Security record · archived quarter
MTBA
name pending profile ingest
31Tracked holders
+2Δ holders
8.14MShares held
$402.74MReported value
+6New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +6.9% ·
share flow -1.3% ·
net new positions +6.5%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 47.62K | $2.24M | n/a | n/a |
| Q2 2026 | 29 | 0 | 7.63M | $374.32M | +3 | −4 |
| 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 | n/a | n/a |
| Q1 2025 | 1 | 0 | 63.18K | $3.17M | n/a | n/a |
| Q4 2024 | 1 | 0 | 132.70K | $6.59M | n/a | n/a |
| Q3 2024 | 1 | 0 | 15.61K | $803,551 | n/a | n/a |
| Q2 2024 | 1 | n/a | 35.33K | $1.78M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 2.47M | +8.9% | $122.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 1.67M | -2.4% | $82.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 3 | Mml Investors Services, Llc | 1.63M | -7.0% | $80.71M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 582.64K | +3.8% | $28.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Royal Bank Of Canada | 291.79K | +15.8% | $14.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Bank of New York Mellon Corp | 261.01K | +0.8% | $12.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Commonwealth Equity Services, Llc | 227.65K | +4.4% | $11.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 175.94K | -49.9% | $8.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of Montreal /Can/ | 155.24K | +20.2% | $7.68M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | JPMorgan Chase ✦ | 145.76K | +4.2% | $7.19M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Tidal Investments LLC | 112.75K | -61.3% | $5.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 86.00K | +4.2% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 83.59K | +91.5% | $4.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | First Manhattan Co. Llc. | 50.00K | 0.0% | $2.47M | 0.0% | Held | 2 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 28.09K | +649.2% | $1.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 27.66K | +7.4% | $1.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 23.63K | +26.1% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Morgan Stanley ✦ | 22.77K | -27.4% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Focus Partners Wealth | 20.27K | +94.9% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Corient Private Wealth LP | 14.46K | New | $715,217 | 0.0% | New | 1 | SEC ↗ |
| 21 | Quantinno Capital Management LP | 13.45K | New | $665,065 | 0.0% | New | 1 | SEC ↗ |
| 22 | Cibc World Market Inc. | 9.84K | -1.5% | $486,686 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Fifth Third Bancorp | 6.33K | New | $313,082 | 0.0% | New | 1 | SEC ↗ |
| 24 | Lido Advisors, LLC | 6.09K | -4.4% | $301,214 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 4.68K | 0.0% | $231,572 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 4.32K | New | $213,716 | 0.0% | New | 1 | SEC ↗ ×2 |
| 27 | Susquehanna International Group, Llp | 4.22K | New | $208,870 | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS Group AG | 4.16K | New | $205,556 | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | Us Bancorp \De\ | 973 | -19.4% | $48,126 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Northwestern Mutual Wealth… | 174 | 0.0% | $8,606 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Cwm, Llc | 114 | 0.0% | $5,638 | 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
| Corient Private Wealth LP | $715,217 | 0.0% |
| Quantinno Capital Management… | $665,065 | 0.0% |
| Fifth Third Bancorp | $313,082 | 0.0% |
| Raymond James Financial Inc | $213,716 | 0.0% |
| Susquehanna International… | $208,870 | 0.0% |
| UBS Group AG | $205,556 | 0.0% |
Exited
| Jane Street Group, Llc | $592,570 | was 0.0% |
| Cetera Investment Advisers | $242,214 | was 0.0% |
| Pnc Financial Services Group… | $14,316 | was 0.0% |
| Assetmark, Inc | $8,066 | 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: Q1 2026 ·
Methodology ·
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