Who owns MUC
Which tracked institutional funds hold MUC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MUC 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
16 tracked funds added or opened MUC while 11 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
MUC’s largest tracked holder by dollar value, MORGAN STANLEY, 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 gap the other way — the median holder sizes MUC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in MUC 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 128 tracked filers holding MUC, 55 increased or opened the position and 51 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 MUC 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 4
- Oder Investment Management, LLC$1M
- Ariadne Wealth Management, LP$1M
- Global Retirement Partners, LLC$741K
- XTX Topco Ltd$573K
Full exits 4
- EVOKE WEALTH, LLC$4M
- SIT INVESTMENT ASSOCIATES INC$1M
- WEDBUSH SECURITIES INC$1M
- Vivaldi Capital Management LP$710K
Largest adds
- Advisors Asset Management, Inc.$5M
- MORGAN STANLEY$4M
- BANK OF AMERICA CORP /DE/$3M
- MAI Capital Management$2M
- LPL Financial LLC$1M
- WELLS FARGO & COMPANY/MN$1M
Largest trims
- RIVERNORTH CAPITAL MANAGEMENT, LLC$12M
- Karpus Management, Inc.$5M
- Rareview Capital LLC$600K
- Dakota Wealth Management$372K
- Perennial Investment Advisors, LLC$330K
- Lido Advisors, LLC$285K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 7,401,308 | $81M | 22.8% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 4,603,531 | $51M | 14.2% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 2,595,733 | $29M | 8.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,405,612 | $26M | 7.4% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 2,305,569 | $25M | 7.1% | 2026-Q2 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 1,122,458 | $12M | 3.5% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC | 1,100,165 | $12M | 3.4% | 2026-Q2 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC trimmed | 1,066,052 | $12M | 3.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 963,266 | $11M | 3.0% | 2026-Q2 |
| LPL Financial LLC added | 732,748 | $8M | 2.3% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. added | 709,302 | $8M | 2.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 486,473 | $5M | 1.5% | 2026-Q2 |
| UBS Group AG added | 415,590 | $5M | 1.3% | 2026-Q2 |
| Atala Financial Inc trimmed | 391,683 | $4M | 1.2% | 2026-Q2 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 371,024 | $4M | 1.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 364,958 | $4M | 1.1% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 267,907 | $3M | 0.8% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC added | 254,357 | $3M | 0.8% | 2026-Q2 |
| Fiera Capital Corp trimmed | 233,919 | $3M | 0.7% | 2026-Q2 |
| Dakota Wealth Management trimmed | 213,962 | $2M | 0.7% | 2026-Q2 |
| Ignite Planners, LLC | 194,025 | $2M | 0.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 190,549 | $2M | 0.6% | 2026-Q2 |
| MAI Capital Management added | 183,275 | $2M | 0.6% | 2026-Q2 |
| Trilogy Capital Inc. added | 168,900 | $2M | 0.5% | 2026-Q2 |
| WESCAP Management Group, Inc. added | 159,959 | $2M | 0.5% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 158,900 | $2M | 0.5% | 2026-Q2 |
| Diligent Investors, LLC trimmed | 140,732 | $2M | 0.4% | 2026-Q2 |
| MacKay Shields LLC trimmed | 128,815 | $1M | 0.4% | 2026-Q2 |
| Rareview Capital LLC trimmed | 125,561 | $1M | 0.4% | 2026-Q2 |
| Cypress Wealth Services, LLC added | 124,509 | $1M | 0.4% | 2026-Q2 |
| Oder Investment Management, LLC new | 105,924 | $1M | 0.3% | 2026-Q2 |
| Summit Trail Advisors, LLC trimmed | 101,599 | $1M | 0.3% | 2026-Q2 |
| Ballast Rock Private Wealth LLC added | 96,052 | $1M | 0.3% | 2026-Q2 |
| Ariadne Wealth Management, LP new | 94,481 | $1M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 91,885 | $1M | 0.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 91,370 | $1M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 86,883 | $955K | 0.3% | 2026-Q2 |
| Matisse Capital trimmed | 78,518 | $863K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 74,567 | $819K | 0.2% | 2026-Q2 |
| MYECFO, LLC added | 73,838 | $813K | 0.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 70,591 | $776K | 0.2% | 2026-Q2 |
