MasterbrandMBC
13F holders, Q2 2025 (June 30)325holders −16
39new positions
55sold out
10famous investors
$10.93avg. 13F price*
At the end of Q2 2025, 325 institutions reported holding Masterbrand Inc. (MBC) in their 13F filings, down 16 from Q1 2025. 39 opened new positions and 55 sold out. The largest holders were BlackRock, Inc. ($206.0M), Gates Capital Management, Inc. ($131.4M) and Vanguard Group Inc. ($100.4M). 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 Lee Ainslie (0.0% of Maverick Capital's portfolio).
- Company
- Masterbrand Inc.
- CUSIP
- 57638P104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $44.0M |
| Exits | 55 | $128.6M |
All 13F filers, Q1 2025 → Q2 2025: 14,420,408 shares bought and 15,617,074 shares sold, net −1,196,666 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 325 holders
| BlackRock, Inc. | 0.00% | Reduce -3.2% | 18,845,932 | $206.0M |
| Gates Capital Management, Inc. | 3.97% | Add +24.4% | 12,024,816 | $131.4M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 9,183,991 | $100.4M |
| Boston Partners | 0.10% | Add +5.8% | 8,280,239 | $90.6M |
| Dimensional Fund Advisors LP | 0.02% | Add +8.7% | 6,142,022 | $67.1M |
| FMR LLC | 0.00% | Add +13.2% | 5,830,054 | $63.7M |
| State Street Corp. | 0.00% | Reduce -0.1% | 4,928,889 | $53.9M |
| Thrivent Financial for Lutherans | 0.12% | Reduce -15.1% | 4,736,593 | $51.8M |
| Coliseum Capital Management, LLC | 3.38% | Add +35.4% | 4,304,081 | $47.0M |
| Pzena Investment Management LLC | 0.15% | Add +45.3% | 4,154,751 | $45.4M |
| Geode Capital Management, LLC | 0.00% | Add +0.2% | 2,998,737 | $32.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.0% | 2,484,464 | $27.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +62.0% | 2,457,630 | $26.9M |
| Renaissance Technologies | 0.03% | Add +32.3% | 2,052,755 | $22.4M |
| Northern Trust Corp. | 0.00% | Reduce -1.1% | 1,484,003 | $16.2M |
| Morgan Stanley | 0.00% | Add +0.3% | 1,450,051 | $15.8M |
| Sixth Street Partners Management Company, L.P. | 1.21% | No change | 1,400,000 | $15.3M |
| De Lisle Partners LLP | 1.73% | Reduce -7.4% | 1,119,149 | $12.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.1% | 1,105,403 | $12.1M |
| Teacher Retirement System of Texas | 0.05% | Add +369.5% | 1,068,481 | $11.7M |
| Canyon Capital Advisors LLC | 1.61% | New | 1,065,146 | $11.6M |
| Diameter Capital Partners LP | 3.21% | New | 1,000,000 | $10.9M |
| Bridgeway Capital Management, LLC | 0.26% | Reduce -19.0% | 999,420 | $10.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.1% | 903,768 | $9.9M |
| Nixon Capital, LLC | 3.12% | Add +14.6% | 878,107 | $9.6M |
| Ancora Advisors LLC | 0.17% | Reduce -2.8% | 742,763 | $8.1M |
| Royce & Associates LP | 0.08% | Reduce -8.3% | 675,770 | $7.4M |
| Invesco Ltd. | 0.00% | Reduce -42.6% | 656,195 | $7.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -11.2% | 628,334 | $6.9M |
| Polar Capital Holdings Plc | 0.03% | No change | 573,077 | $6.3M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -8.4% | 558,509 | $6.1M |
| Empowered Funds, LLC | 0.07% | Reduce -16.5% | 554,420 | $6.1M |
| Millennium Management | 0.01% | Add +2273.3% | 522,394 | $5.7M |
| Victory Capital Management Inc. | 0.00% | Add +48.4% | 501,071 | $5.5M |
| Pictet Asset Management Holding SA | 0.01% | Add +38.9% | 497,259 | $5.4M |
| Stonehill Capital Management LLC | 2.35% | New | 475,000 | $5.2M |
| Public Sector Pension Investment Board | 0.02% | Add +7.4% | 432,798 | $4.7M |
| Prudential Financial Inc. | 0.01% | Reduce -7.3% | 414,553 | $4.5M |
| Rhumbline Advisers | 0.00% | Add +3.7% | 387,216 | $4.2M |
| Bank of America Corp. | 0.00% | Reduce -31.6% | 377,780 | $4.1M |
| Legal & General Group Plc | 0.00% | Add +1.4% | 350,324 | $3.8M |
