MasterbrandMBC

13F holders, Q4 2025 (December 31)
331holders −6
30new positions
41sold out
8famous investors
$11.04avg. 13F price*

At the end of Q4 2025, 331 institutions reported holding Masterbrand Inc. (MBC) in their 13F filings, down 6 from Q3 2025. 30 opened new positions and 41 sold out. The largest holders were BlackRock, Inc. ($213.8M), Coliseum Capital Management, LLC ($118.9M) and Gates Capital Management, Inc. ($101.9M). 8 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 Israel Englander (0.0% of Millennium 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions30$105.1M
Exits41$27.6M

All 13F filers, Q3 2025 → Q4 2025: 20,477,220 shares bought and 7,451,624 shares sold, net +13,025,596 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 331 holders

BlackRock, Inc. 0.00% Add +2.6% 19,362,098 $213.8M
Coliseum Capital Management, LLC 9.74% Add +42.4% 10,772,614 $118.9M
Gates Capital Management, Inc. 3.55% Reduce -11.1% 9,225,631 $101.9M
Vanguard Group Inc. 0.00% Reduce -0.0% 9,079,055 $100.2M
Boston Partners 0.10% Reduce -2.6% 8,696,649 $96.5M
Dimensional Fund Advisors LP 0.02% Add +4.3% 6,563,076 $72.5M
Diameter Capital Partners LP 7.42% Add +18.8% 6,010,410 $66.4M
State Street Corp. 0.00% Add +0.5% 4,957,171 $54.7M
Sixth Street Partners Management Company, L.P. 5.56% Add +46.9% 4,905,383 $54.2M
Pertento Partners LLP 4.71% New 3,879,977 $42.8M
Pzena Investment Management LLC 0.13% Reduce -8.2% 3,785,921 $41.8M
FMR LLC 0.00% Add +0.5% 3,720,524 $41.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% Add +5.9% 3,124,391 $34.5M
Geode Capital Management, LLC 0.00% Reduce -0.0% 3,010,428 $33.2M
Cooke & Bieler LP 0.33% New 2,831,036 $31.3M
Goldman Sachs Group Inc. 0.00% Add +5.8% 2,616,658 $28.9M
Charles Schwab Investment Management Inc. 0.00% Add +0.8% 2,511,853 $27.7M
ACK Asset Management LLC 3.19% No change 2,300,000 $25.4M
Renaissance Technologies 0.04% Add +7.5% 2,271,863 $25.1M
Canyon Capital Advisors LLC 2.85% Add +8.9% 1,960,766 $21.6M
Stonehill Capital Management LLC 6.32% Reduce -8.9% 1,779,780 $19.6M
Teacher Retirement System of Texas 0.07% Reduce -11.0% 1,712,322 $18.9M
Nixon Capital, LLC 4.13% Add +15.2% 1,418,163 $15.7M
Morgan Stanley 0.00% Add +1.8% 1,405,605 $15.5M
UBS Group AG 0.00% Add +156.1% 1,388,884 $15.3M
Northern Trust Corp. 0.00% Reduce -7.6% 1,359,987 $15.0M
De Lisle Partners LLP 1.59% No change 1,119,149 $12.4M
JPMorgan Chase & Co. 0.00% Add +42.8% 992,263 $11.0M
Bank of New York Mellon Corp 0.00% Add +0.6% 874,139 $9.7M
Polar Capital Holdings Plc 0.04% Reduce -16.4% 833,400 $9.2M
Ancora Advisors LLC 0.18% Reduce -10.0% 805,959 $8.9M
Invesco Ltd. 0.00% Add +21.2% 791,370 $8.7M
Decagon Asset Management LLP 3.58% New 762,926 $8.4M
Bridgeway Capital Management, LLC 0.17% Reduce -21.6% 753,204 $8.3M
Marathon Asset Management Ltd 0.32% New 742,876 $8.2M
SG Americas Securities, LLC 0.01% Add +6255.0% 737,874 $8.1M
Woodline Partners LP 0.03% Add +95.7% 695,235 $7.7M
Principal Financial Group Inc. 0.00% Reduce -1.3% 604,270 $6.7M
Paradigm Capital Management Inc. 0.27% Add +0.3% 582,000 $6.4M
Russell Investments Group, Ltd. 0.01% Reduce -3.9% 553,736 $6.1M
Pictet Asset Management Holding SA 0.01% Reduce -13.5% 545,802 $6.0M
