Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
343 institutional managers reported holding MZTI for the quarter ended Mar 31, 2026. Together they hold about 65% of shares outstanding; the top 10 hold 38%. 58 opened new positions; 50 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 2.62M | 9.59% | $363.2M | added +2.8% | ≤2013 |
| Vanguard Group | 2.36M | 8.62% | $326.6M | added +5.3% | ≤2013 |
| State Street | 987.3k | 3.61% | $136.6M | added +1% | ≤2013 |
| AQR Capital | 829.8k | 3.03% | $114.8M | added +118.5% | ≤2013 |
| First Trust Advisors LP | 803.7k | 2.94% | $111.2M | added +18.2% | 2017 Q4 |
| Charles Schwab Investment Management | 753.6k | 2.75% | $104.3M | added +159% | ≤2013 |
| Geode Capital | 663.1k | 2.42% | $91.8M | added +5.2% | ≤2013 |
| Dimensional Fund Advisors | 555.7k | 2.03% | $76.9M | added +1.4% | ≤2013 |
| Renaissance Technologies | 370.8k | 1.35% | $51.3M | added +4% | ≤2013 |
| London CO OF Virginia | 360.4k | 1.32% | $49.9M | trimmed -1.3% | 2022 Q1 |
| Morgan Stanley | 256.8k | 0.94% | $35.5M | added +20.5% | ≤2013 |
| Goldman Sachs | 251.7k | 0.92% | $34.8M | added +147.1% | ≤2013 |
| Northern Trust | 251.3k | 0.92% | $34.8M | added +1.7% | ≤2013 |
| Principal Financial Group INC | 232.9k | 0.85% | $32.2M | trimmed -5.3% | ≤2013 |
| Boston Trust Walden CORP | 232.6k | 0.85% | $32.2M | trimmed -11.8% | 2017 Q3 |
| Gw&k Investment Management, LLC | 228.9k | 0.84% | $31.7M | trimmed -3.8% | 2020 Q1 |
| Silvercrest Asset Management Group LLC | 201.4k | 0.74% | $27.9M | trimmed -26.7% | ≤2013 |
| Nordea Investment Management AB | 200.4k | 0.73% | $27.7M | opened | 2026 Q1 |
| Grantham, Mayo, Van Otterloo & CO. LLC | 193.8k | 0.71% | $26.8M | added +12.5% | 2022 Q3 |
| ProShare Advisors LLC | 193.7k | 0.71% | $26.8M | trimmed -17.5% | ≤2013 |
| Thrivent Financial for Lutherans | 192.7k | 0.70% | $26.7M | unchanged | 2015 Q3 |
| Barclays PLC | 190.0k | 0.69% | $26.3M | added +221.3% | ≤2013 |
| BNY Mellon | 188.2k | 0.69% | $26.0M | trimmed -1.6% | ≤2013 |
| Invesco | 177.6k | 0.65% | $24.6M | trimmed -3.8% | ≤2013 |
| Envestnet Asset Management INC | 165.5k | 0.60% | $22.9M | added +17.9% | 2015 Q4 |
| UBS | 164.5k | 0.60% | $22.8M | added +51.2% | ≤2013 |
| Wesbanco Bank INC | 162.6k | 0.59% | $22.5M | unchanged | 2015 Q1 |
| Man Group | 161.7k | 0.59% | $22.4M | trimmed -1.6% | 2018 Q1 |
| Bank OF America CORP /DE/ | 145.2k | 0.53% | $20.1M | unchanged | ≤2013 |
| Bahl & Gaynor INC | 117.7k | 0.43% | $16.3M | trimmed -39.7% | 2019 Q2 |
| Tributary Capital Management, LLC | 105.1k | 0.38% | $14.5M | added +2280.4% | 2024 Q1 |
| Nuveen | 101.5k | 0.37% | $14.1M | added +71.1% | 2019 Q2 |
| Raymond James Financial INC | 96.9k | 0.35% | $13.4M | added +23.7% | 2016 Q1 |
| Deutsche Bank AG\ | 93.2k | 0.34% | $12.9M | trimmed -4.5% | 2013 Q3 |
| Fuller & Thaler Asset Management, INC. | 88.3k | 0.32% | $12.2M | added +49.5% | 2015 Q3 |
| Balyasny Asset Management | 82.3k | 0.30% | $11.4M | trimmed -4% | 2025 Q4 |
| Two Sigma | 77.2k | 0.28% | $10.7M | trimmed -3.8% | 2025 Q1 |
| Victory Capital Management INC | 76.6k | 0.28% | $10.6M | added +184.3% | 2018 Q4 |
| Jacobs Levy Equity Management, INC | 76.2k | 0.28% | $10.5M | trimmed -5.6% | 2025 Q1 |
| Welch & Forbes LLC | 72.4k | 0.27% | $10.0M | unchanged | ≤2013 |
| ExodusPoint | 63.8k | 0.23% | $8.8M | added +439.2% | 2025 Q3 |
| Algert Global LLC | 63.6k | 0.23% | $8.8M | trimmed -43.1% | 2020 Q1 |
| Point72 | 62.2k | 0.23% | $8.6M | trimmed -30.1% | 2021 Q3 |
| Corient Private Wealth LLC | 61.3k | 0.22% | $8.5M | added +88.5% | 2022 Q4 |
| Rhumbline Advisers | 59.2k | 0.22% | $8.2M | added +0.8% | ≤2013 |
| Leeward Investments, LLC - MA | 55.1k | 0.20% | $7.6M | trimmed -2.3% | 2022 Q2 |
| CalPERS | 51.4k | 0.19% | $7.1M | trimmed -2.8% | ≤2013 |
| Wells Fargo & COMPANY/MN | 47.9k | 0.17% | $6.6M | trimmed -14.1% | ≤2013 |
| Voloridge Investment Management | 46.0k | 0.17% | $6.4M | added +73% | 2025 Q4 |
| Quantinno Capital Management LP | 45.6k | 0.17% | $6.3M | added +144.8% | 2021 Q4 |
Largest 50 of 343 shown; the full ranked, searchable register is at boothcheck.com/holders/MZTI. 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.