MISL

—

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$42.45

-1.74 (-3.94%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding MISL · 2026-Q1 methodology → sources →

135 holders

% of shares outstanding held

—

Shares held (13F)

28,277,724

Reporting holders

135

Top holders

largest 100 of 135 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	FIRST TRUST ADVISORS LP	14,692,15514.7M	$657M	—	TRIM -21%
2	Harel Insurance Investments & Financial Services Ltd.	3,953,0004.0M	$177M	—	ADD 41%
3	LPL Financial LLC	994,066994,066	$44M	—	ADD 57%
4	WELLS FARGO & COMPANY/MN	912,527912,527	$41M	—	ADD 916%
5	RAYMOND JAMES FINANCIAL INC	603,804603,804	$27M	—	ADD 69%
6	MORGAN STANLEY	460,855460,855	$21M	—	ADD 307%
7	MML INVESTORS SERVICES, LLC	429,595429,595	$19M	—	ADD 11%
8	WCG Wealth Advisors LLC	409,261409,261	$18M	—	—
9	Nilsine Partners, LLC	398,408398,408	$17M	—	TRIM -24%
10	Kestra Advisory Services, LLC	368,535368,535	$16M	—	ADD 1578%
11	&PARTNERS	366,350366,350	$16M	—	ADD 35%
12	Advisory Services Network, LLC	344,102344,102	$15M	—	TRIM -22%
13	NewEdge Advisors, LLC	109,861109,861	$13M	—	TRIM -74%
14	Mutual Advisors, LLC	239,548239,548	$11M	—	ADD 3%
15	D.A. DAVIDSON & CO.	230,348230,348	$10M	—	TRIM -9%
16	STIFEL FINANCIAL CORP	203,973203,973	$9M	—	ADD 192%
17	Proactive Wealth Strategies LLC	191,122191,122	$9M	—	ADD 89%
18	Cambridge Investment Research Advisors, Inc.	184,178184,178	$8M	—	ADD 124%
19	ROYAL BANK OF CANADA	182,978182,978	$8M	—	ADD 135%
20	BENJAMIN EDWARDS INC	177,334177,334	$8M	—	ADD 74%
21	NewSquare Capital LLC	170,833170,833	$8M	—	NEW
22	OSAIC HOLDINGS, INC.	164,942164,942	$7M	—	TRIM -10%
23	ENVESTNET ASSET MANAGEMENT INC	149,844149,844	$7M	—	ADD 135%
24	Summit Financial, LLC	148,944148,944	$7M	—	NEW
25	DAYMARK WEALTH PARTNERS, LLC	147,894147,894	$7M	—	NEW
26	Janney Montgomery Scott LLC	138,129138,129	$6M	—	—
27	Cetera Investment Advisers	130,175130,175	$6M	—	ADD 70%
28	World Investment Advisors	110,090110,090	$5M	—	TRIM -7%
29	Prosperity Financial Group, Inc.	105,409105,409	$5M	—	TRIM -15%
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	74,85574,855	$3M	—	NEW
31	ASSETMARK, INC	74,31874,318	$3M	—	ADD 3610%
32	FLOW TRADERS U.S. LLC	63,01263,012	$3M	—	NEW
33	Sigma Planning Corp	61,32461,324	$3M	—	—
34	COMMONWEALTH EQUITY SERVICES, LLC	61,07061,070	$3M	—	ADD 104%
35	Garden State Investment Advisory Services LLC	59,85059,850	$3M	—	ADD 947%
36	CITADEL ADVISORS LLC	59,62659,626	$3M	—	ADD 833%
37	Private Advisor Group, LLC	48,22548,225	$2M	—	ADD 39%
38	IFP Advisors, Inc	47,54747,547	$2M	—	ADD 3%
39	Capital Investment Advisory Services, LLC	42,87642,876	$2M	—	ADD 7%
40	SUSQUEHANNA INTERNATIONAL GROUP, LLP	35,13035,130	$2M	—	ADD 70%
41	Transamerica Financial Advisors, LLC	29,85029,850	$1M	—	TRIM -43%
42	Davis Investment Partners, LLC	29,36129,361	$1M	—	TRIM -17%
43	Independent Advisor Alliance	28,27428,274	$1M	—	NEW
44	FIFTH THIRD BANCORP	28,27128,271	$1M	—	NEW
45	Owen LaRue, LLC	27,80027,800	$1M	—	—
46	CWM, LLC	27,75127,751	$1M	—	ADD 269%
47	TriaGen Wealth Management LLC	25,88225,882	$1M	—	TRIM -24%
48	Kovack Advisors, Inc.	24,68724,687	$1M	—	ADD 8%
49	Gladstone Institutional Advisory LLC	24,09224,092	$1M	—	NEW
