MBAV

M3-Brigade Acquisition V-A Cross-source read
FinancialsCUSIP G63212107

Among active 13F managers last quarter, 2 opened and 5 added, while 6 reduced; the largest holder to move was Meteora Capital, LLC (−28%). No open-market insider trades in the last 180 days.

Tracked 13F holders
34
25 in Q2 2026 filings
13F value (tracked)
$247.8M
Smart-money readNeutral
Net sellingNet buying
Funds · active managers, latest 13F
7 adding · 6 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

No leg leans either way.

Who owns MBAV?

34 tracked 13F filers · ranked by shares held

34 tracked 13F filers disclose a position in MBAV as of the latest SEC 13F filings, a combined $247.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Polar Asset Management Partners Inc.3.8M
$41.3M
Held
Q2 2026
2Jain Global LLC2.8M
$30.8M
Held
Q2 2026
3Meteora Capital, LLC2.8M
$30.5M
−28%
Reduced · −1.1M sh
Q2 2026
4Alberta Investment Management Corp2.5M
$26.8M
Held
Q2 2026
5AQR Arbitrage LLC1.8M
$19.5M
New
+1.8M sh
Q2 2026
6Crossingbridge Advisors, LLC1.4M
$15.1M
Held
Q2 2026
7LMR Partners LLP1.0M
$10.8M
−26%
Reduced · −353K sh
Q2 2026
8Shay Capital LLC1.0M
$10.8M
Held
Q2 2026
9Berkley W R Corp964K
$10.3M
−3.3%
Reduced · −33K sh
Q1 2026
10Ghisallo Capital Management LLC921K
$10.0M
New
+921K sh
Q2 2026
11Citadel Advisors LLC754K
$8.2M
+701%
Added · +660K sh
Q2 2026
12Toronto Dominion Bank723K
$7.8M
−21%
Reduced · −196K sh
Q1 2026
13Boothbay Fund Management, LLC626K
$6.8M
−0.7%
Reduced · −4K sh
Q2 2026
14RiverPark Advisors, LLC294K
$3.2M
Held
Q2 2026
15Magnetar Financial LLC269K
$2.9M
Held
Q2 2026
16Anson Funds Management LP180K
Withheld
+260%
Added · +130K sh
Q2 2026
17Shaolin Capital Management LLC143K
$1.5M
Added
Added · +143K sh
Q2 2026
18Clear Street Group Inc.136K
$1.5M
+33%
Added · +34K sh
Q2 2026
19Whitebox Advisors LLC130K
$1.4M
Held
Q2 2026
20HGC Investment Management Inc.101K
$1.1M
Held
Q2 2026
21Moore Capital Management, LP100K
$1.1M
Held
Q2 2026
22Millennium Management LLC100K
$1.1M
−33%
Reduced · −50K sh
Q1 2026
23Geode Capital Management, LLC90K
$972K
−0.8%
Reduced · −708 sh
Q2 2026
24DLD Asset Management, LP60K
$654K
+0.6%
Added · +387 sh
Q2 2026
25Barclays PLC59K
$637K
Held
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.

Is MBAV being bought or sold by institutions?

Last quarter, 2 funds opened a new position in MBAV and 5 added to an existing one, while 6 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
2
funds took a first position
Added
5
added to an existing position
Reduced
6
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own MBAV also own

CompanyCo-held byTheir position there
Cantor Equity Partners-CL ACEPF21 funds$117.4M
Warner Bros Discovery IncWBD19 funds$3.2B
Cartesian Growth Corp IVCGCFU17 funds$124.4M
Blue Water Acquisition C-ABLUW17 funds$107.4M
Soulpower Acquisition Co-ASOUL17 funds$107.3M
New Providence Acquisition-ANPAC17 funds$96.4M
Infinite Eagle CL-AIEAG17 funds$93.2M
Cantor Equity Partners VII-ACAES17 funds$83.0M
Wen Acquisition Corp-AWENN17 funds$77.0M
Inflection Point Acqui CL-AIPFX17 funds$74.3M
Cantor Equity Partners-CL ACEPV17 funds$71.1M
Cantor Equity Partners VI -ACEPS17 funds$23.3M

Ranked by how many of MBAV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MBAV.

Insider activity (Form 4)

Full insider page →
Net · 180d
$0
0 open-market transactions
DateInsiderRoleActionSharesValue
Mar 24, 2026Cf Group Management IncInsiderBuy (S)7.8M$84.0M
Dec 17, 2025Lutnick Brandon10% OwnerBuy (P)3.5M$38.1M

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
611
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0
Sector rotation
MBAV is in Financials, which smart money is rotating OUT OF
$30.6B

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

25 tracked filers in Q2 2026 filingsstill filing
02652Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $226.7M · 1 values withheld
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
MBAVthis pageEquity34 funds$248.4M
MBAVWWarrant31 funds$6.3M
MBAVUUNIT 99/99/99992 funds$17K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

4 most recent

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Connected entities for MBAV

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Ask your agent what changed in MBAV

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MBAV/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MBAV.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + the live filing stream, joined for MBAV. Filings are public domain, sourced to SEC EDGAR.