MasterbrandMBC
13F holders, Q2 2024 (June 30)353holders +12
42new positions
29sold out
9famous investors
$14.68avg. 13F price*
At the end of Q2 2024, 353 institutions reported holding Masterbrand Inc. (MBC) in their 13F filings, up 12 from Q1 2024. 42 opened new positions and 29 sold out. The largest holders were BlackRock Inc. ($291.5M), Vanguard Group Inc. ($156.2M) and Gates Capital Management, Inc. ($135.5M). 9 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Lee Ainslie (0.0% of Maverick Capital's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Masterbrand Inc.
- CUSIP
- 57638P104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $38.4M |
| Exits | 29 | $15.4M |
All 13F filers, Q1 2024 → Q2 2024: 7,293,509 shares bought and 9,636,839 shares sold, net −2,343,330 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 353 holders
| BlackRock Inc. | 0.01% | Reduce -2.7% | 19,854,171 | $291.5M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 10,640,175 | $156.2M |
| Gates Capital Management, Inc. | 4.09% | Add +8.4% | 9,232,555 | $135.5M |
| Pacer Advisors, Inc. | 0.23% | Reduce -1.2% | 6,768,175 | $99.4M |
| State Street Corp. | 0.00% | Reduce -0.8% | 4,942,734 | $72.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +12.3% | 4,546,152 | $66.7M |
| Thrivent Financial for Lutherans | 0.13% | Add +11.3% | 4,407,605 | $64.7M |
| Geode Capital Management, LLC | 0.00% | Add +5.7% | 3,264,673 | $47.9M |
| Fuller & Thaler Asset Management, Inc. | 0.20% | Add +3.9% | 3,188,267 | $46.8M |
| Pzena Investment Management LLC | 0.14% | Reduce -3.4% | 2,803,219 | $41.2M |
| Mangrove Partners Im, LLC | 3.61% | No change | 2,687,175 | $39.4M |
| Morgan Stanley | 0.00% | Reduce -23.0% | 2,323,719 | $34.1M |
| Wellington Management Group LLP | 0.01% | Reduce -55.0% | 2,232,866 | $32.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -32.2% | 1,827,112 | $26.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +30.1% | 1,761,820 | $25.9M |
| Invesco Ltd. | 0.01% | Add +1.9% | 1,691,673 | $24.8M |
| Renaissance Technologies | 0.04% | Add +7.0% | 1,442,018 | $21.2M |
| Arrowstreet Capital, Limited Partnership | 0.02% | Reduce -34.4% | 1,334,599 | $19.6M |
| Northern Trust Corp. | 0.00% | Reduce -3.0% | 1,315,119 | $19.3M |
| Bridgeway Capital Management, LLC | 0.40% | Add +3.8% | 1,157,246 | $17.0M |
| D. E. Shaw & Co. | 0.03% | Reduce -25.0% | 1,132,207 | $16.6M |
| Bank of New York Mellon Corp | 0.00% | Add +0.7% | 1,069,569 | $15.7M |
| Brightline Capital Management, LLC | 7.18% | Add +0.3% | 985,000 | $14.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +52.4% | 897,429 | $13.2M |
| De Lisle Partners LLP | 2.87% | Add +16.7% | 893,079 | $13.1M |
| Davis Selected Advisers | 0.07% | Reduce -4.3% | 823,506 | $12.1M |
| Prudential Financial Inc. | 0.02% | Add +32.7% | 808,434 | $11.9M |
| Ancora Advisors LLC | 0.29% | Reduce -6.7% | 785,518 | $11.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -3.6% | 677,427 | $9.9M |
| Mawer Investment Management Ltd. | 0.05% | New | 672,525 | $9.9M |
| Two Sigma Advisers, LP | 0.02% | Reduce -21.3% | 669,000 | $9.8M |
| Allianz Asset Management GmbH | 0.02% | Add +42.9% | 638,317 | $9.4M |
| Deutsche Bank AG | 0.00% | Reduce -1.4% | 605,922 | $8.9M |
| Empowered Funds, LLC | 0.15% | Add +7.8% | 587,246 | $8.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -15.2% | 547,804 | $8.0M |
| Nixon Capital, LLC | 3.55% | New | 529,378 | $7.8M |
