MasterbrandMBC
13F holders, Q4 2024 (December 31)363holders +7
36new positions
40sold out
10famous investors
$14.63avg. 13F price*
At the end of Q4 2024, 363 institutions reported holding Masterbrand Inc. (MBC) in their 13F filings, up 7 from Q3 2024. 36 opened new positions and 40 sold out. The largest holders were BlackRock, Inc. ($294.7M), Vanguard Group Inc. ($140.1M) and Gates Capital Management, Inc. ($138.6M). 10 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Mario Gabelli (0.0% of GAMCO Investors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $43.9M |
| Exits | 40 | $128.1M |
All 13F filers, Q3 2024 → Q4 2024: 11,852,088 shares bought and 12,307,246 shares sold, net −455,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 363 holders
| BlackRock, Inc. | 0.01% | Add +0.6% | 20,174,281 | $294.7M |
| Vanguard Group Inc. | 0.00% | Reduce -7.0% | 9,591,444 | $140.1M |
| Gates Capital Management, Inc. | 4.08% | Add +7.5% | 9,489,578 | $138.6M |
| Boston Partners | 0.09% | Add +82.2% | 5,237,123 | $76.6M |
| State Street Corp. | 0.00% | Add +4.7% | 5,150,710 | $75.3M |
| Thrivent Financial for Lutherans | 0.14% | Add +3.2% | 5,083,041 | $74.3M |
| Dimensional Fund Advisors LP | 0.02% | Add +4.8% | 4,976,769 | $72.7M |
| Fuller & Thaler Asset Management, Inc. | 0.19% | Reduce -0.2% | 3,501,877 | $51.2M |
| Geode Capital Management, LLC | 0.00% | Reduce -13.6% | 2,938,847 | $42.9M |
| Pzena Investment Management LLC | 0.14% | Add +0.3% | 2,847,885 | $41.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +14.9% | 2,403,980 | $35.1M |
| Mangrove Partners Im, LLC | 3.86% | Reduce -6.4% | 2,169,520 | $31.7M |
| Morgan Stanley | 0.00% | Reduce -12.7% | 2,012,082 | $29.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -10.3% | 1,860,676 | $27.2M |
| Invesco Ltd. | 0.00% | Add +15.2% | 1,577,259 | $23.0M |
| Northern Trust Corp. | 0.00% | Add +14.1% | 1,521,870 | $22.2M |
| Renaissance Technologies | 0.03% | Add +0.3% | 1,520,973 | $22.2M |
| ACK Asset Management LLC | 2.89% | Add +126.9% | 1,475,000 | $21.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +2.2% | 1,457,415 | $21.3M |
| Sixth Street Partners Management Company, L.P. | 2.64% | New | 1,400,000 | $20.5M |
| Bridgeway Capital Management, LLC | 0.40% | Add +2.7% | 1,220,450 | $17.8M |
| De Lisle Partners LLP | 2.49% | Add +5.4% | 1,164,493 | $17.0M |
| FMR LLC | 0.00% | Add +620.3% | 993,958 | $14.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.1% | 952,271 | $13.9M |
| Nixon Capital, LLC | 3.77% | Add +1.9% | 707,880 | $12.2M |
| Mawer Investment Management Ltd. | 0.05% | Add +14.3% | 793,149 | $11.6M |
| Ancora Advisors LLC | 0.25% | Reduce -18.6% | 769,443 | $11.2M |
| Prudential Financial Inc. | 0.01% | Reduce -15.0% | 726,610 | $10.6M |
| Royce & Associates LP | 0.10% | Add +97.0% | 724,161 | $10.6M |
| JPMorgan Chase & Co. | 0.00% | Add +135.1% | 693,220 | $10.1M |
| Principal Financial Group Inc. | 0.01% | Add +3.8% | 685,752 | $10.0M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 653,480 | $9.5M |
| Empowered Funds, LLC | 0.14% | Add +5.1% | 650,450 | $9.5M |
| Bank of America Corp. | 0.00% | Add +23.1% | 629,281 | $9.2M |
| D. E. Shaw & Co. | 0.01% | Reduce -25.3% | 601,498 | $8.8M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -11.0% | 594,359 | $8.7M |
| Polar Capital Holdings Plc | 0.05% | New | 573,077 | $8.4M |
| Hennessy Advisors Inc. | 0.24% | Add +6.8% | 549,900 | $8.0M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -54.5% | 531,513 | $7.8M |
