MBIN

Institutional Ownership

Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data

Top 239 Institutional Holders
HolderSharesDateChange% Held
Versant Capital Management, Inc594Sep 30, 26--0.00%
Elser Financial Planning, Inc26.81MJun 30, 26-174.48K58.36%
BlackRock, Inc.4.11MJun 30, 26+54.27K8.94%
DIMENSIONAL FUND ADVISORS LP1.83MJun 30, 26+68.16K3.98%
STATE STREET CORP1.07MJun 30, 26+32.34K2.32%
MACQUARIE MANAGEMENT HOLDINGS, INC.1.04MJun 30, 26-48.01K2.27%
VANGUARD CAPITAL MANAGEMENT LLC1.02MJun 30, 26+15.04K2.21%
AMERICAN CENTURY COMPANIES INC837.05KJun 30, 26+94.42K1.82%
Doma Perpetual Capital Management LLC810.08KJun 30, 26-305.51K1.76%
GEODE CAPITAL MANAGEMENT, LLC740.33KJun 30, 26+14.89K1.61%
ROYCE & ASSOCIATES LP527.05KJun 30, 26-40.22K1.15%
VANGUARD PORTFOLIO MANAGEMENT LLC488.22KJun 30, 26+23.56K1.06%
MORGAN STANLEY308.77KJun 30, 26+10.71K0.67%
NORTHERN TRUST CORP301.80KJun 30, 26+14.71K0.66%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC298.44KJun 30, 26-3.97K0.65%
BANC FUNDS CO LLC285.06KJun 30, 26+4.00K0.62%
BASSWOOD CAPITAL MANAGEMENT, L.L.C.273.75KJun 30, 26--0.60%
Sixth Street Partners Management Company, L.P.252.55KJun 30, 26+252.55K0.55%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC252.55KJun 30, 26+4.47K0.55%
Invesco Ltd.240.40KJun 30, 26+85.33K0.52%
Bank of New York Mellon Corp234.38KJun 30, 26-1.77K0.51%
Valeo Financial Advisors, LLC227.00KJun 30, 26-8.10K0.49%
ROYAL BANK OF CANADA220.64KJun 30, 26+7.79K0.48%
VANGUARD FIDUCIARY TRUST CO190.62KJun 30, 26+8.75K0.41%
DENALI ADVISORS LLC174.58KJun 30, 26-20.13K0.38%
PRINCIPAL FINANCIAL GROUP INC142.48KJun 30, 26-1400.31%
Ballast Asset Management, LP135.27KJun 30, 26-1.32K0.29%
BANK OF AMERICA CORP /DE/121.14KJun 30, 26+14.79K0.26%
Russell Investments Group, Ltd.112.02KJun 30, 26+26.18K0.24%
DEUTSCHE BANK AG\105.67KJun 30, 26+2.71K0.23%
FIRST TRUST ADVISORS LP100.92KJun 30, 26-15.44K0.22%
PUBLIC SECTOR PENSION INVESTMENT BOARD100.76KJun 30, 26-4.29K0.22%
FRANKLIN RESOURCES INC98.87KJun 30, 26-8.70K0.22%
GOLDMAN SACHS GROUP INC71.24KJun 30, 26-55.32K0.16%
AMERIPRISE FINANCIAL INC70.46KJun 30, 26-2.29K0.15%
RHUMBLINE ADVISERS66.76KJun 30, 26-10.68K0.15%
XTX Topco Ltd64.98KJun 30, 26+45.34K0.14%
Legal & General Group Plc64.39KJun 30, 26+5.94K0.14%
UBS Group AG61.77KJun 30, 26-18.50K0.13%
SAPIENT CAPITAL LLC60.52KJun 30, 26--0.13%
NEW YORK STATE COMMON RETIREMENT FUND58.13KJun 30, 26-2.60K0.13%
SEI INVESTMENTS CO54.72KJun 30, 26-54.25K0.12%
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM54.23KJun 30, 26-3.00K0.12%
