MILITARY COMMERCIAL JOINT MBB
$94.13
+0.1% 52w: $90.18 – $95.56
Latest 13F among current holders filed 22 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data90.1892.8795.56
Aug 18, 2025 Jul 2, 2026
Institutional holders
1.0K
+8 QoQ
13F value
$34.92B
+5.6% QoQ
Smart-money holders
13
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
2.9×
$5.9M calls / $2.1M puts
Institutional value by quarter
Number of holders
Who owns MBB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 66.2M | $6.29B | 0.5% | -6.8% |
| JPMORGAN CHASE & CO | Bank broker | 37.1M | $3.52B | 0.2% | +5.9% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 28.9M | $2.74B | 0.7% | +10.9% |
| LPL Financial LLC | Bank broker | 28.0M | $2.66B | 0.7% | +0.3% |
| UBS Group AG | Bank broker | 21.8M | $2.07B | 0.4% | +1028.4% |
| TIAA Wealth Investment Management LLC | Wealth advisor | 14.1M | $1.33B | 10.2% | — |
| AMERIPRISE FINANCIAL INC | Bank broker | 13.2M | $1.25B | 0.3% | -10.0% |
| MORGAN STANLEY | Bank broker | 10.8M | $1.02B | 0.1% | +9.5% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 7.5M | $710.2M | 2.7% | — |
| TRUIST FINANCIAL CORP | Diversified mechanical | 5.8M | $548.8M | 0.7% | +46.8% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 4.3M | $408.2M | 0.1% | +197.9% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 3.7M | $352.0M | 0.3% | +0.2% |
| BANK OF MONTREAL /CAN/ | Bank broker | 3.4M | $325.3M | 0.1% | +18.8% |
| Allworth Financial LP | Wealth advisor | 3.3M | $316.2M | 1.3% | +1.2% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 3.1M | $295.0M | 0.2% | +3.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.7M | $257.4M | 0.1% | -0.2% |
| State of Tennessee, Department of Treasury | Diversified mechanical | 2.5M | $235.3M | — | -0.4% |
| MIDLAND WEALTH ADVISORS, LLC | Wealth advisor | 2.5M | $234.9M | 12.1% | -10.5% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.3M | $219.8M | 0.0% | +9.5% |
| BlackRock, Inc. | Index provider | 2.2M | $211.0M | 0.0% | -1.3% |
| SEI INVESTMENTS CO | Diversified mechanical | 2.2M | $208.3M | 0.2% | +5.2% |
| Cetera Investment Advisers | Wealth advisor | 2.0M | $192.4M | 0.2% | +2.3% |
| Composition Wealth, LLC | Wealth advisor | 2.0M | $192.2M | 2.6% | +12.7% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 1.9M | $183.3M | 1.0% | -3.6% |
| CWM, LLC | Wealth advisor | 1.9M | $183.0M | 0.5% | +0.9% |
| BARCLAYS PLC | Bank broker | 1.9M | $181.6M | 0.1% | -56.5% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 1.9M | $181.6M | 2.7% | +79.6% |
| OneDigital Investment Advisors LLC | Wealth advisor | 1.8M | $168.9M | 1.7% | +8.7% |
| Dynasty Wealth Management, LLC | Wealth advisor | 1.8M | $167.1M | 1.5% | +20.8% |
| Richard Bernstein Advisors LLC | Wealth advisor | 1.6M | $156.5M | — | +16486930.0% |
| Quotient Wealth Partners, LLC | Wealth advisor | 1.6M | $154.6M | 4.1% | +18.5% |
| BESSEMER GROUP INC | Diversified mechanical | 1.6M | $151.6M | 0.2% | +6.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.5M | $146.0M | 0.0% | +8.2% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Other | 1.5M | $138.8M | 1.9% | New |
| Janney Montgomery Scott LLC | Diversified mechanical | 1.5M | $138.7M | — | +8.3% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 1.4M | $135.2M | 0.8% | +4.9% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.4M | $134.1M | 0.4% | -19.1% |
| ROYAL BANK OF CANADA | Bank broker | 1.4M | $133.8M | 0.0% | +1.7% |
| Merit Financial Group, LLC | Wealth advisor | 1.4M | $129.5M | 1.0% | +7.3% |
| Bridgewater Associates, LP | Quant stat arb | 1.4M | $129.1M | 0.6% | -1.1% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 1.3M | $126.4M | — | +0.6% |
| Asset Management One Co., Ltd. | Other | 1.2M | $109.6M | — | +13.9% |
| HANCOCK WHITNEY CORP | Other | 1.1M | $108.3M | 1.9% | +0.2% |
| Blue Trust, Inc. | Wealth advisor | 1.0M | $95.9M | 1.1% | -22.6% |
| Mirae Asset Global Investments Co., Ltd. | Index provider | 933.9K | $88.7M | 0.3% | -39.3% |
| EVOKE WEALTH, LLC | Wealth advisor | 886.2K | $84.1M | 1.6% | +5.9% |
| Fisher Asset Management, LLC | Long only active | 882.7K | $83.8M | 0.0% | -16.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 877.6K | $83.3M | 0.4% | +3.1% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 826.0K | $78.7M | 0.0% | +7.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 817.2K | $77.6M | 0.3% | +6.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.