| American Century Companies Inc. | 0.00% | Add +1.6% | 338,606 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Add +1.1% | 324,217 | $3.5M |
| Nuveen, LLC | 0.00% | Reduce -18.0% | 291,727 | $3.2M |
| Allianz Asset Management GmbH | 0.00% | Add +20.1% | 288,593 | $3.2M |
| Barclays PLC | 0.00% | Add +44.9% | 281,883 | $3.1M |
| Deutsche Bank AG | 0.00% | Reduce -28.1% | 272,537 | $3.0M |
| CSM Advisors, LLC | 0.08% | New | 255,471 | $2.8M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.01% | Add +58.1% | 251,543 | $2.7M |
| Swiss National Bank | 0.00% | Reduce -0.9% | 243,900 | $2.7M |
| UBS Group AG | 0.00% | Reduce -42.0% | 222,512 | $2.4M |
| First Trust Advisors LP | 0.00% | Reduce -22.6% | 218,612 | $2.4M |
| North Growth Management Ltd. | 0.44% | Add +22.0% | 216,000 | $2.4M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -1.7% | 188,692 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -42.0% | 185,705 | $2.0M |
| D. E. Shaw & Co. | 0.00% | Reduce -55.6% | 184,209 | $2.0M |
| AQR Capital Management | 0.00% | Add +15.7% | 175,808 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -6.3% | 173,492 | $1.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -21.7% | 170,658 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.9% | 169,935 | $1.9M |
| New York State Teachers Retirement System | 0.00% | Reduce -4.8% | 169,132 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -34.0% | 160,849 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -1.4% | 155,247 | $1.7M |
| Voloridge Investment Management, LLC | 0.01% | New | 153,751 | $1.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -88.9% | 153,720 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.0% | 153,380 | $1.7M |
| Wedge Capital Management L L P | 0.03% | Add +56.7% | 151,743 | $1.7M |
| XTX Topco Ltd | 0.06% | New | 124,298 | $1.4M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -1.6% | 121,868 | $1.3M |
| California State Teachers Retirement System | 0.00% | Add +1.6% | 117,439 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -67.3% | 117,017 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.3% | 112,879 | $1.2M |
| Harris Associates (Oakmark Funds) | 0.00% | Add +123.2% | 112,402 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +22.8% | 109,123 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +95.8% | 108,894 | $1.2M |
| AXA S.A. | 0.00% | New | 105,527 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | Add +269.6% | 105,489 | $1.2M |
| Verition Fund Management LLC | 0.01% | New | 97,424 | $1.1M |
| AlphaQuest LLC | 0.10% | Add +14.2% | 90,876 | $993K |
| GAMCO Investors | 0.01% | Add +1.4% | 88,754 | $970K |
| HRT Financial LP | 0.00% | New | 85,950 | $939K |
| Versor Investments LP | 0.16% | New | 83,800 | $916K |
| Comerica Bank | 0.00% | Add +20.4% | 82,967 | $907K |
| ExodusPoint Capital Management, LP | 0.01% | New | 78,075 | $853K |
| Federated Hermes, Inc. | 0.00% | New | 77,275 | $845K |
| MetLife Investment Management, LLC | 0.00% | No change | 76,519 | $836K |
| State of Alaska, Department of Revenue | 0.01% | Add +7.2% | 75,499 | $824K |
| Man Group plc | 0.00% | Reduce -44.7% | 74,865 | $818K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -14.0% | 72,000 | $787K |
| Two Sigma Advisers, LP | 0.00% | Reduce -17.6% | 69,700 | $762K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -7.6% | 69,642 | $761K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.2% | 66,951 | $732K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -0.1% | 66,381 | $726K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -1.2% | 59,200 | $647K |
| SummerHaven Investment Management, LLC | 0.40% | Add +2.3% | 55,891 | $611K |
| Janus Henderson Group PLC | 0.00% | No change | 55,519 | $607K |
