mml Investors Services, Llc 494.88K $8.68M 0.0% n/c 1 SEC ↗
19 JPMorgan Chase 370.71K -39.0% $6.50M 0.0% ▼ Trim 2 SEC ↗
20 JPMorgan Chase 370.71K -39.0% $6.50M 0.0% ▼ Trim 2 SEC ↗
21 Cetera Investment Advisers 327.03K $5.73M 0.0% n/c 1 SEC ↗
22 Wells Fargo & Company/Mn 321.25K $5.63M 0.0% n/c 1 SEC ↗
23 Wells Fargo & Company/Mn 321.25K $5.63M 0.0% n/c 1 SEC ↗
24 Stifel Financial Corp 281.47K $4.93M 0.0% n/c 1 SEC ↗
25 Jane Street Group, Llc 236.76K $4.15M 0.0% n/c 1 SEC ↗
26 Ameriprise Financial Inc 160.47K $2.81M 0.0% n/c 1 SEC ↗
27 Ameriprise Financial Inc 160.47K $2.81M 0.0% n/c 1 SEC ↗
28 Truist Financial Corp 145.59K $2.55M 0.0% n/c 1 SEC ↗
29 Truist Financial Corp 145.59K $2.55M 0.0% n/c 1 SEC ↗
30 Jones Financial Companies Lllp 118.04K $2.07M 0.0% n/c 1 SEC ↗
31 Northwestern Mutual Wealth… 100.41K $1.76M 0.0% n/c 1 SEC ↗
32 Commonwealth Equity Services, Llc 96.62K $1.69M 0.0% n/c 1 SEC ↗
33 Royal Bank Of Canada 53.05K $930,000 0.0% n/c 1 SEC ↗
34 Wealth Enhancement Advisory… 44.77K $786,884 0.0% n/c 1 SEC ↗
35 Osaic Holdings, Inc. 41.39K $725,676 0.0% n/c 1 SEC ↗
36 Osaic Holdings, Inc. 41.39K $725,676 0.0% n/c 1 SEC ↗
37 UBS AM, a distinct business unit of… 40.25K $705,640 0.0% n/c 1 SEC ↗
38 Rockefeller Capital Management L.P. 34.50K $604,749 0.0% n/c 1 SEC ↗
39 Charles Schwab Investment… 23.13K $405,545 0.0% n/c 1 SEC ↗
40 Susquehanna International Group, Llp 15.17K $265,945 0.0% n/c 1 SEC ↗
41 BlackRock (passive) 13.56K +11.9% $237,738 0.0% ▲ Add 3 SEC ↗
42 Fifth Third Bancorp 12.50K $219,138 0.0% n/c 1 SEC ↗
43 UBS Group AG 11.10K $194,647 0.0% n/c 1 SEC ↗
44 Fidelity (FMR) 2.04K -20.9% $35,842 0.0% ▼ Trim 3 SEC ↗
45 Bank Of Montreal /Can/ 1.59K $27,892 0.0% n/c 1 SEC ↗
46 Cwm, Llc 1.56K $27,000 0.0% n/c 1 SEC ↗
47 Pnc Financial Services Group, Inc. 791 $13,867 0.0% n/c 1 SEC ↗
48 Bnp Paribas Financial Markets 44 $771 0.0% n/c 1 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

Citadel Advisors $646,166 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 133 holders, 35.54M shares, $605.46M 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: Q4 2025 · Methodology · Get this via the API