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Security record · archived quarter

MQY

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025
41Tracked holders
+7Δ holders
16.85MShares held
$185.04MReported value
+11New positions
−4Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +20.6% · share flow +30.0% · net new positions +17.1% · 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
Q3 2026 1 0 11.97K $118,613 n/a n/a
Q2 2026 40 0 18.21M $211.25M +3 −3
Q1 2026 41 +7 16.85M $185.04M +11 −4
Q4 2025 33 +1 8.84M $99.93M +1 n/a
Q3 2025 2 n/a 4.11M $47.89M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 7.46M +71.0% $81.93M 0.0% ▲ Add 3 SEC ↗ ×5
2 Bank Of America Corp /De/ 1.72M +220.5% $18.84M 0.0% ▲ Add 2 SEC ↗ ×2
3 Wells Fargo & Company/Mn 1.26M +35.7% $13.87M 0.0% ▲ Add 2 SEC ↗ ×2
4 UBS Group AG 1.11M +32.3% $12.24M 0.0% ▲ Add 2 SEC ↗
5 Raymond James Financial Inc 1.08M +270.9% $11.88M 0.0% ▲ Add 2 SEC ↗ ×3
6 LPL Financial LLC 877.34K +688.0% $9.63M 0.0% ▲ Add 2 SEC ↗
7 Rockefeller Capital Management L.P. 428.90K +82.0% $4.71M 0.0% ▲ Add 2 SEC ↗
8 Commonwealth Equity Services, Llc 392.75K +88.1% $4.31M 0.0% ▲ Add 2 SEC ↗
9 Cetera Investment Advisers 313.56K +500.5% $3.44M 0.0% ▲ Add 2 SEC ↗
10 Osaic Holdings, Inc. 283.57K +190.4% $3.11M 0.0% ▲ Add 2 SEC ↗ ×2
11 Ameriprise Financial Inc 244.58K +90.3% $2.69M 0.0% ▲ Add 2 SEC ↗
12 Allspring Global Investments… 242.26K New $2.66M 0.0% New 1 SEC ↗
13 Royal Bank Of Canada 190.73K +181.0% $2.09M 0.0% ▲ Add 2 SEC ↗ ×2
14 Toronto Dominion Bank 174.60K New $1.92M 0.0% New 1 SEC ↗
15 Invesco Ltd. 158.83K +79.2% $1.74M 0.0% ▲ Add 2 SEC ↗
16 HighTower Advisors, LLC 136.31K +83.7% $1.50M 0.0% ▲ Add 2 SEC ↗
17 Bank of New York Mellon Corp 121.62K +493.8% $1.34M 0.0% ▲ Add 2 SEC ↗ ×3
18 Stifel Financial Corp 85.24K +135.2% $935,919 0.0% ▲ Add 2 SEC ↗ ×2
19 Mml Investors Services, Llc 72.02K +5.8% $790,796 0.0% ▲ Add 2 SEC ↗
20 Nuveen, LLC 67.79K +103.9% $744,290 0.0% ▲ Add 2 SEC ↗
21 Goldman Sachs Group ✦ 52.19K +2.9% $573,079 0.0% ▲ Add 3 SEC ↗
22 Jane Street Group, Llc 50.73K -57.5% $557,004 0.0% ▼ Trim 2 SEC ↗ ×2
23 Envestnet Asset Management Inc 49.05K +27.6% $538,569 0.0% ▲ Add 2 SEC ↗
24 Franklin Resources Inc 41.33K New $453,770 0.0% New 1 SEC ↗
25 Bank Of Montreal /Can/ 31.37K -0.8% $344,476 0.0% ▼ Trim 2 SEC ↗
26 Susquehanna International Group, Llp 30.95K -52.3% $339,886 0.0% ▼ Trim 2 SEC ↗
27 Truist Financial Corp 30.13K New $330,796 0.0% New 1 SEC ↗
28 Creative Planning 18.36K -27.7% $201,629 0.0% ▼ Trim 2 SEC ↗
29 CIBC Bancorp USA Inc. 17.81K n/a $195,521 0.0% n/c 1 SEC ↗
30 First Trust Advisors Lp 16.15K New $177,283 0.0% New 1 SEC ↗
31 Cerity Partners LLC 15.62K New $171,542 0.0% New 1 SEC ↗ ×2
32 Nomura Holdings Inc 15.00K -29.4% $164,700 0.0% ▼ Trim 2 SEC ↗
33 Corient Private Wealth LP 13.86K -33.8% $152,179 0.0% ▼ Trim 2 SEC ↗
34 Pnc Financial Services Group, Inc. 12.49K +145.4% $137,107 0.0% ▲ Add 2 SEC ↗ ×3
35 Wealth Enhancement Advisory… 10.07K New $111,453 0.0% New 1 SEC ↗
36 Us Bancorp \De\ 7.76K +21.2% $85,205 0.0% ▲ Add 2 SEC ↗ ×2
37 Cwm, Llc 5.25K +93.8% $57,590 0.0% ▲ Add 2 SEC ↗
38 Fifth Third Bancorp 4.92K New $53,984 0.0% New 1 SEC ↗
39 Northwestern Mutual Wealth… 1.07K New $11,705 0.0% New 1 SEC ↗
40 BlackRock ✦ (passive) 979 New $10,747 0.0% New 1 SEC ↗
41 JPMorgan Chase ✦ 126 New $1,367 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

Exited

Balyasny Asset Management L.P. $2.70M was 0.0%
Hrt Financial Lp $195,000 was 0.0%
Citadel Advisors $140,131 was 0.0%
UBS AM, a distinct business… $23,979 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 200 holders, 48.28M shares, $500.30M 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