| Bank of America Corp. | 0.00% | Add +2.6% | 510,355 | $7.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -0.6% | 482,615 | $7.1M |
| Voloridge Investment Management, LLC | 0.03% | Reduce -1.0% | 474,912 | $7.0M |
| Norges Bank | 0.00% | Reduce -5.3% | 465,900 | $6.8M |
| Hennessy Advisors Inc. | 0.25% | New | 457,100 | $6.7M |
| AQR Capital Management | 0.01% | Reduce -25.3% | 434,048 | $6.4M |
| Rhumbline Advisers | 0.01% | Reduce -0.1% | 402,802 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.2% | 376,897 | $5.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -43.6% | 361,707 | $5.3M |
| Nuveen Asset Management, LLC | 0.00% | Add +0.9% | 353,526 | $5.2M |
| Legal & General Group Plc | 0.00% | Reduce -3.0% | 353,478 | $5.2M |
| Qube Research & Technologies Ltd | 0.01% | Add +59.4% | 303,245 | $4.5M |
| Man Group plc | 0.01% | Add +141.5% | 289,769 | $4.3M |
| Public Sector Pension Investment Board | 0.03% | Add +7.5% | 279,389 | $4.1M |
| American Century Companies Inc. | 0.00% | Add +24.5% | 267,992 | $3.9M |
| Swiss National Bank | 0.00% | No change | 250,300 | $3.7M |
| First Trust Advisors LP | 0.00% | Reduce -53.3% | 244,198 | $3.6M |
| Jane Street Group, LLC | 0.00% | Add +14.5% | 237,318 | $3.5M |
| Phocas Financial Corp. | 0.37% | Reduce -1.8% | 220,696 | $3.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.6% | 199,028 | $2.9M |
| Victory Capital Management Inc. | 0.00% | Add +27.7% | 189,192 | $2.8M |
| Allspring Global Investments Holdings, LLC | 0.00% | Add +1323.8% | 185,675 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -0.4% | 181,486 | $2.7M |
| North Growth Management Ltd. | 0.52% | No change | 179,000 | $2.6M |
| Exchange Traded Concepts, LLC | 0.06% | Reduce -15.1% | 171,617 | $2.5M |
| Engineers Gate Manager LP | 0.05% | Reduce -17.1% | 164,402 | $2.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +218.4% | 157,671 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.7% | 153,444 | $2.3M |
| Teacher Retirement System of Texas | 0.01% | Add +16.2% | 151,250 | $2.2M |
| Twinbeech Capital LP | 0.04% | New | 150,636 | $2.2M |
| Citigroup Inc. | 0.00% | Reduce -9.6% | 142,047 | $2.1M |
| FMR LLC | 0.00% | Add +2.7% | 141,057 | $2.1M |
| Quantedge Capital Pte Ltd | 0.70% | New | 132,200 | $1.9M |
| Millennium Management | 0.00% | Reduce -77.8% | 129,884 | $1.9M |
| California State Teachers Retirement System | 0.00% | Reduce -2.3% | 123,908 | $1.8M |
| UBS Group AG | 0.00% | Reduce -13.6% | 115,716 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +9.7% | 110,778 | $1.6M |
| Ossiam | 0.03% | No change | 108,911 | $1.6M |
| SG Americas Securities, LLC | 0.01% | Reduce -73.8% | 106,438 | $1.6M |
| Panagora Asset Management Inc. | 0.01% | Reduce -11.6% | 105,421 | $1.5M |
| SG Capital Management LLC | 0.26% | New | 105,000 | $1.5M |
| Maverick Capital | 0.03% | Add +330.7% | 103,313 | $1.5M |
| Jump Financial, LLC | 0.03% | Reduce -1.7% | 102,700 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | Add +19.9% | 99,987 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 97,873 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -43.2% | 95,912 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.4% | 93,447 | $1.4M |
| Factorial Partners, LLC | 0.84% | Reduce -34.4% | 93,400 | $1.4M |
| Sei Investments Co. | 0.00% | Add +166.6% | 91,438 | $1.3M |
