932 tracked 13F filers disclose a position in MBB as of the latest SEC 13F filings, a combined $34.2B 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $6.3B | 66.2M | ▼−6.8% Reduced · −4.8M sh | Q1 2026 | |
| 2 | JPMORGAN CHASE & CO | $3.5B | 37.1M | ▲+5.8% Added · +2.1M sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $2.7B | 28.9M | ▲+11% Added · +2.8M sh | Q1 2026 | |
| 4 | LPL Financial LLC | $2.7B | 28.0M | ▲+0.3% Added · +81K sh | Q1 2026 | |
| 5 | UBS Group AG | $2.1B | 21.8M | ▲11× Added · +19.9M sh | Q1 2026 | |
| 6 | TIAA Wealth Investment Management LLC | $1.4B | 14.8M | ▲+5.2% Added · +733K sh | Q2 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $1.3B | 13.2M | ▼−10.0% Reduced · −1.5M sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $1.0B | 10.8M | ▲+9.5% Added · +940K sh | Q1 2026 | |
| 9 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $725.8M | 7.7M | ▲+2.7% Added · +199K sh | Q2 2026 | |
| 10 | TRUIST FINANCIAL CORP | $548.8M | 5.8M | ▲+47% Added · +1.8M sh | Q1 2026 | |
| 11 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $408.2M | 4.3M | ▲+198% Added · +2.9M sh | Q1 2026 | |
| 12 | STIFEL FINANCIAL CORP | $352.0M | 3.7M | ▲+0.2% Added · +8K sh | Q1 2026 | |
| 13 | BANK OF MONTREAL /CAN/ | $325.3M | 3.4M | ▲+19% Added · +542K sh | Q1 2026 | |
| 14 | Allworth Financial LP | $316.2M | 3.3M | ▲+1.2% Added · +39K sh | Q1 2026 | |
| 15 | PNC FINANCIAL SERVICES GROUP, INC. | $295.0M | 3.1M | ▲+3.5% Added · +106K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $257.4M | 2.7M | ▼−0.2% Reduced · −6K sh | Q1 2026 | |
| 17 | MIDLAND WEALTH ADVISORS, LLC | $238.1M | 2.5M | ▲+1.8% Added · +45K sh | Q2 2026 | |
| 18 | State of Tennessee, Department of Treasury | $235.3M | 2.5M | ▼−0.3% Reduced · −9K sh | Q1 2026 | |
| 19 | Composition Wealth, LLC | $222.4M | 2.4M | ▲+16% Added · +329K sh | Q2 2026 | |
| 20 | Bank of New York Mellon Corp | $219.8M | 2.3M | ▲+9.5% Added · +201K sh | Q1 2026 | |
| 21 | BlackRock, Inc. | $211.0M | 2.2M | ▼−1.3% Reduced · −28K sh | Q1 2026 | |
| 22 | SEI INVESTMENTS CO | $208.3M | 2.2M | ▲+5.2% Added · +108K sh | Q1 2026 | |
| 23 | Envestnet Portfolio Solutions, Inc. | $200.3M | 2.1M | ▲+9.8% Added · +189K sh | Q2 2026 | |
| 24 | Cetera Investment Advisers | $192.4M | 2.0M | ▲+2.3% Added · +45K sh | Q1 2026 | |
| 25 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $185.0M | 2.0M | ▲+2.4% Added · +45K sh | Q2 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.
Last quarter, 1 fund opened a new position in MBB and 28 added to an existing one, while 11 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 551 funds | $113.7B |
| NVIDIA CORPNVDA | 549 funds | $159.7B |
| APPLE INCAAPL | 549 funds | $129.2B |
| ALPHABET INC-CL AGOOGL | 537 funds | $74.6B |
| AMAZON.COM INCAMZN | 533 funds | $85.5B |
| ALPHABET INC-CL CGOOG | 519 funds | $50.7B |
| JPMORGAN CHASE & COJPM | 512 funds | $31.8B |
| META PLATFORMS INC-CLASS AMETA | 508 funds | $44.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 506 funds | $25.7B |
| BROADCOM INCAVGO | 502 funds | $63.5B |
| ISHARES CORE S&P 500 ETFIVV | 499 funds | $48.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 496 funds | $18.0B |
Ranked by how many of MBB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MUBcs | 1518 funds | $35.3B |
| EFViShares MSCI EAFE Value ETF | 1157 funds | $23.8B |
| EFGcs | 976 funds | $12.2B |
| ITAcs | 939 funds | $6.6B |
| MBBthis pagecs | 932 funds | $34.2B |
| IGSBcs | 926 funds | $15.2B |
| HYGiShares iBoxx $ High Yield Corporate Bond ETF USD Class | 888 funds | $20.2B |
| PFFcs | 884 funds | $5.0B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for MBB
This ETF 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MBB/capital-change-brief"
Use Arkolith's capital_change_brief for MBB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MBB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.