Security record · archived quarter
MVBF
name pending profile ingest
57Tracked holders
+1Δ holders
5.67MShares held
$140.91MReported value
+6New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +1.8% ·
share flow 0.0% ·
net new positions +1.8%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | -4 | 5.88M | $170.27M | +1 | −5 |
| Q1 2026 | 57 | +1 | 5.67M | $140.91M | +6 | −5 |
| Q4 2025 | 56 | +4 | 5.80M | $149.90M | +4 | n/a |
| Q3 2025 | 14 | +1 | 4.19M | $104.92M | +1 | n/a |
| Q2 2025 | 10 | 0 | 3.41M | $76.85M | +1 | −1 |
| Q1 2025 | 7 | +1 | 1.73M | $30.05M | +1 | n/a |
| Q4 2024 | 6 | -1 | 1.72M | $35.68M | n/a | −1 |
| Q3 2024 | 6 | +2 | 1.64M | $31.69M | +2 | n/a |
| Q2 2024 | 4 | n/a | 1.59M | $29.55M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.77M | -0.5% | $43.85M | 0.0% | ▼ Trim | 8 | SEC ↗ ×3 |
| 2 | BlackRock ✦ (passive) | 939.04K | -1.5% | $23.32M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 3 | Dimensional Fund Advisors Lp | 506.61K | +4.0% | $12.58M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 4 | Vanguard Capital Management Llc | 504.84K | n/a | $12.54M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Geode Capital Management ✦ (passive) | 269.91K | +1.5% | $6.70M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 246.76K | +3.6% | $6.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | State Street Global Advisors ✦ (passive) | 242.22K | +1.7% | $6.01M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 8 | Northern Trust Corp | 88.28K | +4.2% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 9 | American Century Companies Inc | 77.55K | -32.7% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 76.23K | +2.1% | $1.89M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 11 | Goldman Sachs Group ✦ | 72.57K | +23.3% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Two Sigma Investments ✦ | 60.98K | -19.4% | $1.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Hotchkis & Wiley Capital Management… | 59.37K | New | $1.47M | 0.0% | New | 1 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 57.90K | +4.7% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 15 | Alliancebernstein L.P. | 55.33K | 0.0% | $1.43M | 0.0% | Held | 2 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 54.31K | +7.5% | $1.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Squarepoint Ops LLC | 52.82K | New | $1.31M | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 49.62K | -22.8% | $1.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 19 | Nuveen, LLC | 45.84K | +10.0% | $1.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | T. Rowe Price ✦ | 39.95K | +10.5% | $992,000 | 0.0% | ▲ Add | 8 | SEC ↗ |
| 21 | Qube Research & Technologies Ltd | 33.74K | New | $837,764 | 0.0% | New | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 32.62K | +19.1% | $810,074 | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 23 | Cerity Partners LLC | 32.41K | -0.2% | $804,765 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Charles Schwab Investment… | 29.18K | -10.0% | $724,639 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Quantinno Capital Management LP | 28.54K | +2.6% | $708,575 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | First Manhattan Co. Llc. | 28.50K | 0.0% | $707,655 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Prudential Financial Inc | 27.47K | +5.2% | $682,080 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | State Of Wisconsin Investment Board | 19.44K | -14.0% | $482,695 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Marshall Wace ✦ | 18.51K | -64.2% | $459,603 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | Barclays Plc | 14.70K | -50.4% | $365,075 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 31 | Rhumbline Advisers | 14.40K | -13.1% | $357,668 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | D. E. Shaw & Co. ✦ | 13.97K | -30.9% | $346,999 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 12.20K | -15.9% | $302,866 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 34 | Bank Of America Corp /De/ | 11.63K | +6.3% | $288,699 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Sei Investments Co | 10.97K | New | $272,480 | 0.0% | New | 1 | SEC ↗ ×2 |
| 36 | UBS Group AG | 10.74K | -50.0% | $266,749 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 37 | Invesco Ltd. | 10.30K | -10.1% | $255,699 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 38 | Pnc Financial Services Group, Inc. | 9.32K | +0.9% | $231,316 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 39 | Deutsche Bank Ag\ | 8.50K | +31.4% | $211,030 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Bnp Paribas Financial Markets | 8.05K | +215.1% | $199,906 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 6.76K | 0.0% | $167,988 | 0.0% | Held | 2 | SEC ↗ |
| 42 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 5.31K | +2.6% | $131,897 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | New York State Common Retirement… | 4.80K | 0.0% | $119,085 | 0.0% | Held | 2 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 4.60K | -34.5% | $115,456 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 45 | Cwm, Llc | 2.08K | -0.3% | $51,547 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Citigroup Inc | 1.84K | +34.3% | $45,812 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 47 | Rockefeller Capital Management L.P. | 1.61K | New | $40,026 | 0.0% | New | 1 | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 1.06K | -6.9% | $26,295 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | Legal & General Group Plc | 1.04K | 0.0% | $25,873 | 0.0% | Held | 2 | SEC ↗ |
| 50 | California State Teachers… | 605 | -11.9% | $15,022 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Fifth Third Bancorp | 550 | 0.0% | $13,657 | 0.0% | Held | 2 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 256 | +1119.0% | $6,356 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | Jones Financial Companies Lllp | 150 | 0.0% | $3,707 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Simplex Trading, Llc | 146 | +342.4% | $3,625 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Optiver Holding B.V. | 124 | +24.0% | $3,079 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 110 | New | $2,731 | 0.0% | New | 1 | SEC ↗ |
| 57 | Royal Bank Of Canada | 10 | -98.0% | $0 | 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
| Hotchkis & Wiley Capital… | $1.47M | 0.0% |
| Squarepoint Ops LLC | $1.31M | 0.0% |
| Qube Research & Technologies… | $837,764 | 0.0% |
| Sei Investments Co | $272,480 | 0.0% |
| Rockefeller Capital… | $40,026 | 0.0% |
| UBS AM, a distinct business… | $2,731 | 0.0% |
Exited
| Jane Street Group, Llc | $772,627 | was 0.0% |
| Renaissance Technologies | $550,179 | was 0.0% |
| Franklin Resources Inc | $281,159 | was 0.0% |
| Point72 Asset Management | $214,957 | was 0.0% |
| Canada Pension Plan… | $111,069 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 108 holders, 7.11M shares, $172.58M 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