Who owns 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-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
278 tracked funds added or opened MBB while 146 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.4% of its own reported 13F book, while the median holder sizes it at 0.5% of theirs — a 0.1pp 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 2026-Q1 and 2026-Q2, across 995 tracked filers holding MBB, 632 increased or opened the position and 365 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 2026-Q1 and 2026-Q2 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 35
- NewEdge Advisors, LLC$93M
- Jupiter Topco LLC$76M
- Global Retirement Partners, LLC$27M
- PEAK FINANCIAL ADVISORS LLC$20M
- IFG Advisory, LLC$14M
- Tradewinds Capital Management, LLC$12M
Full exits 53
- CWM, LLC$183M
- Richard Bernstein Advisors LLC$157M
- BESSEMER GROUP INC$152M
- Janney Montgomery Scott LLC$139M
- PARK AVENUE SECURITIES LLC$126M
- EVOKE WEALTH, LLC$84M
Largest adds
- ENVESTNET ASSET MANAGEMENT INC$177M
- BANK OF AMERICA CORP /DE/$166M
- GOLDMAN SACHS GROUP INC$134M
- MAI Capital Management$76M
- Pathstone Holdings, LLC$75M
- TIAA Wealth Investment Management LLC$71M
Largest trims
- UBS Group AG$325M
- BARCLAYS PLC$164M
- LPL Financial LLC$93M
- BANK OF MONTREAL /CAN/$60M
- TIAA TRUST, NATIONAL ASSOCIATION$36M
- Avidian Wealth Enterprises, LLC$34M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 68,261,267 | $6.5B | 20.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 37,776,202 | $3.6B | 11.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 30,910,875 | $2.9B | 9.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 27,128,190 | $2.6B | 8.1% | 2026-Q2 |
| UBS Group AG trimmed | 18,496,926 | $1.7B | 5.6% | 2026-Q2 |
| TIAA Wealth Investment Management LLC added | 14,805,333 | $1.4B | 4.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 13,686,305 | $1.3B | 4.1% | 2026-Q2 |
| MORGAN STANLEY added | 11,538,279 | $1.1B | 3.5% | 2026-Q2 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC added | 7,678,893 | $726M | 2.3% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 5,541,462 | $524M | 1.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 4,278,858 | $404M | 1.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 3,741,705 | $354M | 1.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 3,279,174 | $310M | 1.0% | 2026-Q2 |
| Allworth Financial LP trimmed | 3,034,893 | $287M | 0.9% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 2,912,422 | $275M | 0.9% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 2,803,720 | $265M | 0.8% | 2026-Q2 |
| State of Tennessee, Department of Treasury added | 2,654,254 | $251M | 0.8% | 2026-Q2 |
| MIDLAND WEALTH ADVISORS, LLC added | 2,518,894 | $238M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,420,276 | $229M | 0.7% | 2026-Q2 |
| SEI INVESTMENTS CO added | 2,380,025 | $225M | 0.7% | 2026-Q2 |
| Composition Wealth, LLC added | 2,352,562 | $222M | 0.7% | 2026-Q2 |
| BlackRock, Inc. added | 2,311,312 | $218M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers added | 2,146,275 | $203M | 0.6% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 2,119,612 | $200M | 0.6% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 1,957,539 | $185M | 0.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 1,892,523 | $179M | 0.6% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 1,833,567 | $173M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,769,513 | $167M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,716,390 | $162M | 0.5% | 2026-Q2 |
| Quotient Wealth Partners, LLC added | 1,685,608 | $159M | 0.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,592,160 | $150M | 0.5% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 1,549,507 | $146M | 0.5% | 2026-Q2 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC added | 1,544,469 | $146M | 0.5% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,509,344 | $143M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,487,140 | $141M | 0.4% | 2026-Q2 |
| Merit Financial Group, LLC added | 1,433,945 | $136M | 0.4% | 2026-Q2 |
| Bridgewater Associates, LP added | 1,386,800 | $131M | 0.4% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 1,225,691 | $116M | 0.4% | 2026-Q2 |
| Clarity Financial LLC added | 1,172,019 | $111M | 0.4% | 2026-Q2 |
| HANCOCK WHITNEY CORP trimmed | 1,131,436 | $107M | 0.3% | 2026-Q2 |