| Quantbot Technologies LP | 0.06% | Add +292.0% | 90,951 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +51.8% | 86,227 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +5.2% | 83,694 | $1.2M |
| Franklin Resources Inc. | 0.00% | Add +22.0% | 80,592 | $1.2M |
| Occudo Quantitative Strategies LP | 0.20% | New | 78,190 | $1.1M |
| New York State Common Retirement Fund | 0.00% | Reduce -13.4% | 75,104 | $1.1M |
| Martingale Asset Management L P | 0.02% | Reduce -4.8% | 74,994 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -3.4% | 74,566 | $1.1M |
| Corebridge Financial, Inc. | 0.01% | — | 73,505 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Add +10.4% | 73,467 | $1.1M |
| Comerica Bank | 0.00% | Reduce -6.6% | 73,009 | $1.1M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -0.3% | 72,365 | $1.1M |
| GAMCO Investors | 0.01% | Reduce -19.9% | 70,919 | $1.0M |
| Cornercap Investment Counsel Inc. | 0.17% | Add +165.0% | 70,917 | $1.0M |
| Raymond James & Associates | 0.00% | Reduce -9.3% | 70,210 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.8% | 69,879 | $1.0M |
| Voya Investment Management LLC | 0.00% | Reduce -9.9% | 67,296 | $988K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 65,080 | $955K |
| Barclays PLC | 0.00% | Reduce -68.7% | 64,610 | $948K |
| Louisiana State Employees Retirement System | 0.02% | Add +1.8% | 63,900 | $938K |
| Wedge Capital Management L L P | 0.02% | Add +1.5% | 63,799 | $937K |
| Claret Asset Management Corp | 0.16% | Reduce -34.5% | 61,593 | $904K |
| WINTON GROUP Ltd | 0.06% | Add +0.4% | 61,207 | $899K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.2% | 55,519 | $816K |
| STRS Ohio | 0.00% | Add +12.4% | 54,500 | $800K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 53,815 | $790K |
| Harris Associates (Oakmark Funds) | 0.00% | Reduce -0.5% | 52,598 | $772K |
| Danske Bank A/S | 0.00% | New | 52,562 | $772K |
| Royal Bank of Canada | 0.00% | Add +46.0% | 51,920 | $762K |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.1% | 51,081 | $750K |
| Gotham Asset Management | 0.01% | Reduce -5.7% | 50,621 | $743K |
| Dynamic Technology Lab Private Ltd | 0.08% | New | 49,586 | $728K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 48,895 | $718K |
| State of Wisconsin Investment Board | 0.00% | New | 46,465 | $682K |
| Commerce Bank | 0.00% | Reduce -1.7% | 46,389 | $681K |
| Royce & Associates LP | 0.01% | New | 45,968 | $675K |
| Sage Rhino Capital LLC | 0.16% | Add +1.0% | 45,371 | $666K |
| Bokf, NA | 0.01% | Add +12048.4% | 45,192 | $663K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -71.2% | 44,533 | $654K |
| Maryland State Retirement & Pension System | 0.01% | Reduce -3.1% | 44,281 | $650K |
| Yorktown Management & Research Co Inc | 0.64% | No change | 40,650 | $597K |
| Amalgamated Bank | 0.00% | Reduce -2.0% | 38,880 | $571K |
| GMO | 0.00% | Add +44.6% | 37,896 | $556K |
| Rafferty Asset Management, LLC | 0.00% | Add +6.5% | 37,689 | $553K |
| Arizona State Retirement System | 0.00% | Add +2.1% | 35,554 | $522K |
| Osaic Holdings, Inc. | 0.00% | Add +29.5% | 35,479 | $521K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.3% | 34,691 | $509K |
| LPL Financial LLC | 0.00% | Add +24.5% | 31,872 | $468K |
| UniSuper Management Pty Ltd | 0.00% | Add +45.3% | 31,137 | $457K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -9.1% | 30,835 | $453K |
| Janney Montgomery Scott LLC | 0.00% | Add +67.9% | 30,677 | $450K |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 30,614 | $449K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.2% | 29,572 | $434K |
