MUNY
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +27.3% ·
share flow -26.8% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 28.64K | -9.1% | $2.98M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 21.11K | +54.5% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 16.88K | +7.4% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 16.25K | +143.0% | $1.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Creative Planning | 8.17K | 0.0% | $849,680 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 6 | Mercer Global Advisors Inc /Adv | 5.82K | -5.1% | $605,592 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 5.75K | +21.1% | $598,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Quantinno Capital Management LP | 4.27K | New | $444,288 | 0.0% | New | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 3.85K | New | $400,504 | 0.0% | New | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 2.85K | -96.0% | $296,504 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 2.58K | New | $268,632 | 0.0% | New | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 200 | New | $20,800 | 0.0% | New | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 200 | +19900.0% | $20,800 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Fidelity (FMR) ✦ | 181 | New | $18,824 | 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
| Quantinno Capital Management… | $444,288 | 0.0% |
| Northwestern Mutual Wealth… | $400,504 | 0.0% |
| Cetera Investment Advisers | $268,632 | 0.0% |
| Wells Fargo & Company/Mn | $20,800 | 0.0% |
| Fidelity (FMR) | $18,824 | 0.0% |
Exited
| Hrt Financial Lp | $234,000 | was 0.0% |
| UBS Group AG | $10,245 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 985.22K shares, $100.59M 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.