| Millennium Management | 0.01% | Add +220.9% | 462,409 | $6.8M |
| Rhumbline Advisers | 0.01% | Add +0.2% | 392,057 | $5.7M |
| Deutsche Bank AG | 0.00% | Reduce -30.7% | 387,529 | $5.7M |
| Brandywine Global Investment Management, LLC | 0.04% | Reduce -4.4% | 364,074 | $5.3M |
| Legal & General Group Plc | 0.00% | Add +2.2% | 354,388 | $5.2M |
| UBS Group AG | 0.00% | Add +115.1% | 352,267 | $5.1M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -1.0% | 350,103 | $5.1M |
| Allianz Asset Management GmbH | 0.01% | Reduce -31.6% | 347,782 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 334,641 | $4.9M |
| Jane Street Group, LLC | 0.01% | Add +590.5% | 322,883 | $4.7M |
| Public Sector Pension Investment Board | 0.02% | Add +17.4% | 316,622 | $4.6M |
| American Century Companies Inc. | 0.00% | Add +7.5% | 315,622 | $4.6M |
| Foundry Partners, LLC | 0.23% | Add +17.9% | 315,002 | $4.6M |
| Man Group plc | 0.01% | Reduce -15.3% | 280,607 | $4.1M |
| Two Sigma Advisers, LP | 0.01% | Reduce -37.4% | 277,600 | $4.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.01% | Add +7.5% | 261,199 | $3.8M |
| Swiss National Bank | 0.00% | Add +0.8% | 250,000 | $3.7M |
| Teacher Retirement System of Texas | 0.01% | Reduce -41.3% | 237,476 | $3.5M |
| Norges Bank | 0.00% | Reduce -23.5% | 235,000 | $3.4M |
| Citigroup Inc. | 0.00% | Add +2.2% | 230,909 | $3.4M |
| Raymond James Financial Inc. | 0.00% | — | 230,256 | $3.4M |
| Barclays PLC | 0.00% | Reduce -1.7% | 230,216 | $3.4M |
| Balyasny Asset Management L.P. | 0.01% | New | 228,545 | $3.3M |
| Voloridge Investment Management, LLC | 0.01% | Reduce -54.6% | 227,003 | $3.3M |
| Victory Capital Management Inc. | 0.00% | Add +4.8% | 201,306 | $2.9M |
| EMG Holdings, L.P. | 4.00% | New | 196,082 | $2.9M |
| First Trust Advisors LP | 0.00% | Reduce -37.0% | 194,890 | $2.8M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.2% | 192,209 | $2.8M |
| Weiss Asset Management LP | 0.08% | New | 186,035 | $2.7M |
| HRT Financial LP | 0.01% | Add +30.7% | 183,760 | $2.7M |
| North Growth Management Ltd. | 0.49% | Reduce -1.7% | 177,000 | $2.6M |
| AQR Capital Management | 0.00% | Reduce -31.5% | 173,745 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +0.0% | 155,900 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +0.5% | 154,249 | $2.3M |
| Exchange Traded Concepts, LLC | 0.04% | Reduce -29.7% | 130,808 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Add +307.1% | 130,490 | $1.9M |
| California State Teachers Retirement System | 0.00% | Reduce -1.1% | 118,750 | $1.7M |
| Citadel Advisors | 0.00% | Add +71.4% | 114,822 | $1.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.6% | 98,072 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | New | 97,828 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 95,912 | $1.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.4% | 91,323 | $1.3M |
| Segall Bryant & Hamill, LLC | 0.02% | Reduce -0.4% | 89,641 | $1.3M |
| GAMCO Investors | 0.01% | Reduce -0.1% | 88,899 | $1.3M |
| Wedge Capital Management L L P | 0.02% | Add +10.7% | 77,896 | $1.1M |
| MetLife Investment Management, LLC | 0.01% | Add +5.8% | 77,696 | $1.1M |
| AlphaQuest LLC | 0.14% | Add +2161.0% | 74,275 | $1.1M |
| Comerica Bank | 0.00% | Reduce -2.5% | 74,019 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -32.2% | 73,557 | $1.1M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.4% | 72,236 | $1.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +3.9% | 72,070 | $1.1M |
