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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ trimmed | 66,207,297 | $6.3B | 19.6% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 37,143,199 | $3.5B | 11.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 28,904,219 | $2.7B | 8.5% | 2026-Q1 |
| LPL Financial LLC added | 27,984,290 | $2.7B | 8.3% | 2026-Q1 |
| UBS Group AG added | 21,837,225 | $2.1B | 6.5% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 14,072,269 | $1.3B | 4.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 13,191,448 | $1.3B | 3.9% | 2026-Q1 |
| MORGAN STANLEY added | 10,792,188 | $1.0B | 3.2% | 2026-Q1 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC new | 7,479,771 | $710M | 2.2% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 5,779,539 | $549M | 1.7% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 4,299,327 | $408M | 1.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 3,707,598 | $352M | 1.1% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 3,425,563 | $325M | 1.0% | 2026-Q1 |
| Allworth Financial LP added | 3,330,589 | $316M | 1.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 3,106,470 | $295M | 0.9% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,711,021 | $257M | 0.8% | 2026-Q1 |
| State of Tennessee, Department of Treasury trimmed | 2,478,109 | $235M | 0.7% | 2026-Q1 |
| MIDLAND WEALTH ADVISORS, LLC trimmed | 2,474,044 | $235M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp added | 2,314,725 | $220M | 0.7% | 2026-Q1 |
| BlackRock, Inc. trimmed | 2,222,389 | $211M | 0.7% | 2026-Q1 |
| SEI INVESTMENTS CO added | 2,194,447 | $208M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 2,026,264 | $192M | 0.6% | 2026-Q1 |
| Composition Wealth, LLC added | 2,023,823 | $192M | 0.6% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 1,930,735 | $183M | 0.6% | 2026-Q1 |
| CWM, LLC added | 1,927,060 | $183M | 0.6% | 2026-Q1 |
| BARCLAYS PLC trimmed | 1,912,803 | $182M | 0.6% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 1,912,114 | $182M | 0.6% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 1,778,596 | $169M | 0.5% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 1,760,337 | $167M | 0.5% | 2026-Q1 |
| Richard Bernstein Advisors LLC added | 1,648,703 | $157M | 0.5% | 2026-Q1 |
| Quotient Wealth Partners, LLC added | 1,628,093 | $155M | 0.5% | 2026-Q1 |
| BESSEMER GROUP INC added | 1,596,964 | $152M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,537,894 | $146M | 0.5% | 2026-Q1 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC new | 1,462,193 | $139M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 1,460,265 | $139M | 0.4% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 1,422,567 | $135M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 1,412,423 | $134M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 1,408,747 | $134M | 0.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 1,363,626 | $129M | 0.4% | 2026-Q1 |
| Bridgewater Associates, LP trimmed | 1,360,000 | $129M | 0.4% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 1,330,985 | $126M | 0.4% | 2026-Q1 |
| Asset Management One Co., Ltd. added | 1,154,212 | $110M | 0.3% | 2026-Q1 |
| HANCOCK WHITNEY CORP added | 1,142,458 | $108M | 0.3% | 2026-Q1 |
| Blue Trust, Inc. trimmed | 1,010,090 | $96M | 0.3% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 933,883 | $89M | 0.3% | 2026-Q1 |
| EVOKE WEALTH, LLC added | 886,160 | $84M | 0.3% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 882,651 | $84M | 0.3% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 877,630 | $83M | 0.3% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 826,002 | $79M | 0.2% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 804,256 | $76M | 0.2% | 2026-Q1 |
| NOTTINGHAM ADVISORS, INC. added | 795,251 | $76M | 0.2% | 2026-Q1 |
| Mill Creek Capital Advisors, LLC added | 767,705 | $73M | 0.2% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC added | 735,531 | $70M | 0.2% | 2026-Q1 |
| NorthCoast Asset Management LLC added | 709,796 | $67M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 687,576 | $65M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 685,590 | $65M | 0.2% | 2026-Q1 |
| Klaas Financial Asset Advisors, LLC added | 674,586 | $64M | 0.2% | 2026-Q1 |
| Allianz Asset Management GmbH trimmed | 669,011 | $64M | 0.2% | 2026-Q1 |
| Lutz Financial Services LLC added | 631,850 | $60M | 0.2% | 2026-Q1 |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 622,779 | $59M | 0.2% | 2026-Q1 |
| Willis Johnson & Associates, Inc. added | 613,305 | $58M | 0.2% | 2026-Q1 |
| Corient Private Wealth LLC added | 612,593 | $58M | 0.2% | 2026-Q1 |
| ROCKLAND TRUST CO added | 604,597 | $57M | 0.2% | 2026-Q1 |
| Dakota Wealth Management added | 603,613 | $57M | 0.2% | 2026-Q1 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | 600,000 | $57M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 590,739 | $56M | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 561,646 | $53M | 0.2% | 2026-Q1 |
| Clarity Financial LLC added | 560,574 | $53M | 0.2% | 2026-Q1 |
| Kestra Investment Management, LLC trimmed | 544,803 | $52M | 0.2% | 2026-Q1 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 523,700 | $50M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 512,270 | $49M | 0.2% | 2026-Q1 |
| SkyView Investment Advisors, LLC trimmed | 503,661 | $48M | 0.1% | 2026-Q1 |
| Foundations Investment Advisors, LLC added | 500,518 | $48M | 0.1% | 2026-Q1 |
| Korea Investment CORP | 500,000 | $47M | 0.1% | 2026-Q1 |
| Constellation Investments, Inc. | 495,924 | $47M | 0.1% | 2026-Q1 |
| Strategic Wealth Partners, Ltd. added | 485,919 | $46M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. trimmed | 477,622 | $45M | 0.1% | 2026-Q1 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. added | 471,752 | $45M | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC added | 466,390 | $44M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 457,560 | $43M | 0.1% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 450,000 | $43M | 0.1% | 2026-Q1 |
| Ocean Park Asset Management, LLC added | 442,207 | $42M | 0.1% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 435,566 | $41M | 0.1% | 2026-Q1 |
| ST GERMAIN D J CO INC added | 418,226 | $40M | 0.1% | 2026-Q1 |
| Stockman Wealth Management, Inc. trimmed | 397,518 | $38M | 0.1% | 2026-Q1 |
| Bangor Savings Bank added | 393,454 | $37M | 0.1% | 2026-Q1 |
| Baird Financial Group, Inc. added | 391,343 | $37M | 0.1% | 2026-Q1 |
| CONNING INC. | 387,672 | $37M | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 384,249 | $36M | 0.1% | 2026-Q1 |
| Northside Capital Management, LLC added | 371,556 | $35M | 0.1% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 370,956 | $35M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 361,078 | $34M | 0.1% | 2026-Q1 |
| FMR LLC added | 356,352 | $34M | 0.1% | 2026-Q1 |
| RENAISSANCERE HOLDINGS LTD | 3,852,431 | $367M | 1.1% | 2025-Q4 stale |
| Money Design Co.,Ltd. added | 1,390,916 | $131M | 0.4% | 2025-Q2 stale |
| Sensible Financial Planning & Management, LLC. added | 796,082 | $76M | 0.2% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 766,038 | $73M | 0.2% | 2025-Q4 stale |
| CIBC Asset Management Inc trimmed | 649,680 | $62M | 0.2% | 2025-Q4 stale |
| Hilton Capital Management, LLC added | 576,585 | $55M | 0.2% | 2025-Q4 stale |
| Cerity Partners OCIO LLC added | 375,228 | $36M | 0.1% | 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.
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.