Among active 13F managers last quarter, 3 opened and 4 added, while 2 reduced; the largest holder to move was Citadel Advisors LLC (−10%).
32 tracked 13F filers disclose a position in MBBA as of the latest SEC 13F filings, a combined $36.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 161K | $8.0M | ▲New +161K sh | Q1 2026 | |
| 2 | PNC Financial Services Group, Inc. | 135K | $6.7M | ▲274× Added · +134K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 102K | $5.1M | ▲New +102K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | 94K | $4.7M | ▲+1.9% Added · +2K sh | Q2 2026 | |
| 5 | Raymond James Financial Inc | 93K | $4.6M | ▲New +93K sh | Q1 2026 | |
| 6 | Morgan Stanley | 23K | $1.1M | ▲23k× Added · +23K sh | Q1 2026 | |
| 7 | Commonwealth Equity Services, LLC | 19K | $964K | ▲New +19K sh | Q1 2026 | |
| 8 | Citadel Advisors LLC | 19K | $931K | ▼−10% Reduced · −2K sh | Q2 2026 | |
| 9 | LPL Financial LLC | 12K | $605K | ▲New +12K sh | Q1 2026 | |
| 10 | Jane Street Group, LLC | 11K | $540K | ▲New +11K sh | Q1 2026 | |
| 11 | Royal Bank Of Canada | 10K | $488K | ▲New +10K sh | Q1 2026 | |
| 12 | UBS Group AG | 8K | $408K | ▲New +8K sh | Q1 2026 | |
| 13 | Tilson Financial Group, Inc. | 8K | $406K | ▲+1.2% Added · +98 sh | Q2 2026 | |
| 14 | Droms Strauss Advisors Inc /Mo | 7K | $369K | ▲New +7K sh | Q2 2026 | |
| 15 | Cresset Asset Management, LLC | 7K | $367K | —Held | Q2 2026 | |
| 16 | American Trust | 6K | $280K | ▲New +6K sh | Q2 2026 | |
| 17 | Flagship Harbor Advisors, LLC | 5K | $241K | ▼−1.4% Reduced · −67 sh | Q2 2026 | |
| 18 | Focus Partners Wealth | 5K | $229K | ▲New +5K sh | Q1 2026 | |
| 19 | JPMorgan Chase & Co | 2K | $106K | ▲New +2K sh | Q1 2026 | |
| 20 | Wells Fargo & Company | 2K | $98K | ▼−85% Reduced · −11K sh | Q1 2026 | |
| 21 | Osaic Holdings, Inc. | 1K | $66K | ▲New +1K sh | Q1 2026 | |
| 22 | Rockefeller Capital Management L.P. | 1K | $59K | ▲+122% Added · +648 sh | Q1 2026 | |
| 23 | Allworth Financial LP | 996 | $50K | ▲12× Added · +916 sh | Q1 2026 | |
| 24 | Entrust Financial LLC | 458 | $23K | ▲+1.1% Added · +5 sh | Q2 2026 | |
| 25 | Peoples Financial Services Corp. | 425 | $21K | —Held | 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, 3 funds opened a new position in MBBA and 4 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 11 funds | $13.5B |
| Nvidia CorpNVDA | 11 funds | $2.6B |
| Apple IncAAPL | 11 funds | $2.4B |
| Microsoft CorpMSFT | 11 funds | $1.6B |
| Broadcom IncAVGO | 11 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 11 funds | $1.2B |
| Micron Technology IncMU | 11 funds | $769.0M |
| Meta Platforms Inc-Class AMETA | 11 funds | $692.2M |
| Johnson & JohnsonJNJ | 11 funds | $426.1M |
| Vanguard Growth ETFVUG | 11 funds | $175.5M |
| Ishares Core S&P Small-Cap EIJR | 11 funds | $82.2M |
| Amazon.com IncAMZN | 10 funds | $2.8B |
Ranked by how many of MBBA's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MBBA.
No filings captured for this ticker in the live stream yet.
Connected entities for MBBA
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/MBBA/capital-change-brief"
Use Arkolith's capital_change_brief for MBBA. 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 MBBA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.