New Positions
15 managers initiated
Top five by reported value
- HoldCo Asset Management, LP$2.7M
- Cape Investment Advisory, Inc.$1.6M
- CITADEL ADVISORS LLC$688.0K
- TCW GROUP INC$210.4K
- Eurizon Capital SGR S.p.A.$98.8K
Metrocity Bankshares Inc NASDAQ NMS - GLOBAL MARKET:MCBS
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
15 new31 added53 reduced9 exited
Total Institutional Holders
99
as of 2025-12-31
Top Holder
BlackRock, Inc.
$37.5M
Largest QoQ Increase
HoldCo Asset Management, LP
+100,657 sh
Largest QoQ Decrease
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
-36,153 sh
New Positions(15)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| HoldCo Asset Management, LP | 100,657 | +100,657 | $2.7M | +$2.7M | — |
| Cape Investment Advisory, Inc. | 59,500 | +59,500 | $1.6M | +$1.6M | — |
| CITADEL ADVISORS LLC | 25,923 | +25,923 | $688.0K | +$688.0K | — |
| TCW GROUP INC | 7,928 | +7,928 | $210.4K | +$210.4K | — |
| Eurizon Capital SGR S.p.A. | 3,712 | +3,712 | $98.8K | +$98.8K | — |
| Torren Management, LLC | 503 | +503 | $13.3K | +$13.3K | — |
| US BANCORP \DE\ | 179 | +179 | $4.8K | +$4.8K | — |
| HARBOUR INVESTMENTS, INC. | 120 | +120 | $3.2K | +$3.2K | — |
| Larson Financial Group LLC | 89 | +89 | $2.4K | +$2.4K | — |
| IFP Advisors, Inc | 82 | +82 | $2.2K | +$2.2K | — |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 36 | +36 | $955 | +$955 | — |
| Trust Co | 23 | +23 | $610 | +$610 | — |
| Allworth Financial LP | 15 | +15 | $399 | +$399 | — |
| Farther Finance Advisors, LLC | 12 | +12 | $318 | +$318 | — |
| MAI Capital Management | 7 | +7 | $186 | +$186 | — |
Added To(31)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,414,020 | +11,539 | $37.5M | -$1.3M | 0.8% |
| GOLDMAN SACHS GROUP INC | 67,996 | +37,372 | $1.8M | +$956.6K | 122.0% |
| AMERICAN CENTURY COMPANIES INC | 543,594 | +52,336 | $14.4M | +$824.1K | 10.7% |
| BANK OF AMERICA CORP /DE/ | 39,965 | +30,397 | $1.1M | +$795.7K | 317.7% |
| MORGAN STANLEY | 99,896 | +26,489 | $2.7M | +$618.6K | 36.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 448,771 | +216 | $11.9M | -$510.3K | 0.0% |
| VANGUARD GROUP INC | 1,085,977 | +29,595 | $28.8M | -$429.4K | 2.8% |
| STATE STREET CORP | 445,316 | +5,543 | $11.8M | -$358.6K | 1.3% |
| Bank of New York Mellon Corp | 119,478 | +16,545 | $3.2M | +$320.7K | 16.1% |
| DEUTSCHE BANK AG\ | 17,900 | +9,552 | $475.1K | +$243.9K | 114.4% |
| WELLS FARGO & COMPANY/MN | 21,621 | +8,401 | $573.8K | +$207.8K | 63.5% |
| BARCLAYS PLC | 37,681 | +5,165 | $1.1M | +$176.6K | 15.9% |
| DIMENSIONAL FUND ADVISORS LP | 477,079 | +16,409 | $12.7M | -$94.8K | 3.6% |
| Legal & General Group Plc | 21,169 | +2,256 | $561.8K | +$38.1K | 11.9% |
| Mariner, LLC | 14,755 | +1,511 | $391.6K | +$24.9K | 11.4% |
| UBS ASSET MANAGEMENT AMERICAS INC | 25,350 | +178 | $672.8K | -$24.2K | 0.7% |
| Swiss National Bank | 40,262 | +900 | $1.1M | -$21.4K | 2.3% |
| MILLENNIUM MANAGEMENT LLC | 18,319 | +80 | $486.2K | -$18.9K | 0.4% |
