Security record · archived quarter
MSB
name pending profile ingest
29Tracked holders
0Δ holders
943.53KShares held
$34.18MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -3.3% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 24 | -2 | 1.08M | $27.38M | +3 | −6 |
| Q1 2026 | 28 | -1 | 1.27M | $39.97M | +4 | −5 |
| Q4 2025 | 29 | 0 | 943.53K | $34.18M | n/a | n/a |
| Q3 2025 | 7 | 0 | 276.36K | $8.09M | n/a | n/a |
| Q2 2025 | 5 | +2 | 71.26K | $1.71M | +2 | n/a |
| Q1 2025 | 2 | -1 | 55.80K | $1.52M | +1 | −2 |
| Q4 2024 | 3 | 0 | 59.49K | $1.67M | n/a | n/a |
| Q3 2024 | 3 | 0 | 59.58K | $1.35M | n/a | n/a |
| Q2 2024 | 3 | n/a | 95.49K | $1.65M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 177.88K | n/a | $6.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 108.74K | +4.6% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Bank of New York Mellon Corp | 92.97K | n/a | $3.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Sei Investments Co | 83.88K | n/a | $3.23M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 64.87K | +8.7% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Lido Advisors, LLC | 79.98K | n/a | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 42.53K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | JPMorgan Chase ✦ | 36.96K | -49.0% | $1.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 9 | Commonwealth Equity Services, Llc | 30.84K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 26.84K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 23.91K | n/a | $920,829 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 22.74K | n/a | $875,906 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Wells Fargo & Company/Mn | 17.47K | n/a | $673,088 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Russell Investments Group, Ltd. | 17.04K | n/a | $656,457 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Arrowstreet Capital ✦ | 14.30K | -14.3% | $550,720 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 16 | Two Sigma Investments ✦ | 11.79K | -28.2% | $454,112 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 17 | Raymond James Financial Inc | 11.69K | n/a | $450,292 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Ameriprise Financial Inc | 7.73K | n/a | $297,757 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 7.70K | +7.3% | $296,720 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 7.40K | n/a | $285,048 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 6.11K | n/a | $248,849 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 5.16K | n/a | $198,915 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Citigroup Inc | 3.76K | n/a | $144,951 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Barclays Plc | 1.50K | n/a | $57,780 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Corient Private Wealth LP | 38.51K | n/a | $38,510 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 677 | n/a | $26,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Group One Trading Llc | 441 | n/a | $16,987 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 80 | +8.1% | $3,082 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Assetmark, Inc | 18 | n/a | $693 | 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): 71 holders, 6.63M shares, $208.40M 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 ·
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