MasterbrandMBC

13F holders, Q1 2024 (March 31)
341holders
10famous investors
$18.73avg. 13F price*

At the end of Q1 2024, 341 institutions reported holding Masterbrand Inc. (MBC) in their 13F filings. The largest holders were BlackRock Inc. ($382.3M), Vanguard Group Inc. ($199.5M) and Gates Capital Management, Inc. ($159.7M). 10 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
Masterbrand Inc.
CUSIP
57638P104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 341Q1 2024Q2 2024: 353Q2 2024Q3 2024: 356Q3 2024Q4 2024: 363Q4 2024Q1 2025: 341Q1 2025Q2 2025: 325Q2 2025Q3 2025: 337Q3 2025Q4 2025: 331Q4 2025Q1 2026: 335Q1 2026Q2 2026: 348Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions45$180.5M
Exits45$41.6M

Ownership 341 holders

BlackRock Inc. 0.01% Reduce -0.7% 20,402,242 $382.3M
Vanguard Group Inc. 0.00% Add +3.4% 10,646,110 $199.5M
Gates Capital Management, Inc. 4.70% Reduce -6.2% 8,520,324 $159.7M
Pacer Advisors, Inc. 0.30% New 6,848,057 $128.3M
State Street Corp. 0.00% Reduce -0.0% 4,982,605 $93.4M
Wellington Management Group LLP 0.02% Add +23.3% 4,963,973 $93.0M
Dimensional Fund Advisors LP 0.02% Add +15.8% 4,048,825 $75.9M
Thrivent Financial for Lutherans 0.15% Add +0.6% 3,958,765 $74.2M
Geode Capital Management, LLC 0.01% Add +12.8% 3,088,168 $57.9M
Fuller & Thaler Asset Management, Inc. 0.25% Add +19.9% 3,069,595 $57.5M
Morgan Stanley 0.00% Reduce -17.7% 3,019,042 $56.6M
Pzena Investment Management LLC 0.19% Reduce -14.5% 2,900,671 $54.4M
Goldman Sachs Group Inc. 0.01% Add +49.9% 2,693,488 $50.5M
Mangrove Partners Im, LLC 4.33% No change 2,687,175 $50.4M
Arrowstreet Capital, Limited Partnership 0.04% Add +0.1% 2,033,800 $38.1M
Invesco Ltd. 0.01% Add +7.3% 1,659,391 $31.1M
D. E. Shaw & Co. 0.04% Reduce -40.6% 1,509,956 $28.3M
Northern Trust Corp. 0.00% Reduce -3.7% 1,356,158 $25.4M
Charles Schwab Investment Management Inc. 0.01% Add +30.5% 1,354,738 $25.4M
Renaissance Technologies 0.04% Add +9.8% 1,347,218 $25.2M
Bridgeway Capital Management, LLC 0.43% New 1,114,946 $20.9M
Bank of New York Mellon Corp 0.00% Reduce -6.8% 1,062,123 $19.9M
Brightline Capital Management, LLC 11.07% Add +2.0% 982,000 $18.4M
Davis Selected Advisers 0.09% Reduce -57.0% 860,746 $16.1M
Two Sigma Advisers, LP 0.04% Reduce -12.7% 849,800 $15.9M
Ancora Advisors LLC 0.36% Reduce -14.8% 842,109 $15.8M
De Lisle Partners LLP 3.31% — 765,308 $14.3M
Principal Financial Group Inc. 0.01% Add +6.3% 702,738 $13.2M
JPMorgan Chase & Co. 0.00% Add +59.9% 646,116 $12.1M
Two Sigma Investments, LP 0.03% Reduce -38.6% 641,078 $12.0M
Deutsche Bank AG 0.01% Add +17.2% 614,246 $11.5M
Prudential Financial Inc. 0.02% Add +296.1% 609,161 $11.4M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +2.5% 588,823 $11.0M
Millennium Management 0.01% Reduce -29.7% 585,937 $11.0M
AQR Capital Management 0.02% Reduce -51.1% 581,103 $10.9M
