Who owns MOOD
Which tracked institutional funds hold MOOD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MOOD 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
6 tracked funds added or opened MOOD while 3 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
MOOD’s largest tracked holder by dollar value, Ethos Financial Group, LLC, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MOOD 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 14 tracked filers holding MOOD, 7 increased or opened the position and 7 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 MOOD 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 1
- Tactive Advisors, LLC$2M
Full exits 2
- JANE STREET GROUP, LLC$1M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- Arcus Capital Partners, LLC$10M
- Ethos Financial Group, LLC$2M
- Almanack Investment Partners, LLC.$455K
- FIG FINANCIAL ADVISORY SERVICES INC /ADV$322K
- Insight Wealth Strategies, LLC$268K
Largest trims
- Empirical Finance, LLC$358K
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 |
|---|---|---|---|---|
| Ethos Financial Group, LLC trimmed | 1,190,547 | $51M | 48.7% | 2026-Q2 |
| Arcus Capital Partners, LLC added | 888,326 | $39M | 36.6% | 2026-Q2 |
| Almanack Investment Partners, LLC. added | 63,875 | $3M | 2.6% | 2026-Q2 |
| Tactive Advisors, LLC new | 49,514 | $2M | 2.0% | 2026-Q2 |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV added | 44,540 | $2M | 1.8% | 2026-Q2 |
| Insight Wealth Strategies, LLC added | 32,079 | $1M | 1.3% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 31,505 | $1M | 1.3% | 2026-Q2 |
| Empirical Finance, LLC trimmed | 26,038 | $1M | 1.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 13,610 | $593K | 0.6% | 2026-Q2 |
| Keel Point, LLC | 12,370 | $539K | 0.5% | 2026-Q2 |
| Empire Financial Management Company, LLC | 10,200 | $444K | 0.4% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 7,520 | $327K | 0.3% | 2026-Q2 |
| MORGAN STANLEY | 475 | $21K | 0.0% | 2026-Q2 |
| Caitlin John, LLC new | 118 | $5K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 25,416 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 24,961 | $1M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| WELLS FARGO & COMPANY/MN new | 450 | $18K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG new | 126 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GTS SECURITIES LLC added | 21,183 | $814K | 0.8% | 2025-Q4 stale (2 quarters behind) |
| AE Wealth Management LLC new | 17 | $653 | 0.0% | 2025-Q4 stale (2 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.