Nuveen, LLC50.98KJun 30, 26+3.10K0.11%
Quantinno Capital Management LP50.16KJun 30, 26+15.24K0.11%
CITIGROUP INC42.36KJun 30, 26+29.12K0.09%
Swiss National Bank41.50KJun 30, 26+8000.09%
AQR CAPITAL MANAGEMENT LLC40.28KJun 30, 26+1.97K0.09%
RAYMOND JAMES FINANCIAL INC38.50KJun 30, 26-4.90K0.08%
TWO SIGMA INVESTMENTS, LP34.62KJun 30, 26-7.00K0.08%
LPL Financial LLC33.98KJun 30, 26-9030.07%
PRICE T ROWE ASSOCIATES INC /MD/33.80KJun 30, 26+6.02K0.07%
Formidable Asset Management, LLC33.20KJun 30, 26-1.20K0.07%
PRUDENTIAL FINANCIAL INC29.61KJun 30, 26+2000.06%
UBS ASSET MANAGEMENT AMERICAS INC29.33KJun 30, 26--0.06%
Pacific Ridge Capital Partners, LLC28.43KJun 30, 26-3280.06%
ALLIANCEBERNSTEIN L.P.27.62KJun 30, 26--0.06%
PICTON MAHONEY ASSET MANAGEMENT26.91KJun 30, 26+4.38K0.06%
ExodusPoint Capital Management, LP25.67KJun 30, 26+25.67K0.06%
MILLENNIUM MANAGEMENT LLC25.50KJun 30, 26+25.50K0.06%
Verdence Capital Advisors LLC25.02KJun 30, 26-8300.05%
FEDERATED HERMES, INC.24.99KJun 30, 26+7.15K0.05%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM23.99KJun 30, 26+4.84K0.05%
JAMES INVESTMENT RESEARCH INC23.77KJun 30, 26--0.05%
GREAT WEST LIFE ASSURANCE CO /CAN/22.87KJun 30, 26-1.22K0.05%
WELLS FARGO & COMPANY/MN21.96KJun 30, 26+12.08K0.05%
Twelve Points Wealth Management LLC20.47KJun 30, 26-2.45K0.04%
THRIVENT FINANCIAL FOR LUTHERANS19.30KJun 30, 26-3000.04%
CAPSTONE INVESTMENT ADVISORS, LLC19.02KJun 30, 26+19.02K0.04%
JPMORGAN CHASE & CO17.80KJun 30, 26-11.36K0.04%
Vanguard Global Advisers, LLC17.05KJun 30, 26+8130.04%
D. E. Shaw & Co., Inc.16.36KJun 30, 26-11.92K0.04%
STIFEL FINANCIAL CORP16.17KJun 30, 26-240.04%
LJI Wealth Management, LLC15.00KJun 30, 26+15.00K0.03%
Illinois Municipal Retirement Fund14.87KJun 30, 26-2590.03%
VANGUARD ASSET MANAGEMENT, Ltd14.75KJun 30, 26--0.03%
MetLife Investment Management, LLC14.71KJun 30, 26+4610.03%
STRS OHIO14.20KJun 30, 26--0.03%
Curry Webb Wealth Management LLC14.12KJun 30, 26+350.03%
BNP PARIBAS ARBITRAGE, SNC13.65KJun 30, 26-1.55K0.03%
Inspire Investing, LLC13.57KJun 30, 26+1.62K0.03%
Louisiana State Employees Retirement System12.90KJun 30, 26-1000.03%
ACADIAN ASSET MANAGEMENT LLC12.53KJun 30, 26-1.19K0.03%
COMMONWEALTH EQUITY SERVICES, LLC11.86KJun 30, 26-1440.03%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.11.66KJun 30, 26-5260.03%
State of Alaska, Department of Revenue11.65KJun 30, 26-4.80K0.03%
OXFORD FINANCIAL GROUP LTD11.14KJun 30, 26--0.02%
Aldebaran Capital, LLC10.13KJun 30, 26--0.02%
BCGM Wealth Management, LLC10.10KJun 30, 26-5.38K0.02%