Lighthouse Investment Partners, LLC 0.18% New 497,079 $5.5M
Victory Capital Management Inc. 0.00% Add +4.8% 490,254 $5.4M
Empowered Funds, LLC 0.09% Reduce -18.4% 461,852 $5.1M
Peregrine Capital Management LLC 0.15% Add +11.8% 457,724 $5.1M
Public Sector Pension Investment Board 0.02% Reduce -11.1% 439,234 $4.8M
Weiss Asset Management LP 0.09% Add +21.6% 438,019 $4.8M
RBF Capital, LLC 0.19% Reduce -2.8% 379,533 $4.2M
Bank of America Corp. 0.00% Reduce -10.6% 367,318 $4.1M
Rhumbline Advisers 0.00% Reduce -5.9% 359,877 $4.0M
Legal & General Group Plc 0.00% Reduce -2.0% 320,511 $3.5M
Sei Investments Co. 0.00% Add +35.8% 314,603 $3.5M
American Century Companies Inc. 0.00% Reduce -22.7% 310,819 $3.4M
Ameriprise Financial Inc. 0.00% Reduce -8.2% 296,342 $3.3M
Deutsche Bank AG 0.00% Add +1.4% 287,763 $3.2M
Nuveen, LLC 0.00% Reduce -1.8% 281,280 $3.1M
Barclays PLC 0.00% Add +22.7% 273,380 $3.0M
Allianz Asset Management GmbH 0.00% Reduce -21.1% 270,525 $3.0M
Royce & Associates LP 0.03% Reduce -38.4% 263,785 $2.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +8.7% 260,769 $2.9M
First Trust Advisors LP 0.00% Reduce -17.6% 255,910 $2.8M
Swiss National Bank 0.00% Add +1.7% 249,900 $2.8M
Millennium Management 0.00% Add +186.6% 225,815 $2.5M
North Growth Management Ltd. 0.38% Add +1.4% 218,000 $2.4M
Polar Asset Management Partners Inc. 0.06% New 213,352 $2.4M
Prudential Financial Inc. 0.00% Reduce -38.6% 210,590 $2.3M
EVR Research LP 1.19% Add +700.0% 200,000 $2.2M
683 Capital Management, LLC 0.19% No change 200,000 $2.2M
Wells Fargo & Company 0.00% Reduce -4.4% 178,700 $2.0M
AQR Capital Management 0.00% Reduce -9.6% 170,304 $1.9M
Citadel Advisors 0.00% Add +79.0% 169,343 $1.9M
Denali Advisors LLC 0.21% Reduce -29.9% 169,100 $1.9M
Raymond James Financial Inc. 0.00% Reduce -15.4% 157,784 $1.7M
Truist Financial Corp. 0.00% Add +0.4% 156,417 $1.7M
New York State Teachers Retirement System 0.00% Reduce -0.8% 155,871 $1.7M
Alliancebernstein L.P. 0.00% Reduce -0.0% 153,589 $1.7M
Two Sigma Investments, LP 0.00% New 132,349 $1.5M
Citigroup Inc. 0.00% Reduce -7.5% 126,162 $1.4M
T. Rowe Price Associates Inc. 0.00% Add +4.9% 123,466 $1.4M
California State Teachers Retirement System 0.00% Add +4.8% 123,033 $1.4M
Exchange Traded Concepts, LLC 0.01% Reduce -1.3% 119,578 $1.3M
Rafferty Asset Management, LLC 0.00% Add +16.9% 117,285 $1.3M
Creative Planning 0.00% Add +87.9% 115,806 $1.3M
Two Sigma Advisers, LP 0.00% Add +240.2% 114,300 $1.3M
Harris Associates (Oakmark Funds) 0.00% Reduce -1.4% 108,716 $1.2M
EFG International AG 0.02% — 101,896 $1.1M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +11965.2% 100,865 $1.1M
D. E. Shaw & Co. 0.00% Add +36.6% 100,536 $1.1M
Federated Hermes, Inc. 0.00% Add +0.3% 93,115 $1.0M
State of Wisconsin Investment Board 0.00% Add +69.9% 91,060 $1.0M
Thrivent Financial for Lutherans 0.00% Reduce -91.0% 87,114 $962K
Simplex Trading, LLC 0.03% New 85,678 $946K
New York State Common Retirement Fund 0.00% Reduce -19.4% 84,180 $929K
Dark Forest Capital Management LP 0.04% Add +189.9% 80,666 $891K
AlphaQuest LLC 0.05% Reduce -20.8% 78,723 $869K
GAMCO Investors 0.01% Reduce -5.2% 77,144 $852K
