$MAMO

$1.05 +$0.09 (9.67%) Close

$MAMO Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 41.6M shares outstanding

Who owns MAMO?

By type of holder

Institutions 1.4% Insiders 77.7% Everyone else 20.9%

Concentration Top 10 holders own 78.9%

David Shan 77.2% · Bank Of America Corp /de/ 0.6%

Institutional ownership

1.4%

+0.8 pts vs last qtr

Institutional holders

+1 vs last qtr

Net shares bought

+324.2K

by institutions in Q2 2026

New / sold out

4 / 3

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Bank Of America Corp /de/ NEW +250.0K
Citigroup Inc NEW +55.9K

Biggest sellers in Q2 2026

Geode Capital Management, LLC −39.7K
UBS Group AG −14.9K

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for Massimo Group in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2023–FY2025

+4.1%

+2.03% a year

Each share's claim on the business

−3.9%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $416K

over 3 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years5% Under 1 year95%

Quarterly turnover

90.5%

of institutional shares changed hands

Top 10 managers, median time held

2 quarters

Super Investors

Investment managers reporting MAMO on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
BO Bank Of America Corp /de/	250.0K	0.60%	NEW	Q2 '26	0.0%
Shares held by quarter Peak holding250.0K (Q2'26) Change over 8 quarters+250.0K Share of the company0.600% Bank Of America Corp /de/'s full portfolio →
GC Geode Capital Management, LLC	82.8K	0.20%	−39.7K (−32.4%)	Q3 '25	0.0%
Shares held by quarter Peak holding122.4K (Q1'26) Change over 8 quarters+82.8K Share of the company0.200% Geode Capital Management, LLC's full portfolio →

Bank Of America Corp /de/

250.0K

% of company

0.60%

Change vs last qtr

NEW

Held since

Q2 '26

Geode Capital Management, LLC

82.8K

% of company

0.20%

Change vs last qtr

−39.7K (−32.4%)

Held since

Q3 '25

14 more super investors behind a free account

See every manager holding Massimo Group, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting MAMO on Form N-PORT; together they hold 0.4% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VE Vanguard Extended Market Index Fund Vanguard Index Funds	$41.1K	42.6K	0.10%	0.00%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$31.3K	32.5K	0.08%	0.00%	June 30, 2026

Vanguard Extended Market Index Fund

Vanguard Index Funds

Position value

$41.1K

% of company

0.10%

% of the fund

0.00%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$31.3K

% of company

0.08%

% of the fund

0.00%

As of

June 30, 2026

6 more funds behind a free account

See every fund holding Massimo Group and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
DS David Shan 5%+ holder 13D · 77.2%	32.2M	77.23%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company77.230% Disclosed stake13D · 77.2% View the 13D/G filing →
CY Chen Yunhao Insider	133.3K	0.32%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.320% Chen Yunhao's insider activity →

David Shan

5%+ holder13D · 77.2%

32.2M

% of company

77.23%

Change vs last qtr

—

Held since

—

Chen Yunhao

Insider

133.3K

% of company

0.32%

Change vs last qtr

—

Held since

—

4 more holders behind a free account

See every insider and 5%+ holder of Massimo Group.

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