| Summit Global Investments | 0.04% | Add +0.9% | 54,293 | $593K |
| Intech Investment Management LLC | 0.01% | Reduce -54.7% | 54,077 | $591K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -5.8% | 50,665 | $554K |
| Trexquant Investment LP | 0.01% | New | 48,921 | $535K |
| STRS Ohio | 0.00% | Add +7.7% | 47,600 | $520K |
| Yousif Capital Management, LLC | 0.01% | Reduce -0.4% | 47,137 | $515K |
| Gabelli Funds LLC | 0.00% | No change | 46,000 | $503K |
| Commerce Bank | 0.00% | Add +0.1% | 45,206 | $494K |
| Rafferty Asset Management, LLC | 0.00% | Add +20.5% | 44,646 | $488K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 44,533 | $487K |
| Brevan Howard Capital Management LP | 0.01% | New | 43,271 | $473K |
| Campbell & CO Investment Adviser LLC | 0.03% | New | 40,958 | $448K |
| CastleKnight Management LP | 0.03% | No change | 40,900 | $447K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 40,799 | $446K |
| Maverick Capital | 0.01% | No change | 40,293 | $440K |
| New York State Common Retirement Fund | 0.00% | No change | 39,180 | $428K |
| Hancock Whitney Corp. | 0.01% | Add +50.5% | 38,338 | $419K |
| Cullen Capital Management, LLC | 0.00% | Reduce -27.4% | 38,004 | $415K |
| Arizona State Retirement System | 0.00% | Add +2.2% | 37,253 | $407K |
| Maryland State Retirement & Pension System | 0.01% | No change | 37,139 | $406K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.7% | 36,798 | $402K |
| Amalgamated Bank | 0.00% | Reduce -0.5% | 36,269 | $396K |
| Creative Planning | 0.00% | Add +20.7% | 35,936 | $393K |
| Sei Investments Co. | 0.00% | Reduce -11.2% | 35,513 | $388K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +11.3% | 35,246 | $385K |
| Quantinno Capital Management LP | 0.00% | Add +91.9% | 34,870 | $381K |
| Voya Investment Management LLC | 0.00% | Add +1.7% | 34,782 | $380K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.6% | 34,720 | $379K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -6.1% | 31,935 | $373K |
| Handelsbanken Fonder AB | 0.00% | No change | 34,100 | $373K |
| Balyasny Asset Management L.P. | 0.00% | New | 34,017 | $372K |
| Claret Asset Management Corp | 0.05% | New | 33,242 | $363K |
| LPL Financial LLC | 0.00% | Add +7.2% | 33,174 | $363K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +7.0% | 32,539 | $356K |
| Qube Research & Technologies Ltd | 0.00% | New | 30,179 | $330K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +7.8% | 29,412 | $321K |
| Fractal Investments LLC | 0.05% | No change | 29,328 | $321K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.3% | 29,035 | $317K |
| Wellington Shields Capital Management, LLC | 0.05% | No change | 28,500 | $312K |
| ProShare Advisors LLC | 0.00% | Reduce -5.0% | 28,359 | $310K |
| Landscape Capital Management, L.L.C. | 0.02% | New | 27,673 | $302K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -2.3% | 26,828 | $293K |
| Natixis Advisors, LLC | 0.00% | New | 26,629 | $291K |
| Insight 2811, Inc. | 0.13% | No change | 25,982 | $284K |
| Penserra Capital Management LLC | 0.00% | Add +41.6% | 25,613 | $279K |
| Engineers Gate Manager LP | 0.00% | New | 24,470 | $267K |
| Bank of Montreal | 0.00% | Reduce -0.2% | 24,431 | $267K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -14.1% | 24,213 | $265K |
| KLP Kapitalforvaltning As | 0.00% | No change | 24,100 | $263K |
| Contrarian Capital Management, L.L.C. | 0.08% | Reduce -14.3% | 24,000 | $262K |
| Captrust Financial Advisors | 0.00% | Reduce -1.7% | 22,343 | $244K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +532.8% | 21,598 | $236K |
| Amundi | 0.00% | New | 19,555 | $231K |
| Aristeia Capital, L.L.C. | 0.01% | Add +69.2% | 20,769 | $227K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +64.8% | 19,480 | $226K |