PNC FINANCIAL SERVICES GROUP, INC.9.99KJun 30, 26+1130.02%
NEW YORK STATE TEACHERS RETIREMENT SYSTEM9.65KJun 30, 26+5030.02%
MANUFACTURERS LIFE INSURANCE COMPANY, THE8.72KJun 30, 26-6.01K0.02%
BARCLAYS PLC8.63KJun 30, 26+2.84K0.02%
SG Americas Securities, LLC8.01KJun 30, 26+3.09K0.02%
YOUSIF CAPITAL MANAGEMENT, LLC7.79KJun 30, 26-560.02%
AMALGAMATED BANK7.79KJun 30, 26-5620.02%
Cetera Investment Advisers7.63KJun 30, 26-8000.02%
Meeder Advisory Services, Inc.7.50KJun 30, 26--0.02%
Impact Partnership Wealth, LLC7.32KJun 30, 26-7.20K0.02%
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY7.30KJun 30, 26--0.02%
ZEGA Investments, LLC7.20KJun 30, 26+7.20K0.02%
Police & Firemen's Retirement System of New Jersey7.18KJun 30, 26--0.02%
Jupiter Topco LLC7.08KJun 30, 26+7.08K0.02%
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS6.97KJun 30, 26-2920.02%
OREGON PUBLIC EMPLOYEES RETIREMENT FUND6.70KJun 30, 26--0.01%
HARBOR CAPITAL ADVISORS, INC.6.24KJun 30, 26+8680.01%
FIFTH THIRD BANCORP6.18KJun 30, 26-1080.01%
Vident Advisory, LLC5.99KJun 30, 26+1110.01%
State of Tennessee, Treasury Department5.96KJun 30, 26-5.30K0.01%
Arizona State Retirement System5.71KJun 30, 26+350.01%
Vanguard Investments Australia, Ltd.5.64KJun 30, 26--0.01%
INTECH INVESTMENT MANAGEMENT LLC5.60KJun 30, 26-3210.01%
Jump Financial, LLC5.50KJun 30, 26+5.50K0.01%
Peloton Wealth Strategists5.33KJun 30, 26--0.01%
VOYA INVESTMENT MANAGEMENT LLC5.04KJun 30, 26+2340.01%
GAMCO INVESTORS, INC. ET AL5.00KJun 30, 26--0.01%
MERCER GLOBAL ADVISORS INC /ADV4.96KJun 30, 26+4.96K0.01%
Zurcher Kantonalbank (Zurich Cantonalbank)4.75KJun 30, 26--0.01%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4.70KJun 30, 26+4.70K0.01%
Wellington Grp LLC4.69KJun 30, 26--0.01%
FAIRFIELD, BUSH & CO.4.65KJun 30, 26+4.65K0.01%
FMR LLC4.63KJun 30, 26-1000.01%
Swiss Life Asset Management Ltd4.53KJun 30, 26+4.53K0.01%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4.51KJun 30, 26+4.51K0.01%
BANK OF MONTREAL /CAN/4.50KJun 30, 26+4.50K0.01%
Creative Planning4.46KJun 30, 26+4.46K0.01%
KLP KAPITALFORVALTNING AS4.45KJun 30, 26--0.01%
Maryland State Retirement & Pension System4.33KJun 30, 26+4.33K0.01%
Cerity Partners LLC4.25KJun 30, 26-1.71K0.01%
Graham Capital Management, L.P.4.11KJun 30, 26+4.11K0.01%
ADVISOR GROUP HOLDINGS, INC.2.86KJun 30, 26-1.05K0.01%
NBH Bank2.26KJun 30, 26+2.26K0.00%
Ameritas Investment Partners, Inc.2.17KJun 30, 26--0.00%
USA FINANCIAL FORMULAS1.88KJun 30, 26+1.88K0.00%
Tower Research Capital LLC (TRC)1.59KJun 30, 26-1.55K0.00%
