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Security record · archived quarter

MSIF

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
30Tracked holders
+4Δ holders
3.31MShares held
$43.53MReported value
+4New positions
−0Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +15.4% · share flow +30.0% · net new positions +13.3%formula
Broad accumulation — rising shares across more holders

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

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 36 +5 5.17M $59.79M +6 −1
Q1 2026 32 +2 4.79M $58.34M +8 −6
Q4 2025 30 +4 3.31M $43.53M +4
Q3 2025 4 +1 688.81K $9.04M +2 −1
Q2 2025 2 0 411.98K $6.77M
Q1 2025 1 +1 313.58K $5.17M +1
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Millennium Management 452.23K +229.1% $5.94M 0.0% ▲ Add 2 SEC ↗
2 Franklin Resources Inc 417.67K $5.49M 0.0% n/c 1 SEC ↗
3 Marshall Wace 354.35K +67.9% $4.66M 0.0% ▲ Add 2 SEC ↗
4 Marshall Wace 354.35K +67.9% $4.66M 0.0% ▲ Add 2 SEC ↗
5 Two Sigma Investments 341.55K New $4.49M 0.0% New 1 SEC ↗
6 BlackRock (passive) 330.92K +1.6% $4.35M 0.0% ▲ Add 3 SEC ↗
7 LPL Financial LLC 274.56K $3.61M 0.0% n/c 1 SEC ↗
8 Jane Street Group, Llc 272.79K $3.58M 0.0% n/c 1 SEC ↗
9 Jane Street Group, Llc 272.79K $3.58M 0.0% n/c 1 SEC ↗
10 Cetera Investment Advisers 166.68K $2.19M 0.0% n/c 1 SEC ↗
11 Citadel Advisors 148.59K New $1.95M 0.0% New 1 SEC ↗
12 Citadel Advisors 148.59K New $1.95M 0.0% New 1 SEC ↗
13 Osaic Holdings, Inc. 93.49K $1.23M 0.0% n/c 1 SEC ↗
14 Osaic Holdings, Inc. 93.49K $1.23M 0.0% n/c 1 SEC ↗
15 Osaic Holdings, Inc. 93.49K $1.23M 0.0% n/c 1 SEC ↗
16 Commonwealth Equity Services, Llc 63.87K $839,236 0.0% n/c 1 SEC ↗
17 Captrust Financial Advisors 54.48K $715,895 0.0% n/c 1 SEC ↗
18 Cwm, Llc 53.64K $705,000 0.0% n/c 1 SEC ↗
19 Susquehanna International Group, Llp 49.58K $651,521 0.0% n/c 1 SEC ↗
20 Qube Research & Technologies Ltd 36.32K $477,284 0.0% n/c 1 SEC ↗
21 Mariner, LLC 34.32K $451,017 0.0% n/c 1 SEC ↗
22 Mariner, LLC 34.32K $451,017 0.0% n/c 1 SEC ↗
23 Raymond James Financial Inc 25.10K $329,775 0.0% n/c 1 SEC ↗
24 Raymond James Financial Inc 25.10K $329,775 0.0% n/c 1 SEC ↗
25 Creative Planning 23.35K $306,780 0.0% n/c 1 SEC ↗
26 Mml Investors Services, Llc 21.89K $287,622 0.0% n/c 1 SEC ↗
27 Morgan Stanley 21.53K +46.8% $282,931 0.0% ▲ Add 2 SEC ↗
28 Morgan Stanley 21.53K +46.8% $282,931 0.0% ▲ Add 2 SEC ↗
29 Morgan Stanley 21.53K +46.8% $282,931 0.0% ▲ Add 2 SEC ↗
30 Morgan Stanley 21.53K +46.8% $282,931 0.0% ▲ Add 2 SEC ↗
31 Morgan Stanley 21.53K +46.8% $282,931 0.0% ▲ Add 2 SEC ↗
32 Royal Bank Of Canada 18.52K $243,000 0.0% n/c 1 SEC ↗
33 Royal Bank Of Canada 18.52K $243,000 0.0% n/c 1 SEC ↗
34 Bnp Paribas Financial Markets 15.30K $200,989 0.0% n/c 1 SEC ↗
35 Ameriprise Financial Inc 13.62K $178,993 0.0% n/c 1 SEC ↗
36 D. E. Shaw & Co. 12.44K New $163,448 0.0% New 1 SEC ↗
37 Focus Partners Wealth 10.40K $136,630 0.0% n/c 1 SEC ↗
38 JPMorgan Chase 1.99K New $26,149 0.0% New 1 SEC ↗
39 Wells Fargo & Company/Mn 1.84K $24,181 0.0% n/c 1 SEC ↗
40 Wells Fargo & Company/Mn 1.84K $24,181 0.0% n/c 1 SEC ↗
41 UBS Group AG 997 $13,101 0.0% n/c 1 SEC ↗
42 UBS Group AG 997 $13,101 0.0% n/c 1 SEC ↗
43 UBS Group AG 997 $13,101 0.0% n/c 1 SEC ↗
44 Fifth Third Bancorp 611 $8,029 0.0% n/c 1 SEC ↗
45 Bank Of America Corp /De/ 374 $4,914 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

Two Sigma Investments $4.49M 0.0%
Citadel Advisors $1.95M 0.0%
Citadel Advisors $1.95M 0.0%
D. E. Shaw & Co. $163,448 0.0%
JPMorgan Chase $26,149 0.0%

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 157 holders, 12.91M shares, $142.04M 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