Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
Holders:49
Total Value:$191,517,503
Total Shares:19,209,379
Holder Concentration
Across 49 13F filers
Top Holder
9.1%
of institutional value
Top 5
33.8%
of institutional value
Top 10
54.7%
of institutional value
HHI
428
Broadly held
Who Holds MZYX
Last 1 quarters through Jun 30, 2026
Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory
records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book.
The quarter selector does not change this card.
Jun 30, 2026:
49 filers,
like-for-like change —.
Holder type
Share
Filers
Change
New
Exited
Registered adviser
67.1%
28
new
28
0
Exempt adviser
0.9%
1
new
1
0
Adviser
3.3%
1
new
1
0
Bank
0.5%
1
new
1
0
Insurer
0.3%
1
new
1
0
Benefit plan
0.3%
1
new
1
0
Non-US
9.9%
5
new
5
0
Unknown
17.7%
11
new
11
0
Style
Share
Filers
Change
New
Exited
Index-like
0.8%
2
new
2
0
Systematic-like
25.1%
7
new
7
0
Concentrated
10.7%
8
new
8
0
Diversified active
63.4%
32
new
32
0
Turnover
Share
Filers
Change
New
Exited
Low turnover
2.6%
4
new
4
0
Medium turnover
39.7%
21
new
21
0
High turnover
56.3%
21
new
21
0
Unknown
1.3%
3
new
3
0
Holding horizon
Share
Filers
Change
New
Exited
Short horizon
58.4%
26
new
26
0
Medium horizon
15.1%
4
new
4
0
Long horizon
13.0%
9
new
9
0
Unknown
13.5%
10
new
10
0
13F book size
Share
Filers
Change
New
Exited
Under $1B
17.3%
15
new
15
0
$1B to $10B
54.2%
19
new
19
0
$10B to $100B
15.2%
10
new
10
0
$100B or more
13.4%
5
new
5
0
Client base
Share
Filers
Change
New
Exited
Individuals and high net worth
0.3%
2
new
2
0
Pooled investment vehicles
64.1%
24
new
24
0
Registered funds and BDCs
0.5%
1
new
1
0
Other investment advisers
2.2%
1
new
1
0
Unknown
32.9%
21
new
21
0
Private funds
Share
Filers
Change
New
Exited
Hedge funds
65.8%
27
new
27
0
Private equity funds
2.2%
1
new
1
0
Real estate funds
0.0%
1
new
1
0
Unknown
32.0%
20
new
20
0
Location
Share
Filers
Change
New
Exited
United States
71.7%
38
new
38
0
Outside the US
28.3%
11
new
11
0
How the mix is measured
Shares are 13F common shares restated to today's split basis; options and principal amounts are left out.
The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later
quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type
comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster
current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and
book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none
was. Actively managed books are those measured systematic-like, concentrated or diversified active.
Conviction and Crowding
49 13F filers, quarter ended Jun 30, 2026
Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts
filers with high turnover or that advise private funds on Form ADV.
Conviction holders
3
6.12% of filers hold it in their top 10
Holders above 5%
0
median weight 0.076%
Crowding
—
the issuer has more than one class of common stock, so its count is the total across classes
Private-fund advisers
—
of shares outstanding
Institutional ownership
—
the issuer has more than one class of common stock, so its count is the total across classes
How long holders have held itvalue-weighted 1.0 quarters
Under 1 year 100.0%1 to 3 years 0.000%3 years or more 0.000%Since coverage start 0.000%
Managers in the top fifth by current three-year FundScore alpha were net
buyers of $0
(0 buying, 0 selling).
Estimated Holder Cost Basis
Quarter ended Jun 30, 2026, on that quarter's share basis
Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps
the average cost, so this is what holders paid on average if they traded evenly through each quarter.
Estimated avg cost
$9.91
estimated per share
Quarter-end price
$9.97
implied by 13F values
Estimated gain or loss
+0.6%
price against the estimated cost
Estimated at a loss
0.000%
of costed 13F value
Estimated cost covers 100.0% of the 13F shares; positions
already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.
Shared Holders
Companies MZYX's active holders also own, quarter ended Jun 30, 2026