AI Holders Summary · Q2 2026

200 institutions reported MBIN in Q2 2026. Elser Financial Planning, Inc leads at 64.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

Elser Financial Planning, Inc

CIK 0002028202

$1.3B26.8M58.12%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$205M4.1M0.00%Q2 2026 03

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$91M1.8M0.02%Q2 2026 04

STATE STREET CORP

CIK 0000093751

$53M1.1M0.00%Q2 2026 05

Delaware Management Holdings, Inc.

CIK 0000921739

$52M1.0M0.08%Q2 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$51M1.0M0.00%Q2 2026 07

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$42M837K0.02%Q2 2026 08

Doma Perpetual Capital Management LLC

CIK 0001962221

$41M810K9.40%Q2 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$37M740K0.00%Q2 2026 10

ROYCE & ASSOCIATES LP

CIK 0000906304

$26M527K0.21%Q2 2026 11

Vanguard Portfolio Management

CIK 0002100121· Index

$24M488K0.00%Q2 2026 12

MORGAN STANLEY

CIK 0000895421

$15M309K0.00%Q2 2026 13

NORTHERN TRUST CORP

CIK 0000073124· Index

$15M302K0.00%Q2 2026 14

BANC FUNDS CO LLC

CIK 0001029311

$14M285K2.35%Q2 2026 15

BASSWOOD CAPITAL MANAGEMENT, L.L.C.

CIK 0001085393

$14M274K0.54%Q2 2026 16

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

CIK 0001164833

$13M302K0.04%Q1 2026 17

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$13M253K0.00%Q2 2026 18

Invesco Ltd.

CIK 0000914208

$12M240K0.00%Q2 2026 19

Bank of New York Mellon Corp

CIK 0001390777

$12M234K0.00%Q2 2026 20

Valeo Financial Advisors, LLC

CIK 0001722641

$11M227K0.24%Q2 2026

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