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Institutional Ownership · SEC Form 13F

Who owns MBSD


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

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

29
Institutional holders
4M
Shares held (tracked funds)

How the tape is positioned

3 tracked funds added or opened MBSD while 4 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

MBSD’s largest tracked holder by dollar value, NORTHERN TRUST CORP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in MBSD 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 29 tracked filers holding MBSD, 17 increased or opened the position and 12 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 MBSD 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.

Full exits 1

  • Cambridge Investment Research Advisors, Inc.$536K

Largest adds

  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
  • MORGAN STANLEY$692K
  • NORTHERN TRUST CORP$448K

Largest trims

  • CreativeOne Wealth, LLC$6M
  • Cornerstone National Bank & Trust Co$4M
  • Boltwood Capital Management$590K

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
NORTHERN TRUST CORP added1,027,630$21M27.3%2026-Q2
Cornerstone National Bank & Trust Co trimmed399,826$8M10.6%2026-Q2
COTTONWOOD CAPITAL ADVISORS, LLC added385,784$8M10.3%2026-Q2
MORGAN STANLEY added347,876$7M9.3%2026-Q2
MGO ONE SEVEN LLC added331,612$7M8.8%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added310,227$6M8.2%2026-Q2
Boltwood Capital Management trimmed258,214$5M6.9%2026-Q2
TITLEIST ASSET MANAGEMENT, LLC added214,054$4M5.7%2026-Q2
Sanctuary Advisors, LLC added69,886$1M1.9%2026-Q2
BANK OF AMERICA CORP /DE/ added68,405$1M1.8%2026-Q2
RAYMOND JAMES FINANCIAL INC added59,807$1M1.6%2026-Q2
JONES FINANCIAL COMPANIES LLLP added34,010$704K0.9%2026-Q2
Atria Investments, Inc trimmed33,517$691K0.9%2026-Q2
LPL Financial LLC trimmed28,995$598K0.8%2026-Q2
CreativeOne Wealth, LLC trimmed22,507$464K0.6%2026-Q2
CoreCap Advisors, LLC trimmed18,728$386K0.5%2026-Q2
JANE STREET GROUP, LLC trimmed15,085$311K0.4%2026-Q2
LEUTHOLD GROUP, LLC added13,487$278K0.4%2026-Q2
OSAIC HOLDINGS, INC. added11,170$230K0.3%2026-Q2
Investors Research Corp added9,454$195K0.3%2026-Q2
NBT BANK, N.A.5,055$104K0.1%2026-Q2
Ancora Advisors LLC4,230$87K0.1%2026-Q2
Rockefeller Capital Management L.P. added837$17K0.0%2026-Q2
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC718$15K0.0%2026-Q2
CREATIVE FINANCIAL DESIGNS INC /ADV added700$14K0.0%2026-Q2
EverSource Wealth Advisors, LLC added579$12K0.0%2026-Q2
ROYAL BANK OF CANADA528$11K0.0%2026-Q2
Mosley Wealth Management trimmed433$9K0.0%2026-Q2
WELLS FARGO & COMPANY/MN trimmed1$160.0%2026-Q2
Cambridge Investment Research Advisors, Inc. added25,909$536K0.7%2026-Q1 stale (1 quarter behind)
CITADEL ADVISORS LLC trimmed23,451$486K0.6%2026-Q1 stale (1 quarter behind)
UBS Group AG trimmed186$4K0.0%2026-Q1 stale (1 quarter behind)
CWM, LLC108$2K0.0%2026-Q1 stale (1 quarter behind)
AE Wealth Management LLC new1,396$29K0.0%2025-Q4 stale (2 quarters behind)
Simplicity Wealth,LLC added36,008$745K1.0%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.

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