| Occudo Quantitative Strategies LP | 0.19% | Add +176.3% | 71,966 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Add +7.1% | 71,346 | $1.0M |
| Intech Investment Management LLC | 0.01% | Add +175.3% | 69,747 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.9% | 67,549 | $987K |
| Corebridge Financial, Inc. | 0.01% | Reduce -7.2% | 67,471 | $986K |
| Cullen Capital Management, LLC | 0.01% | Add +46.8% | 62,348 | $911K |
| Louisiana State Employees Retirement System | 0.02% | No change | 61,400 | $897K |
| Janus Henderson Group PLC | 0.00% | No change | 55,519 | $810K |
| Wellington Management Group LLP | 0.00% | No change | 55,113 | $805K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 53,815 | $786K |
| SummerHaven Investment Management, LLC | 0.48% | No change | 53,809 | $786K |
| Gabelli Funds LLC | 0.01% | No change | 51,000 | $745K |
| Harris Associates (Oakmark Funds) | 0.00% | Reduce -4.3% | 50,362 | $736K |
| Royal Bank of Canada | 0.00% | Reduce -1.1% | 49,317 | $720K |
| Lazard Asset Management LLC | 0.00% | Add +66.8% | 48,730 | $711K |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.5% | 48,383 | $707K |
| Bokf, NA | 0.01% | Add +6.2% | 46,461 | $702K |
| Voya Investment Management LLC | 0.00% | Reduce -27.1% | 45,390 | $663K |
| State of Wisconsin Investment Board | 0.00% | Add +7.8% | 45,249 | $661K |
| Commerce Bank | 0.00% | No change | 45,138 | $659K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -4.3% | 45,022 | $658K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 44,533 | $651K |
| STRS Ohio | 0.00% | Reduce -12.3% | 44,200 | $646K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.9% | 43,729 | $639K |
| Natixis | 0.00% | No change | 43,100 | $630K |
| Maryland State Retirement & Pension System | 0.01% | No change | 42,910 | $627K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +109.3% | 41,700 | $609K |
| Squarepoint Ops LLC | 0.00% | New | 41,211 | $602K |
| CastleKnight Management LP | 0.07% | No change | 40,900 | $598K |
| Vestcor Inc | 0.02% | No change | 40,815 | $596K |
| Yorktown Management & Research Co Inc | 0.57% | No change | 40,650 | $594K |
| GMO | 0.00% | No change | 39,673 | $580K |
| New York State Common Retirement Fund | 0.00% | No change | 39,180 | $572K |
| Sage Rhino Capital LLC | 0.12% | Reduce -11.3% | 38,284 | $559K |
| ProShare Advisors LLC | 0.00% | Add +44.4% | 38,191 | $558K |
| Amalgamated Bank | 0.00% | No change | 37,512 | $548K |
| Claret Asset Management Corp | 0.09% | Reduce -7.9% | 37,309 | $545K |
| Rafferty Asset Management, LLC | 0.00% | Add +28.3% | 36,911 | $539K |
| Arizona State Retirement System | 0.00% | Add +0.8% | 36,878 | $539K |
| Nisa Investment Advisors, LLC | 0.00% | Add +4.5% | 36,361 | $531K |
| ExodusPoint Capital Management, LP | 0.01% | Reduce -90.1% | 35,487 | $518K |
| Quantbot Technologies LP | 0.02% | New | 35,221 | $515K |
| Handelsbanken Fonder AB | 0.00% | Add +4.9% | 34,100 | $498K |
| Sei Investments Co. | 0.00% | Reduce -7.3% | 33,934 | $496K |
| LPL Financial LLC | 0.00% | Add +0.8% | 33,158 | $484K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +45.6% | 31,657 | $463K |
| Gotham Asset Management | 0.00% | Reduce -36.6% | 31,613 | $462K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.9% | 25,845 | $461K |
