Institutional Holders (2026 Q2)
29 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MUSI. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Condor Capital Management | 1.44% | 438,656 | $19.2M |
| 2 | Gerald Baker Financial Group LLC | 1.27% | 101,710 | $4.4M |
| 3 | Fortis Group Advisors, LLC | 0.21% | 29,457 | $1.3M |
| 4 | JM2 Capital Inc. | 0.14% | 4,788 | $209K |
| 5 | Slagle Financial, LLC | 0.08% | 6,294 | $275K |
| 6 | American Century Companies Inc | 0.06% | 3,012,145 | $131.7M |
| 7 | Goldstein Advisors, LLC | 0.03% | 8,083 | $353K |
| 8 | Oakmont Advisory Group, LLC | 0.02% | 608 | $27K |
| 9 | Orion Porfolio Solutions, LLC | 0.02% | 65,570 | $2.9M |
| 10 | Ameritas Advisory Services, LLC | 0.02% | 19,795 | $866K |
| 11 | Mpwm Advisory Solutions, LLC | 0.01% | 748 | $33K |
| 12 | Benjamin Edwards Inc | 0.00% | 7,813 | $342K |
| 13 | Envestnet Asset Management Inc | 0.00% | 282,176 | $12.3M |
| 14 | Ameriprise Financial Inc | 0.00% | 282,180 | $12.3M |
| 15 | LPL Financial LLC | 0.00% | 229,750 | $10.0M |
| 16 | Raymond James Financial Inc | 0.00% | 181,998 | $8.0M |
| 17 | Osaic Holdings, INC. | 0.00% | 25,138 | $1.1M |
| 18 | Kestra Advisory Services, LLC | 0.00% | 6,232 | $273K |
| 19 | Commonwealth Equity Services, LLC | 0.00% | 15,274 | $668K |
| 20 | IFP Advisors, Inc | 0.00% | 688 | $30K |
| 21 | Goldman Sachs Group Inc | 0.00% | 99,642 | $4.4M |
| 22 | FAS Wealth Partners, Inc. | 0.00% | 163 | $7K |
| 23 | Jones Financial Companies Lllp | 0.00% | 16,241 | $712K |
| 24 | Geneos Wealth Management Inc. | 0.00% | 204 | $9K |
| 25 | Versant Capital Management, Inc | 0.00% | 16 | — |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|