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-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.
How the tape is positioned
The tracked-fund tape on MOOD is one-sided between 2025-Q4 and 2026-Q1: 8 added or opened and 1 trimmed or exited — on balance accumulating.
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 3.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.6pp 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 2025-Q4 and 2026-Q1, across 14 tracked filers holding MOOD, 13 increased or opened the position and 2 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 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.
New buyers 5
- Arcus Capital Partners, LLC$29M
- Empirical Finance, LLC$1M
- Insight Wealth Strategies, LLC$1M
- JANE STREET GROUP, LLC$1M
- NATIONS FINANCIAL GROUP INC, /IA/ /ADV$632K
Full exits 1
- GTS SECURITIES LLC$814K
Largest adds
- Ethos Financial Group, LLC$7M
- Cambridge Investment Research Advisors, Inc.$807K
- Wealthcare Advisory Partners LLC$679K
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 added | 1,202,260 | $49M | 55.4% | 2026-Q1 |
| Arcus Capital Partners, LLC new | 710,128 | $29M | 32.8% | 2026-Q1 |
| Almanack Investment Partners, LLC. added | 56,721 | $2M | 2.6% | 2026-Q1 |
| Empirical Finance, LLC added | 36,370 | $1M | 1.7% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 30,207 | $1M | 1.4% | 2026-Q1 |
| Insight Wealth Strategies, LLC new | 27,467 | $1M | 1.3% | 2026-Q1 |
| JANE STREET GROUP, LLC new | 25,416 | $1M | 1.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 24,961 | $1M | 1.2% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV new | 15,410 | $632K | 0.7% | 2026-Q1 |
| Empire Financial Management Company, LLC | 10,200 | $418K | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC new | 7,520 | $308K | 0.3% | 2026-Q1 |
| MORGAN STANLEY added | 475 | $19K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN new | 450 | $18K | 0.0% | 2026-Q1 |
| UBS Group AG added | 126 | $5K | 0.0% | 2026-Q1 |
| GTS SECURITIES LLC added | 21,183 | $814K | 0.9% | 2025-Q4 stale |
| AE Wealth Management LLC new | 17 | $653 | 0.0% | 2025-Q4 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.