Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
169 institutional managers reported holding MBIN for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 86%. 44 opened new positions; 24 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Elser Financial Planning, INC | 26.98M | 58.66% | $1.16B | opened | 2026 Q1 |
| BlackRock | 4.05M | 8.81% | $173.8M | added +115.3% | 2017 Q4 |
| Dimensional Fund Advisors | 1.76M | 3.82% | $75.5M | added +6.2% | 2019 Q1 |
| Vanguard Group | 1.68M | 3.66% | $72.3M | added +19% | 2017 Q4 |
| Doma Perpetual Capital Management LLC (focused) | 1.12M | 2.42% | $47.9M | unchanged | 2025 Q3 |
| Nomura Asset Management International INC. | 1.09M | 2.38% | $46.9M | trimmed -1.6% | 2025 Q4 |
| State Street | 1.03M | 2.25% | $44.4M | added +80.2% | 2017 Q4 |
| American Century Companies INC | 742.6k | 1.61% | $31.9M | added +9.9% | 2020 Q2 |
| Geode Capital | 725.4k | 1.58% | $31.1M | added +1.4% | 2017 Q4 |
| Royce & Associates | 567.3k | 1.23% | $24.3M | trimmed -29.8% | 2023 Q4 |
| Hotchkis & Wiley Capital Management LLC | 302.4k | 0.66% | $13.0M | trimmed -22.7% | 2022 Q3 |
| Morgan Stanley | 298.1k | 0.65% | $12.8M | added +17% | 2017 Q4 |
| Northern Trust | 287.1k | 0.62% | $12.3M | added +12.1% | 2017 Q4 |
| Banc Funds CO LLC | 281.1k | 0.61% | $12.1M | added +15% | 2017 Q4 |
| Basswood Capital Management, L.l.c. | 273.7k | 0.59% | $11.7M | unchanged | 2017 Q4 |
| Charles Schwab Investment Management | 248.1k | 0.54% | $10.6M | added +5.7% | 2017 Q4 |
| BNY Mellon | 236.1k | 0.51% | $10.1M | added +43.7% | 2017 Q4 |
| Valeo Financial Advisors, LLC | 235.1k | 0.51% | $10.1M | trimmed -3.7% | 2017 Q4 |
| Royal Bank OF Canada | 212.9k | 0.46% | $9.1M | added +3.3% | 2017 Q4 |
| Denali Advisors LLC | 194.7k | 0.42% | $8.4M | trimmed -18.1% | 2018 Q4 |
| Invesco | 155.1k | 0.34% | $6.7M | added +238.4% | 2020 Q1 |
| Principal Financial Group INC | 142.6k | 0.31% | $6.1M | opened | 2026 Q1 |
| Ballast Asset Management, LP | 136.6k | 0.30% | $5.9M | added +2.5% | 2025 Q2 |
| Goldman Sachs | 126.6k | 0.28% | $5.4M | trimmed -22% | 2019 Q2 |
| First Trust Advisors LP | 116.4k | 0.25% | $5.0M | trimmed -17.6% | 2018 Q2 |
| UBS | 109.6k | 0.24% | $4.7M | trimmed -18.5% | 2017 Q4 |
| SEI Investments CO | 109.0k | 0.24% | $4.7M | added +94.9% | 2023 Q1 |
| Franklin Resources | 107.6k | 0.23% | $4.6M | added +520.4% | 2023 Q3 |
| Bank OF America CORP /DE/ | 106.4k | 0.23% | $4.6M | added +66.8% | 2017 Q4 |
| Public Sector Pension Investment Board | 105.1k | 0.23% | $4.5M | opened | 2026 Q1 |
| Deutsche Bank AG\ | 103.0k | 0.22% | $4.4M | added +49.8% | 2017 Q4 |
| Mackenzie Financial CORP | 87.1k | 0.19% | $3.7M | added +51.9% | 2024 Q4 |
| Russell Investments Group, LTD. | 85.8k | 0.19% | $3.7M | trimmed -30% | 2017 Q4 |
| Rhumbline Advisers | 77.4k | 0.17% | $3.3M | added +132.4% | 2018 Q2 |
| Ameriprise Financial INC | 72.8k | 0.16% | $3.1M | added +65.2% | 2022 Q3 |
| NEW York State Common Retirement Fund | 60.7k | 0.13% | $2.6M | trimmed -14.5% | 2017 Q4 |
| Sapient Capital LLC | 60.5k | 0.13% | $2.6M | trimmed -19.9% | 2023 Q4 |
| Legal & General Group PLC | 58.4k | 0.13% | $2.5M | added +169.7% | 2017 Q4 |
| State Board OF Administration OF Florida Retirement System | 57.2k | 0.12% | $2.5M | opened | 2026 Q1 |
| Renaissance Technologies | 49.1k | 0.11% | $2.1M | added +8.4% | 2019 Q2 |
| Nuveen | 47.9k | 0.10% | $2.1M | added +2.5% | 2019 Q2 |
| Raymond James Financial INC | 43.4k | 0.09% | $1.9M | trimmed -48.1% | 2021 Q1 |
| Two Sigma | 41.6k | 0.09% | $1.8M | trimmed -48.2% | 2021 Q2 |
| Swiss National Bank | 40.7k | 0.09% | $1.7M | unchanged | 2018 Q2 |
| AQR Capital | 38.3k | 0.08% | $1.6M | trimmed -8.5% | 2021 Q1 |
| Quantinno Capital Management LP | 34.9k | 0.08% | $1.5M | added +2.4% | 2025 Q2 |
| LPL Financial LLC | 34.9k | 0.08% | $1.5M | trimmed -5.2% | 2024 Q1 |
| Formidable Asset Management, LLC | 34.4k | 0.07% | $1.5M | unchanged | 2024 Q1 |
| Wakefield Asset Management Lllp | 29.5k | 0.06% | $1.3M | opened | 2026 Q1 |
| Prudential Financial INC | 29.4k | 0.06% | $1.3M | opened | 2026 Q1 |
Largest 50 of 169 shown; the full ranked, searchable register is at boothcheck.com/holders/MBIN. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.