MBSD(MBSD)
MBSD
Institutional Ownership
Top 46 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| COTTONWOOD CAPITAL ADVISORS, LLC | 403.10K | Sep 30, 26 | +17.32K | 9.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 393.97K | Sep 30, 26 | +83.74K | 8.95% |
| MORGAN STANLEY | 363.38K | Sep 30, 26 | +15.50K | 8.26% |
| MGO ONE SEVEN LLC | 351.22K | Sep 30, 26 | +19.61K | 7.98% |
| Cornerstone National Bank & Trust Co | 313.32K | Sep 30, 26 | -86.50K | 7.12% |
| Boltwood Capital Management | 226.22K | Sep 30, 26 | -32.00K | 5.14% |
| TITLEIST ASSET MANAGEMENT, LLC | 220.74K | Sep 30, 26 | +6.69K | 5.02% |
| Sanctuary Advisors, LLC | 74.64K | Sep 30, 26 | +4.75K | 1.70% |
| RAYMOND JAMES FINANCIAL INC | 65.98K | Sep 30, 26 | +6.17K | 1.50% |
| Atria Investments, Inc | 37.01K | Sep 30, 26 | +3.49K | 0.84% |
| JONES FINANCIAL COMPANIES LLLP | 34.27K | Sep 30, 26 | +258 | 0.78% |
| LPL Financial LLC | 30.31K | Sep 30, 26 | +1.32K | 0.69% |
| CreativeOne Wealth, LLC | 27.23K | Sep 30, 26 | +4.72K | 0.62% |
| Cambridge Investment Research Advisors, Inc. | 23.64K | Sep 30, 26 | -3.56K | 0.54% |
| JANE STREET GROUP, LLC | 18.25K | Sep 30, 26 | +3.17K | 0.41% |
| CoreCap Advisors, LLC | 17.53K | Sep 30, 26 | -1.19K | 0.40% |
| BAM Wealth Management, LLC | 13.99K | Sep 30, 26 | +13.99K | 0.32% |
| LEUTHOLD GROUP, LLC | 13.95K | Sep 30, 26 | +467 | 0.32% |
| Investors Research Corp | 9.83K | Sep 30, 26 | +379 | 0.22% |
| OSAIC HOLDINGS, INC. | 4.70K | Sep 30, 26 | -6.47K | 0.11% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3.82K | Sep 30, 26 | +3.82K | 0.09% |
| Rockefeller Capital Management L.P. | 845 | Sep 30, 26 | +8 | 0.02% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 706 | Sep 30, 26 | +6 | 0.02% |
| EverSource Wealth Advisors, LLC | 577 | Sep 30, 26 | -2 | 0.01% |
| Mosley Wealth Management | 438 | Sep 30, 26 | +5 | 0.01% |
| UBS Group AG | 24 | Sep 30, 26 | +24 | 0.00% |
| NBT BANK, N.A. | -- | Sep 30, 26 | -5.05K | -- |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | -- | Sep 30, 26 | -718 | -- |
| NORTHERN TRUST CORP | 1.03M | Jun 30, 26 | +25.81K | 23.35% |
| MORGAN STANLEY | 347.88K | Jun 30, 26 | +34.83K | 7.91% |
| BANK OF AMERICA CORP /DE/ | 68.41K | Jun 30, 26 | +9.75K | 1.55% |
| RAYMOND JAMES FINANCIAL INC | 59.81K | Jun 30, 26 | +5.20K | 1.36% |
| OSAIC HOLDINGS, INC. | 11.17K | Jun 30, 26 | +3.54K | 0.25% |
| Ancora Advisors LLC | 4.23K | Jun 30, 26 | -- | 0.10% |
| Rockefeller Capital Management L.P. | 837 | Jun 30, 26 | +7 | 0.02% |
| ROYAL BANK OF CANADA | 528 | Jun 30, 26 | -- | 0.01% |
| WELLS FARGO & COMPANY/MN | 1 | Jun 30, 26 | -886 | 0.00% |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -23.45K | -- |
| CWM, LLC | 108 | Mar 31, 26 | -- | 0.00% |
| RAYMOND JAMES & ASSOCIATES | 26.88K | Sep 30, 24 | +3.57K | 0.61% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | -- | Mar 31, 24 | -16.81K | -- |
| American Portfolios Advisors | 670 | Sep 30, 22 | -- | 0.02% |
| REILLY FINANCIAL ADVISORS, LLC | -- | Dec 31, 21 | -64 | -- |
| Advisor Group, Inc. | 136.48K | Dec 31, 19 | +65.16K | 3.10% |
| Virtu KCG Holdings LLC | 10.95K | Jun 30, 17 | +10.95K | 0.25% |
| MSI Financial Services Inc | -- | Dec 31, 16 | -2.06K | -- |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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