| Fractal Investments LLC | 0.07% | Reduce -24.8% | 29,328 | $431K |
| CSS LLC | 0.09% | No change | 29,296 | $430K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +28.6% | 29,028 | $426K |
| Vident Advisory, LLC | 0.01% | New | 28,976 | $425K |
| Lazard Asset Management LLC | 0.00% | New | 28,882 | $422K |
| Wellington Shields Capital Management, LLC | 0.08% | No change | 28,500 | $418K |
| Handelsbanken Fonder AB | 0.00% | No change | 28,500 | $418K |
| First Hawaiian Bank | 0.01% | No change | 28,409 | $417K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.0% | 27,367 | $402K |
| HighTower Advisors, LLC | 0.00% | Reduce -9.8% | 27,492 | $399K |
| Atria Investments, Inc | 0.01% | New | 27,095 | $398K |
| Mariner, LLC | 0.00% | Reduce -14.4% | 26,469 | $389K |
| Insight 2811, Inc. | 0.20% | No change | 25,982 | $381K |
| Creative Planning | 0.00% | Reduce -2.6% | 24,516 | $360K |
| Susquehanna International Group, LLP | 0.00% | Add +31.9% | 24,476 | $359K |
| Captrust Financial Advisors | 0.00% | Add +1.4% | 24,111 | $354K |
| Versor Investments LP | 0.06% | Add +38.6% | 23,700 | $348K |
| Guggenheim Capital LLC | 0.00% | Add +46.4% | 23,569 | $346K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -20.4% | 23,300 | $342K |
| Gabelli Funds LLC | 0.00% | Add +25.0% | 22,500 | $330K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 21,744 | $319K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -4.4% | 20,875 | $306K |
| Bank of Montreal | 0.00% | Reduce -1.9% | 20,787 | $306K |
| Bailard, Inc. | 0.01% | New | 20,800 | $305K |
| Harvest Investment Services, LLC | 0.12% | New | 20,135 | $296K |
| Penserra Capital Management LLC | 0.00% | Reduce -4.1% | 19,910 | $292K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +103.1% | 19,841 | $291K |
| ProShare Advisors LLC | 0.00% | Reduce -23.6% | 19,686 | $289K |
| Fox Run Management, L.L.C. | 0.05% | New | 19,468 | $286K |
| Pathstone Holdings, LLC | 0.00% | Add +0.6% | 18,744 | $275K |
| Dark Forest Capital Management LP | 0.05% | Add +81.2% | 18,654 | $274K |
| Quadrature Capital Ltd | 0.00% | New | 18,346 | $270K |
| Mackenzie Financial Corp. | 0.00% | Reduce -6.1% | 17,856 | $262K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.2% | 17,292 | $255K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.4% | 17,221 | $253K |
| Praxis Investment Management Inc. | 0.02% | No change | 15,020 | $250K |
| HSBC Holdings PLC | 0.00% | Reduce -12.8% | 16,905 | $248K |
| Natixis Advisors, LLC | 0.00% | Reduce -10.3% | 16,375 | $240K |
| Pictet Asset Management Holding SA | 0.00% | No change | 16,057 | $236K |
| Neuberger Berman Group LLC | 0.00% | Add +26.8% | 15,694 | $230K |
| Cetera Investment Advisers | 0.00% | Add +0.4% | 15,520 | $228K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,281 | $224K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -5.3% | 15,251 | $224K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -5.3% | 15,251 | $224K |
| PFG Investments, LLC | 0.02% | New | 14,896 | $219K |
| Deerfield Management Company, L.P. | 0.00% | Add +15.6% | 14,837 | $218K |
| US Bancorp \de | 0.00% | Add +3.5% | 14,558 | $214K |
| Savant Capital, LLC | 0.00% | Add +7.1% | 14,321 | $210K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +8.7% | 13,952 | $205K |
| Oxford Asset Management LLP | 0.20% | New | 13,748 | $202K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.7% | 13,193 | $194K |
