Who owns MUU
Which tracked institutional funds hold MUU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MUU company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 MUU is one-sided between 2026-Q1 and 2026-Q2: 28 added or opened and 9 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
MUU’s largest tracked holder by dollar value, SUSQUEHANNA INTERNATIONAL GROUP, LLP, 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 MUU 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 50 tracked filers holding MUU, 31 increased or opened the position and 26 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 MUU 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 17
- APEIRON CAPITAL Ltd$36M
- JPMORGAN CHASE & CO$10M
- GTS SECURITIES LLC$8M
- FLAGSTAR SECURITIES, INC$5M
- MGO ONE SEVEN LLC$4M
- INDEPENDENT FINANCIAL GROUP, LLC$3M
Full exits 4
- CITADEL ADVISORS LLC$4M
- IMC-Chicago, LLC$3M
- RENAISSANCE TECHNOLOGIES LLC$1M
- CERTUITY, LLC$602K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$35M
- GOLDMAN SACHS GROUP INC$24M
- SBI Securities Co., Ltd.$19M
- Optiver Holding B.V.$12M
- Belvedere Trading LLC$9M
- BARCLAYS PLC$7M
Largest trims
- UBS Group AG$26M
- MORGAN STANLEY$2M
- XTX Topco Ltd$587K
- DIVERSIFY WEALTH MANAGEMENT, LLC$569K
- Spartan Wealth Advisory Services LLC$520K
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 |
|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 34,021 | $36M | 14.0% | 2026-Q2 |
| APEIRON CAPITAL Ltd new | 34,000 | $36M | 14.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 27,706 | $29M | 11.4% | 2026-Q2 |
| SBI Securities Co., Ltd. added | 18,618 | $20M | 7.6% | 2026-Q2 |
| Optiver Holding B.V. added | 13,151 | $14M | 5.4% | 2026-Q2 |
| Belvedere Trading LLC trimmed | 10,528 | $11M | 4.3% | 2026-Q2 |
| UBS Group AG trimmed | 10,100 | $11M | 4.1% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 9,978 | $10M | 4.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 8,120 | $9M | 3.3% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 7,152 | $8M | 2.9% | 2026-Q2 |
| Csenge Advisory Group trimmed | 6,707 | $7M | 2.8% | 2026-Q2 |
| Jump Financial, LLC trimmed | 5,936 | $6M | 2.4% | 2026-Q2 |
| Dedeker Financial LLC trimmed | 5,502 | $6M | 2.3% | 2026-Q2 |
| FLAGSTAR SECURITIES, INC new | 4,920 | $5M | 2.0% | 2026-Q2 |
| MGO ONE SEVEN LLC new | 4,056 | $4M | 1.7% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,741 | $4M | 1.5% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 2,982 | $3M | 1.2% | 2026-Q2 |
| StoneX Group Inc. trimmed | 2,897 | $3M | 1.2% | 2026-Q2 |
| HUB Investment Partners, LLC new | 2,725 | $3M | 1.1% | 2026-Q2 |
| Corient Private Wealth LP new | 2,223 | $2M | 0.9% | 2026-Q2 |
| SIMPLEX TRADING, LLC new | 2,145 | $2M | 0.9% | 2026-Q2 |
| EDMOND DE ROTHSCHILD HOLDING S.A. new | 2,000 | $2M | 0.8% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 1,997 | $2M | 0.8% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC trimmed | 1,874 | $2M | 0.8% | 2026-Q2 |
| HOEY INVESTMENTS, INC new | 1,563 | $2M | 0.6% | 2026-Q2 |
| XTX Topco Ltd trimmed | 1,123 | $1M | 0.5% | 2026-Q2 |
| TRUE Private Wealth Advisors new | 1,052 | $1M | 0.4% | 2026-Q2 |
| Capstone Capital Management Ltd new | 996 | $1M | 0.4% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 30,631 | $916K | 0.4% | 2026-Q2 |
| Diversify Advisory Services, LLC new | 30,631 | $916K | 0.4% | 2026-Q2 |
| DRW Securities, LLC trimmed | 770 | $808K | 0.3% | 2026-Q2 |
| Intrua Financial, LLC new | 500 | $524K | 0.2% | 2026-Q2 |
| Advisors Preferred, LLC new | 678 | $505K | 0.2% | 2026-Q2 |
| Aviance Capital Partners, LLC new | 301 | $315K | 0.1% | 2026-Q2 |
| PFG Investments, LLC trimmed | 291 | $305K | 0.1% | 2026-Q2 |
| Ground Swell Capital, LLC new | 286 | $300K | 0.1% | 2026-Q2 |
| Spartan Wealth Advisory Services LLC trimmed | 274 | $287K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 270 | $283K | 0.1% | 2026-Q2 |
| Vines Capital Management, LLC new | 242 | $254K | 0.1% | 2026-Q2 |
| Bogart Wealth, LLC new | 230 | $241K | 0.1% | 2026-Q2 |
| Mariner, LLC new | 224 | $235K | 0.1% | 2026-Q2 |
| Chung Wu Investment Group, LLC added | 210 | $220K | 0.1% | 2026-Q2 |
| Faithward Advisors, LLC new | 200 | $210K | 0.1% | 2026-Q2 |
| TORONTO DOMINION BANK new | 173 | $182K | 0.1% | 2026-Q2 |
| Larson Financial Group LLC added | 126 | $132K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 45 | $47K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 22 | $23K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 22 | $23K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec new | 3 | $3K | 0.0% | 2026-Q2 |
| HOLLENCREST CAPITAL MANAGEMENT trimmed | 2 | $2K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 29,179 | $4M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| IMC-Chicago, LLC added | 22,928 | $3M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| RENAISSANCE TECHNOLOGIES LLC new | 8,500 | $1M | 0.4% | 2026-Q1 stale (1 quarter behind) |
| CERTUITY, LLC new | 5,000 | $602K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| VESTOR CAPITAL, LLC trimmed | 2,620 | $315K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Scientech Research LLC new | 2,103 | $253K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CITIGROUP INC trimmed | 383 | $46K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Ameritas Advisory Services, LLC new | 38 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Client First Investment Management LLC new | 8,765 | $883K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Abound Wealth Management new | 50 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CoreCap Advisors, LLC new | 550 | $23K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Delta Investment Management, LLC new | 14,041 | $341K | 0.1% | 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.