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Security record · archived quarter

MMIT

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q1 2025 Q4 2024 Q2 2024
31Tracked holders
+1Δ holders
21.25MShares held
$517.06MReported value
+1New positions
−0Exits
Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.3% · share flow +0.4% · net new positions +3.2%formula
Broad accumulation — rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 33 +2 28.11M $684.67M +3 −1
Q1 2026 32 +1 24.27M $585.16M +3 −2
Q4 2025 31 +1 21.25M $517.06M +1
Q3 2025 3 +1 2.92M $70.87M +1
Q1 2025 1 0 51.10K $1.22M
Q4 2024 1 +1 63.88K $1.53M +1
Q2 2024 1 24.67K $596,448
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 5.74M $139.73M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 5.74M $139.73M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 5.74M $139.73M 0.0% n/c 1 SEC ↗
4 Morgan Stanley 2.79M +7.0% $67.77M 0.0% ▲ Add 2 SEC ↗
5 LPL Financial LLC 2.05M $49.80M 0.0% n/c 1 SEC ↗
6 Cetera Investment Advisers 1.95M $47.35M 0.1% n/c 1 SEC ↗
7 Raymond James Financial Inc 1.90M $46.20M 0.0% n/c 1 SEC ↗
8 Raymond James Financial Inc 1.90M $46.20M 0.0% n/c 1 SEC ↗
9 UBS Group AG 1.70M $41.30M 0.0% n/c 1 SEC ↗
10 UBS Group AG 1.70M $41.30M 0.0% n/c 1 SEC ↗
11 Mariner, LLC 1.22M $29.75M 0.0% n/c 1 SEC ↗
12 Envestnet Asset Management Inc 775.48K $18.87M 0.0% n/c 1 SEC ↗
13 Royal Bank Of Canada 575.11K $13.99M 0.0% n/c 1 SEC ↗
14 Royal Bank Of Canada 575.11K $13.99M 0.0% n/c 1 SEC ↗
15 Royal Bank Of Canada 575.11K $13.99M 0.0% n/c 1 SEC ↗
16 Stifel Financial Corp 340.96K $8.30M 0.0% n/c 1 SEC ↗
17 Stifel Financial Corp 340.96K $8.30M 0.0% n/c 1 SEC ↗
18 Stifel Financial Corp 340.96K $8.30M 0.0% n/c 1 SEC ↗
19 Osaic Holdings, Inc. 339.76K $8.27M 0.0% n/c 1 SEC ↗
20 Osaic Holdings, Inc. 339.76K $8.27M 0.0% n/c 1 SEC ↗
21 Truist Financial Corp 309.95K $7.54M 0.0% n/c 1 SEC ↗
22 Truist Financial Corp 309.95K $7.54M 0.0% n/c 1 SEC ↗
23 Bank of New York Mellon Corp 268.93K $6.54M 0.0% n/c 1 SEC ↗
24 Bank of New York Mellon Corp 268.93K $6.54M 0.0% n/c 1 SEC ↗
25 Bank of New York Mellon Corp 268.93K $6.54M 0.0% n/c 1 SEC ↗
26 Wealth Enhancement Advisory… 217.31K $5.30M 0.0% n/c 1 SEC ↗
27 Commonwealth Equity Services, Llc 177.04K $4.31M 0.0% n/c 1 SEC ↗
28 Rockefeller Capital Management L.P. 172.37K $4.19M 0.0% n/c 1 SEC ↗
29 Rockefeller Capital Management L.P. 172.37K $4.19M 0.0% n/c 1 SEC ↗
30 JPMorgan Chase 144.15K -51.2% $3.51M 0.0% ▼ Trim 2 SEC ↗
31 JPMorgan Chase 144.15K -51.2% $3.51M 0.0% ▼ Trim 2 SEC ↗
32 JPMorgan Chase 144.15K -51.2% $3.51M 0.0% ▼ Trim 2 SEC ↗
33 JPMorgan Chase 144.15K -51.2% $3.51M 0.0% ▼ Trim 2 SEC ↗
34 Mml Investors Services, Llc 114.65K $2.79M 0.0% n/c 1 SEC ↗
35 Jones Financial Companies Lllp 104.63K $2.55M 0.0% n/c 1 SEC ↗
36 Creative Planning 74.80K $1.82M 0.0% n/c 1 SEC ↗
37 Jane Street Group, Llc 66.15K $1.61M 0.0% n/c 1 SEC ↗
38 Corient Private Wealth LP 64.96K $1.58M 0.0% n/c 1 SEC ↗
39 Corient Private Wealth LP 64.96K $1.58M 0.0% n/c 1 SEC ↗
40 Captrust Financial Advisors 53.93K $1.31M 0.0% n/c 1 SEC ↗
41 Goldman Sachs Group 47.95K New $1.17M 0.0% New 1 SEC ↗
42 Citadel Advisors 22.92K +21.1% $557,644 0.0% ▲ Add 2 SEC ↗
43 HighTower Advisors, LLC 21.86K $531,894 0.0% n/c 1 SEC ↗
44 Us Bancorp \De\ 6.65K $161,881 0.0% n/c 1 SEC ↗
45 Assetmark, Inc 4.88K $118,755 0.0% n/c 1 SEC ↗
46 Northwestern Mutual Wealth… 4.72K $114,935 0.0% n/c 1 SEC ↗
47 Cwm, Llc 1.05K $26,000 0.0% n/c 1 SEC ↗
48 Bnp Paribas Financial Markets 32 $779 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

Goldman Sachs Group $1.17M 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 158 holders, 52.42M shares, $1.26B 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