Empowered Funds, LLC 0.18% New 544,946 $10.2M
First Trust Advisors LP 0.01% Add +27.8% 522,901 $9.8M
Bank of America Corp. 0.00% Reduce -25.0% 497,366 $9.3M
Norges Bank 0.00% Reduce -16.8% 491,700 $9.2M
Russell Investments Group, Ltd. 0.01% Reduce -2.3% 485,452 $9.1M
Voloridge Investment Management, LLC 0.03% Reduce -17.9% 479,706 $9.0M
Allianz Asset Management GmbH 0.01% Add +112.1% 446,764 $8.4M
SG Americas Securities, LLC 0.04% Add +3100.6% 405,768 $7.6M
Rhumbline Advisers 0.01% Reduce -0.3% 403,188 $7.6M
Ameriprise Financial Inc. 0.00% Reduce -2.4% 397,509 $7.4M
Legal & General Group Plc 0.00% Add +0.6% 364,294 $6.8M
Nuveen Asset Management, LLC 0.00% Reduce -1.9% 350,355 $6.6M
Public Sector Pension Investment Board 0.04% Reduce -1.2% 259,831 $4.9M
Swiss National Bank 0.00% Reduce -0.6% 250,300 $4.7M
Phocas Financial Corp. 0.47% New 224,750 $4.2M
American Century Companies Inc. 0.00% Add +33.8% 215,213 $4.0M
Jane Street Group, LLC 0.01% Add +345.8% 207,321 $3.9M
New York State Teachers Retirement System 0.01% Add +0.0% 206,490 $3.9M
Barclays PLC 0.00% Reduce -35.4% 206,194 $3.9M
Exchange Traded Concepts, LLC 0.10% New 202,214 $3.8M
Engineers Gate Manager LP 0.10% Reduce -6.7% 198,405 $3.7M
Qube Research & Technologies Ltd 0.01% Reduce -64.2% 190,276 $3.6M
Truist Financial Corp. 0.01% Add +6.1% 182,293 $3.4M
North Growth Management Ltd. 0.64% Reduce -1.1% 179,000 $3.4M
Teachers Retirement System of the State of Kentucky 0.03% Reduce -4.6% 168,747 $3.2M
Alliancebernstein L.P. 0.00% Add +1.7% 159,381 $3.0M
Citigroup Inc. 0.00% Add +26.8% 157,063 $2.9M
Victory Capital Management Inc. 0.00% Add +57.5% 148,127 $2.8M
Factorial Partners, LLC 1.52% No change 142,400 $2.7M
ING Groep NV 0.02% No change 140,000 $2.6M
FMR LLC 0.00% Reduce -57.9% 137,387 $2.6M
UBS Group AG 0.00% Add +1.7% 133,931 $2.5M
Teacher Retirement System of Texas 0.02% Reduce -0.6% 130,138 $2.4M
Credit Suisse AG/ 0.00% Add +4.8% 129,220 $2.4M
California State Teachers Retirement System 0.00% Reduce -6.1% 126,864 $2.4M
Man Group plc 0.01% Add +29.2% 119,972 $2.2M
Panagora Asset Management Inc. 0.01% Reduce -1.8% 119,201 $2.2M
Texas Permanent School Fund Corp. 0.02% Add +1.3% 110,941 $2.1M
Ossiam 0.04% No change 108,911 $2.0M
Jump Financial, LLC 0.05% Add +66.4% 104,515 $2.0M
Wells Fargo & Company 0.00% Add +4.7% 101,011 $1.9M
Envestnet Asset Management Inc. 0.00% Reduce -36.5% 97,339 $1.8M
PNC Financial Services Group, Inc. 0.00% Reduce -5.5% 94,802 $1.8M
Claret Asset Management Corp 0.30% Reduce -24.1% 94,094 $1.8M
GAMCO Investors 0.02% Reduce -20.6% 88,539 $1.7M
New York State Common Retirement Fund 0.00% Add +6.5% 86,780 $1.6M
State of Tennessee, Department of Treasury 0.01% Add +4.5% 83,368 $1.6M
T. Rowe Price Associates Inc. 0.00% Add +5.1% 79,586 $1.5M
Martingale Asset Management L P 0.03% Add +100.5% 78,794 $1.5M
