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.
| # | 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 | $1.3B | 14.1M | ▲New +14.1M sh | Q1 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 | $710.2M | 7.5M | ▲New +7.5M sh | Q1 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 | State of Tennessee, Department of Treasury | $235.3M | 2.5M | ▼−0.3% Reduced · −9K sh | Q1 2026 | |
| 18 | MIDLAND WEALTH ADVISORS, LLC | $234.9M | 2.5M | ▼−11% Reduced · −291K sh | Q1 2026 | |
| 19 | Bank of New York Mellon Corp | $219.8M | 2.3M | ▲+9.5% Added · +201K sh | Q1 2026 | |
| 20 | BlackRock, Inc. | $211.0M | 2.2M | ▼−1.3% Reduced · −28K sh | Q1 2026 | |
| 21 | SEI INVESTMENTS CO | $208.3M | 2.2M | ▲+5.2% Added · +108K sh | Q1 2026 | |
| 22 | Cetera Investment Advisers | $192.4M | 2.0M | ▲+2.3% Added · +45K sh | Q1 2026 | |
| 23 | Composition Wealth, LLC | $192.2M | 2.0M | ▲+13% Added · +228K sh | Q1 2026 | |
| 24 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $185.0M | 2.0M | ▲+2.4% Added · +45K sh | Q2 2026 | |
| 25 | Envestnet Portfolio Solutions, Inc. | $183.3M | 1.9M | ▼−3.6% Reduced · −73K sh | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 226 funds | $154.2B |
| MICROSOFT CORPMSFT | 225 funds | $111.6B |
| ALPHABET INC-CL CGOOG | 224 funds | $48.0B |
| APPLE INCAAPL | 223 funds | $121.4B |
| ALPHABET INC-CL AGOOGL | 223 funds | $70.9B |
| META PLATFORMS INC-CLASS AMETA | 223 funds | $44.0B |
| AMAZON.COM INCAMZN | 222 funds | $81.9B |
| BROADCOM INCAVGO | 222 funds | $60.3B |
| JPMORGAN CHASE & COJPM | 221 funds | $29.8B |
| WALMART INCWMT | 220 funds | $22.5B |
| COSTCO WHOLESALE CORPCOST | 220 funds | $18.9B |
| ELI LILLY & COLLY | 219 funds | $32.9B |
Ranked by how many of MBB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
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. Every panel above is one call to the Arkolith API & MCP server.