| 0.00% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 836K | $1.6M | +9.9% | 1.835% | 0.00% |
| 5 | UBS Group AG | 807K | $1.6M | -1.2% | 1.770% | 0.00% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 737K | $1.4M | -35.4% | 1.617% | 0.00% |
| 7 | DnB Asset Management AS | 677K | $1.3M | 0.0% | 1.487% | 0.00% |
| 8 | STIFEL FINANCIAL CORP | 590K | $1.2M | +2.9% | 1.294% | 0.00% |
| 9 | MARSHALL WACE, LLP | 542K | $1.1M | +12.7% | 1.189% | 0.00% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 431K | $841K | +7.7% | 0.946% | 0.00% |
| 11 | STATE STREET CORP | 304K | $592K | 0.0% | 0.666% | 0.00% |
| 12 | AlphaCentric Advisors LLC | 250K | $488K | +25.0% | 0.549% | 0.41% |
| 13 | NORTHERN TRUST CORP | 148K | $288K | +2.9% | 0.324% | 0.00% |
| 14 | CITADEL ADVISORS LLC | 125K | $243K | -12.1% | 0.273% | 0.00% |
| 15 | GROUP ONE TRADING LLC | 106K | $208K | +128.6% | 0.233% | 0.00% |
| 16 | JANE STREET GROUP, LLC | 106K | $207K | -37.1% | 0.233% | 0.00% |
| 17 | AMERICAN CENTURY COMPANIES INC | 93K | $182K | +651.4% | 0.205% | 0.00% |
| 18 | MILLENNIUM MANAGEMENT LLC | 86K | $168K | -81.0% | 0.189% | 0.00% |
| 19 | Invesco Ltd. | 52K | $102K | +77.4% | 0.115% | 0.00% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 50K | $98K | 0.0% | 0.110% | 0.00% |
| 21 | Vontobel Holding Ltd. | 48K | $94K | 0.0% | 0.105% | 0.00% |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 47K | $92K | +6.3% | 0.104% | 0.00% |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 44K | $86K | -53.0% | 0.097% | 0.00% |
| 24 | Cetera Investment Advisers | 44K | $85K | +3.3% | 0.096% | 0.00% |
| 25 | LAZARI CAPITAL MANAGEMENT, INC. | 37K | $71K | +57.4% | 0.080% | 0.02% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in MBOT — a direct measure of their conviction.
| 9.59% |
| +7.17 pp |
| $3M |
| +184% |
| Q4 2024 | 38 | +46% | 2.42% | +0.13 pp | $1M | +32% |
| Q3 2024 | 26 | — | 2.29% | — | $1M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
11 institutions opened new positions in MBOT during Q2 2026, while 17 fully exited. 10 added to existing positions and 47 trimmed.
MBOT institutional ownership fell by 5.50 percentage points quarter-over-quarter, with a net change of -6 holders.
The top 10 institutions account for 83.1% of all reported 13F value in MBOT, and the top 25 account for 96.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.