MetLife Investment Management, LLC 0.00% No change 76,519 $845K
PNC Financial Services Group, Inc. 0.00% Reduce -9.7% 74,272 $820K
State of Alaska, Department of Revenue 0.01% Add +1.1% 71,241 $785K
Glazer Capital, LLC 0.02% New 70,693 $780K
Handelsbanken Fonder AB 0.00% Add +105.3% 70,000 $773K
Illinois Municipal Retirement Fund 0.01% Add +0.1% 66,021 $729K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.0% 59,038 $652K
Louisiana State Employees Retirement System 0.01% Reduce -0.3% 58,100 $641K
Manufacturers Life Insurance Company, The 0.00% Reduce -11.7% 56,725 $626K
Quantinno Capital Management LP 0.00% Add +22.8% 55,676 $615K
Janus Henderson Group PLC 0.00% No change 55,519 $613K
Verition Fund Management LLC 0.00% Reduce -44.5% 54,576 $603K
BNP Paribas Financial Markets 0.00% Reduce -31.6% 54,426 $601K
Boussard & Gavaudan Investment Management LLP 0.09% New 54,325 $600K
Brevan Howard Capital Management LP 0.01% Add +59.4% 52,296 $577K
Cullen Capital Management, LLC 0.01% No change 49,523 $547K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +38.9% 48,964 $541K
Intech Investment Management LLC 0.00% No change 48,438 $535K
Gabelli Funds LLC 0.00% No change 46,000 $508K
State Board of Administration of Florida Retirement System 0.00% No change 44,533 $492K
Commerce Bank 0.00% Reduce -1.6% 44,156 $487K
Yousif Capital Management, LLC 0.00% Reduce -12.6% 34,362 $426K
LPL Financial LLC 0.00% Reduce -6.1% 38,238 $422K
Hancock Whitney Corp. 0.01% Reduce -1.7% 38,141 $421K
Royal Bank of Canada 0.00% Reduce -78.6% 38,132 $421K
Guggenheim Capital LLC 0.00% New 37,933 $419K
Allspring Global Investments Holdings, LLC 0.00% Add +9.0% 36,412 $411K
Amalgamated Bank 0.00% Reduce -1.8% 36,833 $407K
Envestnet Asset Management Inc. 0.00% Reduce -4.8% 35,412 $391K
Police & Firemen's Retirement System of New Jersey 0.00% No change 35,193 $389K
Arizona State Retirement System 0.00% Reduce -6.3% 35,144 $388K
Nisa Investment Advisors, LLC 0.00% Reduce -4.8% 35,003 $386K
Aquatic Capital Management LLC 0.01% New 34,449 $380K
Teachers Retirement System of the State of Kentucky 0.00% Reduce -11.3% 32,168 $355K
State of Tennessee, Department of Treasury 0.00% Reduce -45.5% 28,773 $349K
Landscape Capital Management, L.L.C. 0.02% New 31,278 $345K
Comerica Bank 0.00% Reduce -65.3% 31,037 $343K
Fractal Investments LLC 0.05% No change 29,328 $324K
Oregon Public Employees Retirement Fund 0.00% Add +1.8% 29,035 $321K
Wellington Shields Capital Management, LLC 0.05% No change 28,500 $315K
KLP Kapitalforvaltning As 0.00% No change 28,500 $315K
Claret Asset Management Corp 0.03% Reduce -10.4% 26,902 $297K
Penserra Capital Management LLC 0.00% Add +3.9% 26,616 $293K
Prelude Capital Management, LLC 0.02% Add +45.0% 26,502 $293K
Insight 2811, Inc. 0.13% No change 25,982 $287K
Oppenheimer Asset Management Inc. 0.00% Reduce -1.6% 25,740 $284K
ProShare Advisors LLC 0.00% Add +3.2% 24,702 $273K
Natixis Advisors, LLC 0.00% Reduce -30.1% 23,082 $255K
Voya Investment Management LLC 0.00% Reduce -2.0% 22,805 $252K
Diametric Capital, LP 0.07% New 22,694 $251K
Captrust Financial Advisors 0.00% Reduce -2.2% 22,185 $245K
Susquehanna International Group, LLP 0.00% Reduce -18.7% 21,636 $239K