| MAI Capital Management added | 1,006,787 | $95M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 984,369 | $93M | 0.3% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 966,223 | $91M | 0.3% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 904,453 | $85M | 0.3% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 870,621 | $82M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 864,704 | $82M | 0.3% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 831,866 | $79M | 0.2% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. added | 816,347 | $77M | 0.2% | 2026-Q2 |
| Pathstone Holdings, LLC added | 812,942 | $77M | 0.2% | 2026-Q2 |
| Jupiter Topco LLC new | 801,475 | $76M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 786,562 | $74M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 745,517 | $70M | 0.2% | 2026-Q2 |
| Klaas Financial Asset Advisors, LLC added | 733,132 | $69M | 0.2% | 2026-Q2 |
| Dakota Wealth Management added | 720,721 | $68M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 713,705 | $67M | 0.2% | 2026-Q2 |
| NorthCoast Asset Management LLC trimmed | 700,621 | $66M | 0.2% | 2026-Q2 |
| State of New Jersey Common Pension Fund D added | 700,000 | $66M | 0.2% | 2026-Q2 |
| Capital International Investors added | 695,093 | $66M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 675,822 | $64M | 0.2% | 2026-Q2 |
| Lutz Financial Services LLC added | 658,034 | $62M | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH trimmed | 643,669 | $61M | 0.2% | 2026-Q2 |
| ROCKLAND TRUST CO added | 640,701 | $61M | 0.2% | 2026-Q2 |
| Willis Johnson & Associates, Inc. added | 622,437 | $59M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 608,645 | $58M | 0.2% | 2026-Q2 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 600,000 | $57M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 594,470 | $56M | 0.2% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 559,163 | $53M | 0.2% | 2026-Q2 |
| Strategic Wealth Partners, Ltd. added | 517,750 | $49M | 0.2% | 2026-Q2 |
| Korea Investment CORP | 500,000 | $47M | 0.2% | 2026-Q2 |
| Constellation Investments, Inc. | 495,924 | $47M | 0.1% | 2026-Q2 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 477,622 | $45M | 0.1% | 2026-Q2 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. trimmed | 470,874 | $45M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 449,653 | $43M | 0.1% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC trimmed | 448,842 | $42M | 0.1% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 444,758 | $42M | 0.1% | 2026-Q2 |
| ST GERMAIN D J CO INC added | 441,162 | $42M | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. added | 440,730 | $42M | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. added | 429,639 | $41M | 0.1% | 2026-Q2 |
| Bangor Savings Bank added | 422,012 | $40M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 411,950 | $39M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Trust & Banking Corp added | 399,026 | $38M | 0.1% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 395,483 | $37M | 0.1% | 2026-Q2 |
| Northside Capital Management, LLC added | 394,193 | $37M | 0.1% | 2026-Q2 |
| CONNING INC. | 387,672 | $37M | 0.1% | 2026-Q2 |
| Stockman Wealth Management, Inc. trimmed | 383,765 | $36M | 0.1% | 2026-Q2 |
| JB Capital LLC added | 366,798 | $35M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 365,786 | $35M | 0.1% | 2026-Q2 |
| FMR LLC added | 365,720 | $35M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 363,202 | $34M | 0.1% | 2026-Q2 |
| Prestige Wealth Management Group LLC added | 361,979 | $34M | 0.1% | 2026-Q2 |
| Ocean Park Asset Management, LLC trimmed | 361,587 | $34M | 0.1% | 2026-Q2 |
| NAN FUNG TRINITY (HK) LTD | 349,200 | $33M | 0.1% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 348,023 | $33M | 0.1% | 2026-Q2 |
| Parkside Investments, LLC trimmed | 345,053 | $33M | 0.1% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI | 338,060 | $32M | 0.1% | 2026-Q2 |
| Brookstone Capital Management added | 336,263 | $32M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 326,530 | $31M | 0.1% | 2026-Q2 |
| Ascent Group, LLC added | 311,099 | $29M | 0.1% | 2026-Q2 |
| Modera Wealth Management, LLC added | 309,599 | $29M | 0.1% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 305,701 | $29M | 0.1% | 2026-Q2 |
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.
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.