Security record · archived quarter
MSIF
name pending profile ingest
36Tracked holders
+5Δ holders
5.17MShares held
$59.79MReported value
+6New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +16.1% ·
share flow +9.9% ·
net new positions +13.9%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 1.01M | +26.3% | $11.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 1.01M | +26.3% | $11.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | UBS Group AG | 1.01M | +26.3% | $11.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 783.89K | -30.9% | $9.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Franklin Resources Inc | 779.53K | +24.3% | $9.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 444.60K | -2.2% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Marshall Wace ✦ | 318.80K | +256.9% | $3.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Marshall Wace ✦ | 318.80K | +256.9% | $3.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Cetera Investment Advisers | 258.74K | -16.9% | $2.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Qube Research & Technologies Ltd | 223.26K | +208.1% | $2.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 211.90K | +42.6% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 211.90K | +42.6% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 174.88K | -2.0% | $2.02M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | Barclays Plc | 142.93K | +29.4% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 134.60K | +226.5% | $1.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 134.60K | +226.5% | $1.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 134.60K | +226.5% | $1.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 134.60K | +226.5% | $1.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 75.28K | -25.1% | $871,001 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Millennium Management ✦ | 68.60K | -45.6% | $793,690 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 21 | Neuberger Berman Group LLC | 57.51K | -8.6% | $665,402 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Captrust Financial Advisors | 57.10K | -8.6% | $660,660 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 53.84K | +41.1% | $623,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 53.84K | +41.1% | $623,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 42.95K | +14.1% | $496,880 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 39.94K | -3.5% | $462,071 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Raymond James Financial Inc | 39.94K | -3.5% | $462,071 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Creative Planning | 34.45K | -31.8% | $398,586 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 31.65K | +20.0% | $366,172 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Hrt Financial Lp | 31.36K | -13.4% | $362,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Mariner, LLC | 28.18K | -28.0% | $326,065 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Fisher Asset Management ✦ | 23.63K | New | $273,433 | 0.0% | New | 1 | SEC ↗ |
| 33 | Mackenzie Financial Corp | 18.42K | New | $213,166 | 0.0% | New | 1 | SEC ↗ |
| 34 | Jane Street Group, Llc | 17.47K | New | $202,105 | 0.0% | New | 1 | SEC ↗ |
| 35 | Jane Street Group, Llc | 17.47K | New | $202,105 | 0.0% | New | 1 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 16.87K | -44.9% | $195,140 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Focus Partners Wealth | 15.41K | -10.7% | $178,317 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | T. Rowe Price ✦ | 14.69K | +11.6% | $170,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank Of America Corp /De/ | 13.15K | New | $152,157 | 0.0% | New | 1 | SEC ↗ |
| 40 | Lido Advisors, LLC | 13.00K | 0.0% | $150,398 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Ameriprise Financial Inc | 12.03K | -3.1% | $139,228 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Nomura Holdings Inc | 10.00K | New | $115,700 | 0.0% | New | 1 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 9.00K | +274.5% | $105,594 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 9.00K | +274.5% | $105,594 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 9.00K | +274.5% | $105,594 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Nomura Asset Management Co Ltd | 1.43K | New | $16,522 | 0.0% | New | 1 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 1.20K | +39.5% | $13,893 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Northwestern Mutual Wealth… | 603 | +225.9% | $6,980 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fisher Asset Management | $273,433 | 0.0% |
| Mackenzie Financial Corp | $213,166 | 0.0% |
| Jane Street Group, Llc | $202,105 | 0.0% |
| Jane Street Group, Llc | $202,105 | 0.0% |
| Bank Of America Corp /De/ | $152,157 | 0.0% |
| Nomura Holdings Inc | $115,700 | 0.0% |
| Nomura Asset Management Co Ltd | $16,522 | 0.0% |
Exited
| Squarepoint Ops LLC | $295,000 | 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.
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: Q2 2026 ·
Methodology ·
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