MUSI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -7.7% ·
share flow -0.8% ·
net new positions -8.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 12 | -1 | 4.15M | $181.28M | +1 | −2 |
| Q1 2026 | 14 | +2 | 3.56M | $155.38M | +3 | −1 |
| Q4 2025 | 12 | -1 | 3.18M | $140.62M | — | −1 |
| Q3 2025 | 3 | 0 | 136.75K | $6.08M | — | — |
| Q2 2025 | 1 | +1 | 4.63K | $204,057 | +1 | — |
| Q4 2024 | 1 | 0 | 37.14K | $1.60M | — | — |
| Q3 2024 | 1 | 0 | 48.05K | $2.15M | — | — |
| Q2 2024 | 1 | — | 46.82K | $2.02M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | American Century Companies Inc | 2.36M | — | $104.33M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 264.45K | — | $11.68M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 189.88K | — | $8.39M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 128.02K | — | $5.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Goldman Sachs Group ✦ | 110.98K | -15.8% | $4.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 96.20K | — | $4.24M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Commonwealth Equity Services, Llc | 19.34K | — | $854,160 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 7.23K | — | $319,103 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Jones Financial Companies Lllp | 4.14K | — | $182,999 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cwm, Llc | 1.37K | — | $60,000 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 200 | 0.0% | $8,832 | 0.0% | Held | 2 | SEC ↗ |
| 12 | Assetmark, Inc | 66 | — | $2,915 | 0.0% | n/c | 1 | 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
| Citadel Advisors | $210,797 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 28 holders, 4.13M shares, $180.23M 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.