| Mariner, LLC | 0.00% | Reduce -36.8% | 20,358 | $223K |
| Squarepoint Ops LLC | 0.00% | New | 19,788 | $216K |
| Gotham Asset Management | 0.00% | Reduce -38.6% | 19,710 | $215K |
| Fox Run Management, L.L.C. | 0.03% | New | 18,726 | $205K |
| Corient Private Wealth LP | 0.00% | Add +34.6% | 18,584 | $203K |
| Garner Asset Management Corp | 0.09% | Reduce -5.4% | 18,466 | $202K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +17.7% | 18,246 | $199K |
| GMO | 0.00% | No change | 17,938 | $196K |
| BNP Paribas Financial Markets | 0.00% | Reduce -26.4% | 17,364 | $190K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -12.0% | 16,281 | $178K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -18.7% | 16,032 | $175K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.3% | 15,658 | $171K |
| HSBC Holdings PLC | 0.00% | Reduce -12.1% | 15,598 | $168K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 15,281 | $167K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.4% | 15,198 | $166K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.1% | 15,060 | $165K |
| US Bancorp \de | 0.00% | Add +5.2% | 13,767 | $150K |
| Cerity Partners LLC | 0.00% | Reduce -4.1% | 13,595 | $149K |
| Cetera Investment Advisers | 0.00% | Add +15.2% | 12,953 | $142K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 12,895 | $141K |
| DekaBank Deutsche Girozentrale | 0.00% | No change | 12,837 | $139K |
| CIBC Asset Management Inc | 0.00% | No change | 12,341 | $135K |
| Quadrature Capital Ltd | 0.00% | New | 12,249 | $134K |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.3% | 12,023 | $131K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.7% | 11,763 | $129K |
| GTS Securities LLC | 0.01% | New | 11,755 | $128K |
| Twinbeech Capital LP | 0.00% | New | 11,170 | $122K |
| Americana Partners, LLC | 0.00% | New | 10,669 | $117K |
| ESL Trust Services, LLC | 0.02% | No change | 9,016 | $99K |
| State of Wyoming | 0.01% | Reduce -85.5% | 7,769 | $85K |
| Global Retirement Partners, LLC | 0.00% | — | 6,818 | $75K |
| Allworth Financial LP | 0.00% | Add +1543.7% | 6,361 | $70K |
| Huntington National Bank | 0.00% | Reduce -4.3% | 6,350 | $69K |
| Trust Co. of Vermont | 0.00% | No change | 6,218 | $68K |
| KBC Group NV | 0.00% | No change | 5,800 | $63K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.1% | 5,502 | $60K |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.3% | 5,148 | $56K |
| Atwood & Palmer Inc. | 0.00% | No change | 5,078 | $56K |
| Sterling Capital Management LLC | 0.00% | Add +38.7% | 4,682 | $51K |
| Optimum Investment Advisors | 0.02% | Add +25.0% | 4,500 | $49K |
| Parkside Financial Bank & Trust | 0.01% | Add +61.3% | 4,357 | $48K |
| Jones Financial Companies LLLP | 0.00% | Add +12.5% | 4,402 | $47K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.6% | 3,659 | $40K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,925 | $32K |
| Erste Asset Management GmbH | 0.00% | Add +0.0% | 2,800 | $30K |
| CENTRAL TRUST Co | 0.00% | Reduce -0.3% | 2,726 | $30K |
| Smithfield Trust Co | 0.00% | No change | 2,508 | $28K |
| St. Johns Investment Management Company, LLC | 0.01% | No change | 2,530 | $28K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,272 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -10.3% | 2,255 | $24K |
| Cwm, LLC | 0.00% | Reduce -8.6% | 2,167 | $24K |
| GAMMA Investing LLC | 0.00% | Reduce -26.4% | 2,145 | $23K |
| MTM Investment Management, LLC | 0.01% | New | 2,000 | $22K |
| NewEdge Advisors, LLC | 0.00% | No change | 1,923 | $21K |
| HM Payson & Co. | 0.00% | No change | 1,900 | $21K |
| Fifth Third Bancorp | 0.00% | Add +83.2% | 1,891 | $21K |
| Versant Capital Management, Inc | 0.00% | Reduce -10.9% | 1,659 | $18K |
