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Institutional Ownership · SEC Form 13F

Who owns MBB (MBB)


Which tracked institutional funds hold MBB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MBB company fundamentals →

Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

1,016
Institutional holders
367,413,180
Shares held (tracked funds)

How the tape is positioned

286 tracked funds added or opened MBB while 151 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

MBB’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.7% of theirs — a 0.3pp gap the other way — the median holder sizes MBB more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in MBB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 1016 tracked filers holding MBB, 614 increased or opened the position and 403 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in MBB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 45

  • TIAA Wealth Investment Management LLC$1.3B
  • TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$710M
  • FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$139M
  • Clarity Financial LLC$53M
  • CIBC Bancorp USA Inc.$25M
  • Talon Private Wealth, LLC$24M

Full exits 52

  • RENAISSANCERE HOLDINGS LTD$367M
  • NewEdge Advisors, LLC$73M
  • CIBC Asset Management Inc$62M
  • Hilton Capital Management, LLC$55M
  • CIBC Private Wealth Group LLC$24M
  • Global Retirement Partners, LLC$23M

Largest adds

  • UBS Group AG$1.9B
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$271M
  • ENVESTNET ASSET MANAGEMENT INC$263M
  • JPMORGAN CHASE & CO$177M
  • TRUIST FINANCIAL CORP$174M
  • Richard Bernstein Advisors LLC$157M