Rockefeller Capital Management L.P.1.46KJun 30, 26--0.00%
SRS Capital Advisors, Inc.988Jun 30, 26+6320.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.697Jun 30, 26--0.00%
HANTZ FINANCIAL SERVICES, INC.474Jun 30, 26+950.00%
GAMMA Investing LLC471Jun 30, 26+820.00%
Integrated Wealth Concepts LLC442Jun 30, 26+4420.00%
SIMPLEX TRADING, LLC428Jun 30, 26-3020.00%
Caitong International Asset Management Co., Ltd401Jun 30, 26+3490.00%
NISA INVESTMENT ADVISORS, LLC386Jun 30, 26+150.00%
Nykredit A/S375Jun 30, 26+3750.00%
Sterling Capital Management LLC365Jun 30, 26-4950.00%
Capital Advisors, Ltd. LLC318Jun 30, 26--0.00%
Pinnacle Wealth Planning Services, Inc.300Jun 30, 26+120.00%
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO227Jun 30, 26+1200.00%
Salomon & Ludwin, LLC225Jun 30, 26-2390.00%
JONES FINANCIAL COMPANIES LLLP225Jun 30, 26+1820.00%
BESSEMER GROUP INC220Jun 30, 26--0.00%
EverSource Wealth Advisors, LLC219Jun 30, 26-3910.00%
Larson Financial Group LLC200Jun 30, 26+190.00%
Farther Finance Advisors, LLC200Jun 30, 26+60.00%
US BANCORP \DE\186Jun 30, 26+1030.00%
Owl Creek Wealth Partners LLC180Jun 30, 26--0.00%
Allworth Financial LP160Jun 30, 26+10.00%
Optiver Holding B.V.151Jun 30, 26+1510.00%
Aster Capital Management (DIFC) Ltd144Jun 30, 26+1440.00%
Steward Partners Investment Advisory, LLC108Jun 30, 26--0.00%
LOS ANGELES CAPITAL MANAGEMENT LLC103Jun 30, 26--0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO100Jun 30, 26--0.00%
IFP Advisors, Inc84Jun 30, 26--0.00%
ROTHSCHILD INVESTMENT LLC83Jun 30, 26--0.00%
SIGNATUREFD, LLC55Jun 30, 26--0.00%
JPL Wealth Management, LLC54Jun 30, 26--0.00%
Torren Management, LLC38Jun 30, 26--0.00%
Keating Financial Advisory Services, Inc.37Jun 30, 26--0.00%
True Wealth Design, LLC36Jun 30, 26-30.00%
Parallel Advisors, LLC31Jun 30, 26--0.00%
SJS Investment Consulting Inc.26Jun 30, 26+230.00%
Essential Partners LLC24Jun 30, 26-60.00%
UMB Bank, n.a.24Jun 30, 26+80.00%
Parkside Financial Bank & Trust20Jun 30, 26--0.00%
Ameritas Advisory Services, LLC19Jun 30, 26+190.00%
Valued Wealth Advisors LLC16Jun 30, 26+160.00%
FARMERS & MERCHANTS INVESTMENTS INC15Jun 30, 26--0.00%
Covestor Ltd14Jun 30, 26-170.00%
Silver Grove Financial Group, Inc.14Jun 30, 26+140.00%
Quarry LP7Jun 30, 26-470.00%
JFS WEALTH ADVISORS, LLC6Jun 30, 26+60.00%
FINANCIAL CONSULATE, INC5Jun 30, 26+50.00%
HARBOUR INVESTMENTS, INC.3Jun 30, 26--0.00%
GILPIN WEALTH MANAGEMENT, LLC3Jun 30, 26--0.00%
Clearstead Advisors, LLC3Jun 30, 26+30.00%
NewEdge Advisors, LLC2Jun 30, 26--0.00%
Davis Capital Management2Jun 30, 26+20.00%
SBI Securities Co., Ltd.1Jun 30, 26--0.00%
TWO SIGMA SECURITIES, LLC--Jun 30, 26-7.22K--
MAI Capital Management--Jun 30, 26-34--
QUADRANT CAPITAL GROUP LLC--Jun 30, 26-171--
Root Financial Partners, LLC--Jun 30, 26-19--
Advisory Services Network, LLC--Jun 30, 26-4.87K--
Brevan Howard Capital Management LP--Jun 30, 26-6.72K--
RENAISSANCE TECHNOLOGIES LLC--Jun 30, 26-49.09K--
MACKENZIE FINANCIAL CORP--Jun 30, 26-87.09K--
Trexquant Investment LP--Jun 30, 26-29.19K--
SUSQUEHANNA INTERNATIONAL GROUP, LLP--Jun 30, 26-10.17K--
Quantbot Technologies LP--Jun 30, 26-1.07K--
Engineers Gate Manager LP--Jun 30, 26-5.24K--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.--Jun 30, 26-8.39K--
Wakefield Asset Management LLLP--Jun 30, 26-29.53K--
MIRABELLA FINANCIAL SERVICES LLP--Jun 30, 26-9.71K--
Janus Henderson Group Ltd.7.08KMar 31, 26--0.02%
CWM, LLC2.49KMar 31, 26+6960.01%
Bank of Jackson Hole Trust2.26KMar 31, 26--0.00%
Sunbelt Securities, Inc.1Mar 31, 26-30.00%
VANGUARD GROUP INC1.41MDec 31, 25+36.18K3.08%
Brandywine Global Investment Management, LLC53.93KDec 31, 25-2.20K0.12%
Quest Partners LLC35.06KDec 31, 25+20.23K0.08%
COMERICA BANK61Dec 31, 25-530.00%
TWO SIGMA ADVISERS, LP--Dec 31, 25-37.20K--
Corton Capital Inc.--Sep 30, 25-7.95K--
Nebula Research & Development LLC--Jun 30, 25-12.00K--
First Horizon Advisors, Inc.--Jun 30, 25-265--
Lindbrook Capital, LLC73Mar 31, 25+170.00%
Nuveen Asset Management, LLC101.37KDec 31, 24-37.22K0.22%
CAXTON ASSOCIATES LP--Dec 31, 24-7.74K--
RAYMOND JAMES & ASSOCIATES64.24KSep 30, 24+8.87K0.14%
FinTrust Capital Advisors, LLC1.27KSep 30, 24--0.00%
ClariVest Asset Management LLC54Sep 30, 24--0.00%
BlackRock Inc.1.45MJun 30, 24+50.34K3.15%
CREDIT SUISSE AG/14.48KMar 31, 24+3680.03%
Oracle Alpha Inc.--Mar 31, 24-6.52K--
EA Series Trust109.18KJun 30, 23+109.18K0.24%
Zebra Capital Management LLC9.79KMar 31, 23-4.59K0.02%
WIPFLI FINANCIAL ADVISORS LLC,286Sep 30, 22+2860.00%
EXANE DERIVATIVES4.25KJun 30, 22+900.01%
PARAMETRIC PORTFOLIO ASSOCIATES LLC73.84KMar 31, 22+24.75K0.16%
IndexIQ Advisors LLC14.31KMar 31, 22+4.24K0.03%
Amalgamated Financial Corp.1.78KMar 31, 22+1.78K0.00%
Advisor Group, Inc.142Dec 31, 19+1420.00%
LADENBURG THALMANN FINANCIAL SERVICES INC.1Dec 31, 19-90.00%
TEACHERS ADVISORS, LLC33.01KMar 31, 19--0.07%
TIAA CREF INVESTMENT MANAGEMENT LLC30.04KMar 31, 19-1560.07%
OppenheimerFunds, Inc.19.04KMar 31, 19+4.28K0.04%
PEAK6 Group LLC1.57KJun 30, 18+1.57K0.00%
Delpha Capital Management, LLC--Mar 31, 18-226--
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.