Comerica Bank 0.01% Add +15.2% 78,178 $1.5M
Raymond James & Associates 0.00% Reduce -12.1% 77,417 $1.5M
State of Alaska, Department of Revenue 0.02% Reduce -1.0% 77,222 $1.4M
Voya Investment Management LLC 0.00% Reduce -16.8% 74,702 $1.4M
Alaska Permanent Fund Corp 0.02% Reduce -60.0% 72,632 $1.4M
Illinois Municipal Retirement Fund 0.02% Add +3.3% 72,556 $1.4M
American International Group, Inc. 0.00% Reduce -2.1% 68,983 $1.3M
Manufacturers Life Insurance Company, The 0.00% Add +7.1% 68,663 $1.3M
MetLife Investment Management, LLC 0.01% Reduce -3.5% 66,543 $1.2M
State Board of Administration of Florida Retirement System 0.00% Add +246.7% 154,393 $1.2M
Franklin Resources Inc. 0.00% Add +180.8% 66,069 $1.2M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 65,000 $1.2M
Wedge Capital Management L L P 0.02% New 62,857 $1.2M
Louisiana State Employees Retirement System 0.02% Reduce -0.9% 62,800 $1.2M
WINTON GROUP Ltd 0.08% Add +78.0% 60,948 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -8.8% 57,451 $1.1M
Schonfeld Strategic Advisors LLC 0.01% New 56,800 $1.1M
Janus Henderson Group PLC 0.00% Reduce 0.0% 56,171 $1.1M
Citadel Advisors 0.00% Add +228.0% 53,821 $1.0M
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 53,815 $1.0M
Gotham Asset Management 0.02% Reduce -4.8% 53,702 $1.0M
Harris Associates (Oakmark Funds) 0.00% Reduce -75.5% 52,882 $991K
PDT Partners, LLC 0.09% Add +0.5% 49,969 $936K
Mitsubishi UFJ Trust & Banking Corp 0.00% Add +56.0% 49,518 $910K
STRS Ohio 0.00% Reduce -16.7% 48,500 $908K
Commerce Bank 0.01% Reduce -3.1% 47,189 $884K
Sage Rhino Capital LLC 0.20% New 44,904 $842K
Yorktown Management & Research Co Inc 0.72% No change 40,650 $762K
Maryland State Retirement & Pension System 0.01% Reduce -0.9% 45,677 $750K
Gsa Capital Partners LLP 0.06% Reduce -25.5% 39,856 $747K
Amalgamated Bank 0.01% Reduce -15.0% 39,683 $744K
Fractal Investments LLC 0.13% No change 39,000 $731K
Royal Bank of Canada 0.00% Reduce -51.7% 35,569 $666K
Rafferty Asset Management, LLC 0.00% Reduce -9.2% 35,395 $663K
Arizona State Retirement System 0.00% Reduce -2.4% 34,837 $653K
Nisa Investment Advisors, LLC 0.00% Add +0.3% 34,587 $648K
Sei Investments Co. 0.00% New 34,295 $643K
Oregon Public Employees Retirement Fund 0.01% Reduce -8.3% 33,935 $636K
Mariner, LLC 0.00% Add +74.3% 30,919 $579K
Commonwealth Equity Services, LLC 0.00% Add +4.3% 30,230 $567K
HighTower Advisors, LLC 0.00% Add +59.9% 30,465 $565K
Stifel Financial Corp. 0.00% Reduce -34.9% 29,937 $561K
Trexquant Investment LP 0.01% Reduce -54.5% 29,885 $560K
CSS LLC 0.13% New 29,296 $549K
Cambria Investment Management, L.P. 0.03% New 29,285 $549K
Wellington Shields Capital Management, LLC 0.10% No change 28,500 $534K
Handelsbanken Fonder AB 0.00% Add +46.1% 28,500 $534K
First Hawaiian Bank 0.02% No change 28,409 $532K
