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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-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

32
Institutional holders
4M
Shares held (tracked funds)

How the tape is positioned

4 tracked funds added or opened MBSD while 4 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

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 2025-Q4 and 2026-Q1, across 32 tracked filers holding MBSD, 15 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 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

  • CreativeOne Wealth, LLC$6M
  • NORTHERN TRUST CORP$2M
  • COTTONWOOD CAPITAL ADVISORS, LLC$349K
  • MORGAN STANLEY$320K

Largest trims

  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
  • Cornerstone National Bank & Trust Co$1M
  • Boltwood Capital Management$566K
  • CITADEL ADVISORS LLC$494K

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 added1,001,822$21M23.0%2026-Q1
Cornerstone National Bank & Trust Co trimmed608,915$13M13.9%2026-Q1
COTTONWOOD CAPITAL ADVISORS, LLC added378,279$8M8.7%2026-Q1
MGO ONE SEVEN LLC added319,831$7M7.3%2026-Q1
MORGAN STANLEY added313,047$6M7.2%2026-Q1
CreativeOne Wealth, LLC added294,424$6M6.7%2026-Q1
Boltwood Capital Management trimmed285,683$6M6.5%2026-Q1
TITLEIST ASSET MANAGEMENT, LLC added208,874$4M4.8%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed193,032$4M4.4%2026-Q1
Sanctuary Advisors, LLC added68,976$1M1.6%2026-Q1
BANK OF AMERICA CORP /DE/ added58,651$1M1.3%2026-Q1
RAYMOND JAMES FINANCIAL INC added54,611$1M1.3%2026-Q1
Atria Investments, Inc added33,699$698K0.8%2026-Q1
JONES FINANCIAL COMPANIES LLLP trimmed32,276$664K0.7%2026-Q1
LPL Financial LLC added30,657$635K0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. added25,909$536K0.6%2026-Q1
CITADEL ADVISORS LLC trimmed23,451$486K0.5%2026-Q1
CoreCap Advisors, LLC trimmed19,803$410K0.5%2026-Q1
LEUTHOLD GROUP, LLC13,302$275K0.3%2026-Q1
Investors Research Corp added9,035$187K0.2%2026-Q1
OSAIC HOLDINGS, INC. trimmed7,635$158K0.2%2026-Q1
NBT BANK N A /NY5,055$105K0.1%2026-Q1
Ancora Advisors LLC4,230$88K0.1%2026-Q1
Mosley Wealth Management new2,828$59K0.1%2026-Q1
WELLS FARGO & COMPANY/MN887$18K0.0%2026-Q1
Rockefeller Capital Management L.P. added830$17K0.0%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC718$15K0.0%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV trimmed694$14K0.0%2026-Q1
ROYAL BANK OF CANADA528$11K0.0%2026-Q1
UBS Group AG trimmed186$4K0.0%2026-Q1
EverSource Wealth Advisors, LLC trimmed100$4K0.0%2026-Q1
CWM, LLC108$2K0.0%2026-Q1
Trivant Custom Portfolio Group, LLC added309,313$6M7.1%2025-Q1 stale
Simplicity Wealth,LLC added36,008$745K0.8%2025-Q2 stale
JANE STREET GROUP, LLC trimmed19,953$415K0.5%2025-Q4 stale
AE Wealth Management LLC new1,396$29K0.0%2025-Q4 stale
PSI Advisors, LLC trimmed1,232$25K0.0%2025-Q1 stale
PRINCIPAL SECURITIES, INC.850$17K0.0%2025-Q1 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

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