13F QoQ Ownership Changes
MBAI Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 1 new · 2 added · 14 reduced · 0 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 500 | +500 | $1.1K | +$1.1K | — |
Added To(2)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| UBS Group AG | 7,990 | +7,310 | $12.9K | +$11.5K | 1075.0% |
| OSAIC HOLDINGS, INC. | 82 | +48 | $131 | +$103 | 141.2% |
Reduced(14)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | 12,437 | -9,200 | $20.1K | -$25.7K | -42.5% |
| MORGAN STANLEY | 1,311 | -5,150 | $2.1K | -$11.6K | -79.7% |
| NATIONAL BANK OF CANADA /FI/ | 3,275 | 0 | $5.1K | -$1.8K | 0.0% |
| JPMORGAN CHASE & CO | 1,500 | 0 | $2.4K | -$750 | 0.0% |
| HARBOUR INVESTMENTS, INC. | 75 | -100 | $122 | -$249 | -57.1% |
| BANK OF AMERICA CORP /DE/ | 300 | 0 | $486 | -$150 | 0.0% |
| Aviso Financial Inc. | 100 | 0 | $162 | -$50 | 0.0% |
| SBI Securities Co., Ltd. | 18 | 0 | $29 | -$9 | 0.0% |
| EverSource Wealth Advisors, LLC | 15 | 0 | $24 | -$8 | 0.0% |
| Bogart Wealth, LLC | 14 | 0 | $23 | -$7 | 0.0% |
| JNBA Financial Advisors | 5 | 0 | $9 | -$2 | 0.0% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 0 | $5 | -$1 | 0.0% |
| Royal Bank of Canada | 110 | -110 | $0 | $0 | -50.0% |
| DANSKE BANK A/S | 1 | 0 | $2 | $0 | 0.0% |