50	MARSHALL INVESTMENT MANAGEMENT, LLC	22,89822,898	$1M	—	NEW
51	Clear Creek Financial Management, LLC	22,61522,615	$1M	—	ADD 49%
52	Tudor Financial Inc.	21,56621,566	$964,199	—	ADD 8%
53	J.W. COLE ADVISORS, INC.	21,02521,025	$940,020	—	TRIM -6%
54	ADAMSBROWN WEALTH CONSULTANTS LLC	20,76920,769	$928,575	—	—
55	LEVEL FOUR ADVISORY SERVICES, LLC	19,85619,856	$887,762	—	NEW
56	Realta Investment Advisors	17,87717,877	$799,264	—	TRIM -5%
57	TRUIST FINANCIAL CORP	16,68316,683	$745,893	—	NEW
58	CreativeOne Wealth, LLC	16,15816,158	$722,406	—	ADD 207%
59	FLAGSHIP HARBOR ADVISORS, LLC	15,65215,652	$699,787	—	ADD 2136%
60	OLD MISSION CAPITAL LLC	15,42715,427	$689,741	—	TRIM -56%
61	Englebert Financial Advisers, LLC	15,39515,395	$688,310	—	ADD 4%
62	MinichMacGregor Wealth Management, LLC	15,18315,183	$678,832	—	TRIM -13%
63	OPPENHEIMER & CO INC	14,96614,966	$669,130	—	NEW
64	TRUST CO OF OKLAHOMA	14,79114,791	$661,306	—	TRIM -55%
65	HFG Advisors, Inc.	14,28814,288	$638,808	—	NEW
66	SUMMIT WEALTH GROUP LLC / CO	14,11214,112	$630,948	—	—
67	Prospera Financial Services Inc	13,62413,624	$609,313	—	ADD 59%
68	Dynamic Advisor Solutions LLC	13,58713,587	$607,475	—	NEW
69	Keystone Wealth Services, LLC	13,35913,359	$597,278	—	NEW
70	Buska Wealth Management, LLC	13,13713,137	$587,358	—	NEW
71	Element Wealth, LLC	12,70112,701	$567,862	—	NEW
72	AE Wealth Management LLC	11,89911,899	$531,998	—	ADD 3116%
73	Bank Pictet & Cie (Europe) AG	11,28511,285	$504,552	—	NEW
74	WEDBUSH SECURITIES INC	10,48810,488	$469,000	—	ADD 107%
75	Golden State Wealth Management, LLC	10,30510,305	$460,760	—	ADD 3%
76	Simplicity Wealth,LLC	10,17010,170	$454,701	—	NEW
77	Equitable Holdings, Inc.	10,24110,241	$438,721	—	ADD 30%
78	Retirement Planning Group, LLC	9,7859,785	$437,487	—	TRIM -14%
79	Leelyn Smith, LLC	9,5489,548	$426,904	—	NEW
80	Northwest Financial Advisors	9,4859,485	$424,054	—	—
81	Geneos Wealth Management Inc.	9,3729,372	$419,022	—	ADD 23%
82	Gateway Wealth Partners, LLC	9,2619,261	$414,027	—	NEW
83	Steward Partners Investment Advisory, LLC	9,0759,075	$405,748	—	ADD 606%
84	Claro Advisors Inc.	7,8247,824	$349,793	—	—
85	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7,7997,799	$348,693	—	NEW
86	Baird Financial Group, Inc.	7,5117,511	$335,817	—	NEW
87	FOUNDERS FINANCIAL SECURITIES LLC	7,0557,055	$332,993	—	ADD 33%
88	HAZLETT, BURT & WATSON, INC.	7,3927,392	$330,000	—	—
89	Pacific Excel Wealth Advisors, Inc.	7,3797,379	$329,916	—	NEW
90	Tower Research Capital LLC (TRC)	7,2897,289	$325,891	—	NEW
91	Indie Asset Partners, LLC	7,1757,175	$320,794	—	—
92	SMITH, MOORE & CO.	6,8716,871	$307,208	—	ADD 46%
93	WealthBridge Capital Management, LLC	6,8596,859	$306,666	—	NEW
94	INTEGRITY ALLIANCE, LLC.	6,6896,689	$299,102	—	—
95	Aptus Capital Advisors, LLC	6,4866,486	$289,989	—	NEW
96	Rehmann Capital Advisory Group	6,3826,382	$285,371	—	NEW
97	BANQUE PICTET & CIE SA	6,1746,174	$276,040	—	NEW
98	JANE STREET GROUP, LLC	6,1256,125	$273,849	—	TRIM -74%
99	Bright Futures Wealth Management, LLC.	5,8515,851	$261,598	—	TRIM -55%
100	Ausdal Financial Partners, Inc.	5,7715,771	$258,014	—	NEW

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

FIRST TRUST ADVISORS LP

—

18.6M

14.7M

$657M

Harel Insurance Investments & Financial Services Ltd.

