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Security record · archived quarter

MTBA

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
3Tracked holders
0Δ holders
363.12KShares held
$18.28MReported value
+1New positions
−1Exits
How these are computed → Explain this at the Research Desk →

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 30 0 7.65M $375.61M +3 −3
Q1 2026 31 +2 8.14M $402.74M +6 −4
Q4 2025 29 0 8.25M $415.89M +1 −1
Q3 2025 3 0 363.12K $18.28M +1 −1
Q2 2025 1 0 9.27K $464,485
Q1 2025 1 0 63.18K $3.17M
Q4 2024 1 0 132.70K $6.59M
Q3 2024 1 0 15.61K $803,551
Q2 2024 1 35.33K $1.78M
Holder count
Who holds it · Q3 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 JPMorgan Chase 346.96K $17.47M 0.0% n/c 1 SEC ↗
2 JPMorgan Chase 346.96K $17.47M 0.0% n/c 1 SEC ↗
3 JPMorgan Chase 346.96K $17.47M 0.0% n/c 1 SEC ↗
4 JPMorgan Chase 346.96K $17.47M 0.0% n/c 1 SEC ↗
5 JPMorgan Chase 346.96K $17.47M 0.0% n/c 1 SEC ↗
6 JPMorgan Chase 346.96K $17.47M 0.0% n/c 1 SEC ↗
7 Morgan Stanley 16.14K $812,448 0.0% n/c 1 SEC ↗
8 Fidelity (FMR) 18 New $906 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

Fidelity (FMR) $906 0.0%

Exited

Citadel Advisors $464,485 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 154 holders, 21.95M shares, $1.07B 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: Q3 2025 · Methodology · Get this via the API