Largest trims

  • TIAA TRUST, NATIONAL ASSOCIATION$2.4B
  • BANK OF AMERICA CORP /DE/$479M
  • BARCLAYS PLC$237M
  • AMERIPRISE FINANCIAL INC$141M
  • Annex Advisory Services, LLC$85M
  • Mirae Asset Global Investments Co., Ltd.$58M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
BANK OF AMERICA CORP /DE/ trimmed66,207,297$6.3B19.6%2026-Q1
JPMORGAN CHASE & CO added37,143,199$3.5B11.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added28,904,219$2.7B8.5%2026-Q1
LPL Financial LLC added27,984,290$2.7B8.3%2026-Q1
UBS Group AG added21,837,225$2.1B6.5%2026-Q1
TIAA Wealth Investment Management LLC new14,072,269$1.3B4.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed13,191,448$1.3B3.9%2026-Q1
MORGAN STANLEY added10,792,188$1.0B3.2%2026-Q1
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new7,479,771$710M2.2%2026-Q1
TRUIST FINANCIAL CORP added5,779,539$549M1.7%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added4,299,327$408M1.3%2026-Q1
STIFEL FINANCIAL CORP added3,707,598$352M1.1%2026-Q1
BANK OF MONTREAL /CAN/ added3,425,563$325M1.0%2026-Q1
Allworth Financial LP added3,330,589$316M1.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added3,106,470$295M0.9%2026-Q1
WELLS FARGO & COMPANY/MN trimmed2,711,021$257M0.8%2026-Q1
State of Tennessee, Department of Treasury trimmed2,478,109$235M0.7%2026-Q1
MIDLAND WEALTH ADVISORS, LLC trimmed2,474,044$235M0.7%2026-Q1
Bank of New York Mellon Corp added2,314,725$220M0.7%2026-Q1
BlackRock, Inc. trimmed2,222,389$211M0.7%2026-Q1
SEI INVESTMENTS CO added2,194,447$208M0.6%2026-Q1
Cetera Investment Advisers added2,026,264$192M0.6%2026-Q1
Composition Wealth, LLC added2,023,823$192M0.6%2026-Q1
Envestnet Portfolio Solutions, Inc. trimmed1,930,735$183M0.6%2026-Q1
CWM, LLC added1,927,060$183M0.6%2026-Q1
BARCLAYS PLC trimmed1,912,803$182M0.6%2026-Q1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added1,912,114$182M0.6%2026-Q1
OneDigital Investment Advisors LLC added1,778,596$169M0.5%2026-Q1
Dynasty Wealth Management, LLC added1,760,337$167M0.5%2026-Q1
Richard Bernstein Advisors LLC added1,648,703$157M0.5%2026-Q1
Quotient Wealth Partners, LLC added1,628,093$155M0.5%2026-Q1
BESSEMER GROUP INC added1,596,964$152M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added1,537,894$146M0.5%2026-Q1
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC new1,462,193$139M0.4%2026-Q1
Janney Montgomery Scott LLC added1,460,265$139M0.4%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC added1,422,567$135M0.4%2026-Q1
MML INVESTORS SERVICES, LLC trimmed1,412,423$134M0.4%2026-Q1
ROYAL BANK OF CANADA added1,408,747$134M0.4%2026-Q1
Merit Financial Group, LLC added1,363,626$129M0.4%2026-Q1
Bridgewater Associates, LP trimmed1,360,000$129M0.4%2026-Q1
PARK AVENUE SECURITIES LLC added1,330,985$126M0.4%2026-Q1
Asset Management One Co., Ltd. added1,154,212$110M0.3%2026-Q1
HANCOCK WHITNEY CORP added1,142,458$108M0.3%2026-Q1
Blue Trust, Inc. trimmed1,010,090$96M0.3%2026-Q1
Mirae Asset Global Investments Co., Ltd. trimmed933,883$89M0.3%2026-Q1
EVOKE WEALTH, LLC added886,160$84M0.3%2026-Q1
Fisher Asset Management, LLC trimmed882,651$84M0.3%2026-Q1
Beacon Pointe Advisors, LLC added877,630$83M0.3%2026-Q1
ALLIANCEBERNSTEIN L.P. added826,002$79M0.2%2026-Q1
Avidian Wealth Enterprises, LLC added804,256$76M0.2%2026-Q1
NOTTINGHAM ADVISORS, INC. added795,251$76M0.2%2026-Q1
Mill Creek Capital Advisors, LLC added767,705$73M0.2%2026-Q1
EXCHANGE TRADED CONCEPTS, LLC added735,531$70M0.2%2026-Q1
NorthCoast Asset Management LLC added709,796$67M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added687,576$65M0.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. added685,590$65M0.2%2026-Q1
Klaas Financial Asset Advisors, LLC added674,586$64M0.2%2026-Q1
Allianz Asset Management GmbH trimmed669,011$64M0.2%2026-Q1
Lutz Financial Services LLC added631,850$60M0.2%2026-Q1
TIAA TRUST, NATIONAL ASSOCIATION trimmed622,779$59M0.2%2026-Q1
Willis Johnson & Associates, Inc. added613,305$58M0.2%2026-Q1
Corient Private Wealth LLC added612,593$58M0.2%2026-Q1
ROCKLAND TRUST CO added604,597$57M0.2%2026-Q1
Dakota Wealth Management added603,613$57M0.2%2026-Q1
STATE OF MICHIGAN RETIREMENT SYSTEM600,000$57M0.2%2026-Q1
AE Wealth Management LLC added590,739$56M0.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added561,646$53M0.2%2026-Q1
Clarity Financial LLC added560,574$53M0.2%2026-Q1
Kestra Investment Management, LLC trimmed544,803$52M0.2%2026-Q1
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.523,700$50M0.2%2026-Q1
OSAIC HOLDINGS, INC. added512,270$49M0.2%2026-Q1
SkyView Investment Advisors, LLC trimmed503,661$48M0.1%2026-Q1
Foundations Investment Advisors, LLC added500,518$48M0.1%2026-Q1
Korea Investment CORP500,000$47M0.1%2026-Q1
Constellation Investments, Inc.495,924$47M0.1%2026-Q1
Strategic Wealth Partners, Ltd. added485,919$46M0.1%2026-Q1
BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed477,622$45M0.1%2026-Q1
SUMITOMO MITSUI FINANCIAL GROUP, INC. added471,752$45M0.1%2026-Q1
NorthRock Partners, LLC added466,390$44M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added457,560$43M0.1%2026-Q1
State of New Jersey Common Pension Fund D450,000$43M0.1%2026-Q1
Ocean Park Asset Management, LLC added442,207$42M0.1%2026-Q1
Thrivent Financial for Lutherans trimmed435,566$41M0.1%2026-Q1
ST GERMAIN D J CO INC added418,226$40M0.1%2026-Q1
Stockman Wealth Management, Inc. trimmed397,518$38M0.1%2026-Q1
Bangor Savings Bank added393,454$37M0.1%2026-Q1
Baird Financial Group, Inc. added391,343$37M0.1%2026-Q1
CONNING INC.387,672$37M0.1%2026-Q1
Kingsview Wealth Management, LLC added384,249$36M0.1%2026-Q1
Northside Capital Management, LLC added371,556$35M0.1%2026-Q1
PRINCIPAL SECURITIES, INC. added370,956$35M0.1%2026-Q1
FRANKLIN RESOURCES INC added361,078$34M0.1%2026-Q1
FMR LLC added356,352$34M0.1%2026-Q1
RENAISSANCERE HOLDINGS LTD3,852,431$367M1.1%2025-Q4 stale
Money Design Co.,Ltd. added1,390,916$131M0.4%2025-Q2 stale
Sensible Financial Planning & Management, LLC. added796,082$76M0.2%2025-Q3 stale
NewEdge Advisors, LLC added766,038$73M0.2%2025-Q4 stale
CIBC Asset Management Inc trimmed649,680$62M0.2%2025-Q4 stale
Hilton Capital Management, LLC added576,585$55M0.2%2025-Q4 stale
Cerity Partners OCIO LLC added375,228$36M0.1%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership