Security record · archived quarter
MXI
name pending profile ingest
36Tracked holders
+6Δ holders
835.03KShares held
$88.34MReported value
+6New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +20.0% ·
share flow +18.1% ·
net new positions +16.7%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | +6 | 835.03K | $88.34M | +6 | — |
| Q1 2026 | 31 | +1 | 708.36K | $75.23M | +3 | −2 |
| Q4 2025 | 30 | -1 | 536.12K | $51.81M | — | −1 |
| Q3 2025 | 6 | 0 | 186.06K | $17.21M | — | — |
| Q2 2025 | 3 | 0 | 23.14K | $1.98M | — | — |
| Q1 2025 | 2 | +1 | 41.83K | $3.42M | +1 | — |
| Q4 2024 | 1 | 0 | 10.36K | $805,025 | — | — |
| Q3 2024 | 1 | -1 | 12.39K | $1.16M | — | −1 |
| Q2 2024 | 2 | — | 32.54K | $2.76M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Pictet Asset Management Holding SA | 188.70K | New | $19.92M | 0.0% | New | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 146.88K | +1.3% | $15.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 146.88K | +1.3% | $15.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 146.88K | +1.3% | $15.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 146.88K | +1.3% | $15.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | HighTower Advisors, LLC | 99.93K | -6.2% | $10.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 85.70K | -27.0% | $9.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 85.70K | -27.0% | $9.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 85.70K | -27.0% | $9.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 64.04K | -32.9% | $6.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 63.55K | -0.1% | $6.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 63.55K | -0.1% | $6.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 40.77K | +378.8% | $4.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | UBS Group AG | 24.96K | +10.7% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | UBS Group AG | 24.96K | +10.7% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | UBS Group AG | 24.96K | +10.7% | $2.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | National Bank Of Canada /Fi/ | 17.38K | +373.7% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Jane Street Group, Llc | 12.58K | -73.8% | $1.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 11.60K | +62.3% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 11.60K | +62.3% | $1.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Royal Bank Of Canada | 8.77K | +16.4% | $929,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 8.77K | +16.4% | $929,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 7.47K | +75.8% | $793,461 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 6.90K | -13.1% | $731,543 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Mackenzie Financial Corp | 6.86K | +44.6% | $725,533 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 6.17K | +11.6% | $652,993 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 5.72K | +18.4% | $605,668 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Raymond James Financial Inc | 5.10K | +17.0% | $540,220 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Raymond James Financial Inc | 5.10K | +17.0% | $540,220 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Fisher Asset Management ✦ | 4.79K | -3.4% | $507,103 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 31 | Citadel Advisors ✦ | 4.23K | -0.6% | $447,386 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 32 | Creative Planning | 3.69K | -21.5% | $390,020 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Mariner, LLC | 3.48K | +9.9% | $368,747 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 3.06K | -86.9% | $324,340 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 2.54K | +12.3% | $268,939 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Northern Trust Corp | 2.17K | 0.0% | $229,461 | 0.0% | Held | 3 | SEC ↗ |
| 37 | Hrt Financial Lp | 1.98K | New | $209,000 | 0.0% | New | 1 | SEC ↗ |
| 38 | Fifth Third Bancorp | 1.87K | -1.1% | $198,132 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 1.77K | +0.7% | $187,385 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Kayne Anderson Rudnick Investment… | 911 | New | $96,676 | 0.0% | New | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 696 | -1.7% | $73,627 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 42 | Belvedere Trading LLC | 360 | New | $38,102 | 0.0% | New | 1 | SEC ↗ |
| 43 | Us Bancorp \De\ | 330 | -20.1% | $34,927 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 26 | New | $2,752 | 0.0% | New | 1 | SEC ↗ |
| 45 | Blair William & Co/Il | 25 | New | $2,646 | 0.0% | New | 1 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 22 | 0.0% | $2,323 | 0.0% | Held | 4 | SEC ↗ |
| 47 | Qube Research & Technologies Ltd | 8 | -86.9% | $847 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Pictet Asset Management… | $19.92M | 0.0% |
| Hrt Financial Lp | $209,000 | 0.0% |
| Kayne Anderson Rudnick… | $96,676 | 0.0% |
| Belvedere Trading LLC | $38,102 | 0.0% |
| Pnc Financial Services Group… | $2,752 | 0.0% |
| Blair William & Co/Il | $2,646 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 99 holders, 1.30M shares, $132.77M 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: Q2 2026 ·
Methodology ·
Get this via the API