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Security record

MLPI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025
11Tracked holders
+4Δ holders
209.37KShares held
$11.52MReported value
+5New positions
−1Exits
Rising How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +30.0% · share flow -30.0% · net new positions +20.0% — 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 11 +4 209.37K $11.52M +5 −1
Q1 2026 8 +6 489.98K $27.75M +6 —
Q4 2025 2 +1 30.20K $1.51M +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Royal Bank Of Canada 64.20K +1.5% $3.53M 0.0% ▲ Add 2 SEC ↗
2 Citadel Advisors ✦ 40.37K -72.8% $2.22M 0.0% ▼ Trim 3 SEC ↗
3 Stifel Financial Corp 40.34K +428.0% $2.22M 0.0% ▲ Add 2 SEC ↗
4 LPL Financial LLC 18.36K New $1.01M 0.0% New 1 SEC ↗
5 Hrt Financial Lp 15.66K +186.8% $861,000 0.0% ▲ Add 2 SEC ↗
6 Truist Financial Corp 13.55K New $745,928 0.0% New 1 SEC ↗
7 Mariner, LLC 12.50K New $687,609 0.0% New 1 SEC ↗
8 Jane Street Group, Llc 3.95K -98.4% $217,384 0.0% ▼ Trim 3 SEC ↗
9 Osaic Holdings, Inc. 262 +359.6% $14,447 0.0% ▲ Add 2 SEC ↗
10 Wells Fargo & Company/Mn 113 New $6,206 0.0% New 1 SEC ↗ ×2
11 UBS Group AG 60 New $3,301 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

LPL Financial LLC $1.01M 0.0%
Truist Financial Corp $745,928 0.0%
Mariner, LLC $687,609 0.0%
Wells Fargo & Company/Mn $6,206 0.0%
UBS Group AG $3,301 0.0%

Exited

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 32 holders, 1.04M shares, $58.10M 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