DekaBank Deutsche Girozentrale 0.00% No change 12,837 $237K
Commonwealth Equity Services, LLC 0.00% Add +1.6% 21,309 $235K
Melqart Asset Management (UK) Ltd 0.02% New 21,180 $234K
Garner Asset Management Corp 0.09% Add +12.2% 20,906 $231K
Corient Private Wealth LP 0.00% Reduce -1.3% 19,806 $219K
Gotham Asset Management 0.00% Reduce -13.6% 19,300 $213K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.2% 18,334 $209K
Maryland State Retirement & Pension System 0.00% Add +1.6% 18,514 $204K
Vanguard Personalized Indexing Management, LLC 0.00% Add +0.6% 18,149 $200K
Mackenzie Financial Corp. 0.00% Reduce -1.4% 17,693 $195K
EP Wealth Advisors, LLC 0.00% — 17,593 $194K
Americana Partners, LLC 0.01% Add +10.3% 17,566 $194K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Reduce -46.1% 17,386 $192K
Mangrove Partners Im, LLC 0.02% New 16,890 $186K
Neuberger Berman Group LLC 0.00% Reduce -1.1% 15,901 $176K
Osaic Holdings, Inc. 0.00% Add +10.0% 15,543 $172K
Profund Advisors LLC 0.01% New 15,511 $171K
Public Employees Retirement Association of Colorado 0.00% No change 15,281 $169K
Cetera Investment Advisers 0.00% Add +15.5% 14,667 $162K
Mutual of America Capital Management LLC 0.00% Add +2.1% 14,490 $160K
Amundi 0.00% Reduce -36.3% 14,428 $159K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -10.4% 14,200 $157K
Buckland Partners Management Co LLC 0.09% — 14,000 $155K
K2 Principal Fund, L.P. 0.06% New 13,516 $149K
US Bancorp \de 0.00% Reduce -2.6% 13,410 $148K
Mercer Global Advisors Inc. 0.00% Add +5.7% 13,265 $146K
Bank of Montreal 0.00% Add +0.4% 13,012 $144K
United Capital Financial Advisors, LLC 0.00% New 12,961 $143K
Glenmede Trust Co. NA 0.00% — 12,538 $138K
CIBC Asset Management Inc 0.00% No change 12,341 $136K
Mitsubishi UFJ Trust & Banking Corp 0.00% Reduce -90.0% 11,735 $130K
Jump Financial, LLC 0.00% Reduce -40.1% 11,365 $125K
Walleye Capital LLC 0.00% New 10,980 $121K
XTX Topco Ltd 0.00% New 10,715 $118K
Ameritas Investment Partners, Inc. 0.00% No change 10,617 $117K
EMG Holdings, L.P. 0.19% Reduce -93.6% 10,566 $117K
DGS Capital Management, LLC 0.02% New 10,309 $114K
Xponance LLC 0.00% Add +0.8% 10,090 $111K
ESL Trust Services, LLC 0.02% No change 9,016 $100K
Ensign Peak Advisors, Inc 0.00% Reduce -67.7% 8,765 $97K
McMillan Office, Inc. 0.01% — 7,663 $85K
Sterling Capital Management LLC 0.00% Reduce -26.7% 7,325 $81K
Global Retirement Partners, LLC 0.00% Add +0.6% 6,857 $76K
Trust Co. of Vermont 0.00% No change 6,150 $68K
Huntington National Bank 0.00% Reduce -7.9% 5,850 $65K
KBC Group NV 0.00% No change 5,800 $64K
Steward Partners Investment Advisory, LLC 0.00% No change 5,670 $63K
Public Employees Retirement System of Ohio 0.00% Add +4.6% 5,440 $60K
Parkside Financial Bank & Trust 0.00% Add +2.4% 5,303 $59K
Atwood & Palmer Inc. 0.00% No change 5,078 $56K
Pinnacle Wealth Planning Services, Inc. 0.01% New 4,881 $54K
Jones Financial Companies LLLP 0.00% Reduce -13.7% 4,813 $53K
Quadrant Capital Group LLC 0.00% Add +9.9% 4,624 $51K
Clearstead Advisors, LLC 0.00% Add +165.2% 4,228 $47K
Cwm, LLC 0.00% Add +4.7% 3,575 $39K
IFP Advisors, Inc 0.00% Add +124.4% 3,510 $39K
Northwestern Mutual Wealth Management Co. 0.00% Add +696.8% 3,012 $33K