| Cornercap Investment Counsel Inc. | 0.15% | No change | 31,464 | $460K |
| HighTower Advisors, LLC | 0.00% | Add +6.2% | 31,419 | $459K |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 30,314 | $443K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 29,935 | $437K |
| Vident Advisory, LLC | 0.01% | Reduce -0.5% | 29,903 | $437K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 29,441 | $430K |
| Fractal Investments LLC | 0.07% | No change | 29,328 | $428K |
| Creative Planning | 0.00% | Add +0.8% | 29,173 | $426K |
| Wellington Shields Capital Management, LLC | 0.07% | No change | 28,500 | $416K |
| First Hawaiian Bank | 0.01% | No change | 28,109 | $411K |
| KLP Kapitalforvaltning As | 0.00% | — | 28,000 | $409K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 27,271 | $398K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 27,135 | $396K |
| Summit Global Investments | 0.02% | Add +28.9% | 26,275 | $384K |
| Mariner, LLC | 0.00% | Reduce -9.9% | 26,084 | $381K |
| Contrarian Capital Management, L.L.C. | 0.13% | New | 26,000 | $380K |
| Insight 2811, Inc. | 0.20% | No change | 25,982 | $380K |
| Counterpoint Mutual Funds LLC | 0.05% | Add +64.0% | 25,333 | $370K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -15.3% | 24,658 | $360K |
| Captrust Financial Advisors | 0.00% | Reduce -1.1% | 22,826 | $333K |
| Hancock Whitney Corp. | 0.01% | New | 22,619 | $330K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -46.4% | 22,221 | $324K |
| State of Wyoming | 0.04% | Add +547.9% | 21,658 | $316K |
| Penserra Capital Management LLC | 0.01% | Add +4.9% | 20,349 | $297K |
| Fox Run Management, L.L.C. | 0.05% | New | 20,151 | $294K |
| Jump Financial, LLC | 0.01% | Reduce -84.4% | 19,950 | $291K |
| Bank of Montreal | 0.00% | Reduce -92.2% | 19,365 | $283K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.7% | 19,254 | $281K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.2% | 18,894 | $276K |
| Maverick Capital | 0.00% | Reduce -84.9% | 18,114 | $265K |
| Pictet Asset Management Holding SA | 0.00% | Add +31.1% | 18,109 | $265K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.8% | 18,090 | $264K |
| HSBC Holdings PLC | 0.00% | Reduce -0.5% | 17,791 | $260K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +69.0% | 17,126 | $250K |
| BNP Paribas Financial Markets | 0.00% | New | 16,868 | $246K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +5.6% | 16,753 | $245K |
| Axq Capital, LP | 0.11% | New | 16,726 | $244K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 16,532 | $242K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.2% | 16,340 | $239K |
| EP Wealth Advisors, LLC | 0.00% | Add +15.0% | 15,604 | $228K |
| Neuberger Berman Group LLC | 0.00% | Add +0.1% | 15,577 | $228K |
| Garner Asset Management Corp | 0.10% | Add +25.3% | 15,550 | $227K |
| Essential Planning, LLC. | 0.00% | New | 13,130 | $224K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,281 | $223K |
| Corton Capital Inc. | 0.13% | New | 14,995 | $219K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -14.5% | 14,235 | $208K |
| Cerity Partners LLC | 0.00% | Reduce -23.5% | 11,565 | $202K |
| US Bancorp \de | 0.00% | Reduce -0.2% | 13,480 | $197K |
| Verition Fund Management LLC | 0.00% | New | 13,445 | $196K |
| Walleye Capital LLC | 0.00% | New | 13,400 | $196K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 12,895 | $188K |
| CIBC Asset Management Inc | 0.00% | Add +6.1% | 12,885 | $188K |
