AI Holders Summary · Q2 2026

190 institutions reported MBIN in Q2 2026. Elser Financial Planning, Inc leads at 67.6% 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

$174M4.1M0.00%Q1 2026 03

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$75M1.8M0.02%Q1 2026 04

Doma Perpetual Capital Management LLC

CIK 0001962221

$48M1.1M12.85%Q1 2026 05

Delaware Management Holdings, Inc.

CIK 0000921739

$47M1.1M0.08%Q1 2026 06

STATE STREET CORP

CIK 0000093751

$45M1.0M0.00%Q1 2026 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$43M1.0M0.00%Q1 2026 08

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$32M743K0.02%Q1 2026 09

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$31M725K0.00%Q1 2026 10

ROYCE & ASSOCIATES LP

CIK 0000906304

$24M567K0.24%Q1 2026 11

Vanguard Portfolio Management

CIK 0002100121· Index

$20M465K0.00%Q1 2026 12

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

CIK 0001164833

$13M302K0.04%Q1 2026 13

MORGAN STANLEY

CIK 0000895421

$13M298K0.00%Q1 2026 14

NORTHERN TRUST CORP

CIK 0000073124· Index

$12M287K0.00%Q1 2026 15

BANC FUNDS CO LLC

CIK 0001029311

$12M281K2.25%Q1 2026 16

BASSWOOD CAPITAL MANAGEMENT, L.L.C.

CIK 0001085393

$12M274K0.55%Q1 2026 17

Valeo Financial Advisors, LLC

CIK 0001722641

$11M227K0.24%Q2 2026 18

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$11M248K0.00%Q1 2026 19

Bank of New York Mellon Corp

CIK 0001390777

$10M236K0.00%Q1 2026 20

ROYAL BANK OF CANADA

CIK 0001000275

$9M213K0.00%Q1 2026

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