% of shares outstanding is not shown for MSSS: 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 MSSS 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 | 3,841,1703.8M | $115M | — | — |
| 2 | LPL Financial LLC | 16,91216,912 | $505,643 | — | NEW |
| 3 | GOLDMAN SACHS GROUP INC | 13,76113,761 | $411,433 | — | NEW |
| 4 | WBI INVESTMENTS, LLC | 10,02610,026 | $299,755 | — | NEW |
| 5 | MORGAN STANLEY | 1,8051,805 | $53,967 | — | — |
| 6 | ROYAL BANK OF CANADA | 1,2651,265 | $38,000 | — | NEW |
| 7 | Premier Financial Group | 1,1711,171 | $35,575 | — | — |
| 8 | AE Wealth Management LLC | 488488 | $14,590 | — | 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 | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 3.9M | 3.8M | 3.1M | 3.9M | 3.8M | 3.8M | $115M |
| LPL Financial LLC | — | — | — | — | — | 17K | $505,643 |
| GOLDMAN SACHS GROUP INC | — | — | — | 18K | — | 14K | $411,433 |
| WBI INVESTMENTS, LLC | — | — | — | — | — | 10K | $299,755 |
| MORGAN STANLEY | — | — | — | — | 2K | 2K | $53,967 |
| ROYAL BANK OF CANADA | — | — | — | — | — | 1K | $38,000 |
| Premier Financial Group | — | — | — | — | 1K | 1K | $35,575 |
| AE Wealth Management LLC | — | — | — | — | — | 488 | $14,590 |
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.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 8 | 3,886,598 | — | $116M |
| 2025-Q4 | 5 | 3,794,699 | — | $115M |
| 2025-Q3 | 4 | 3,883,048 | — | $119M |
| 2025-Q2 | 4 | 3,076,353 | — | $91M |
| 2025-Q1 | 3 | 3,834,117 | — | $104M |
| 2024-Q4 | 3 | 3,888,525 | — | $107M |
| 2024-Q3 | 5 | 2,132,406 | — | $62M |
| 2024-Q2 | 5 | 2,182,672 | — | $55M |
| 2024-Q1 | 2 | 2,276,221 |
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 | +62,979 | $2M | — |
| LPL Financial LLC | +16,912 | $505,652 | OPEN |
| GOLDMAN SACHS GROUP INC | +13,761 | $411,440 | OPEN |
| WBI INVESTMENTS, LLC | +10,026 | $299,767 | OPEN |
| ROYAL BANK OF CANADA | +1,265 | $37,822 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Brookstone Capital Management | −13,477 | $402,949 | CLOSE |
| UBS Group AG | −55 | $1,644 | 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).
| — |
| $58M |
