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Security record · archived quarter

MYI

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q4 2024 Q3 2024
38Tracked holders
+6Δ holders
13.81MShares held
$145.14MReported value
+10New positions
−4Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +18.8% · share flow +30.0% · net new positions +15.8% · 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 36 0 14.87M $165.19M +2 −3
Q1 2026 38 +6 13.81M $145.14M +10 −4
Q4 2025 32 +2 8.88M $96.49M +2 n/a
Q3 2025 1 n/a 2.90M $32.17M n/a n/a
Q4 2024 1 0 11.83K $130,614 +1 −1
Q3 2024 1 +1 22.57K $270,828 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 4.24M +39.4% $44.53M 0.0% ▲ Add 3 SEC ↗ ×5
2 Raymond James Financial Inc 1.60M +82.7% $16.79M 0.0% ▲ Add 2 SEC ↗ ×3
3 Bank Of America Corp /De/ 1.17M +78.6% $12.33M 0.0% ▲ Add 2 SEC ↗ ×2
4 Stifel Financial Corp 1.08M +8.4% $11.36M 0.0% ▲ Add 2 SEC ↗
5 UBS Group AG 858.80K +34.7% $9.03M 0.0% ▲ Add 2 SEC ↗ ×2
6 Wells Fargo & Company/Mn 621.38K +57.2% $6.53M 0.0% ▲ Add 2 SEC ↗ ×3
7 Allspring Global Investments… 537.78K +298.1% $5.65M 0.0% ▲ Add 2 SEC ↗
8 LPL Financial LLC 537.25K +229.6% $5.65M 0.0% ▲ Add 2 SEC ↗
9 Allianz Asset Management GmbH 490.93K 0.0% $5.16M 0.0% Held 2 SEC ↗
10 Rockefeller Capital Management L.P. 449.60K +80.3% $4.73M 0.0% ▲ Add 2 SEC ↗
11 Royal Bank Of Canada 349.62K +58.8% $3.67M 0.0% ▲ Add 2 SEC ↗ ×2
12 Invesco Ltd. 340.60K +93.2% $3.58M 0.0% ▲ Add 2 SEC ↗
13 Commonwealth Equity Services, Llc 271.26K +41.3% $2.85M 0.0% ▲ Add 2 SEC ↗
14 Pnc Financial Services Group, Inc. 192.25K +128.0% $2.02M 0.0% ▲ Add 2 SEC ↗ ×3
15 Ameriprise Financial Inc 163.85K +542.9% $1.72M 0.0% ▲ Add 2 SEC ↗
16 Balyasny Asset Management L.P. 134.81K -3.8% $1.42M 0.0% ▼ Trim 2 SEC ↗
17 Toronto Dominion Bank 124.53K New $1.31M 0.0% New 1 SEC ↗
18 HighTower Advisors, LLC 111.32K +66.8% $1.17M 0.0% ▲ Add 2 SEC ↗
19 Bank of New York Mellon Corp 97.15K New $1.02M 0.0% New 1 SEC ↗ ×3
20 Lido Advisors, LLC 66.88K New $706,610 0.0% New 1 SEC ↗
21 Jane Street Group, Llc 53.54K -45.8% $562,747 0.0% ▼ Trim 2 SEC ↗ ×2
22 Osaic Holdings, Inc. 43.41K +88.0% $456,235 0.0% ▲ Add 2 SEC ↗
23 Cetera Investment Advisers 39.14K +76.2% $411,358 0.0% ▲ Add 2 SEC ↗
24 Nuveen, LLC 36.30K New $381,471 0.0% New 1 SEC ↗
25 Mercer Global Advisors Inc /Adv 29.25K +39.4% $307,384 0.0% ▲ Add 2 SEC ↗
26 Us Bancorp \De\ 26.62K +18.1% $279,798 0.0% ▲ Add 2 SEC ↗ ×2
27 Northern Trust Corp 26.49K New $278,452 0.0% New 1 SEC ↗
28 Truist Financial Corp 18.98K New $199,480 0.0% New 1 SEC ↗
29 Mariner, LLC 16.45K +0.4% $172,924 0.0% ▲ Add 2 SEC ↗
30 Nomura Holdings Inc 16.00K New $168,160 0.0% New 1 SEC ↗
31 First Trust Advisors Lp 15.75K 0.0% $165,543 0.0% Held 2 SEC ↗
32 Goldman Sachs Group ✦ 12.95K +23.8% $136,094 0.0% ▲ Add 2 SEC ↗
33 Creative Planning 10.99K +9.7% $115,533 0.0% ▲ Add 2 SEC ↗
34 Citadel Advisors ✦ 10.39K -42.9% $109,251 0.0% ▼ Trim 2 SEC ↗
35 Fifth Third Bancorp 8.20K New $86,179 0.0% New 1 SEC ↗
36 Cwm, Llc 4.22K New $44,352 0.0% New 1 SEC ↗
37 Northwestern Mutual Wealth… 2.75K 0.0% $28,924 0.0% Held 2 SEC ↗
38 BlackRock ✦ (passive) 715 New $7,515 0.0% New 1 SEC ↗

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

New buyers

Toronto Dominion Bank $1.31M 0.0%
Bank of New York Mellon Corp $1.02M 0.0%
Lido Advisors, LLC $706,610 0.0%
Nuveen, LLC $381,471 0.0%
Northern Trust Corp $278,452 0.0%
Truist Financial Corp $199,480 0.0%
Nomura Holdings Inc $168,160 0.0%
Fifth Third Bancorp $86,179 0.0%
Cwm, Llc $44,352 0.0%
BlackRock $7,515 0.0%

Exited

Hrt Financial Lp $366,000 was 0.0%
Susquehanna International… $148,506 was 0.0%
Cerity Partners LLC $144,995 was 0.0%
Focus Partners Wealth $108,700 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 151 holders, 40.42M shares, $382.19M 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