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Security record · archived quarter

MMU

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
30Tracked holders
0Δ holders
9.53MShares held
$99.53MReported value
+0New positions
−0Exits
Stable 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.0% · net new positions 0.0%formula

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 27 -3 10.10M $105.29M +1 −4
Q1 2026 30 0 10.03M $103.14M +3 −3
Q4 2025 30 0 9.53M $99.53M
Q3 2025 2 0 4.01M $41.47M
Q2 2025 1 +1 17.39K $172,141 +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 4.09M +2.5% $42.73M 0.0% ▲ Add 2 SEC ↗
2 Morgan Stanley 4.09M +2.5% $42.73M 0.0% ▲ Add 2 SEC ↗
3 Morgan Stanley 4.09M +2.5% $42.73M 0.0% ▲ Add 2 SEC ↗
4 Morgan Stanley 4.09M +2.5% $42.73M 0.0% ▲ Add 2 SEC ↗
5 Bank Of America Corp /De/ 1.55M $16.14M 0.0% n/c 1 SEC ↗
6 Raymond James Financial Inc 1.06M $11.08M 0.0% n/c 1 SEC ↗
7 Raymond James Financial Inc 1.06M $11.08M 0.0% n/c 1 SEC ↗
8 Raymond James Financial Inc 1.06M $11.08M 0.0% n/c 1 SEC ↗
9 Allianz Asset Management GmbH 544.80K $5.69M 0.0% n/c 1 SEC ↗
10 Wells Fargo & Company/Mn 454.89K $4.75M 0.0% n/c 1 SEC ↗
11 Wells Fargo & Company/Mn 454.89K $4.75M 0.0% n/c 1 SEC ↗
12 Invesco Ltd. 247.86K $2.59M 0.0% n/c 1 SEC ↗
13 Envestnet Asset Management Inc 221.99K $2.32M 0.0% n/c 1 SEC ↗
14 HighTower Advisors, LLC 185.11K $1.93M 0.0% n/c 1 SEC ↗
15 Royal Bank Of Canada 158.45K $1.65M 0.0% n/c 1 SEC ↗
16 Royal Bank Of Canada 158.45K $1.65M 0.0% n/c 1 SEC ↗
17 UBS Group AG 145.03K $1.51M 0.0% n/c 1 SEC ↗
18 UBS Group AG 145.03K $1.51M 0.0% n/c 1 SEC ↗
19 Rockefeller Capital Management L.P. 144.29K $1.51M 0.0% n/c 1 SEC ↗
20 LPL Financial LLC 121.38K $1.27M 0.0% n/c 1 SEC ↗
21 Osaic Holdings, Inc. 113.19K $1.18M 0.0% n/c 1 SEC ↗
22 Osaic Holdings, Inc. 113.19K $1.18M 0.0% n/c 1 SEC ↗
23 Nuveen, LLC 91.51K $955,385 0.0% n/c 1 SEC ↗
24 Ameriprise Financial Inc 59.12K $617,236 0.0% n/c 1 SEC ↗
25 Lido Advisors, LLC 46.34K $481,655 0.0% n/c 1 SEC ↗
26 Wealth Enhancement Advisory… 45.75K $478,046 0.0% n/c 1 SEC ↗
27 Jane Street Group, Llc 38.68K $403,819 0.0% n/c 1 SEC ↗
28 Jane Street Group, Llc 38.68K $403,819 0.0% n/c 1 SEC ↗
29 Stifel Financial Corp 38.21K $398,864 0.0% n/c 1 SEC ↗
30 Stifel Financial Corp 38.21K $398,864 0.0% n/c 1 SEC ↗
31 Commonwealth Equity Services, Llc 37.69K $393,460 0.0% n/c 1 SEC ↗
32 Mml Investors Services, Llc 28.15K $293,888 0.0% n/c 1 SEC ↗
33 Mariner, LLC 19.04K $198,798 0.0% n/c 1 SEC ↗
34 First Trust Advisors Lp 16.90K $176,425 0.0% n/c 1 SEC ↗
35 Millennium Management 16.39K 0.0% $171,091 0.0% Held 3 SEC ↗
36 Focus Partners Wealth 14.78K $154,028 0.0% n/c 1 SEC ↗
37 Cetera Investment Advisers 13.44K $140,344 0.0% n/c 1 SEC ↗
38 Truist Financial Corp 12.16K $126,982 0.0% n/c 1 SEC ↗
39 Cerity Partners LLC 10.88K $113,566 0.0% n/c 1 SEC ↗
40 Us Bancorp \De\ 6.00K $62,640 0.0% n/c 1 SEC ↗
41 Northwestern Mutual Wealth… 1.80K $18,792 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

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 109 holders, 20.08M shares, $198.67M 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