MSB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -3.4% ·
share flow +30.0% ·
net new positions -3.6%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| 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 |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | First Manhattan Co. Llc. | 310.06K | New | $9.77M | 0.0% | New | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 177.88K | 0.0% | $5.60M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 3 | Sei Investments Co | 167.77K | +100.0% | $5.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 114.05K | +4.9% | $3.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Bank of New York Mellon Corp | 100.20K | +7.8% | $3.16M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Lido Advisors, LLC | 79.98K | 0.0% | $2.52M | 0.0% | Held | 2 | SEC ↗ |
| 7 | Geode Capital Management ✦ (passive) | 57.51K | -11.3% | $1.81M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 8 | Royal Bank Of Canada | 51.12K | +20.2% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | JPMorgan Chase ✦ | 36.30K | -1.8% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | HighTower Advisors, LLC | 26.52K | -1.2% | $835,207 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 20.30K | -10.7% | $639,577 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Commonwealth Equity Services, Llc | 19.01K | -38.4% | $598,860 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 18.66K | -21.9% | $587,845 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 17.99K | +3.0% | $566,751 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Russell Investments Group, Ltd. | 17.08K | +0.2% | $537,926 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Arrowstreet Capital ✦ | 15.73K | +10.1% | $495,621 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Raymond James Financial Inc | 12.59K | +7.7% | $396,645 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Ameriprise Financial Inc | 7.84K | +1.5% | $247,080 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of Montreal /Can/ | 7.40K | 0.0% | $233,132 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Osaic Holdings, Inc. | 4.89K | -5.4% | $153,936 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Simplex Trading, Llc | 2.48K | New | $78,214 | 0.0% | New | 1 | SEC ↗ |
| 22 | Citigroup Inc | 829 | -78.0% | $26,114 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cwm, Llc | 682 | +0.7% | $21,436 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fifth Third Bancorp | 550 | New | $17,325 | 0.0% | New | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 400 | New | $12,600 | 0.0% | New | 1 | SEC ↗ |
| 26 | Group One Trading Llc | 145 | -67.1% | $4,568 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 37 | -53.8% | $1,166 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 28 | Assetmark, Inc | 18 | 0.0% | $567 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| First Manhattan Co. Llc. | $9.77M | 0.0% |
| Simplex Trading, Llc | $78,214 | 0.0% |
| Fifth Third Bancorp | $17,325 | 0.0% |
| Us Bancorp \De\ | $12,600 | 0.0% |
Exited
| Two Sigma Investments | $454,112 | was 0.0% |
| Citadel Advisors | $296,720 | was 0.0% |
| Wealth Enhancement Advisory… | $248,849 | was 0.0% |
| Barclays Plc | $57,780 | was 0.0% |
| Corient Private Wealth LP | $38,510 | was 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.