| Corient Private Wealth LP | 0.00% | Reduce -35.5% | 12,236 | $179K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 12,837 | $177K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -9.7% | 11,993 | $175K |
| Cibc World Markets Corp. | 0.00% | New | 11,857 | $173K |
| Engineers Gate Manager LP | 0.00% | New | 11,498 | $168K |
| PFG Investments, LLC | 0.01% | Reduce -23.0% | 11,436 | $167K |
| Quantinno Capital Management LP | 0.00% | New | 11,348 | $166K |
| Cetera Investment Advisers | 0.00% | New | 11,236 | $164K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -22.8% | 11,187 | $163K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -22.8% | 11,187 | $163K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +0.9% | 11,102 | $162K |
| QRG Capital Management, Inc. | 0.00% | Add +1.3% | 10,932 | $160K |
| Savant Capital, LLC | 0.00% | Reduce -3.5% | 10,304 | $151K |
| NDVR, Inc. | 0.14% | Reduce -1.4% | 10,238 | $150K |
| Caxton Associates LP | 0.00% | New | 10,119 | $148K |
| ESL Trust Services, LLC | 0.03% | New | 9,016 | $132K |
| Global Retirement Partners, LLC | 0.00% | No change | 6,848 | $100K |
| Trust Co. of Vermont | 0.00% | No change | 6,223 | $91K |
| Huntington National Bank | 0.00% | Reduce -0.2% | 5,875 | $86K |
| KBC Group NV | 0.00% | Add +52.0% | 5,800 | $85K |
| Sterling Capital Management LLC | 0.00% | Reduce -81.7% | 5,182 | $76K |
| Atwood & Palmer Inc. | 0.01% | No change | 5,078 | $74K |
| Public Employees Retirement System of Ohio | 0.00% | Add +36.4% | 4,821 | $70K |
| TD Private Client Wealth LLC | 0.00% | No change | 4,783 | $70K |
| Blue Trust, Inc. | 0.00% | Add +2.9% | 4,134 | $60K |
| Optimum Investment Advisors | 0.03% | Reduce -55.6% | 4,000 | $58K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.7% | 3,754 | $57K |
| Federated Hermes, Inc. | 0.00% | Reduce -8.2% | 3,113 | $45K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,925 | $43K |
| Quent Capital, LLC | 0.00% | Add +17.1% | 2,748 | $40K |
| CENTRAL TRUST Co | 0.00% | No change | 2,734 | $40K |
| Smartleaf Asset Management LLC | 0.00% | Add +150.7% | 2,577 | $37K |
| Smithfield Trust Co | 0.00% | No change | 2,508 | $37K |
| St. Johns Investment Management Company, LLC | 0.02% | No change | 2,530 | $37K |
| Colonial Trust Advisors | 0.00% | No change | 2,422 | $35K |
| Mather Group, Llc. | 0.00% | No change | 2,392 | $35K |
| GAMMA Investing LLC | 0.00% | Reduce -18.0% | 2,308 | $34K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,272 | $33K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.7% | 1,923 | $28K |
| HM Payson & Co. | 0.00% | No change | 1,900 | $28K |
| Cwm, LLC | 0.00% | Add +1.9% | 1,840 | $27K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,761 | $26K |
| Quadrant Capital Group LLC | 0.00% | Add +8.0% | 1,666 | $24K |
| Asset Planning,Inc | 0.02% | — | 1,658 | $24K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,600 | $23K |
| Stuart Chaussee & Associates, Inc. | 0.01% | No change | 1,500 | $22K |
| Quarry LP | 0.00% | New | 1,449 | $21K |
| Riverview Trust Co | 0.02% | Reduce -0.1% | 1,439 | $21K |
| MAI Capital Management | 0.00% | New | 1,377 | $20K |
| Jones Financial Companies LLLP | 0.00% | Add +95.2% | 1,337 | $20K |
| Blume Capital Management, Inc. | 0.00% | No change | 1,280 | $19K |
| Versant Capital Management, Inc | 0.00% | Add +20.5% | 1,246 | $18K |
| Principal Securities, Inc. | 0.00% | Reduce -2.3% | 1,213 | $18K |
