13F reference period
Q3 2026
CUSIP: 555927508
13F reference period
Q3 2026
Institutions Reporting
36
Shares (Excl. Options)
Price
$65.68
The headline uses the Q3 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended.
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Latest holder context comes from 36 institutions filings for Q3 2026.
Security key
555927508
13F reference period
Q3 2026
13F holders
36
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Open recent reporting periods for CUSIP 555927508:
13D/G owners
Large-stake holder rows connected to Schedule 13D/G evidence.
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 7.7% | -48% | $10,879,674 | +$3,465,765 | 274,462 | +47% | TRUIST FINANCIAL CORP | 30 Nov 2025 |
13F concentration
Largest 13F positions for this security by reported shares and value.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| LPL Financial LLC | 67% | 2,372,551 | +12% | 0.03% | $155,817,220 |
| Pacific Wealth Management | 14% | 490,243 | +2.1% | 14% | $32,196,710 |
| Private Advisor Group, LLC | 13% | 476,350 | +78% | 0.1% | $31,284,332 |
| TRUIST FINANCIAL CORP | 11% | 401,272 | -5.2% | 0.03% | $26,353,515 |
| Horizon Wealth Management, LLC | 9.9% | 352,829 | +1.5% | 2.9% | $23,172,068 |
| WINCAP FINANCIAL LLC | 7.3% | 258,855 | -17% | 9.2% | $17,000,273 |
| RAYMOND JAMES FINANCIAL INC | 4% | 142,121 | 0% | $9,333,797 | |
| Goldstein Advisors, LLC | 3.2% | 115,545 | +508% | 0.67% | $7,588,418 |
| Bensler, LLC | 2.8% | 100,730 | -77% | 0.62% | $6,615,446 |
| TD Waterhouse Canada Inc. | 2.1% | 73,487 | +0.77% | 0.01% | $4,860,378 |
| Sanctuary Advisors, LLC | 2% | 72,462 | +36% | 0.02% | $4,758,932 |
| Pinnacle Family Advisors, LLC | 2% | 70,697 | 1.9% | $4,643,031 | |
| Proactive Wealth Strategies LLC | 1.9% | 66,416 | +23% | 0.67% | $4,361,990 |
| HighTower Advisors, LLC | 1.7% | 61,684 | +0.05% | 0% | $4,051,092 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.6% | 58,242 | +143% | 0% | $3,825,020 |
| TSFG, LLC | 1.2% | 41,076 | +1.6% | 0.62% | $2,698,000 |
| STIFEL FINANCIAL CORP | 1% | 37,231 | 0% | $2,445,152 | |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 0.93% | 33,317 | -1.1% | 0.19% | $2,188,095 |
| Quadrature Capital Ltd | 0.58% | 20,823 | 0.01% | $1,367,551 | |
| Blackhawk Capital Partners, LLC | 0.51% | 18,259 | 0.32% | $1,199,160 | |
| DAVENPORT & Co LLC | 0.48% | 17,246 | -4.7% | 0.01% | $1,132,599 |
| VestGen Advisors, LLC | 0.47% | 16,732 | +43% | 0.03% | $1,098,874 |
| Sankala Group LLC | 0.36% | 12,930 | +3.5% | 0.55% | $848,310 |
| Kestra Advisory Services, LLC | 0.33% | 11,651 | +55% | 0% | $765,179 |
| Farther Finance Advisors, LLC | 0.25% | 8,744 | +362% | 0% | $574,258 |
Quarter history
Holder count, reported shares/value, and median price by quarter.
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 5,376,541 | $353,137,491 | +$34,938,162 | $65.68 | 36 |
| 2026 Q2 | 7,699,997 | $560,656,108 | +$89,114,173 | $72.86 | 54 |
| 2026 Q1 | 6,482,928 | $292,663,732 | +$114,029,490 | $45.10 | 42 |
| 2025 Q4 | 4,095,914 | $164,737,140 | +$71,816,151 | $40.20 | 20 |
| 2025 Q3 | 1,355,260 | $48,426,700 | +$26,336,624 | $35.53 | 8 |
| 2025 Q2 | 623,855 | $19,380,302 | -$319,732 | $31.07 | 5 |
| 2025 Q1 | 636,364 | $16,341,731 | +$6,229,405 | $25.69 | 6 |
| 2024 Q4 | 393,877 | $9,593,697 | -$809,215 | $24.36 | 2 |
| 2024 Q3 | 193,308 | $5,209,333 | +$5,209,333 | $26.95 | 3 |