| Rodgers Brothers Inc. | 0.03% | Reduce -39.8% | 12,912 | $190K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 12,895 | $189K |
| Algert Global LLC | 0.01% | Reduce -23.5% | 12,800 | $188K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 12,837 | $186K |
| Virtus Investment Advisers, LLC | 0.17% | No change | 12,571 | $185K |
| CIBC Asset Management Inc | 0.00% | Reduce -33.3% | 12,289 | $180K |
| QRG Capital Management, Inc. | 0.00% | Reduce -4.2% | 11,747 | $172K |
| Marshall Wace, LLP | 0.00% | New | 11,700 | $172K |
| Corient Private Wealth LP | 0.00% | Reduce -6.5% | 11,578 | $170K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -57.4% | 11,389 | $167K |
| Entropy Technologies, LP | 0.02% | New | 11,057 | $162K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 11,000 | $161K |
| NDVR, Inc. | 0.16% | Reduce -1.3% | 10,496 | $154K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -46.2% | 10,141 | $149K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 10,087 | $148K |
| Vestcor Inc | 0.00% | No change | 9,515 | $140K |
| Global Retirement Partners, LLC | 0.00% | No change | 6,818 | $100K |
| Trust Co. of Vermont | 0.00% | No change | 6,150 | $90K |
| Huntington National Bank | 0.00% | Add +0.2% | 5,888 | $86K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +0.2% | 5,682 | $83K |
| Blue Trust, Inc. | 0.00% | Add +12.2% | 4,093 | $77K |
| nVerses Capital, LLC | 0.04% | New | 5,100 | $75K |
| Atwood & Palmer Inc. | 0.01% | No change | 5,078 | $75K |
| State of Wyoming | 0.01% | Reduce -54.2% | 3,831 | $56K |
| KBC Group NV | 0.00% | Add +43.4% | 3,817 | $56K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.1% | 3,620 | $52K |
| TD Private Client Wealth LLC | 0.00% | Reduce -1.9% | 3,419 | $50K |
| Mather Group, Llc. | 0.00% | Add +6.7% | 2,440 | $46K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,925 | $43K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 2,875 | $42K |
| CENTRAL TRUST Co | 0.00% | Reduce -3.5% | 2,734 | $40K |
| St. Johns Investment Management Company, LLC | 0.02% | No change | 2,530 | $37K |
| Smithfield Trust Co | 0.00% | No change | 2,508 | $37K |
| AlphaQuest LLC | 0.00% | New | 2,464 | $36K |
| Virtus Fund Advisers, LLC | 0.14% | Add +13.2% | 2,424 | $36K |
| Colonial Trust Advisors | 0.00% | No change | 2,422 | $36K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,414 | $35K |
| Quent Capital, LLC | 0.00% | No change | 2,346 | $34K |
| Public Employees Retirement System of Ohio | 0.00% | Add +103.4% | 2,319 | $34K |
| NewEdge Advisors, LLC | 0.00% | Reduce -9.0% | 2,264 | $33K |
| Knuff & Co LLC | 0.01% | No change | 2,000 | $29K |
| GAMMA Investing LLC | 0.00% | Reduce -12.9% | 1,924 | $28K |
| HM Payson & Co. | 0.00% | No change | 1,900 | $28K |
| Redwood Wealth Management Group, LLC | 0.02% | New | 1,804 | $26K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,600 | $23K |
| Quadrant Capital Group LLC | 0.00% | No change | 1,543 | $23K |
| Quarry LP | 0.01% | Add +7.1% | 1,530 | $22K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 1,500 | $22K |
| Cwm, LLC | 0.00% | Add +31.1% | 1,476 | $22K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.0% | 1,442 | $21K |
| Riverview Trust Co | 0.02% | Reduce -69.0% | 1,441 | $21K |
| Bank of New Hampshire | 0.00% | Reduce -10.7% | 1,295 | $19K |
| Whittier Trust Co. | 0.00% | Reduce -14.6% | 1,292 | $19K |