| Asset Planning,Inc | 0.01% | No change | 1,658 | $18K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,600 | $17K |
| Stuart Chaussee & Associates, Inc. | 0.00% | No change | 1,500 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.1% | 1,435 | $16K |
| Colonial Trust Advisors | 0.00% | Reduce -41.3% | 1,422 | $16K |
| MAI Capital Management | 0.00% | Reduce -1.4% | 1,352 | $15K |
| Traub Capital Management LLC | 0.01% | — | 1,290 | $14K |
| Blume Capital Management, Inc. | 0.00% | No change | 1,280 | $14K |
| Whittier Trust Co. | 0.00% | No change | 1,200 | $13K |
| Clearstead Advisors, LLC | 0.00% | Add +467.1% | 1,191 | $13K |
| Covestor Ltd | 0.01% | Add +5.3% | 1,212 | $13K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 1,137 | $12K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 1,136 | $12K |
| Principal Securities, Inc. | 0.00% | Reduce -15.6% | 1,024 | $11K |
| Harbour Investments, Inc. | 0.00% | Reduce -13.6% | 1,005 | $11K |
| GW&K Investment Management, LLC | 0.00% | No change | 879 | $10K |
| Rothschild Investment LLC | 0.00% | Reduce -8.6% | 906 | $10K |
| Darwin Wealth Management, LLC | 0.00% | No change | 900 | $10K |
| Bank of New Hampshire | 0.00% | Reduce -33.3% | 800 | $9K |
| Citizens National Bank Trust Department | 0.00% | No change | 800 | $9K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 800 | $9K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 735 | $8K |
| IFP Advisors, Inc | 0.00% | Reduce -26.3% | 362 | $8K |
| MCF Advisors LLC | 0.00% | No change | 692 | $8K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -28.1% | 638 | $7K |
| UMB Bank, n.a. | 0.00% | Add +8.8% | 668 | $7K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 660 | $7K |
| Harbor Capital Advisors, Inc. | 0.00% | Add +13.9% | 679 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Add +91.5% | 632 | $7K |
| Signaturefd, LLC | 0.00% | Reduce -68.1% | 621 | $7K |
| Addison Advisors LLC | 0.00% | Reduce -7.6% | 572 | $6K |
| Hantz Financial Services, Inc. | 0.00% | Add +72.6% | 516 | $6K |
| Atlantic Union Bankshares Corp | 0.00% | New | 544 | $6K |
| Crewe Advisors LLC | 0.00% | No change | 534 | $6K |
| National Bank of Canada | 0.00% | Add +35.0% | 494 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +135.0% | 470 | $5K |
| CX Institutional | 0.00% | No change | 484 | $5K |
| Bell Investment Advisors, Inc | 0.00% | Add +81.7% | 456 | $5K |
| Brooklyn Investment Group | 0.00% | Add +174.7% | 445 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -34.6% | 434 | $5K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 352 | $4K |
| Park Square Financial Group, LLC | 0.00% | No change | 400 | $4K |
| Westside Investment Management, Inc. | 0.00% | No change | 400 | $4K |
| McIlrath & Eck, LLC | 0.00% | No change | 400 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -41.1% | 369 | $4K |
| Arax Advisory Partners | 0.00% | Add +126.4% | 360 | $4K |
| S&T Bank | 0.00% | Reduce -58.8% | 336 | $4K |
| Montag A & Associates Inc. | 0.00% | No change | 329 | $4K |
| Costello Asset Management, INC | 0.00% | No change | 300 | $3K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 300 | $3K |
| Optiver Holding B.V. | 0.00% | Reduce -32.3% | 277 | $3K |
| Fortitude Family Office, LLC | 0.00% | Add +156.7% | 231 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -95.4% | 206 | $2K |
| Accordant Advisory Group Inc | 0.00% | No change | 200 | $2K |
| Winnacle Wealth LLC | 0.00% | New | 200 | $2K |
| Gables Capital Management Inc. | 0.00% | No change | 200 | $2K |
| Burkett Financial Services, LLC | 0.00% | No change | 200 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 200 | $2K |
| Anchor Investment Management, LLC | 0.00% | No change | 200 | $2K |
