MUSI Institutional Ownership & Shareholders

AMERICAN CENT MUTLISEC INCOM (MUSI) is currently held by 33 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $212.71M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

American Century Companies Inc is currently the largest disclosed institutional shareholder of MUSI tracked by InsiderSet, reporting ownership valued at approximately $131.72M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $127.91M, representing an estimated loss of -2.89% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed MUSI value among the investors covered in this analysis. Major shareholders include American Century Companies Inc, Condor Capital Management, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in AMERICAN CENT MUTLISEC INCOM (MUSI).

This page ranks the largest institutional MUSI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

33

Total Reported Value

$212.71M

Largest Holder

American Century Companies Inc

Largest Position

$131.72M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

38

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
American Century Companies Inc0.06%3,012,145$131,721,101$127,910,737-$3,810,364-2.89%
Condor Capital Management1.44%438,656$19,182,463$18,627,527-$554,936-2.89%
Envestnet Asset Management Inc0.00%282,176$12,339,557$11,982,604-$356,953-2.89%
Ameriprise Financial Inc0.00%282,180$12,332,299$11,982,774-$349,525-2.83%
Lpl Financial Llc0.00%229,750$10,046,969$9,756,334-$290,635-2.89%
Raymond James Financial Inc0.00%181,998$7,958,772$7,728,545-$230,227-2.89%
Gerald Baker Financial Group Llc1.39%117,778$4,903,114$5,001,443+$98,329+2.01%
Goldman Sachs Group Inc0.00%99,642$4,357,345$4,231,298-$126,047-2.89%
Orion Porfolio Solutions, Llc0.02%65,570$2,867,375$2,784,430-$82,945-2.89%
Fortis Group Advisors, Llc0.21%29,457$1,288,171$1,250,892-$37,279-2.89%
Osaic Holdings, Inc.0.00%25,138$1,099,266$1,067,485-$31,781-2.89%
Ameritas Advisory Services, Llc0.02%19,795$865,631$840,595-$25,036-2.89%
Jones Financial Companies Lllp0.00%16,241$712,119$689,674-$22,445-3.15%
Commonwealth Equity Services, Llc0.00%15,274$667,950$648,610-$19,340-2.90%
Thrivent Financial For Lutherans0.00%8,868$388,000$376,580-$11,420-2.94%
Goldstein Advisors, Llc0.03%8,607$358,309$365,496+$7,187+2.01%
Benjamin Edwards Inc0.00%7,813$341,616$331,779-$9,837-2.88%
Dakota Wealth Management0.01%6,627$294,407$281,416-$12,991-4.41%
Slagle Financial, Llc0.08%6,294$275,230$267,275-$7,955-2.89%
Kestra Advisory Services, Llc0.00%6,232$272,512$264,642-$7,870-2.89%
Jm2 Capital Inc.0.14%5,034$209,581$213,769+$4,188+2.00%
Cwm, Llc0.00%1,367$59,793$58,050-$1,743-2.92%
Ifp Advisors, Inc0.00%940$39,132$39,917+$785+2.01%
Mpwm Advisory Solutions, Llc0.01%748$32,710$31,764-$946-2.89%
Jpmorgan Chase & Co0.00%743$32,603$31,551-$1,052-3.23%
Oakmont Advisory Group, Llc0.02%608$26,594$25,819-$775-2.92%
Geneos Wealth Management Inc.0.00%204$8,921$8,663-$258-2.89%
Morgan Stanley0.00%201$8,791$8,535-$256-2.91%
Carolina Wealth Advisors, Llc0.00%188$7,826$7,983+$157+2.01%
Fas Wealth Partners, Inc.0.00%163$7,128$6,922-$206-2.89%
Ubs Group Ag0.00%110$4,810$4,671-$139-2.89%
Versant Capital Management, Inc0.00%16$666$679+$13+2.02%
Farther Finance Advisors, Llc0.00%5$208$212+$4+2.08%
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Frequently asked questions about MUSI

  • Who are the largest institutional holders of MUSI?

    The largest institutional holders of MUSI reported in the latest SEC Form 13F filings include American Century Companies Inc, Condor Capital Management, Envestnet Asset Management Inc, Ameriprise Financial Inc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported MUSI position.

  • What is MUSI institutional ownership?

    This page tracks MUSI positions reported by institutional investment managers through SEC Form 13F. AMERICAN CENT MUTLISEC INCOM (MUSI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own MUSI?

    InsiderSet currently tracks 33 institutional managers reporting MUSI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MUSI shareholders.

  • How much MUSI stock do institutions own?

    Institutional investment managers disclosed approximately $212.71M in MUSI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was MUSI institutional ownership last updated?

    The latest MUSI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional MUSI holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MUSI position after the reporting date.

  • Are institutions buying or selling MUSI?

    Institutional buying and selling can be analyzed by comparing MUSI positions across consecutive 13F reporting periods. InsiderSet's MUSI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MUSI ownership changes.

  • How has MUSI institutional ownership changed over time?

    InsiderSet tracks MUSI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.