Smartleaf Asset Management LLC 0.00% Reduce -1.9% 2,836 $31K
Quent Capital, LLC 0.00% Reduce -0.9% 2,810 $31K
Smithfield Trust Co 0.00% No change 2,508 $28K
St. Johns Investment Management Company, LLC 0.01% No change 2,530 $28K
Fifth Third Bancorp 0.00% Add +26.9% 2,445 $27K
MTM Investment Management, LLC 0.01% No change 2,000 $22K
Tower Research Capital LLC (TRC) 0.00% Reduce -71.2% 2,000 $22K
CENTRAL TRUST Co 0.00% No change 1,926 $21K
Hantz Financial Services, Inc. 0.00% Add +69.4% 1,862 $21K
GAMMA Investing LLC 0.00% Reduce -41.9% 1,900 $21K
HM Payson & Co. 0.00% No change 1,900 $21K
Farther Finance Advisors, LLC 0.00% Add +23.7% 1,852 $20K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -37.6% 1,825 $20K
Arax Advisory Partners 0.00% Add +57.0% 1,719 $19K
CIBC Private Wealth Group LLC 0.00% Reduce -70.9% 1,690 $19K
Asset Planning,Inc 0.01% No change 1,658 $18K
Nomura Asset Management Co. Ltd. 0.00% No change 1,600 $18K
Versant Capital Management, Inc 0.00% Reduce -28.1% 1,424 $16K
Covestor Ltd 0.01% Reduce -2.9% 1,295 $15K
NewEdge Advisors, LLC 0.00% Reduce -2.2% 1,351 $15K
MAI Capital Management 0.00% Add +2.2% 1,345 $15K
Blume Capital Management, Inc. 0.00% No change 1,280 $14K
WealthCollab, LLC 0.01% New 1,251 $14K
Whittier Trust Co. 0.00% No change 1,200 $14K
State of Wyoming 0.00% Reduce -90.4% 1,213 $13K
Colonial Trust Advisors 0.00% Reduce -8.6% 1,200 $13K
Cornerstone National Bank & Trust Co 0.01% No change 1,137 $13K
Rockefeller Capital Management L.P. 0.00% Reduce -38.1% 1,106 $12K
GW&K Investment Management, LLC 0.00% No change 879 $10K
Darwin Wealth Management, LLC 0.00% No change 900 $10K
Independence Bank of Kentucky 0.00% No change 900 $10K
Salomon & Ludwin, LLC 0.00% Reduce -26.4% 828 $9K
Bravera Wealth 0.00% — 833 $9K
Los Angeles Capital Management LLC 0.00% New 726 $9K
Harbor Capital Advisors, Inc. 0.00% Add +14.9% 817 $9K
Rothschild Investment LLC 0.00% Reduce -8.5% 815 $9K
Bank of New Hampshire 0.00% No change 800 $9K
Private Wealth Asset Management, LLC 0.00% No change 800 $9K
UMB Bank, n.a. 0.00% Reduce -10.2% 745 $8K
Measured Wealth Private Client Group, LLC 0.00% No change 712 $8K
MCF Advisors LLC 0.00% No change 692 $8K
Signaturefd, LLC 0.00% Add +9.8% 664 $7K
TD Waterhouse Canada Inc. 0.00% No change 638 $7K
Geneos Wealth Management Inc. 0.00% No change 604 $7K
Atlantic Union Bankshares Corp 0.00% No change 544 $6K
Harbour Investments, Inc. 0.00% Reduce -0.4% 535 $6K
Barrow Hanley Mewhinney & Strauss LLC 0.00% Add +981.6% 530 $6K
National Bank of Canada 0.00% Reduce -1.6% 488 $5K
Hilltop National Bank 0.00% No change 480 $5K
Medallion Wealth Advisors, LLC 0.00% No change 470 $5K
CX Institutional 0.00% No change 484 $5K
Westside Investment Management, Inc. 0.00% No change 400 $4K
SHP Wealth Management 0.00% — 400 $4K
Group One Trading LLC 0.00% New 381 $4K
Allworth Financial LP 0.00% Reduce -91.6% 357 $4K
AdvisorNet Financial, Inc 0.00% Add +87.2% 337 $4K
S&T Bank 0.00% No change 336 $4K
Parallel Advisors, LLC 0.00% Reduce -23.0% 334 $4K
Montag A & Associates Inc. 0.00% No change 329 $4K
Sound Income Strategies, LLC 0.00% New 270 $3K
Costello Asset Management, INC 0.00% No change 300 $3K
Basecamp Wealth Advisors LLC 0.00% — 283 $3K
