Who owns MBS
Which tracked institutional funds hold MBS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MBS company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
8 tracked funds added or opened MBS while 6 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
MBS’s largest tracked holder by dollar value, CW Advisors, LLC, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MBS 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 37 tracked filers holding MBS, 20 increased or opened the position and 17 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 MBS 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 4
- NewEdge Advisors, LLC$5M
- GOLDMAN SACHS GROUP INC$2M
- Farther Finance Advisors, LLC$1M
- CITADEL ADVISORS LLC$918K
Full exits 1
- Q3 Asset Management$659K
Largest adds
- Goldstone Financial Group, LLC$4M
- MML INVESTORS SERVICES, LLC$899K
- SHP Wealth Management$445K
- UBS Group AG$361K
Largest trims
- ALTFEST L J & CO INC$4M
- NewEdge Wealth, LLC$4M
- Angel Oak Capital Advisors, LLC$3M
- OSAIC HOLDINGS, INC.$2M
- LPL Financial LLC$348K
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 |
|---|---|---|---|---|
| OSAIC HOLDINGS, INC. trimmed | 5,308,794 | $46M | 23.8% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 2,180,278 | $19M | 9.8% | 2026-Q2 |
| ALTFEST L J & CO INC trimmed | 1,231,070 | $11M | 5.5% | 2026-Q2 |
| Goldstone Financial Group, LLC added | 797,939 | $7M | 3.6% | 2026-Q2 |
| UBS Group AG added | 707,749 | $6M | 3.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 583,348 | $5M | 2.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 485,219 | $4M | 2.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 475,621 | $4M | 2.1% | 2026-Q2 |
| Angel Oak Capital Advisors, LLC trimmed | 374,667 | $3M | 1.7% | 2026-Q2 |
| Embree Financial Group added | 245,916 | $2M | 1.1% | 2026-Q2 |
| PATTEN & PATTEN INC/TN trimmed | 241,577 | $2M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 178,705 | $2M | 0.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 172,028 | $1M | 0.8% | 2026-Q2 |
| J. Team Financial, Inc. trimmed | 157,482 | $1M | 0.7% | 2026-Q2 |
| RFG Advisory, LLC added | 146,457 | $1M | 0.7% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 135,695 | $1M | 0.6% | 2026-Q2 |
| Vontobel Holding Ltd. | 135,000 | $1M | 0.6% | 2026-Q2 |
| United Asset Strategies, Inc. added | 114,274 | $986K | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 106,371 | $918K | 0.5% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 95,399 | $823K | 0.4% | 2026-Q2 |
| SHP Wealth Management added | 75,353 | $650K | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ | 56,700 | $489K | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 42,368 | $366K | 0.2% | 2026-Q2 |
| Requisite Capital Management, LLC | 37,098 | $322K | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC new | 34,779 | $300K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 32,312 | $279K | 0.1% | 2026-Q2 |
| Weaver Consulting Group | 31,000 | $268K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. new | 20,027 | $173K | 0.1% | 2026-Q2 |
| First Financial Bankshares Inc | 17,381 | $150K | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 14,138 | $122K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 13,415 | $116K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP | 12,471 | $108K | 0.1% | 2026-Q2 |
| REICON WEALTH ADVISORS, LLC added | 8,362 | $72K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 2,498 | $22K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 354 | $3K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 174 | $2K | 0.0% | 2026-Q2 |
| Triumph Capital Management added | 91 | $785 | 0.0% | 2026-Q2 |
| Q3 Asset Management new | 76,178 | $659K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Secure Asset Management, LLC new | 35,800 | $310K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC added | 29,613 | $256K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| ROYAL BANK OF CANADA added | 5,897 | $51K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 3,835 | $33K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC new | 1,104 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| AE Wealth Management LLC new | 28 | $242 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Gradient Investments LLC trimmed | 11,101 | $97K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Compound Planning, Inc. trimmed | 10,762 | $94K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Global Retirement Partners, LLC added | 6,262 | $55K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CW Advisors, LLC added | 6,786,466 | $59M | 30.5% | 2025-Q2 stale (4 quarters behind) |
| Mattson Financial Services, LLC added | 522,484 | $5M | 2.3% | 2025-Q2 stale (4 quarters behind) |
| Brown Financial Advisors trimmed | 321,190 | $3M | 1.4% | 2025-Q2 stale (4 quarters behind) |
| Paladin Wealth, LLC added | 161,631 | $1M | 0.7% | 2025-Q2 stale (4 quarters behind) |
| OLD MISSION CAPITAL LLC new | 14,930 | $129K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Allworth Financial LP new | 2,096 | $18K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.