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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
33Tracked holders
-1Δ holders
21.59MShares held
$376.46MReported value
+2New positions
−3Exits
Stable 5 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 +8.6% · net new positions -3.0% — formula
Concentrated accumulation — rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 33 +2 21.12M $375.50M +3 −2
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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 7.41M +27.2% $129.24M 0.0% ▲ Add 2 SEC ↗
2 Bank Of America Corp /De/ 3.33M +7.6% $58.02M 0.0% ▲ Add 2 SEC ↗ ×2
3 LPL Financial LLC 2.43M +25.8% $42.35M 0.0% ▲ Add 2 SEC ↗
4 Raymond James Financial Inc 1.58M -24.5% $27.48M 0.0% ▼ Trim 2 SEC ↗ ×2
5 Bank of New York Mellon Corp 1.48M +2.9% $25.81M 0.0% ▲ Add 2 SEC ↗ ×5
6 Wells Fargo & Company/Mn 854.39K +166.0% $14.90M 0.0% ▲ Add 2 SEC ↗ ×2
7 Morgan Stanley ✦ 764.56K -0.9% $13.33M 0.0% ▼ Trim 3 SEC ↗
8 HighTower Advisors, LLC 729.65K -28.3% $12.73M 0.0% ▼ Trim 2 SEC ↗
9 JPMorgan Chase ✦ 483.79K +30.5% $8.41M 0.0% ▲ Add 3 SEC ↗
10 Mml Investors Services, Llc 452.97K -8.5% $7.90M 0.0% ▼ Trim 2 SEC ↗
11 Cetera Investment Advisers 354.71K +8.5% $6.19M 0.0% ▲ Add 2 SEC ↗
12 Stifel Financial Corp 288.81K +2.6% $5.04M 0.0% ▲ Add 2 SEC ↗ ×2
13 Jane Street Group, Llc 234.03K -1.1% $4.08M 0.0% ▼ Trim 2 SEC ↗
14 Northwestern Mutual Wealth… 182.03K +81.3% $3.17M 0.0% ▲ Add 2 SEC ↗
15 Jones Financial Companies Lllp 163.06K +38.1% $2.82M 0.0% ▲ Add 2 SEC ↗
16 UBS Group AG 160.68K +1347.1% $2.80M 0.0% ▲ Add 2 SEC ↗
17 Truist Financial Corp 137.93K -5.3% $2.41M 0.0% ▼ Trim 2 SEC ↗
18 Wealth Enhancement Advisory… 102.95K +129.9% $1.80M 0.0% ▲ Add 2 SEC ↗
19 Commonwealth Equity Services, Llc 96.19K -0.5% $1.68M 0.0% ▼ Trim 2 SEC ↗
20 Fifth Third Bancorp 63.49K +407.9% $1.11M 0.0% ▲ Add 2 SEC ↗
21 Ameriprise Financial Inc 57.59K -64.1% $1.00M 0.0% ▼ Trim 2 SEC ↗ ×2
22 Royal Bank Of Canada 52.55K -0.9% $917,000 0.0% ▼ Trim 2 SEC ↗
23 Rockefeller Capital Management L.P. 46.97K +36.2% $819,197 0.0% ▲ Add 2 SEC ↗
24 Osaic Holdings, Inc. 36.00K -13.0% $627,788 0.0% ▼ Trim 2 SEC ↗ ×2
25 Charles Schwab Investment… 34.12K +47.5% $595,140 0.0% ▲ Add 2 SEC ↗
26 UBS AM, a distinct business unit of… 32.23K -19.9% $562,091 0.0% ▼ Trim 2 SEC ↗
27 Quantinno Capital Management LP 20.04K New $349,567 0.0% New 1 SEC ↗
28 BlackRock ✦ (passive) 13.02K -4.0% $226,999 0.0% ▼ Trim 4 SEC ↗
29 Fidelity (FMR) ✦ 2.35K +14.7% $40,888 0.0% ▲ Add 4 SEC ↗
30 Bank Of Montreal /Can/ 1.59K 0.0% $27,747 0.0% Held 2 SEC ↗
31 Cwm, Llc 1.57K +0.6% $27,331 0.0% ▲ Add 2 SEC ↗
32 Pnc Financial Services Group, Inc. 790 -0.1% $13,778 0.0% ▼ Trim 2 SEC ↗
33 Assetmark, Inc 28 New $488 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

Exited

Wellington Management $13.38M was 0.0%
Susquehanna International… $265,945 was 0.0%
Bnp Paribas Financial Markets $771 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: Q1 2026 · Methodology · Get this via the API