Bessemer Group Inc. 0.00% Add +47.3% 305 $3K
Optiver Holding B.V. 0.00% Reduce -63.5% 253 $3K
Eurizon Capital SGR S.p.A. 0.00% — 243 $3K
Godfrey Financial Associates, Inc. 0.00% — 200 $2K
Compass Financial Services Inc 0.00% Reduce -50.0% 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
Steigerwald, Gordon & Koch Inc. 0.00% No change 196 $2K
Bell Investment Advisors, Inc 0.00% Reduce -51.6% 192 $2K
Flagship Harbor Advisors, LLC 0.00% New 192 $2K
KERR FINANCIAL PLANNING Corp 0.00% No change 135 $2K
Blue Trust, Inc. 0.00% Reduce -27.2% 150 $2K
Turning Point Benefit Group, Inc. 0.00% No change 128 $1K
CoreCap Advisors, LLC 0.00% Add +0.8% 124 $1K
Boyd Watterson Asset Management LLC 0.00% No change 123 $1K
Quarry LP 0.00% New 117 $1K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -17.2% 106 $1K
North Star Investment Management Corp. 0.00% No change 100 $1K
CVA Family Office, LLC 0.00% No change 100 $1K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -36.6% 97 $1K
Grove Bank & Trust 0.00% No change 92 $1K
Capital Advisors, Ltd. LLC 0.00% No change 85 $1K
Cedar Mountain Advisors, LLC 0.00% Add +64.0% 82 $905
Farmers & Merchants Investments Inc. 0.00% No change 82 $905
IAG Wealth Partners, LLC 0.00% No change 80 $883
Assetmark, Inc. 0.00% Add +195.4% 65 $718
Whittier Trust Co. of Nevada Inc. 0.00% No change 62 $708
EverSource Wealth Advisors, LLC 0.00% Reduce -88.6% 64 $707
Twin Lakes Capital Management, LLC 0.00% No change 63 $696
Red Tortoise LLC 0.00% No change 62 $684
Manchester Capital Management LLC 0.00% No change 60 $663
Evelyn Partners Investment Management LLP 0.00% No change 60 $662
Larson Financial Group LLC 0.00% Reduce -56.1% 57 $629
Bruce G. Allen Investments, LLC 0.00% Reduce -1.9% 53 $585
Hughes Financial Services, LLC 0.00% No change 50 $552
JFS Wealth Advisors, LLC 0.00% No change 45 $497
Heritage Wealth Advisors 0.00% No change 45 $497
Sachetta, LLC 0.00% No change 44 $486
Westfuller Advisors, LLC 0.00% No change 44 $486
Private Trust Co. NA 0.00% No change 39 $431
Sunbelt Securities, Inc. 0.00% Add +1166.7% 38 $420
Ares Financial Consulting, LLC 0.00% — 34 $375
Fortitude Family Office, LLC 0.00% Reduce -86.2% 32 $353
Private Wealth Management Group, LLC 0.00% No change 31 $343
Glen Eagle Advisors, LLC 0.00% No change 30 $331
Your Advocates Ltd., LLP 0.00% No change 29 $320
Ankerstar Wealth, LLC 0.00% — 27 $298
Physician Wealth Advisors, Inc. 0.00% No change 25 $276
Essential Partners LLC 0.00% Add +2100.0% 22 $243
True Wealth Design, LLC 0.00% No change 21 $232
Raffa Wealth Management, LLC 0.00% No change 18 $199
Prestige Wealth Management Group LLC 0.00% No change 18 $199
Root Financial Partners, LLC 0.00% Reduce -67.5% 13 $144
SJS Investment Consulting Inc. 0.00% No change 10 $111
Abound Wealth Management 0.00% No change 10 $111
Elevated Capital Advisors, LLC 0.00% New 10 $110
TD Private Client Wealth LLC 0.00% No change 9 $99
Gilpin Wealth Management, LLC 0.00% — 8 $89
DiNuzzo Private Wealth, Inc. 0.00% No change 8 $89
SBI Securities Co., Ltd. 0.00% Reduce -90.3% 7 $77
SouthState Bank Corp 0.00% No change 3 $34
SOA Wealth Advisors, LLC. 0.00% No change 1 $11

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