FORA Capital, LLC 0.04% New 28,034 $525K
Osaic Holdings, Inc. 0.00% Reduce -17.4% 27,406 $514K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +0.1% 27,375 $513K
Cornercap Investment Counsel Inc. 0.08% New 26,760 $501K
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -48.3% 26,758 $501K
GMO 0.00% New 26,210 $491K
Insight 2811, Inc. 0.25% No change 25,982 $487K
ProShare Advisors LLC 0.00% Add +6.1% 25,778 $483K
LPL Financial LLC 0.00% Add +7.3% 25,595 $480K
Creative Planning 0.00% Reduce -2.1% 25,161 $472K
Cubist Systematic Strategies, LLC 0.01% Reduce -91.4% 24,242 $454K
Maverick Capital 0.01% New 23,985 $449K
Captrust Financial Advisors 0.00% Reduce -30.0% 23,773 $446K
Quantbot Technologies LP 0.02% New 23,201 $435K
Oppenheimer Asset Management Inc. 0.01% Reduce -30.1% 22,578 $423K
Mutual of America Capital Management LLC 0.00% Reduce -1.6% 21,838 $409K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 21,744 $407K
ClearAlpha Technologies LP 0.17% New 21,494 $403K
Rodgers Brothers Inc. 0.05% Reduce -13.2% 21,446 $402K
UniSuper Management Pty Ltd 0.00% New 21,437 $402K
Bank of Montreal 0.00% Reduce -4.3% 21,198 $400K
Penserra Capital Management LLC 0.00% Reduce -0.3% 20,760 $389K
HSBC Holdings PLC 0.00% New 19,397 $363K
Mackenzie Financial Corp. 0.00% Reduce -10.9% 19,018 $356K
New York Life Investment Management LLC 0.00% New 18,907 $354K
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -5.0% 18,849 $353K
Pathstone Holdings, LLC 0.00% Add +10.0% 18,626 $349K
Susquehanna International Group, LLP 0.00% Reduce -73.3% 18,564 $348K
Avestar Capital, LLC 0.04% Reduce -36.0% 18,543 $347K
CIBC Asset Management Inc 0.00% Reduce -0.8% 18,411 $345K
Janney Montgomery Scott LLC 0.00% Add +18.7% 18,270 $342K
Natixis Advisors, LLC 0.00% New 18,248 $342K
Gabelli Funds LLC 0.00% Reduce -57.1% 18,000 $337K
Versor Investments LP 0.06% Reduce -6.0% 17,100 $320K
Mercer Global Advisors Inc. 0.00% Reduce -31.7% 16,923 $317K
Algert Global LLC 0.01% New 16,730 $314K
Guggenheim Capital LLC 0.00% Reduce -4.3% 16,103 $302K
Orion Porfolio Solutions, LLC 0.00% Add +10.5% 16,098 $302K
Orion Portfolio Solutions, LLC 0.00% Add +10.5% 16,098 $302K
Pictet Asset Management Holding SA 0.00% Add +17.9% 16,057 $301K
Cerity Partners LLC 0.00% New 15,577 $292K
Moors & Cabot, Inc. 0.02% New 15,548 $291K
Cetera Investment Advisers 0.00% New 15,463 $290K
Cambridge Investment Research Advisors, Inc. 0.00% Add +15.1% 15,316 $287K
Public Employees Retirement Association of Colorado 0.00% No change 15,281 $286K
Praxis Investment Management Inc. 0.02% No change 15,020 $281K
SageView Advisory Group, LLC 0.01% New 1,318 $272K
US Bancorp \de 0.00% Reduce -8.5% 14,064 $264K
Savant Capital, LLC 0.00% New 13,368 $251K
Sequoia Financial Advisors, LLC 0.00% Add +3.5% 13,100 $245K
