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Ownership — MBIN
Institutional Holdings
Insider Transactions
US Institutional Ownership
98.3%
Institution
Shares
Value
Ownership %
Change
Filing Date
Elser Financial Planning, Inc
26.81M
$1.34B
58.36%
-174.5K
2026-06-30
BlackRock, Inc.
4.11M
$205.0M
8.94%
+54.3K
2026-06-30
Dimensional Fund Advisors LP
1.83M
$91.0M
3.98%
+68.2K
2026-06-30
State Street Corp
1.07M
$53.0M
2.32%
+32.3K
2026-06-30
Nomura Asset Management International Inc.
1.04M
$52.0M
2.27%
-48.0K
2026-06-30
Vanguard Capital Management LLC
1.02M
$50.0M
2.21%
+15.0K
2026-06-30
American Century Companies Inc
837.1K
$41.0M
1.82%
+94.4K
2026-06-30
Doma Perpetual Capital Management LLC
810.1K
$40.0M
1.76%
-305.5K
2026-06-30
Geode Capital Management, LLC
740.3K
$37.0M
1.61%
+14.9K
2026-06-30
Royce & Associates LP
527.0K
$26.0M
1.15%
-40.2K
2026-06-30
Vanguard Portfolio Management LLC
488.2K
$24.0M
1.06%
+23.6K
2026-06-30
Morgan Stanley
308.8K
$15.0M
0.67%
+10.7K
2026-06-30
Northern Trust Corp
301.8K
$15.0M
0.66%
+14.7K
2026-06-30
Hotchkis & Wiley Capital Management LLC
298.4K
$14.0M
0.65%
-4.0K
2026-06-30
Banc Funds Co LLC
285.1K
$14.0M
0.62%
+4.0K
2026-06-30
Basswood Capital Management, L.L.C.
273.7K
$13.0M
0.60%
--
2026-06-30
Charles Schwab Investment Management Inc
252.5K
$12.0M
0.55%
+4.5K
2026-06-30
Sixth Street Partners Management Company, L.P.
252.5K
$12.0M
0.55%
--
2026-06-30
Invesco Ltd.
240.4K
$12.0M
0.52%
+85.3K
2026-06-30
Bank of New York Mellon Corp
234.4K
$11.0M
0.51%
-1.8K
2026-06-30
Valeo Financial Advisors, LLC
227.0K
$11.0M
0.49%
-8.1K
2026-06-30
Vanguard Fiduciary Trust Co
190.6K
$9.0M
0.41%
+8.7K
2026-06-30
Denali Advisors LLC
174.6K
$8.0M
0.38%
-20.1K
2026-06-30
Principal Financial Group Inc
142.5K
$7.0M
0.31%
-140
2026-06-30
Ballast Asset Management, LP
135.3K
$6.0M
0.29%
-1.3K
2026-06-30
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