—

2.8M

4.0M

$177M

LPL Financial LLC

541K

349K

367K

445K

634K

994K

$44M

WELLS FARGO & COMPANY/MN

—

90K

913K

$41M

RAYMOND JAMES FINANCIAL INC

19K

16K

174K

251K

357K

604K

$27M

MORGAN STANLEY

302

113K

461K

$21M

MML INVESTORS SERVICES, LLC

—

346K

385K

379K

388K

430K

$19M

WCG Wealth Advisors LLC

—

402K

409K

$18M

Nilsine Partners, LLC

—

522K

398K

$17M

Kestra Advisory Services, LLC

26K

27K

23K

21K

22K

369K

$16M

&PARTNERS

—

271K

366K

$16M

Advisory Services Network, LLC

—

901

440K

344K

$15M

NewEdge Advisors, LLC

—

427K

110K

$13M

Mutual Advisors, LLC

215K

213K

221K

226K

232K

240K

$11M

D.A. DAVIDSON & CO.

306K

300K

263K

261K

254K

230K

$10M

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.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	135	28,277,724	—	$1.3B
2025-Q4	96	27,993,396	—	$1.2B
2025-Q3	58	3,271,694	—	$135M
2025-Q2	53	2,862,876	—	$107M
2025-Q1	49	2,683,057	—	$81M
2024-Q4	43	2,298,078	—	$70M
2024-Q3	32	1,895,891	—	$60M
2024-Q2	30	1,774,750	—	$50M
2024-Q1	26	1,531,023	—	$42M
2023-Q4	21	1,372,972	—	$35M
2023-Q3	17	1,602,690	—	$35M
2023-Q2	13	923,970	—	$22M
2023-Q1	12	662,327	—	$15M
2022-Q4	3	46,463	—

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.

Institutional ownership· 13F filers holding MISL · 2026-Q1 methodology → sources →

135 holders

% of shares outstanding held

—

Shares held (13F)