| Principal Securities, Inc. | 0.00% | Reduce -9.1% | 1,291 | $19K |
| Blume Capital Management, Inc. | 0.00% | No change | 1,280 | $19K |
| Covestor Ltd | 0.01% | Reduce -29.0% | 1,133 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,136 | $17K |
| Montag A & Associates Inc. | 0.00% | No change | 1,058 | $16K |
| Versant Capital Management, Inc | 0.00% | No change | 1,034 | $15K |
| Harbour Investments, Inc. | 0.00% | No change | 1,005 | $15K |
| Sandy Spring Bank | 0.00% | Reduce -7.0% | 994 | $15K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -35.8% | 958 | $14K |
| Fifth Third Bancorp | 0.00% | Reduce -0.8% | 957 | $14K |
| Trivant Custom Portfolio Group, LLC | 0.01% | No change | 886 | $13K |
| GW&K Investment Management, LLC | 0.00% | No change | 879 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 701 | $13K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 840 | $12K |
| Harbor Investment Advisory, LLC | 0.00% | Add +13.6% | 837 | $12K |
| Rothschild Investment LLC | 0.00% | Add +8.5% | 831 | $12K |
| Smartleaf Asset Management LLC | 0.00% | Add +346.4% | 750 | $11K |
| Tyler-Stone Wealth Management | 0.00% | No change | 716 | $11K |
| Tanglewood Legacy Advisors, LLC | 0.01% | No change | 715 | $10K |
| MCF Advisors LLC | 0.00% | No change | 692 | $10K |
| Signaturefd, LLC | 0.00% | Reduce -9.8% | 635 | $9K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 638 | $9K |
| National Bank of Canada | 0.00% | Reduce -34.2% | 629 | $9K |
| Matrix Trust Co | 0.00% | New | 634 | $9K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 600 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 600 | $9K |
| Gen-Wealth Partners Inc | 0.00% | No change | 588 | $9K |
| Addison Advisors LLC | 0.00% | Add +0.9% | 585 | $9K |
| Crewe Advisors LLC | 0.00% | No change | 534 | $8K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.4% | 527 | $8K |
| IFP Advisors, Inc | 0.00% | Add +159.9% | 512 | $8K |
| Optimum Investment Advisors | 0.00% | No change | 500 | $7K |
| Motco | 0.00% | New | 500 | $7K |
| Community Bank, N.A. | 0.00% | No change | 480 | $7K |
| Family Firm, Inc. | 0.00% | New | 477 | $7K |
| Gleason Group, Inc. | 0.00% | No change | 450 | $7K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -26.5% | 400 | $6K |
| Catalyst Funds Management Pty Ltd | 0.00% | New | 400 | $6K |
| Westside Investment Management, Inc. | 0.00% | No change | 400 | $6K |
| Citizens National Bank Trust Department | 0.00% | No change | 400 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 400 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -43.6% | 399 | $6K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -46.8% | 395 | $6K |
| UMB Bank, n.a. | 0.00% | Add +7.0% | 383 | $6K |
| Bray Capital Advisors | 0.00% | No change | 375 | $6K |
| Allworth Financial LP | 0.00% | Add +8.4% | 308 | $5K |
| Hexagon Capital Partners LLC | 0.00% | Add +465.5% | 328 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 313 | $5K |
| Bellevue Asset Management, LLC | 0.00% | No change | 300 | $4K |
| Bell Investment Advisors, Inc | 0.00% | Reduce -19.4% | 290 | $4K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -6.5% | 304 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Add +17.3% | 258 | $4K |
| Clearstead Advisors, LLC | 0.00% | No change | 210 | $3K |
| Accordant Advisory Group Inc | 0.00% | New | 200 | $3K |
| Gables Capital Management Inc. | 0.00% | No change | 200 | $3K |
