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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
32Tracked holders
+1Δ holders
24.27MShares held
$585.16MReported value
+3New positions
−2Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.2% · share flow +14.2% · net new positions +3.1%formula
Broad accumulation — rising shares across more holders

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

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 6.22M +8.2% $149.81M 0.0% ▲ Add 2 SEC ↗
2 Bank Of America Corp /De/ 6.22M +8.2% $149.81M 0.0% ▲ Add 2 SEC ↗
3 Bank Of America Corp /De/ 6.22M +8.2% $149.81M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 3.84M +38.0% $92.67M 0.0% ▲ Add 3 SEC ↗
5 Morgan Stanley 3.84M +38.0% $92.67M 0.0% ▲ Add 3 SEC ↗
6 LPL Financial LLC 2.19M +7.0% $52.76M 0.0% ▲ Add 2 SEC ↗
7 Raymond James Financial Inc 2.12M +11.6% $51.07M 0.0% ▲ Add 2 SEC ↗
8 Raymond James Financial Inc 2.12M +11.6% $51.07M 0.0% ▲ Add 2 SEC ↗
9 UBS Group AG 2.08M +22.5% $50.13M 0.0% ▲ Add 2 SEC ↗
10 Cetera Investment Advisers 2.05M +5.5% $49.50M 0.1% ▲ Add 2 SEC ↗
11 Mariner, LLC 1.21M -0.9% $29.22M 0.0% ▼ Trim 2 SEC ↗
12 Envestnet Asset Management Inc 891.95K +15.0% $21.50M 0.0% ▲ Add 2 SEC ↗
13 Royal Bank Of Canada 712.70K +23.9% $17.18M 0.0% ▲ Add 2 SEC ↗
14 Royal Bank Of Canada 712.70K +23.9% $17.18M 0.0% ▲ Add 2 SEC ↗
15 Royal Bank Of Canada 712.70K +23.9% $17.18M 0.0% ▲ Add 2 SEC ↗
16 Royal Bank Of Canada 712.70K +23.9% $17.18M 0.0% ▲ Add 2 SEC ↗
17 Osaic Holdings, Inc. 371.51K +9.3% $8.96M 0.0% ▲ Add 2 SEC ↗
18 Osaic Holdings, Inc. 371.51K +9.3% $8.96M 0.0% ▲ Add 2 SEC ↗
19 Stifel Financial Corp 356.19K +4.5% $8.59M 0.0% ▲ Add 2 SEC ↗
20 Stifel Financial Corp 356.19K +4.5% $8.59M 0.0% ▲ Add 2 SEC ↗
21 Truist Financial Corp 302.47K -2.4% $7.29M 0.0% ▼ Trim 2 SEC ↗
22 Jones Financial Companies Lllp 286.24K +173.6% $6.90M 0.0% ▲ Add 2 SEC ↗
23 Bank of New York Mellon Corp 273.48K +1.7% $6.59M 0.0% ▲ Add 2 SEC ↗
24 Bank of New York Mellon Corp 273.48K +1.7% $6.59M 0.0% ▲ Add 2 SEC ↗
25 Bank of New York Mellon Corp 273.48K +1.7% $6.59M 0.0% ▲ Add 2 SEC ↗
26 Wealth Enhancement Advisory… 233.69K +7.5% $5.66M 0.0% ▲ Add 2 SEC ↗
27 JPMorgan Chase 206.38K +43.2% $4.98M 0.0% ▲ Add 3 SEC ↗
28 JPMorgan Chase 206.38K +43.2% $4.98M 0.0% ▲ Add 3 SEC ↗
29 Rockefeller Capital Management L.P. 174.24K +1.1% $4.20M 0.0% ▲ Add 2 SEC ↗
30 Rockefeller Capital Management L.P. 174.24K +1.1% $4.20M 0.0% ▲ Add 2 SEC ↗
31 Rockefeller Capital Management L.P. 174.24K +1.1% $4.20M 0.0% ▲ Add 2 SEC ↗
32 Commonwealth Equity Services, Llc 171.32K -3.2% $4.13M 0.0% ▼ Trim 2 SEC ↗
33 HighTower Advisors, LLC 167.34K +665.4% $4.03M 0.0% ▲ Add 2 SEC ↗
34 Mml Investors Services, Llc 112.81K -1.6% $2.72M 0.0% ▼ Trim 2 SEC ↗
35 Creative Planning 73.93K -1.2% $1.78M 0.0% ▼ Trim 2 SEC ↗
36 Citadel Advisors 48.63K +112.2% $1.17M 0.0% ▲ Add 3 SEC ↗
37 Fifth Third Bancorp 45.58K New $1.10M 0.0% New 1 SEC ↗
38 Captrust Financial Advisors 43.89K -18.6% $1.06M 0.0% ▼ Trim 2 SEC ↗
39 Corient Private Wealth LP 32.48K -50.0% $782,979 0.0% ▼ Trim 2 SEC ↗
40 Jane Street Group, Llc 26.73K -59.6% $644,351 0.0% ▼ Trim 2 SEC ↗
41 Ameriprise Financial Inc 20.23K New $487,655 0.0% New 1 SEC ↗
42 Assetmark, Inc 4.38K -10.3% $105,508 0.0% ▼ Trim 2 SEC ↗
43 Cwm, Llc 2.92K +177.6% $70,459 0.0% ▲ Add 2 SEC ↗
44 Northwestern Mutual Wealth… 1.56K -67.0% $37,604 0.0% ▼ Trim 2 SEC ↗
45 Us Bancorp \De\ 915 -86.2% $22,056 0.0% ▼ Trim 2 SEC ↗
46 UBS AM, a distinct business unit of… 889 New $21,429 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

Fifth Third Bancorp $1.10M 0.0%
Ameriprise Financial Inc $487,655 0.0%
UBS AM, a distinct business… $21,429 0.0%

Exited

Goldman Sachs Group $1.17M was 0.0%
Bnp Paribas Financial Markets $779 was 0.0%

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: Q1 2026 · Methodology · Get this via the API