| Hemington Wealth Management | 0.00% | Add +0.8% | 259 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 180 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 160 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 155 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 153 | $2K |
| Maseco LLP | 0.00% | — | 136 | $1K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +20.8% | 128 | $1K |
| Talon Private Wealth, LLC | 0.00% | New | 128 | $1K |
| Assetmark, Inc. | 0.00% | Add +106.7% | 124 | $1K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.8% | 123 | $1K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 123 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 108 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 100 | $1K |
| North Star Investment Management Corp. | 0.00% | No change | 100 | $1K |
| Grove Bank & Trust | 0.00% | Add +8.2% | 92 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 85 | $1K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 83 | $907 |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -9.9% | 82 | $896 |
| Manchester Capital Management LLC | 0.00% | No change | 80 | $875 |
| IAG Wealth Partners, LLC | 0.00% | No change | 80 | $874 |
| SBI Securities Co., Ltd. | 0.00% | No change | 72 | $787 |
| Larson Financial Group LLC | 0.00% | Reduce -89.4% | 71 | $776 |
| Twin Lakes Capital Management, LLC | 0.00% | No change | 63 | $689 |
| Sierra Ocean, LLC | 0.00% | No change | 62 | $678 |
| Red Tortoise LLC | 0.00% | No change | 62 | $678 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 62 | $677 |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 60 | $656 |
| Investment Research & Advisory Group, Inc. | 0.00% | New | 57 | $623 |
| Hughes Financial Services, LLC | 0.00% | No change | 50 | $619 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +84.0% | 46 | $503 |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -4.3% | 45 | $492 |
| Heritage Wealth Advisors | 0.00% | No change | 45 | $492 |
| Sachetta, LLC | 0.00% | No change | 44 | $481 |
| Private Trust Co. NA | 0.00% | No change | 39 | $426 |
| Clearstead Trust, LLC | 0.00% | New | 33 | $361 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -51.6% | 31 | $339 |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 31 | $339 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 30 | $328 |
| Your Advocates Ltd., LLP | 0.00% | No change | 29 | $317 |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 25 | $274 |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 23 | $252 |
| Ameritas Advisory Services, LLC | 0.00% | New | 23 | $251 |
| True Wealth Design, LLC | 0.00% | New | 21 | $230 |
| Raffa Wealth Management, LLC | 0.00% | No change | 18 | $197 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 18 | $197 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -21.4% | 11 | $121 |
| Whipplewood Advisors, LLC | 0.00% | Add +175.0% | 11 | $120 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -50.0% | 10 | $110 |
| Abound Wealth Management | 0.00% | No change | 10 | $110 |
| TD Private Client Wealth LLC | 0.00% | Reduce -99.8% | 9 | $98 |
| Garde Capital, Inc. | 0.00% | No change | 5 | $55 |
| SouthState Bank Corp | 0.00% | Reduce -91.7% | 3 | $33 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 3 | $33 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 3 | $32 |
| HFM Investment Advisors, LLC | 0.00% | Add +100.0% | 2 | $22 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $11 |
| Stephens Consulting, LLC | 0.00% | Reduce -96.7% | 1 | $11 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -99.9% | 1 | $11 |
"% of holder's portfolio" is MBC's weight in each manager's 13F, not the share of Masterbrand Inc. the manager owns.