Institutional Holders (2026 Q1)
28 + 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 | 1.54% | 421,584 | $18.4M |
| 2 | Fortis Group Advisors, LLC | 0.25% | 34,667 | $1.5M |
| 3 | JM2 Capital Inc. | 0.17% | 4,782 | $209K |
| 4 | Slagle Financial, LLC | 0.09% | 6,166 | $270K |
| 5 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 0.08% | 5,675 | $248K |
| 6 | AMERICAN CENTURY COMPANIES INC | 0.06% | 2,618,312 | $114.5M |
| 7 | Goldstein Advisors, LLC | 0.04% | 8,053 | $352K |
| 8 | Orion Porfolio Solutions, LLC | 0.03% | 72,478 | $3.2M |
| 9 | MPWM ADVISORY SOLUTIONS, LLC | 0.02% | 748 | $33K |
| 10 | BENJAMIN EDWARDS INC | 0.00% | 7,642 | $334K |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 0.00% | 277,695 | $12.1M |
| 12 | LPL Financial LLC | 0.00% | 213,360 | $9.3M |
| 13 | RAYMOND JAMES FINANCIAL INC | 0.00% | 159,513 | $7.0M |
| 14 | AMERIPRISE FINANCIAL INC | 0.00% | 113,531 | $4.8M |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 0.00% | 17,347 | $759K |
| 16 | Kestra Advisory Services, LLC | 0.00% | 6,156 | $269K |
| 17 | IFP Advisors, Inc | 0.00% | 688 | $30K |
| 18 | GOLDMAN SACHS GROUP INC | 0.00% | 100,210 | $4.4M |
| 19 | THRIVENT FINANCIAL FOR LUTHERANS | 0.00% | 5,530 | — |
| 20 | OSAIC HOLDINGS, INC. | 0.00% | 7,088 | $310K |
| 21 | JONES FINANCIAL COMPANIES LLLP | 0.00% | 14,577 | $631K |
| 22 | CITADEL ADVISORS LLC | 0.00% | 31,180 | $1.4M |
| 23 | Geneos Wealth Management Inc. | 0.00% | 160 | $7K |
| 24 | CWM, LLC | 0.00% | 1,367 | $60K |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|