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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
10.03MShares held
$103.14MReported value
+3New positions
−3Exits
Rising 3 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 +5.2% · net new positions 0.0%formula

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

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley 4.40M +7.5% $45.21M 0.0% ▲ Add 3 SEC ↗
2 Morgan Stanley 4.40M +7.5% $45.21M 0.0% ▲ Add 3 SEC ↗
3 Morgan Stanley 4.40M +7.5% $45.21M 0.0% ▲ Add 3 SEC ↗
4 Morgan Stanley 4.40M +7.5% $45.21M 0.0% ▲ Add 3 SEC ↗
5 Morgan Stanley 4.40M +7.5% $45.21M 0.0% ▲ Add 3 SEC ↗
6 Bank Of America Corp /De/ 1.68M +8.9% $17.31M 0.0% ▲ Add 2 SEC ↗
7 Raymond James Financial Inc 1.16M +9.2% $11.91M 0.0% ▲ Add 2 SEC ↗
8 Raymond James Financial Inc 1.16M +9.2% $11.91M 0.0% ▲ Add 2 SEC ↗
9 Raymond James Financial Inc 1.16M +9.2% $11.91M 0.0% ▲ Add 2 SEC ↗
10 Allianz Asset Management GmbH 544.80K 0.0% $5.60M 0.0% Held 2 SEC ↗
11 Wells Fargo & Company/Mn 490.95K +7.9% $5.05M 0.0% ▲ Add 2 SEC ↗
12 Wells Fargo & Company/Mn 490.95K +7.9% $5.05M 0.0% ▲ Add 2 SEC ↗
13 Invesco Ltd. 235.01K -5.2% $2.42M 0.0% ▼ Trim 2 SEC ↗
14 Envestnet Asset Management Inc 223.37K +0.6% $2.30M 0.0% ▲ Add 2 SEC ↗
15 HighTower Advisors, LLC 185.11K 0.0% $1.90M 0.0% Held 2 SEC ↗
16 Royal Bank Of Canada 166.68K +5.2% $1.71M 0.0% ▲ Add 2 SEC ↗
17 Rockefeller Capital Management L.P. 145.65K +0.9% $1.50M 0.0% ▲ Add 2 SEC ↗
18 UBS Group AG 141.15K -2.7% $1.45M 0.0% ▼ Trim 2 SEC ↗
19 LPL Financial LLC 124.56K +2.6% $1.28M 0.0% ▲ Add 2 SEC ↗
20 Osaic Holdings, Inc. 114.52K +1.2% $1.18M 0.0% ▲ Add 2 SEC ↗
21 Osaic Holdings, Inc. 114.52K +1.2% $1.18M 0.0% ▲ Add 2 SEC ↗
22 Nuveen, LLC 91.51K 0.0% $940,743 0.0% Held 2 SEC ↗
23 Ameriprise Financial Inc 59.49K +0.6% $611,569 0.0% ▲ Add 2 SEC ↗
24 Wealth Enhancement Advisory… 44.24K -3.3% $452,545 0.0% ▼ Trim 2 SEC ↗
25 Commonwealth Equity Services, Llc 37.80K +0.3% $388,540 0.0% ▲ Add 2 SEC ↗
26 Stifel Financial Corp 36.77K -3.8% $377,948 0.0% ▼ Trim 2 SEC ↗
27 Mml Investors Services, Llc 26.79K -4.8% $275,413 0.0% ▼ Trim 2 SEC ↗
28 Jane Street Group, Llc 17.59K -54.5% $180,877 0.0% ▼ Trim 2 SEC ↗
29 Jane Street Group, Llc 17.59K -54.5% $180,877 0.0% ▼ Trim 2 SEC ↗
30 Mariner, LLC 17.33K -9.0% $174,769 0.0% ▼ Trim 2 SEC ↗
31 First Trust Advisors Lp 16.90K 0.0% $173,721 0.0% Held 2 SEC ↗
32 Fifth Third Bancorp 14.04K New $144,372 0.0% New 1 SEC ↗
33 Focus Partners Wealth 11.47K -22.4% $143,086 0.0% ▼ Trim 2 SEC ↗
34 Truist Financial Corp 13.45K +10.6% $138,256 0.0% ▲ Add 2 SEC ↗
35 Cetera Investment Advisers 12.23K -9.0% $125,708 0.0% ▼ Trim 2 SEC ↗
36 Baird Financial Group, Inc. 10.70K New $110,027 0.0% New 1 SEC ↗
37 Us Bancorp \De\ 6.00K 0.0% $61,680 0.0% Held 2 SEC ↗
38 BlackRock (passive) 2.24K New $22,996 0.0% New 1 SEC ↗
39 Northwestern Mutual Wealth… 1.05K -41.4% $10,835 0.0% ▼ Trim 2 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 $144,372 0.0%
Baird Financial Group, Inc. $110,027 0.0%
BlackRock $22,996 0.0%

Exited

Lido Advisors, LLC $481,655 was 0.0%
Millennium Management $171,091 was 0.0%
Cerity Partners LLC $113,566 was 0.0%

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: Q1 2026 · Methodology · Get this via the API