28,277,724

Reporting holders

135

Top holders

largest 100 of 135 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	FIRST TRUST ADVISORS LP	14,692,15514.7M	$657M	—	TRIM -21%
2	Harel Insurance Investments & Financial Services Ltd.	3,953,0004.0M	$177M	—	ADD 41%
3	LPL Financial LLC	994,066994,066	$44M	—	ADD 57%
4	WELLS FARGO & COMPANY/MN	912,527912,527	$41M	—	ADD 916%
5	RAYMOND JAMES FINANCIAL INC	603,804603,804	$27M	—	ADD 69%
6	MORGAN STANLEY	460,855460,855	$21M	—	ADD 307%
7	MML INVESTORS SERVICES, LLC	429,595429,595	$19M	—	ADD 11%
8	WCG Wealth Advisors LLC	409,261409,261	$18M	—	—
9	Nilsine Partners, LLC	398,408398,408	$17M	—	TRIM -24%
10	Kestra Advisory Services, LLC	368,535368,535	$16M	—	ADD 1578%
11	&PARTNERS	366,350366,350	$16M	—	ADD 35%
12	Advisory Services Network, LLC	344,102344,102	$15M	—	TRIM -22%
13	NewEdge Advisors, LLC	109,861109,861	$13M	—	TRIM -74%
14	Mutual Advisors, LLC	239,548239,548	$11M	—	ADD 3%
15	D.A. DAVIDSON & CO.	230,348230,348	$10M	—	TRIM -9%
16	STIFEL FINANCIAL CORP	203,973203,973	$9M	—	ADD 192%
17	Proactive Wealth Strategies LLC	191,122191,122	$9M	—	ADD 89%
18	Cambridge Investment Research Advisors, Inc.	184,178184,178	$8M	—	ADD 124%
19	ROYAL BANK OF CANADA	182,978182,978	$8M	—	ADD 135%
20	BENJAMIN EDWARDS INC	177,334177,334	$8M	—	ADD 74%
21	NewSquare Capital LLC	170,833170,833	$8M	—	NEW
22	OSAIC HOLDINGS, INC.	164,942164,942	$7M	—	TRIM -10%
23	ENVESTNET ASSET MANAGEMENT INC	149,844149,844	$7M	—	ADD 135%
24	Summit Financial, LLC	148,944148,944	$7M	—	NEW
25	DAYMARK WEALTH PARTNERS, LLC	147,894147,894	$7M	—	NEW
26	Janney Montgomery Scott LLC	138,129138,129	$6M	—	—
27	Cetera Investment Advisers	130,175130,175	$6M	—	ADD 70%
28	World Investment Advisors	110,090110,090	$5M	—	TRIM -7%
29	Prosperity Financial Group, Inc.	105,409105,409	$5M	—	TRIM -15%
30	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	74,85574,855	$3M	—	NEW
31	ASSETMARK, INC	74,31874,318	$3M	—	ADD 3610%
32	FLOW TRADERS U.S. LLC	63,01263,012	$3M	—	NEW
33	Sigma Planning Corp	61,32461,324	$3M	—	—
34	COMMONWEALTH EQUITY SERVICES, LLC	61,07061,070	$3M	—	ADD 104%
35	Garden State Investment Advisory Services LLC	59,85059,850	$3M	—	ADD 947%
36	CITADEL ADVISORS LLC	59,62659,626	$3M	—	ADD 833%
37	Private Advisor Group, LLC	48,22548,225	$2M	—	ADD 39%
38	IFP Advisors, Inc	47,54747,547	$2M	—	ADD 3%
39	Capital Investment Advisory Services, LLC	42,87642,876	$2M	—	ADD 7%
40	SUSQUEHANNA INTERNATIONAL GROUP, LLP	35,13035,130	$2M	—	ADD 70%
41	Transamerica Financial Advisors, LLC	29,85029,850	$1M	—	TRIM -43%
42	Davis Investment Partners, LLC	29,36129,361	$1M	—	TRIM -17%
43	Independent Advisor Alliance	28,27428,274	$1M	—	NEW
44	FIFTH THIRD BANCORP	28,27128,271	$1M	—	NEW
45	Owen LaRue, LLC	27,80027,800	$1M	—	—
46	CWM, LLC	27,75127,751	$1M	—	ADD 269%
47	TriaGen Wealth Management LLC	25,88225,882	$1M	—	TRIM -24%
48	Kovack Advisors, Inc.	24,68724,687	$1M	—	ADD 8%
49	Gladstone Institutional Advisory LLC	24,09224,092	$1M	—	NEW
50	MARSHALL INVESTMENT MANAGEMENT, LLC	22,89822,898	$1M	—	NEW
51	Clear Creek Financial Management, LLC	22,61522,615	$1M	—	ADD 49%
52	Tudor Financial Inc.	21,56621,566	$964,199	—	ADD 8%
53	J.W. COLE ADVISORS, INC.	21,02521,025	$940,020	—	TRIM -6%
54	ADAMSBROWN WEALTH CONSULTANTS LLC	20,76920,769	$928,575	—	—
55	LEVEL FOUR ADVISORY SERVICES, LLC	19,85619,856	$887,762	—	NEW
56	Realta Investment Advisors	17,87717,877	$799,264	—	TRIM -5%
57	TRUIST FINANCIAL CORP	16,68316,683	$745,893	—	NEW
58	CreativeOne Wealth, LLC	16,15816,158	$722,406	—	ADD 207%
59	FLAGSHIP HARBOR ADVISORS, LLC	15,65215,652	$699,787	—	ADD 2136%
60	OLD MISSION CAPITAL LLC	15,42715,427	$689,741	—	TRIM -56%
61	Englebert Financial Advisers, LLC	15,39515,395	$688,310	—	ADD 4%
62	MinichMacGregor Wealth Management, LLC	15,18315,183	$678,832	—	TRIM -13%
63	OPPENHEIMER & CO INC	14,96614,966	$669,130	—	NEW
64	TRUST CO OF OKLAHOMA	14,79114,791	$661,306	—	TRIM -55%
65	HFG Advisors, Inc.	14,28814,288	$638,808	—	NEW
66	SUMMIT WEALTH GROUP LLC / CO	14,11214,112	$630,948	—	—
67	Prospera Financial Services Inc	13,62413,624	$609,313	—	ADD 59%
68	Dynamic Advisor Solutions LLC	13,58713,587	$607,475	—	NEW
69	Keystone Wealth Services, LLC	13,35913,359	$597,278	—	NEW
70	Buska Wealth Management, LLC	13,13713,137	$587,358	—	NEW
71	Element Wealth, LLC	12,70112,701	$567,862	—	NEW
72	AE Wealth Management LLC	11,89911,899	$531,998	—	ADD 3116%
73	Bank Pictet & Cie (Europe) AG	11,28511,285	$504,552	—	NEW
74	WEDBUSH SECURITIES INC	10,48810,488	$469,000	—	ADD 107%
75	Golden State Wealth Management, LLC	10,30510,305	$460,760	—	ADD 3%
76	Simplicity Wealth,LLC	10,17010,170	$454,701	—	NEW
77	Equitable Holdings, Inc.	10,24110,241	$438,721	—	ADD 30%
78	Retirement Planning Group, LLC	9,7859,785	$437,487	—	TRIM -14%
79	Leelyn Smith, LLC	9,5489,548	$426,904	—	NEW
80	Northwest Financial Advisors	9,4859,485	$424,054	—	—
81	Geneos Wealth Management Inc.	9,3729,372	$419,022	—	ADD 23%
82	Gateway Wealth Partners, LLC	9,2619,261	$414,027	—	NEW
83	Steward Partners Investment Advisory, LLC	9,0759,075	$405,748	—	ADD 606%
84	Claro Advisors Inc.	7,8247,824	$349,793	—	—
85	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7,7997,799	$348,693	—	NEW
86	Baird Financial Group, Inc.	7,5117,511	$335,817	—	NEW
87	FOUNDERS FINANCIAL SECURITIES LLC	7,0557,055	$332,993	—	ADD 33%
88	HAZLETT, BURT & WATSON, INC.	7,3927,392	$330,000	—	—
89	Pacific Excel Wealth Advisors, Inc.	7,3797,379	$329,916	—	NEW
90	Tower Research Capital LLC (TRC)	7,2897,289	$325,891	—	NEW
91	Indie Asset Partners, LLC	7,1757,175	$320,794	—	—
92	SMITH, MOORE & CO.	6,8716,871	$307,208	—	ADD 46%
93	WealthBridge Capital Management, LLC	6,8596,859	$306,666	—	NEW
94	INTEGRITY ALLIANCE, LLC.	6,6896,689	$299,102	—	—
95	Aptus Capital Advisors, LLC	6,4866,486	$289,989	—	NEW
96	Rehmann Capital Advisory Group	6,3826,382	$285,371	—	NEW
97	BANQUE PICTET & CIE SA	6,1746,174	$276,040	—	NEW
98	JANE STREET GROUP, LLC	6,1256,125	$273,849	—	TRIM -74%
99	Bright Futures Wealth Management, LLC.	5,8515,851	$261,598	—	TRIM -55%
100	Ausdal Financial Partners, Inc.	5,7715,771	$258,014	—	NEW

