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Security record · archived quarter

MUA

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025
29Tracked holders
+2Δ holders
4.85MShares held
$51.47MReported value
+4New positions
−2Exits
Strongly Rising 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +7.4% · share flow +20.0% · net new positions +6.9% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 7 $67 n/a n/a
Q2 2026 30 +2 4.64M $51.13M +4 −2
Q1 2026 29 +2 4.85M $51.47M +4 −2
Q4 2025 27 0 4.04M $43.34M n/a n/a
Q3 2025 1 n/a 268.63K $2.98M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 1.44M -0.7% $15.23M 0.0% ▼ Trim 2 SEC ↗
2 Morgan Stanley ✦ 492.49K +70.6% $5.23M 0.0% ▲ Add 3 SEC ↗ ×2
3 LPL Financial LLC 481.87K +10.6% $5.11M 0.0% ▲ Add 2 SEC ↗
4 Commonwealth Equity Services, Llc 479.89K -4.9% $5.09M 0.0% ▼ Trim 2 SEC ↗
5 Raymond James Financial Inc 328.97K +87.1% $3.49M 0.0% ▲ Add 2 SEC ↗ ×2
6 Wells Fargo & Company/Mn 281.72K +145.5% $2.99M 0.0% ▲ Add 2 SEC ↗ ×2
7 Pnc Financial Services Group, Inc. 280.96K +8.8% $2.98M 0.0% ▲ Add 2 SEC ↗ ×2
8 Royal Bank Of Canada 171.94K +89.2% $1.82M 0.0% ▲ Add 2 SEC ↗
9 Osaic Holdings, Inc. 158.87K +1.6% $1.69M 0.0% ▲ Add 2 SEC ↗ ×2
10 UBS Group AG 154.76K +956.9% $1.64M 0.0% ▲ Add 2 SEC ↗
11 Mariner, LLC 124.95K +0.6% $1.33M 0.0% ▲ Add 2 SEC ↗
12 Cetera Investment Advisers 86.30K +0.3% $915,586 0.0% ▲ Add 2 SEC ↗
13 Rockefeller Capital Management L.P. 70.25K 0.0% $745,358 0.0% ▲ Add 2 SEC ↗
14 Ameriprise Financial Inc 62.04K +20.5% $658,238 0.0% ▲ Add 2 SEC ↗
15 Invesco Ltd. 43.01K -0.3% $456,357 0.0% ▼ Trim 2 SEC ↗
16 Bank of New York Mellon Corp 28.95K +31.3% $307,113 0.0% ▲ Add 2 SEC ↗ ×3
17 Northwestern Mutual Wealth… 25.44K +263.3% $269,907 0.0% ▲ Add 2 SEC ↗
18 Envestnet Asset Management Inc 25.21K -20.7% $267,439 0.0% ▼ Trim 2 SEC ↗
19 Susquehanna International Group, Llp 24.88K -3.6% $264,009 0.0% ▼ Trim 2 SEC ↗
20 Nuveen, LLC 23.61K New $250,523 0.0% New 1 SEC ↗
21 HighTower Advisors, LLC 15.72K 0.0% $166,800 0.0% Held 2 SEC ↗
22 Fisher Asset Management ✦ 14.80K New $156,986 0.0% New 1 SEC ↗
23 Cerity Partners LLC 11.97K New $127,047 0.0% New 1 SEC ↗ ×2
24 Nomura Holdings Inc 10.00K -5.3% $106,100 0.0% ▼ Trim 2 SEC ↗
25 Fifth Third Bancorp 8.97K New $95,203 0.0% New 1 SEC ↗
26 Cwm, Llc 5.42K 0.0% $57,453 0.0% Held 2 SEC ↗
27 Us Bancorp \De\ 3.37K -46.6% $35,714 0.0% ▼ Trim 2 SEC ↗ ×2
28 Citigroup Inc 1 0.0% $11 0.0% Held 2 SEC ↗
29 Jones Financial Companies Lllp 1 -99.9% $9 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Nuveen, LLC $250,523 0.0%
Fisher Asset Management $156,986 0.0%
Cerity Partners LLC $127,047 0.0%
Fifth Third Bancorp $95,203 0.0%

Exited

Jane Street Group, Llc $369,120 was 0.0%
Balyasny Asset Management L.P. $250,068 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 98 holders, 11.85M shares, $116.22M 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 · Get this via the API