| Harbour Investments, Inc. | 0.00% | Add +20.1% | 1,207 | $18K |
| Bank of New Hampshire | 0.00% | No change | 1,200 | $18K |
| Whittier Trust Co. | 0.00% | Reduce -7.1% | 1,200 | $18K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 1,137 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,136 | $17K |
| Covestor Ltd | 0.01% | Reduce -4.5% | 1,113 | $16K |
| Fifth Third Bancorp | 0.00% | Reduce -8.7% | 1,019 | $15K |
| Spire Wealth Management | 0.00% | New | 910 | $13K |
| Darwin Wealth Management, LLC | 0.00% | No change | 900 | $13K |
| GW&K Investment Management, LLC | 0.00% | No change | 879 | $13K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 888 | $13K |
| Rothschild Investment LLC | 0.00% | No change | 856 | $13K |
| MeadowBrook Investment Advisors LLC | 0.01% | No change | 840 | $12K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.2% | 837 | $12K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -16.0% | 830 | $12K |
| S&T Bank | 0.00% | New | 815 | $12K |
| Wingate Wealth Advisors, Inc. | 0.01% | — | 800 | $12K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 715 | $10K |
| Sandy Spring Bank | 0.00% | Reduce -17.8% | 694 | $10K |
| MCF Advisors LLC | 0.00% | No change | 692 | $10K |
| UMB Bank, n.a. | 0.00% | Add +22.5% | 643 | $9K |
| Signaturefd, LLC | 0.00% | Reduce -2.2% | 621 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 600 | $9K |
| Pathway Financial Advisers, LLC | 0.00% | No change | 600 | $9K |
| Parallel Advisors, LLC | 0.00% | Add +6.4% | 597 | $9K |
| Gen-Wealth Partners Inc | 0.00% | No change | 588 | $9K |
| Addison Advisors LLC | 0.00% | Reduce -6.3% | 582 | $9K |
| Crewe Advisors LLC | 0.00% | No change | 534 | $8K |
| Montag A & Associates Inc. | 0.00% | No change | 529 | $8K |
| IFP Advisors, Inc | 0.00% | Reduce -1.2% | 506 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -29.7% | 493 | $7K |
| Flagship Wealth Advisors, LLC | 0.00% | — | 448 | $7K |
| Trivant Custom Portfolio Group, LLC | 0.00% | Reduce -50.0% | 443 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -47.5% | 439 | $6K |
| National Bank of Canada | 0.00% | Reduce -15.3% | 433 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +23.0% | 391 | $6K |
| Bessemer Group Inc. | 0.00% | Add +265.8% | 417 | $6K |
| Park Square Financial Group, LLC | 0.00% | — | 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 |
| Allworth Financial LP | 0.00% | Reduce -1.2% | 338 | $6K |
| Bray Capital Advisors | 0.00% | No change | 375 | $5K |
| Farther Finance Advisors, LLC | 0.00% | Add +19.5% | 355 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -0.6% | 347 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -49.0% | 333 | $5K |
| Geneos Wealth Management Inc. | 0.00% | New | 302 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 300 | $4K |
| Bell Investment Advisors, Inc | 0.00% | No change | 290 | $4K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -0.3% | 299 | $4K |
| Clearstead Advisors, LLC | 0.00% | No change | 210 | $3K |
| Hemington Wealth Management | 0.00% | Add +13.7% | 266 | $3K |
| Accordant Advisory Group Inc | 0.00% | No change | 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 |
| Medallion Wealth Advisors, LLC | 0.00% | — | 200 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 177 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | New | 160 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 160 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 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 |
