% of shares outstanding is not shown for MAMB: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for MAMB in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 7,050,9977.1M | $170M | — | ADD 12% |
| 2 | LPL Financial LLC | 40,89640,896 | $985,757 | — | ADD 271% |
| 3 | CITADEL ADVISORS LLC | 10,36810,368 | $249,910 | — | NEW |
| 4 | OSAIC HOLDINGS, INC. | 6,0916,091 | $146,689 | — | TRIM -6% |
| 5 | MORGAN STANLEY | 4,3174,317 | $104,057 | — | — |
| 6 | ROYAL BANK OF CANADA | 3,3883,388 | $82,000 | — | NEW |
| 7 | UBS Group AG | 1,1531,153 | $27,792 | — | NEW |
| 8 | FMR LLC | 1111 | $271 | — | — |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 4.9M | 5.4M | 5.5M | 6.0M | 6.3M | 7.1M | $170M |
| LPL Financial LLC | — | — | 9K | 10K | 11K | 41K | $985,757 |
| CITADEL ADVISORS LLC | 23K | 13K | 10K | 14K | — | 10K | $249,910 |
| OSAIC HOLDINGS, INC. | — | — | — | — | 7K | 6K | $146,689 |
| MORGAN STANLEY | — | — | — | — | 4K | 4K | $104,057 |
| ROYAL BANK OF CANADA | — | — | — | — | — | 3K | $82,000 |
| UBS Group AG | 212 | 124 | 223 | 35 | — | 1K | $27,792 |
| FMR LLC | — | — | — | — | 11 | 11 | $271 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Kingsview Wealth Management, LLC | +772,468 | $19M | ADD |
| LPL Financial LLC | +29,886 | $720,372 | ADD |
| CITADEL ADVISORS LLC | +10,368 | $249,910 | OPEN |
| ROYAL BANK OF CANADA | +3,388 | $81,664 | OPEN |
| UBS Group AG | +1,153 | $27,792 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Premier Financial Group | −2,937 | $70,793 | CLOSE |
| OSAIC HOLDINGS, INC. | −413 | $9,955 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 8 | 7,117,221 | — | $172M |
| 2025-Q4 | 6 | 6,303,308 | — | $151M |
| 2025-Q3 | 4 | 6,016,218 | — | $143M |
| 2025-Q2 | 5 | 5,550,010 | — | $128M |
| 2025-Q1 | 4 | 5,401,150 | — | $123M |
| 2024-Q4 | 6 | 4,972,267 | — | $110M |
| 2024-Q3 | 3 | 3,925,263 | — | $91M |
| 2024-Q2 | 3 | 3,434,120 | — | $76M |
| 2024-Q1 | 3 | 3,199,226 | — | $71M |
| 2023-Q4 | 2 | 2,898,776 | — | $65M |
| 2023-Q3 | 4 | 2,231,037 | — | $47M |
| 2023-Q2 | 5 | 1,860,290 | — | $41M |
| 2023-Q1 | 4 | 1,935,684 | — | $43M |
| 2022-Q4 | 4 | 1,899,249 | — | $41M |
| 2022-Q3 | 5 | 1,839,731 | — | $39M |
| 2022-Q2 | 4 | 1,483,357 | — | $34M |
| 2022-Q1 | 5 | 1,225,200 | — | $29M |
| 2021-Q4 | 3 | 1,210,768 | — | $30M |
| 2021-Q3 | 3 | 1,150,945 | — | $29M |
| 2021-Q2 | 3 | 1,019,122 | — | $26M |
| 2021-Q1 | 1 | 680,692 | — | $17M |
