Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
126 institutional managers reported holding MCHB for the quarter ended Mar 31, 2026. Together they hold about 12% of shares outstanding; the top 10 hold 7%. 19 opened new positions; 21 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 3.43M | 1.54% | $50.6M | unchanged | ≤2013 |
| Vanguard Group | 2.70M | 1.22% | $39.9M | added +0.8% | ≤2013 |
| Mechanics Bank Trust Department | 2.30M | 1.03% | $34.0M | trimmed -32.8% | 2025 Q4 |
| State Street | 1.71M | 0.77% | $25.2M | added +97.6% | ≤2013 |
| Geode Capital | 1.42M | 0.64% | $21.0M | added +3.8% | ≤2013 |
| Gw&k Investment Management, LLC | 1.13M | 0.51% | $16.7M | trimmed -8.1% | 2025 Q2 |
| Composition Wealth, LLC | 1.12M | 0.50% | $16.5M | unchanged | 2025 Q3 |
| BNY Mellon | 1.10M | 0.49% | $16.2M | added +1.3% | ≤2013 |
| Dimensional Fund Advisors | 773.4k | 0.35% | $11.4M | trimmed -4.1% | 2013 Q4 |
| J. Goldman & CO LP | 684.2k | 0.31% | $10.1M | trimmed -11.6% | 2025 Q2 |
| Goldman Sachs | 680.5k | 0.31% | $10.0M | added +125.7% | 2016 Q2 |
| AllianceBernstein | 645.0k | 0.29% | $9.5M | added +9.7% | ≤2013 |
| Charles Schwab Investment Management | 644.6k | 0.29% | $9.5M | trimmed -14% | ≤2013 |
| Philosophy Capital Management LLC (focused) | 582.0k | 0.26% | $8.6M | trimmed -6.7% | 2025 Q4 |
| Philadelphia Financial Management of San Francisco, LLC (focused) | 545.3k | 0.24% | $8.0M | trimmed -58.7% | 2024 Q1 |
| Maltese Capital Management LLC | 532.7k | 0.24% | $7.9M | trimmed -22.5% | 2024 Q1 |
| CenterBook Partners LP | 515.7k | 0.23% | $7.6M | trimmed -39.4% | 2025 Q3 |
| Sculptor Capital | 512.7k | 0.23% | $7.6M | unchanged | 2025 Q1 |
| Stieven Capital Advisors, L.p. (focused) | 438.6k | 0.20% | $6.5M | trimmed -8.7% | 2024 Q3 |
| Morgan Stanley | 381.3k | 0.17% | $5.6M | added +14.7% | 2013 Q4 |
| Northern Trust | 373.9k | 0.17% | $5.5M | added +6.1% | ≤2013 |
| Siena Capital Partners GP, LLC | 353.2k | 0.16% | $5.2M | unchanged | 2021 Q2 |
| Simcoe Capital LLC (focused) | 347.7k | 0.16% | $5.1M | added +1.6% | 2025 Q4 |
| Mendon Capital Advisors CORP | 347.6k | 0.16% | $5.1M | trimmed -52.2% | 2024 Q1 |
| Capital Planning Advisors, LLC | 343.3k | 0.15% | $5.1M | unchanged | 2025 Q3 |
| Squarepoint Ops LLC | 318.9k | 0.14% | $4.7M | added +107.2% | 2025 Q4 |
| Curi Capital, LLC | 318.8k | 0.14% | $4.7M | trimmed -53.8% | 2024 Q1 |
| Gator Capital Management, LLC | 254.5k | 0.11% | $3.8M | added +3.9% | 2025 Q1 |
| Pinnacle Holdings, LLC | 253.1k | 0.11% | $3.7M | added +9.9% | 2025 Q3 |
| Renaissance Technologies | 213.5k | 0.10% | $3.1M | trimmed -29.3% | 2025 Q3 |
| UBS | 185.2k | 0.08% | $2.7M | trimmed -1% | ≤2013 |
| CCG Wealth Management, LLC | 171.1k | 0.08% | $2.5M | added +197% | 2021 Q2 |
| Citadel Advisors | 164.4k | 0.07% | $2.4M | trimmed -63.1% | 2022 Q2 |
| Two Sigma | 149.6k | 0.07% | $2.2M | opened | 2026 Q1 |
| Bank OF America CORP /DE/ | 112.7k | 0.05% | $1.7M | added +227.3% | ≤2013 |
| Caldwell Sutter Capital, INC. | 103.3k | 0.05% | $1.5M | unchanged | 2024 Q1 |
| Voya Investment Management LLC | 96.6k | 0.04% | $1.4M | trimmed -0.6% | 2025 Q4 |
| Nuveen | 95.9k | 0.04% | $1.4M | added +0.6% | 2019 Q2 |
| Waverly Advisors, LLC | 88.3k | 0.04% | $1.3M | unchanged | 2025 Q4 |
| First Trust Advisors LP | 78.3k | 0.04% | $1.2M | trimmed -10.3% | 2025 Q4 |
| Susquehanna International Group | 70.3k | 0.03% | $1.0M | added +209.7% | 2022 Q3 |
| Emerald Mutual Fund Advisers Trust | 60.5k | 0.03% | $892k | unchanged | 2016 Q1 |
| Kennedy Capital Management LLC | 58.2k | 0.03% | $859k | opened | 2026 Q1 |
| Quantinno Capital Management LP | 55.1k | 0.03% | $813k | added +8.1% | 2025 Q1 |
| Rafferty Asset Management, LLC | 55.0k | 0.03% | $812k | opened | 2026 Q1 |
| Barclays PLC | 52.4k | 0.02% | $773k | trimmed -30.7% | 2016 Q2 |
| Rhumbline Advisers | 50.0k | 0.02% | $738k | added +5.8% | ≤2013 |
| Graham Capital Management, L.p. | 49.6k | 0.02% | $732k | added +94% | 2024 Q2 |
| Invesco | 49.2k | 0.02% | $726k | added +41.4% | ≤2013 |
| Citigroup INC | 48.7k | 0.02% | $719k | added +28.5% | ≤2013 |
Largest 50 of 126 shown; the full ranked, searchable register is at boothcheck.com/holders/MCHB. 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.