| Connor, Clark & Lunn Investment Management Ltd. | 26,201 | +503 | $695.4K | -$16.2K | 1.9% |
| Russell Investments Group, Ltd. | 1,628 | +7 | $43.2K | -$1.7K | 0.4% |
| Parallel Advisors, LLC | 35 | +27 | $929 | +$707 | 337.5% |
| Bare Financial Services, Inc | 41 | +19 | $1.1K | +$479 | 86.4% |
| NISA INVESTMENT ADVISORS, LLC | 27 | +9 | $717 | +$219 | 50.0% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 6,464 | +5,672 | $171 | +$149 | 716.2% |
| ROTHSCHILD INVESTMENT LLC | 15 | +5 | $398 | +$121 | 50.0% |
| PNC Financial Services Group, Inc. | 41 | +6 | $1.1K | +$119 | 17.1% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 11,640 | +1,373 | $309 | +$24 | 13.4% |
| State of Alaska, Department of Revenue | 1,822 | +798 | $48 | +$20 | 77.9% |
| SG Americas Securities, LLC | 5,429 | +721 | $144 | +$14 | 15.3% |
| CWM, LLC | 1,428 | +473 | $38 | +$12 | 49.5% |
| Avion Wealth | 20 | +1 | $0 | $0 | 5.3% |
Reduced(53)
Sold Out(9)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| CIBC Bancorp USA Inc. | 0 | -22,086 | $0 | -$611.6K | — |
| FRANKLIN RESOURCES INC | 0 | -11,680 | $0 | -$323.4K | — |
| RENAISSANCE TECHNOLOGIES LLC | 0 | -8,094 | $0 | -$224.1K | — |
| Versant Capital Management, Inc | 0 | -164 | $0 | -$4.5K | — |
| Aster Capital Management (DIFC) Ltd | 0 | -76 | $0 | -$2.1K | — |
| Breakwater Investment Management | 0 | -17 | $0 | -$471 | — |
| Clearstead Advisors, LLC | 0 | -9 | $0 | -$250 | — |
| SBI Securities Co., Ltd. | 0 | -1 | $0 | -$28 | — |
| SIMPLEX TRADING, LLC | 0 | -43 | $0 | -$1 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| BlackRock, Inc. | 1,414,020 | $37.5M | +11,539 | 0.8% |
| VANGUARD GROUP INC | 1,085,977 | $28.8M | +29,595 | 2.8% |
| AMERICAN CENTURY COMPANIES INC | 543,594 | $14.4M | +52,336 | 10.7% |
| DIMENSIONAL FUND ADVISORS LP | 477,079 | $12.7M | +16,409 | 3.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 448,771 | $11.9M | +216 | 0.0% |
| STATE STREET CORP | 445,316 | $11.8M | +5,543 | 1.3% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 207,820 | $5.5M | -1,999 | -0.9% |
| NORTHERN TRUST CORP | 184,796 | $4.9M | -16,353 | -8.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 153,138 | $4.1M | -4,815 | -3.0% |
| Bank of New York Mellon Corp | 119,478 | $3.2M | +16,545 | 16.1% |
| HoldCo Asset Management, LP | 100,657 | $2.7M | +100,657 | — |
| MORGAN STANLEY | 99,896 | $2.7M | +26,489 | 36.1% |
| De Lisle Partners LLP | 83,935 | $2.2M | 0 | 0.0% |
| GOLDMAN SACHS GROUP INC | 67,996 | $1.8M | +37,372 | 122.0% |
| Cape Investment Advisory, Inc. | 59,500 | $1.6M | +59,500 | — |
| Nuveen, LLC | 58,313 | $1.5M | 0 | 0.0% |
| ADVISOR GROUP HOLDINGS, INC. | 58,202 | $1.5M | -411 | -0.7% |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 47,561 | $1.2M | -10,597 | -18.2% |
| BARCLAYS PLC | 37,681 | $1.1M | +5,165 | 15.9% |
| Swiss National Bank | 40,262 | $1.1M | +900 | 2.3% |
New & Closed Positions this quarter
Closed Positions
9 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for MCBS against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.