Who owns MSMR
Which tracked institutional funds hold MSMR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MSMR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 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 MSMR is one-sided between 2026-Q1 and 2026-Q2: 4 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
MSMR’s largest tracked holder by dollar value, McElhenny Sheffield Capital Management, LLC, sizes it at 29.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 29.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MSMR 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 19 tracked filers holding MSMR, 11 increased or opened the position and 9 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 MSMR 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
- Janney Montgomery Scott LLC$642K
Largest adds
- McElhenny Sheffield Capital Management, LLC$12M
- Accurate Wealth Management, LLC$9M
- United Advisor Group, LLC$542K
- Aptus Capital Advisors, LLC$276K
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 |
|---|---|---|---|---|
| McElhenny Sheffield Capital Management, LLC added | 3,420,997 | $120M | 76.4% | 2026-Q2 |
| Accurate Wealth Management, LLC added | 293,636 | $10M | 6.6% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 257,595 | $9M | 5.8% | 2026-Q2 |
| United Advisor Group, LLC added | 229,792 | $8M | 5.1% | 2026-Q2 |
| HERITAGE OAK WEALTH ADVISORS LLC added | 60,769 | $2M | 1.4% | 2026-Q2 |
| Cerity Partners LLC added | 45,496 | $2M | 1.0% | 2026-Q2 |
| WorthPointe, LLC added | 42,347 | $1M | 0.9% | 2026-Q2 |
| LaSalle St. Investment Advisors, LLC trimmed | 15,839 | $557K | 0.4% | 2026-Q2 |
| Symphony Financial, Ltd. Co. trimmed | 14,133 | $497K | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 9,962 | $350K | 0.2% | 2026-Q2 |
| Brookwood Investment Group LLC added | 7,842 | $276K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 6,848 | $241K | 0.2% | 2026-Q2 |
| Signal Advisors Wealth, LLC trimmed | 6,798 | $239K | 0.2% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC | 6,725 | $236K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,354 | $223K | 0.1% | 2026-Q2 |
| Sankala Group LLC trimmed | 4,077 | $142K | 0.1% | 2026-Q2 |
| COMPASS FINANCIAL MANAGEMENT LLC new | 796 | $28K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 270 | $9K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 1 | $35 | 0.0% | 2026-Q2 |
| Janney Montgomery Scott LLC added | 18,603 | $642K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 649 | $22K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 405 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 8,349 | $291K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| Wilian Securities, LLC new | 6,707 | $234K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 10,839 | $335K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Ameritas Advisory Services, LLC new | 322 | $10K | 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.