| Point72 (DIFC) Ltd | 0.00% | New | 146 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 134 | $2K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 113 | $2K |
| CVA Family Office, LLC | 0.00% | No change | 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 |
| Salomon & Ludwin, LLC | 0.00% | No change | 108 | $2K |
| Oarsman Capital, Inc. | 0.00% | No change | 100 | $1K |
| North Star Investment Management Corp. | 0.00% | No change | 100 | $1K |
| Assetmark, Inc. | 0.00% | Add +71.9% | 98 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -52.4% | 91 | $1K |
| Fortitude Family Office, LLC | 0.00% | No change | 90 | $1K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 83 | $1K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -73.5% | 82 | $1K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -90.4% | 81 | $1K |
| IAG Wealth Partners, LLC | 0.00% | No change | 80 | $1K |
| SBI Securities Co., Ltd. | 0.00% | — | 71 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 85 | $1K |
| Simplex Trading, LLC | 0.00% | New | 73 | $1K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 66 | $965 |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 63 | $921 |
| Sierra Ocean, LLC | 0.00% | — | 62 | $906 |
| Red Tortoise LLC | 0.00% | No change | 62 | $906 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 62 | $905 |
| Evelyn Partners Investment Management LLP | 0.00% | — | 60 | $877 |
| First Horizon Advisors, Inc. | 0.00% | No change | 59 | $862 |
| Independence Bank of Kentucky | 0.00% | No change | 50 | $731 |
| Lindbrook Capital, LLC | 0.00% | No change | 47 | $687 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 47 | $687 |
| First Command Advisory Services, Inc. | 0.00% | No change | 47 | $687 |
| Heritage Wealth Advisors | 0.00% | No change | 45 | $657 |
| Sachetta, LLC | 0.00% | No change | 44 | $643 |
| Larson Financial Group LLC | 0.00% | No change | 41 | $599 |
| Private Trust Co. NA | 0.00% | No change | 39 | $570 |
| Creekmur Asset Management LLC | 0.00% | No change | 37 | $541 |
| Manchester Capital Management LLC | 0.00% | No change | 35 | $512 |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 31 | $453 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 30 | $438 |
| Your Advocates Ltd., LLP | 0.00% | No change | 29 | $424 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 25 | $366 |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 23 | $337 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -20.0% | 20 | $293 |
| Raffa Wealth Management, LLC | 0.00% | No change | 18 | $263 |
| Prestige Wealth Management Group LLC | 0.00% | Reduce -96.5% | 18 | $263 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -5.3% | 18 | $263 |
| Global Financial Private Client, LLC | 0.00% | Add +50.0% | 15 | $219 |
| Pflug Koory, LLC | 0.00% | No change | 15 | $219 |
| Caitong International Asset Management Co., Ltd | 0.00% | — | 14 | $205 |
| Abound Wealth Management | 0.00% | No change | 12 | $176 |
| Whipplewood Advisors, LLC | 0.00% | — | 11 | $161 |
| West Paces Advisors Inc. | 0.00% | No change | 9 | $131 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 3 | $44 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 3 | $43 |
| REAP Financial Group, LLC | 0.00% | New | 1 | $7 |
"% of holder's portfolio" is MBC's weight in each manager's 13F, not the share of Masterbrand Inc. the manager owns.