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Security record

MXI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
35Tracked holders
+6Δ holders
735.10KShares held
$77.76MReported value
+6New positions
−1Exits
Strongly Rising 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +20.7% · share flow +22.5% · 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 Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 35 +6 735.10K $77.76M +6 −1
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 — —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
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 ↗ ×4
3 Bank Of America Corp /De/ 85.70K -27.0% $9.07M 0.0% ▼ Trim 3 SEC ↗ ×3
4 LPL Financial LLC 64.04K -32.9% $6.78M 0.0% ▼ Trim 3 SEC ↗
5 Wells Fargo & Company/Mn 63.55K -0.1% $6.73M 0.0% ▼ Trim 3 SEC ↗ ×2
6 Susquehanna International Group, Llp 40.77K +378.8% $4.31M 0.0% ▲ Add 3 SEC ↗
7 UBS Group AG 24.96K +10.7% $2.64M 0.0% ▲ Add 3 SEC ↗ ×3
8 National Bank Of Canada /Fi/ 17.38K +373.7% $1.84M 0.0% ▲ Add 3 SEC ↗
9 Jane Street Group, Llc 12.58K -73.8% $1.33M 0.0% ▼ Trim 2 SEC ↗
10 Ameriprise Financial Inc 11.60K +62.3% $1.23M 0.0% ▲ Add 3 SEC ↗ ×2
11 Royal Bank Of Canada 8.77K +16.4% $929,000 0.0% ▲ Add 3 SEC ↗ ×2
12 Jones Financial Companies Lllp 7.47K +75.8% $793,461 0.0% ▲ Add 3 SEC ↗
13 Osaic Holdings, Inc. 6.90K -13.1% $731,543 0.0% ▼ Trim 3 SEC ↗
14 Mackenzie Financial Corp 6.86K +44.6% $725,533 0.0% ▲ Add 3 SEC ↗
15 Cetera Investment Advisers 6.17K +11.6% $652,993 0.0% ▲ Add 2 SEC ↗
16 Envestnet Asset Management Inc 5.72K +18.4% $605,668 0.0% ▲ Add 2 SEC ↗
17 Raymond James Financial Inc 5.10K +17.0% $540,220 0.0% ▲ Add 3 SEC ↗ ×2
18 Fisher Asset Management ✦ 4.79K -3.4% $507,103 0.0% ▼ Trim 9 SEC ↗
19 Citadel Advisors ✦ 4.23K -0.6% $447,386 0.0% ▼ Trim 6 SEC ↗
20 Creative Planning 3.69K -21.5% $390,020 0.0% ▼ Trim 3 SEC ↗
21 Mariner, LLC 3.48K +9.9% $368,747 0.0% ▲ Add 3 SEC ↗
22 Commonwealth Equity Services, Llc 3.06K -86.9% $324,340 0.0% ▼ Trim 3 SEC ↗
23 Northwestern Mutual Wealth… 2.54K +12.3% $268,939 0.0% ▲ Add 3 SEC ↗
24 Northern Trust Corp 2.17K 0.0% $229,461 0.0% Held 3 SEC ↗
25 Hrt Financial Lp 1.98K New $209,000 0.0% New 1 SEC ↗
26 Fifth Third Bancorp 1.87K -1.1% $198,132 0.0% ▼ Trim 3 SEC ↗
27 Rockefeller Capital Management L.P. 1.77K +0.7% $187,385 0.0% ▲ Add 3 SEC ↗
28 Kayne Anderson Rudnick Investment… 911 New $96,676 0.0% New 1 SEC ↗
29 Fidelity (FMR) ✦ 696 -1.7% $73,627 0.0% ▼ Trim 5 SEC ↗
30 Belvedere Trading LLC 360 New $38,102 0.0% New 1 SEC ↗
31 Us Bancorp \De\ 330 -20.1% $34,927 0.0% ▼ Trim 3 SEC ↗
32 Pnc Financial Services Group, Inc. 26 New $2,752 0.0% New 1 SEC ↗
33 Blair William & Co/Il 25 New $2,646 0.0% New 1 SEC ↗
34 JPMorgan Chase ✦ 22 0.0% $2,323 0.0% Held 4 SEC ↗
35 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

Exited

HighTower Advisors, LLC $11.32M was 0.0%

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