American Cent Mutlisec Incom (MUSI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Gerald Baker Financial Group LLC

INCREASED

Shares117,778 from 101,710

Change+16,068 (+16%)

Value$4.9M (+$455.4K)

Filed 2026-10-09

Commonwealth Equity Services, LLC

DECREASED

Shares13,220 from 15,274

Change-2,054 (-13%)

Value$550.4K (-$117.6K)

Filed 2026-11-02

Thrivent Financial for Lutherans

INCREASED

Shares12,697 from 8,868

Change+3,829 (+43%)

Value$529.0K (+$141.0K)

Filed 2026-11-05

Goldstein Advisors, LLC

INCREASED

Shares8,607 from 8,083

Change+524 (+6%)

Value$358.3K (+$4.8K)

Filed 2026-10-15

Kestra Advisory Services, LLC

INCREASED

Shares8,468 from 6,232

Change+2,236 (+36%)

Value$352.5K (+$80.0K)

Filed 2026-11-02

Jm2 Capital Inc.

INCREASED

Shares5,034 from 4,788

Change+246 (+5%)

Value$209.6K (+$203)

Filed 2026-10-14

IFP Advisors, Inc

INCREASED

Shares940 from 688

Change+252 (+37%)

Value$39.1K (+$9.0K)

Filed 2026-10-16

Carolina Wealth Advisors, LLC

NEW

Shares188

Change+188

Value$7.8K

Filed 2026-10-23

Versant Capital Management, Inc

UNCHANGED

Shares16 from 16

Change0 (0%)

Value$666 (-$34)

Filed 2026-10-02

Farther Finance Advisors, LLC

NEW

Shares5

Change+5

Value$208

Filed 2026-10-08

American Century Companies Inc

N/A

Shares— from 3,012,145

Change-3,012,145 (-100%)

Value—

Condor Capital Management

N/A

Shares— from 438,656

Change-438,656 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 282,180

Change-282,180 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 282,176

Change-282,176 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 229,750

Change-229,750 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 181,998

Change-181,998 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 99,642

Change-99,642 (-100%)

Value—

Orion Porfolio Solutions, LLC

N/A

Shares— from 65,570

Change-65,570 (-100%)

Value—

Fortis Group Advisors, LLC

N/A

Shares— from 29,457

Change-29,457 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 25,138

Change-25,138 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 19,795

Change-19,795 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 16,241

Change-16,241 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 7,813

Change-7,813 (-100%)

Value—

Slagle Financial, LLC

N/A

Shares— from 6,294

Change-6,294 (-100%)

Value—

Mpwm Advisory Solutions, LLC

N/A

Shares— from 748

Change-748 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 743

Change-743 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 608

Change-608 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 204

Change-204 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 201

Change-201 (-100%)

Value—

FAS Wealth Partners, Inc.

N/A

Shares— from 163

Change-163 (-100%)

Value—

UBS Group AG

N/A

Shares— from 110

Change-110 (-100%)

Value—

	Status
Gerald Baker Financial Group LLC	INCREASED	117,778	101,710	+16,068	+16%	$4.4M	$4.9M	+$455.4K	2026-10-09
Commonwealth Equity Services, LLC	DECREASED	13,220	15,274	-2,054	-13%	$668.0K	$550.4K	-$117.6K	2026-11-02
Thrivent Financial for Lutherans	INCREASED	12,697	8,868	+3,829	+43%	$388.0K	$529.0K	+$141.0K	2026-11-05
Goldstein Advisors, LLC	INCREASED	8,607	8,083	+524	+6%	$353.5K	$358.3K	+$4.8K	2026-10-15
Kestra Advisory Services, LLC	INCREASED	8,468	6,232	+2,236	+36%	$272.5K	$352.5K	+$80.0K	2026-11-02
Jm2 Capital Inc.	INCREASED	5,034	4,788	+246	+5%	$209.4K	$209.6K	+$203	2026-10-14
IFP Advisors, Inc	INCREASED	940	688	+252	+37%	$30.1K	$39.1K	+$9.0K	2026-10-16
Carolina Wealth Advisors, LLC	NEW	188	—	+188	—	—	$7.8K	—	2026-10-23
Versant Capital Management, Inc	UNCHANGED	16	16	0	0%	$700	$666	-$34	2026-10-02
Farther Finance Advisors, LLC	NEW	5	—	+5	—	—	$208	—	2026-10-08
American Century Companies Inc	N/A	—	3,012,145	-3,012,145	-100%	$131.7M	—	—	—
Condor Capital Management	N/A	—	438,656	-438,656	-100%	$19.2M	—	—	—
Ameriprise Financial Inc	N/A	—	282,180	-282,180	-100%	$12.3M	—	—	—
Envestnet Asset Management Inc	N/A	—	282,176	-282,176	-100%	$12.3M	—	—	—
LPL Financial LLC	N/A	—	229,750	-229,750	-100%	$10.0M	—	—	—
Raymond James Financial Inc	N/A	—	181,998	-181,998	-100%	$8.0M	—	—	—
Goldman Sachs Group Inc	N/A	—	99,642	-99,642	-100%	$4.4M	—	—	—
Orion Porfolio Solutions, LLC	N/A	—	65,570	-65,570	-100%	$2.9M	—	—	—
Fortis Group Advisors, LLC	N/A	—	29,457	-29,457	-100%	$1.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	25,138	-25,138	-100%	$1.1M	—	—	—
Ameritas Advisory Services, LLC	N/A	—	19,795	-19,795	-100%	$865.6K	—	—	—
Jones Financial Companies Lllp	N/A	—	16,241	-16,241	-100%	$712.1K	—	—	—
Benjamin Edwards Inc	N/A	—	7,813	-7,813	-100%	$341.6K	—	—	—
Slagle Financial, LLC	N/A	—	6,294	-6,294	-100%	$275.2K	—	—	—
Mpwm Advisory Solutions, LLC	N/A	—	748	-748	-100%	$32.7K	—	—	—
JPMorgan Chase & Co	N/A	—	743	-743	-100%	$32.6K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	608	-608	-100%	$26.6K	—	—	—
Geneos Wealth Management Inc.	N/A	—	204	-204	-100%	$8.9K	—	—	—
Morgan Stanley	N/A	—	201	-201	-100%	$8.8K	—	—	—
FAS Wealth Partners, Inc.	N/A	—	163	-163	-100%	$7.1K	—	—	—
UBS Group AG	N/A	—	110	-110	-100%	$4.8K	—	—	—

Showing 31 of 31 institutions