| Allianz Asset Management GmbH | 70,489 | $775K | 0.2% | 2026-Q2 |
| Alteri Wealth LLC added | 68,764 | $756K | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 67,794 | $745K | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC new | 67,427 | $741K | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 64,623 | $710K | 0.2% | 2026-Q2 |
| CHANNEL WEALTH LLC trimmed | 64,344 | $707K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 63,383 | $697K | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC | 60,865 | $669K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 59,733 | $656K | 0.2% | 2026-Q2 |
| Arlington Financial Advisors, LLC | 55,000 | $604K | 0.2% | 2026-Q2 |
| Destination Wealth Management added | 53,765 | $591K | 0.2% | 2026-Q2 |
| XTX Topco Ltd added | 52,096 | $573K | 0.2% | 2026-Q2 |
| Tortuga Wealth Management, Inc trimmed | 47,047 | $517K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 45,636 | $502K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 43,658 | $480K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC | 42,015 | $462K | 0.1% | 2026-Q2 |
| Intellectus Partners, LLC | 40,614 | $449K | 0.1% | 2026-Q2 |
| Perennial Investment Advisors, LLC trimmed | 39,226 | $431K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC | 39,152 | $430K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 37,300 | $410K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 34,835 | $382K | 0.1% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC trimmed | 33,438 | $369K | 0.1% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 30,465 | $335K | 0.1% | 2026-Q2 |
| RB Capital Management, LLC added | 29,944 | $329K | 0.1% | 2026-Q2 |
| Wellspring Financial Advisors, LLC trimmed | 28,394 | $312K | 0.1% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS | 28,327 | $311K | 0.1% | 2026-Q2 |
| Corient Private Wealth LP | 27,759 | $305K | 0.1% | 2026-Q2 |
| Creative Planning | 27,597 | $303K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 26,011 | $286K | 0.1% | 2026-Q2 |
| Athena Wealth Management, LLC added | 25,752 | $283K | 0.1% | 2026-Q2 |
| Keystone Wealth Services, LLC | 24,521 | $269K | 0.1% | 2026-Q2 |
| Indivisible Partners added | 24,017 | $264K | 0.1% | 2026-Q2 |
| Tempus Wealth Planning, LLC | 23,657 | $260K | 0.1% | 2026-Q2 |
| PRUDENT INVESTORS NETWORK, INC. new | 23,375 | $257K | 0.1% | 2026-Q2 |
| Strategic Advocates LLC | 22,621 | $249K | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 22,336 | $245K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 22,160 | $244K | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP trimmed | 21,830 | $240K | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC added | 20,633 | $228K | 0.1% | 2026-Q2 |
| Van Hulzen Asset Management, LLC added | 20,532 | $226K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 19,962 | $219K | 0.1% | 2026-Q2 |
| NWF Advisory Services Inc. trimmed | 19,738 | $217K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 18,850 | $207K | 0.1% | 2026-Q2 |
| Avior Wealth Management, LLC added | 18,668 | $205K | 0.1% | 2026-Q2 |
| REGATTA CAPITAL GROUP, LLC | 18,415 | $202K | 0.1% | 2026-Q2 |
| Sowell Financial Services LLC | 18,344 | $202K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 18,227 | $201K | 0.1% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 18,100 | $199K | 0.1% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 16,550 | $182K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 16,082 | $177K | 0.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC | 15,960 | $175K | 0.0% | 2026-Q2 |
| Core Wealth Partners LLC | 15,707 | $173K | 0.0% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC new | 15,500 | $171K | 0.0% | 2026-Q2 |
| Capital Investment Advisors, LLC | 14,175 | $156K | 0.0% | 2026-Q2 |
| DECISION INVESTMENTS, INC trimmed | 14,029 | $154K | 0.0% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. added | 13,969 | $154K | 0.0% | 2026-Q2 |
| Realta Investment Advisors | 13,652 | $150K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO | 13,533 | $149K | 0.0% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC trimmed | 13,331 | $147K | 0.0% | 2026-Q2 |
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.