Who owns MBCC (MBCC)
Which tracked institutional funds hold MBCC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MBCC 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
2 tracked funds added or opened MBCC while 1 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
MBCC’s largest tracked holder by dollar value, Kingsview Wealth Management, LLC, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MBCC 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 10 tracked filers holding MBCC, 9 increased or opened the position and 3 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 MBCC 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.
Largest adds
- Kingsview Wealth Management, LLC$9M
- LPL Financial LLC$832K
Largest trims
- GOLDMAN SACHS GROUP INC$1M
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 |
|---|---|---|---|---|
| Kingsview Wealth Management, LLC added | 3,859,663 | $133M | 87.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 469,483 | $16M | 10.6% | 2026-Q1 |
| LPL Financial LLC added | 32,458 | $1M | 0.7% | 2026-Q1 |
| WBI INVESTMENTS, LLC new | 8,685 | $300K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 6,869 | $237K | 0.2% | 2026-Q1 |
| Maridea Wealth Management LLC new | 6,768 | $233K | 0.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,846 | $64K | 0.0% | 2026-Q1 |
| UBS Group AG added | 1,524 | $53K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA new | 1,399 | $48K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC new | 747 | $26K | 0.0% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 16,200 | $597K | 0.4% | 2025-Q3 stale |
| RFG Advisory, LLC trimmed | 5,816 | $215K | 0.1% | 2025-Q4 stale |
| Premier Financial Group new | 1,260 | $47K | 0.0% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 490 | $18K | 0.0% | 2025-Q2 stale |
| RAYMOND JAMES FINANCIAL INC new | 30 | $1K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 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.