| Burkett Financial Services, LLC | 0.00% | No change | 200 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 200 | $3K |
| WASHINGTON TRUST Co | 0.00% | No change | 200 | $3K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -25.1% | 191 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Add +96.7% | 177 | $3K |
| Naples Money Management LLC | 0.00% | No change | 178 | $3K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 160 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +47.2% | 156 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 155 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 153 | $2K |
| Colonial Trust Co / SC | 0.00% | No change | 150 | $2K |
| Bessemer Group Inc. | 0.00% | Add +2.6% | 117 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 134 | $2K |
| CVA Family Office, LLC | 0.00% | Add +32.0% | 132 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 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% | No change | 113 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 108 | $2K |
| North Star Investment Management Corp. | 0.00% | No change | 100 | $1K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 100 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 90 | $1K |
| International Assets Investment Management, LLC | 0.00% | New | 90 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 86 | $1K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 83 | $1K |
| Venturi Wealth Management, LLC | 0.00% | No change | 81 | $1K |
| IAG Wealth Partners, LLC | 0.00% | No change | 80 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 85 | $1K |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 63 | $926 |
| Red Tortoise LLC | 0.00% | No change | 62 | $910 |
| First Horizon Advisors, Inc. | 0.00% | Reduce -97.1% | 59 | $866 |
| Assetmark, Inc. | 0.00% | New | 57 | $837 |
| Sachetta, LLC | 0.00% | Reduce -60.7% | 44 | $809 |
| Independence Bank of Kentucky | 0.00% | No change | 50 | $734 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 45 | $661 |
| Heritage Wealth Advisors | 0.00% | No change | 45 | $661 |
| Larson Financial Group LLC | 0.00% | Add +78.3% | 41 | $602 |
| Private Trust Co. NA | 0.00% | Reduce -77.6% | 39 | $573 |
| Creekmur Asset Management LLC | 0.00% | New | 37 | $543 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 30 | $440 |
| Your Advocates Ltd., LLP | 0.00% | No change | 29 | $426 |
| SJS Investment Consulting Inc. | 0.00% | Add +25.0% | 25 | $367 |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 23 | $338 |
| Fairway Wealth LLC | 0.00% | New | 22 | $323 |
| Abound Wealth Management | 0.00% | No change | 21 | $309 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 21 | $308 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +90.0% | 19 | $279 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 18 | $265 |
| Raffa Wealth Management, LLC | 0.00% | No change | 18 | $264 |
| Lindbrook Capital, LLC | 0.00% | No change | 16 | $235 |
| Manchester Capital Management LLC | 0.00% | New | 14 | $206 |
| Planning Capital Management Corp | 0.00% | No change | 11 | $162 |
| Global Financial Private Client, LLC | 0.00% | No change | 10 | $147 |
| West Paces Advisors Inc. | 0.00% | No change | 9 | $132 |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 8 | $117 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 3 | $44 |
"% of holder's portfolio" is MBC's weight in each manager's 13F, not the share of Masterbrand Inc. the manager owns.