Allspring Global Investments Holdings, LLC 0.00% Add +6200.0% 13,041 $244K
Ameritas Investment Partners, Inc. 0.01% No change 12,895 $242K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -15.8% 12,837 $241K
Deerfield Management Company, L.P. 0.00% Reduce -43.2% 12,830 $240K
DekaBank Deutsche Girozentrale 0.00% No change 12,837 $237K
Virtus Investment Advisers, LLC 0.17% No change 12,571 $236K
Corient Private Wealth LP 0.00% Reduce -2.1% 12,376 $232K
Neuberger Berman Group LLC 0.00% Reduce -1.1% 12,375 $232K
QRG Capital Management, Inc. 0.00% Reduce -15.1% 12,259 $230K
AXS Investments LLC 0.05% New 11,645 $218K
Centiva Capital, LP 0.01% Add +10.8% 11,254 $211K
NDVR, Inc. 0.19% New 10,635 $199K
Dark Forest Capital Management LP 0.03% New 10,294 $193K
Tower Research Capital LLC (TRC) 0.00% Reduce -74.7% 9,768 $183K
Vestcor Inc 0.01% No change 9,515 $178K
State of Wyoming 0.03% Reduce -46.0% 8,371 $157K
Metropolitan Life Insurance Co 0.01% Reduce -8.1% 6,924 $130K
Global Retirement Partners, LLC 0.00% No change 6,818 $128K
Trust Co. of Vermont 0.01% New 6,150 $115K
Huntington National Bank 0.00% Add +0.4% 5,875 $110K
Benjamin F. Edwards & Company, Inc. 0.00% No change 5,673 $106K
Atwood & Palmer Inc. 0.01% No change 5,078 $95K
Riverview Trust Co 0.07% New 4,651 $87K
Blue Trust, Inc. 0.00% Add +348.8% 3,649 $68K
TD Private Client Wealth LLC 0.00% Add +42.4% 3,485 $65K
CIBC Private Wealth Group LLC 0.00% New 3,511 $65K
LGT Financial Advisors LLC 0.07% No change 3,200 $60K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -4.1% 2,925 $55K
Baldwin Wealth Partners LLC 0.00% Reduce -46.5% 2,875 $54K
CENTRAL TRUST Co 0.00% No change 2,834 $53K
KBC Group NV 0.00% Reduce -30.8% 2,662 $50K
St. Johns Investment Management Company, LLC 0.02% No change 2,530 $47K
Smithfield Trust Co 0.00% No change 2,508 $47K
NewEdge Advisors, LLC 0.00% Reduce -9.1% 2,487 $47K
Colonial Trust Advisors 0.00% No change 2,422 $45K
Salem Investment Counselors Inc. 0.00% No change 2,414 $45K
Quent Capital, LLC 0.01% Reduce -0.8% 2,346 $44K
GAMMA Investing LLC 0.01% Add +51.2% 2,208 $41K
Virtus Fund Advisers, LLC 0.14% No change 2,141 $40K
First Horizon Advisors, Inc. 0.00% No change 2,059 $39K
Knuff & Co LLC 0.01% New 2,000 $37K
EntryPoint Capital, LLC 0.03% Reduce -58.7% 1,968 $37K
HM Payson & Co. 0.00% Reduce -1.0% 1,900 $36K
Mather Group, Llc. 0.00% New 2,287 $34K
Covestor Ltd 0.02% Add +71.4% 1,596 $30K
Nomura Asset Management Co. Ltd. 0.00% Reduce -44.8% 1,600 $30K
Quadrant Capital Group LLC 0.00% Reduce -3.7% 1,543 $29K
Whittier Trust Co. 0.00% Reduce -51.4% 1,512 $28K
Stuart Chaussee & Associates, Inc. 0.01% No change 1,500 $28K
Eagle Bay Advisors LLC 0.02% Add +2.0% 1,491 $28K
Steward Partners Investment Advisory, LLC 0.00% Add +3.1% 1,472 $28K
Bank of New Hampshire 0.01% No change 1,450 $27K
Quarry LP 0.01% Add +54.6% 1,429 $27K
Principal Securities, Inc. 0.00% Reduce -4.8% 1,420 $27K
Blume Capital Management, Inc. 0.01% No change 1,280 $24K
Public Employees Retirement System of Ohio 0.00% New 1,140 $21K
GPS Wealth Strategies Group, LLC 0.00% No change 1,136 $21K
Cwm, LLC 0.00% Add +0.5% 1,126 $21K
Sandy Spring Bank 0.00% Reduce -18.3% 1,069 $20K
Montag A & Associates Inc. 0.00% No change 1,058 $20K
Versant Capital Management, Inc 0.01% No change 1,034 $19K
Harbour Investments, Inc. 0.00% No change 1,005 $19K
Fifth Third Bancorp 0.00% Add +3.1% 965 $18K
Trivant Custom Portfolio Group, LLC 0.01% No change 886 $17K
National Bank of Canada 0.00% No change 956 $16K
GW&K Investment Management, LLC 0.00% Reduce -17.1% 879 $16K
MeadowBrook Investment Advisors LLC 0.01% No change 840 $16K
Rothschild Investment LLC 0.00% Add +2.0% 766 $14K
FinTrust Capital Advisors, LLC 0.00% Add +36.8% 743 $14K
Harbor Investment Advisory, LLC 0.00% Add +17.0% 737 $14K
Tyler-Stone Wealth Management 0.01% No change 716 $13K
Tanglewood Legacy Advisors, LLC 0.01% No change 715 $13K
Northwestern Mutual Wealth Management Co. 0.00% No change 708 $13K
Signaturefd, LLC 0.00% Add +28.2% 704 $13K
MCF Advisors LLC 0.00% No change 692 $13K
EverSource Wealth Advisors, LLC 0.00% No change 701 $12K
TD Waterhouse Canada Inc. 0.00% No change 638 $12K
Pathway Financial Advisers, LLC 0.00% No change 600 $11K
Pinnacle Bancorp, Inc. 0.00% No change 600 $11K
Pflug Koory, LLC 0.00% Reduce -77.2% 598 $11K
Gen-Wealth Partners Inc 0.01% — 588 $11K
Addison Advisors LLC 0.00% Add +16.9% 580 $11K
ICA Group Wealth Management, LLC 0.00% No change 544 $10K
Parallel Advisors, LLC 0.00% Add +17.4% 540 $10K
Crewe Advisors LLC 0.00% Reduce -52.9% 534 $10K
Optimum Investment Advisors 0.00% New 500 $9K
Community Bank, N.A. 0.00% No change 480 $9K
Gleason Group, Inc. 0.00% No change 450 $8K
Westside Investment Management, Inc. 0.00% No change 400 $7K
Citizens National Bank Trust Department 0.00% New 400 $7K
McIlrath & Eck, LLC 0.00% No change 400 $7K
Pacific Center for Financial Services 0.00% No change 375 $7K
Bray Capital Advisors 0.00% No change 375 $7K
Bokf, NA 0.00% Reduce -25.8% 372 $7K
Bell Investment Advisors, Inc 0.00% Add +24.1% 360 $7K
UMB Bank, n.a. 0.00% Reduce -49.4% 358 $7K
Hantz Financial Services, Inc. 0.00% Reduce -7.9% 325 $6K
Parkside Financial Bank & Trust 0.00% Add +8.3% 313 $6K
Bellevue Asset Management, LLC 0.00% No change 300 $6K
Allworth Financial LP 0.00% No change 284 $5K
LifeSteps Financial, Inc. 0.00% New 264 $5K
Farmers & Merchants Investments Inc. 0.00% No change 255 $5K
Farther Finance Advisors, LLC 0.00% Reduce -14.1% 220 $4K
Gables Capital Management Inc. 0.00% No change 200 $4K
Burkett Financial Services, LLC 0.00% No change 200 $4K
Anchor Investment Management, LLC 0.00% No change 200 $4K
Caldwell Trust Co 0.00% Reduce -77.8% 200 $4K
WASHINGTON TRUST Co 0.00% No change 200 $4K
Avior Wealth Management, LLC 0.00% New 199 $4K
IFP Advisors, Inc 0.00% Reduce -50.0% 197 $4K
Clearstead Advisors, LLC 0.00% No change 210 $4K
Naples Money Management LLC 0.00% No change 178 $3K
Private Trust Co. NA 0.00% No change 174 $3K
Smartleaf Asset Management LLC 0.00% New 168 $3K
AllSquare Wealth Management LLC 0.00% No change 155 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -5.6% 153 $3K
Colonial Trust Co / SC 0.00% No change 150 $3K
Plante Moran Financial Advisors, LLC 0.00% No change 134 $3K
Armstrong Advisory Group, Inc. 0.00% No change 160 $2K
CoreCap Advisors, LLC 0.00% New 124 $2K
Boyd Watterson Asset Management LLC 0.00% No change 123 $2K
SOA Wealth Advisors, LLC. 0.00% No change 113 $2K
Concourse Financial Group Securities, Inc. 0.00% Reduce -63.1% 113 $2K
Salomon & Ludwin, LLC 0.00% No change 108 $2K
Capital Advisors, Ltd. LLC 0.00% No change 85 $2K
Bessemer Group Inc. 0.00% Reduce -23.5% 114 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% No change 106 $2K
CVA Family Office, LLC 0.00% No change 100 $2K
North Star Investment Management Corp. 0.00% No change 100 $2K
Fortitude Family Office, LLC 0.00% No change 90 $2K
Private Wealth Management Group, LLC 0.00% No change 90 $2K
Sachetta, LLC 0.00% No change 112 $2K
Brown Brothers Harriman & Co. 0.00% No change 83 $2K
Venturi Wealth Management, LLC 0.00% No change 81 $2K
IAG Wealth Partners, LLC 0.00% No change 80 $1K
Twin Lakes Capital Management, LLC 0.00% No change 63 $1K
Red Tortoise LLC 0.00% No change 62 $1K
Hexagon Capital Partners LLC 0.00% New 58 $1K
Independence Bank of Kentucky 0.00% New 50 $937
JFS Wealth Advisors, LLC 0.00% No change 45 $844
Heritage Wealth Advisors 0.00% No change 45 $843
AdvisorNet Financial, Inc 0.00% No change 34 $637
Glen Eagle Advisors, LLC 0.00% No change 30 $562
Your Advocates Ltd., LLP 0.00% No change 29 $543
Trifecta Capital Advisors, LLC 0.00% No change 23 $432
Larson Financial Group LLC 0.00% Reduce -87.4% 23 $431
Zions Bancorporation, N.A. 0.00% No change 22 $412
Bruce G. Allen Investments, LLC 0.00% No change 21 $394
Abound Wealth Management 0.00% No change 21 $394
SJS Investment Consulting Inc. 0.00% No change 20 $375
Prestige Wealth Management Group LLC 0.00% No change 18 $338
Raffa Wealth Management, LLC 0.00% No change 18 $337
Lindbrook Capital, LLC 0.00% No change 16 $300
Planning Capital Management Corp 0.00% No change 11 $207
DiNuzzo Private Wealth, Inc. 0.00% No change 10 $188
Grove Bank & Trust 0.00% No change 10 $187
Global Financial Private Client, LLC 0.00% No change 10 $184
West Paces Advisors Inc. 0.00% No change 9 $169
Sugarloaf Wealth Management, LLC 0.00% No change 8 $150

"% of holder's portfolio" is MBC's weight in each manager's 13F, not the share of Masterbrand Inc. the manager owns.