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Security record · archived quarter

MUSI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q4 2024 Q3 2024 Q2 2024
14Tracked holders
+2Δ holders
3.56MShares held
$155.38MReported value
+3New positions
−1Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +16.7% · share flow +11.7% · net new positions +14.3%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
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
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 American Century Companies Inc 2.62M +10.8% $114.52M 0.1% ▲ Add 2 SEC ↗
2 Envestnet Asset Management Inc 277.69K +5.0% $12.15M 0.0% ▲ Add 2 SEC ↗
3 LPL Financial LLC 213.36K +12.4% $9.33M 0.0% ▲ Add 2 SEC ↗
4 Raymond James Financial Inc 159.51K +24.6% $6.98M 0.0% ▲ Add 2 SEC ↗
5 Raymond James Financial Inc 159.51K +24.6% $6.98M 0.0% ▲ Add 2 SEC ↗
6 Ameriprise Financial Inc 113.53K +18.0% $4.82M 0.0% ▲ Add 2 SEC ↗
7 Ameriprise Financial Inc 113.53K +18.0% $4.82M 0.0% ▲ Add 2 SEC ↗
8 Goldman Sachs Group 100.21K -9.7% $4.38M 0.0% ▼ Trim 3 SEC ↗
9 Citadel Advisors 31.18K New $1.36M 0.0% New 1 SEC ↗
10 Commonwealth Equity Services, Llc 17.35K -10.3% $758,780 0.0% ▼ Trim 2 SEC ↗
11 Jones Financial Companies Lllp 14.58K +251.8% $631,184 0.0% ▲ Add 2 SEC ↗
12 Osaic Holdings, Inc. 7.09K -1.9% $310,024 0.0% ▼ Trim 2 SEC ↗
13 Osaic Holdings, Inc. 7.09K -1.9% $310,024 0.0% ▼ Trim 2 SEC ↗
14 Cwm, Llc 1.37K 0.0% $59,793 0.0% Held 2 SEC ↗
15 JPMorgan Chase 743 New $32,306 0.0% New 1 SEC ↗
16 Northwestern Mutual Wealth… 630 New $27,556 0.0% New 1 SEC ↗
17 Morgan Stanley 201 +0.5% $8,794 0.0% ▲ Add 3 SEC ↗
18 Morgan Stanley 201 +0.5% $8,794 0.0% ▲ Add 3 SEC ↗

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

New buyers

Citadel Advisors $1.36M 0.0%
JPMorgan Chase $32,306 0.0%
Northwestern Mutual Wealth… $27,556 0.0%

Exited

Assetmark, Inc $2,915 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.

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