MSIF
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +6.7% ·
share flow +30.0% ·
net new positions +6.2%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Two Sigma Investments ✦ | 1.13M | +232.1% | $13.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | UBS Group AG | 796.75K | +79814.4% | $9.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | Franklin Resources Inc | 627.13K | +50.1% | $7.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 454.59K | +65.6% | $5.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 311.56K | +86.9% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 178.43K | -46.1% | $2.17M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 148.64K | +59.0% | $1.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Millennium Management ✦ | 126.08K | -72.1% | $1.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Barclays Plc | 110.41K | New | $1.34M | 0.0% | New | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 100.44K | +57.2% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Marshall Wace ✦ | 89.32K | -74.8% | $1.09M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Cwm, Llc | 89.08K | +66.1% | $1.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Qube Research & Technologies Ltd | 72.46K | +99.5% | $882,538 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Neuberger Berman Group LLC | 62.89K | New | $765,976 | 0.0% | New | 1 | SEC ↗ |
| 15 | Captrust Financial Advisors | 62.45K | +14.6% | $760,679 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Creative Planning | 50.53K | +116.4% | $615,402 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 41.37K | +64.8% | $503,838 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Morgan Stanley ✦ | 41.22K | +91.4% | $502,071 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Mariner, LLC | 39.12K | +14.0% | $476,452 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 38.15K | +106.0% | $465,000 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Envestnet Asset Management Inc | 37.65K | New | $458,564 | 0.0% | New | 1 | SEC ↗ |
| 22 | Hrt Financial Lp | 36.23K | New | $441,000 | 0.0% | New | 1 | SEC ↗ |
| 23 | Susquehanna International Group, Llp | 30.62K | -38.2% | $373,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Mml Investors Services, Llc | 26.38K | +20.5% | $321,294 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Squarepoint Ops LLC | 24.22K | New | $295,000 | 0.0% | New | 1 | SEC ↗ |
| 26 | Focus Partners Wealth | 17.26K | +66.0% | $210,215 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Lido Advisors, LLC | 13.00K | New | $163,007 | 0.0% | New | 1 | SEC ↗ |
| 28 | T. Rowe Price ✦ | 13.16K | New | $161,000 | 0.0% | New | 1 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 12.42K | -8.8% | $151,274 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 2.40K | +20.8% | $29,353 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 31 | Wells Fargo & Company/Mn | 861 | -53.2% | $10,490 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | Northwestern Mutual Wealth… | 185 | New | $2,253 | 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
| Barclays Plc | $1.34M | 0.0% |
| Neuberger Berman Group LLC | $765,976 | 0.0% |
| Envestnet Asset Management Inc | $458,564 | 0.0% |
| Hrt Financial Lp | $441,000 | 0.0% |
| Squarepoint Ops LLC | $295,000 | 0.0% |
| Lido Advisors, LLC | $163,007 | 0.0% |
| T. Rowe Price | $161,000 | 0.0% |
| Northwestern Mutual Wealth… | $2,253 | 0.0% |
Exited
| Jane Street Group, Llc | $3.58M | was 0.0% |
| Citadel Advisors | $1.95M | was 0.0% |
| Bnp Paribas Financial Markets | $200,989 | was 0.0% |
| D. E. Shaw & Co. | $163,448 | was 0.0% |
| Fifth Third Bancorp | $8,029 | was 0.0% |
| Bank Of America Corp /De/ | $4,914 | was 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 950 sh @ 12.70 · $12,065
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology