MUJ
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -28.6% ·
share flow -8.2% ·
net new positions -20.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | 0 | 2.60M | $32.04M | +1 | −1 |
| Q1 2026 | 15 | -6 | 2.52M | $29.19M | — | −6 |
| Q4 2025 | 21 | +1 | 2.75M | $32.70M | +1 | — |
| Q3 2025 | 1 | — | 788.11K | $9.13M | — | — |
| Q1 2025 | 1 | 0 | 21.46K | $241,414 | — | — |
| Q4 2024 | 1 | 0 | 10.51K | $116,335 | +1 | −1 |
| Q3 2024 | 1 | +1 | 17.64K | $213,949 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 748.36K | -6.8% | $8.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 748.36K | -6.8% | $8.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 748.36K | -6.8% | $8.66M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 454.14K | +4.1% | $5.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 310.61K | +2.1% | $3.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 310.61K | +2.1% | $3.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 255.45K | -1.5% | $2.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | LPL Financial LLC | 209.74K | -8.5% | $2.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 171.84K | -9.3% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 171.84K | -9.3% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 171.84K | -9.3% | $1.99M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 107.43K | +9.8% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 74.46K | -0.4% | $861,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 54.24K | +3.4% | $627,520 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 45.59K | +36.1% | $527,523 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 38.12K | +3.6% | $440,987 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 20.04K | +0.9% | $231,828 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 17.52K | -21.5% | $202,741 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 17.52K | -21.5% | $202,741 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Bank Of Montreal /Can/ | 11.56K | -61.6% | $133,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 3.55K | 0.0% | $41,074 | 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
| No new tracked buyers this quarter. |
Exited
| Allspring Global Investments… | $860,846 | was 0.0% |
| Creative Planning | $313,601 | was 0.0% |
| Susquehanna International… | $244,152 | was 0.0% |
| Focus Partners Wealth | $180,767 | was 0.0% |
| Stifel Financial Corp | $122,722 | was 0.0% |
| Citadel Advisors | $120,571 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 58 holders, 5.94M shares, $68.08M 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.