% of shares outstanding is not shown for MRSK: 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 MRSK in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
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 |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 1.5M | 1.6M | 2.0M | 2.1M | 2.2M | 2.3M | $81M |
| Orion Porfolio Solutions, LLC | 1.3M | 1.5M | 1.8M | 1.9M | 1.9M | 1.9M | $69M |
| OSAIC HOLDINGS, INC. | 818K | 7K | 607K | 622K | 584K | 577K | $20M |
| HFG Wealth Management, LLC | 496K | 352K | 347K | 331K | 329K | 329K | $12M |
| Independent Advisor Alliance | — | — | — | — | — | 261K | $9M |
| RPg Family Wealth Advisory, LLC | 227K | 236K | 238K | 238K | 238K | 229K | $8M |
| Visionary Horizons, LLC | — | 123K | 133K | 245K | 261K | 195K | $7M |
| Capital Analysts, LLC | 178K | 179K | 179K | 175K | 173K | 173K | $6M |
| Ausdal Financial Partners, Inc. | — | — | — | 119K | 148K | 142K | $5M |
| ENVESTNET ASSET MANAGEMENT INC | 43K | 93K | 106K | 101K | 107K | 107K | $4M |
| CreativeOne Wealth, LLC | — | — | 26K | 52K | 76K | 89K | $3M |
| CFS Investment Advisory Services, LLC | — | — | 51K | 78K | 86K | 84K | $3M |
| Cambridge Investment Research Advisors, Inc. | 21K | 65K | 65K | 76K | 66K | 86K | $3M |
| RPS ADVISORY SOLUTIONS LLC | — | — | — | — | 86K | 86K | $3M |
| Strategic Equity Management | — | — | 1.5M | 1.3M | 949K | 80K | $3M |
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 | |
|---|---|---|---|
| Independent Advisor Alliance | +261,114 | $9M | OPEN |
| LPL Financial LLC | +78,977 | $3M | ADD |
| Orion Porfolio Solutions, LLC | +24,762 | $875,040 | — |
| GTS SECURITIES LLC | +24,483 | $865,180 | ADD |
| Cambridge Investment Research Advisors, Inc. | +19,751 | $697,961 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Strategic Equity Management | −868,210 | $31M | TRIM |
| MONEYWISE, INC. | −443,058 | $16M | TRIM |
| Thrivent Financial for Lutherans | −114,192 | $4M | CLOSE |
| Visionary Horizons, LLC | −66,313 | $2M | TRIM |
| PFG Advisors | −15,833 | $559,507 | CLOSE |
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 | 50 | 7,122,230 | — | $252M |
| 2025-Q4 | 44 | 8,188,104 | — | $301M |
| 2025-Q3 | 38 | 8,268,488 | — | $295M |
| 2025-Q2 | 37 | 8,484,407 | — | $284M |
| 2025-Q1 | 31 | 7,602,480 | — | $243M |
| 2024-Q4 | 28 | 6,686,697 | — | $214M |
| 2024-Q3 | 26 | 5,506,916 | — | $179M |
| 2024-Q2 | 23 | 4,917,347 | — | $156M |
| 2024-Q1 | 19 | 4,071,579 | — | $126M |
| 2023-Q4 | 23 | 6,876,518 | — | $199M |
| 2023-Q3 | 22 | 3,040,277 | — | $85M |
| 2023-Q2 | 16 | 1,161,593 | — | $34M |
| 2023-Q1 | 18 | 5,514,809 | — | $150M |
| 2022-Q4 | 13 | 406,403 | — | $10M |
| 2022-Q3 | 11 | 279,104 | — | $7M |
| 2022-Q2 | 8 | 189,453 | — | $5M |
| 2022-Q1 | 8 | 229,256 | — | $6M |
| 2021-Q4 | 6 | 71,816 | — | $2M |
| 2021-Q3 | 7 | 119,565 | — | $4M |
| 2021-Q2 | 6 | 111,581 | — | $3M |
| 2021-Q1 | 6 | 100,987 | — | $3M |
| 2020-Q4 | 3 | 57,598 | — | $2M |
| 2020-Q3 | 2 | 11,521 | — | $316,000 |