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

FIRST TRUST ADVISORS LP

—

18.6M

14.7M

$657M

Harel Insurance Investments & Financial Services Ltd.

—

2.8M

4.0M

$177M

LPL Financial LLC

541K

349K

367K

445K

634K

994K

$44M

WELLS FARGO & COMPANY/MN

—

90K

913K

$41M

RAYMOND JAMES FINANCIAL INC

19K

16K

174K

251K

357K

604K

$27M

MORGAN STANLEY

302

113K

461K

$21M

MML INVESTORS SERVICES, LLC

—

346K

385K

379K

388K

430K

$19M

WCG Wealth Advisors LLC

—

402K

409K

$18M

Nilsine Partners, LLC

—

522K

398K

$17M

Kestra Advisory Services, LLC

26K

27K

23K

21K

22K

369K

$16M

&PARTNERS

—

271K

366K

$16M

Advisory Services Network, LLC

—

901

440K

344K

$15M

NewEdge Advisors, LLC

—

427K

110K

$13M

Mutual Advisors, LLC

215K

213K

221K

226K

232K

240K

$11M

D.A. DAVIDSON & CO.

306K

300K

263K

261K

254K

230K

$10M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	135	28,277,724	—	$1.3B
2025-Q4	96	27,993,396	—	$1.2B
2025-Q3	58	3,271,694	—	$135M
2025-Q2	53	2,862,876	—	$107M
2025-Q1	49	2,683,057	—	$81M
2024-Q4	43	2,298,078	—	$70M
2024-Q3	32	1,895,891	—	$60M
2024-Q2	30	1,774,750	—	$50M
2024-Q1	26	1,531,023	—	$42M
2023-Q4	21	1,372,972	—	$35M
2023-Q3	17	1,602,690	—	$35M
2023-Q2	13	923,970	—	$22M
2023-Q1	12	662,327	—	$15M
2022-Q4	3	46,463	—

Short interest has its own tab now — open SI →

MISL☆

Institutional ownership· 13F filers holding MISL · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding MISL · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

MISL