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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MBIN/capital-change-brief"
Use Arkolith's capital_change_brief for MBIN. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Elser Financial Planning, Inc | $1.3B | 26.8M | ▼−0.6% Reduced · −174K sh | Q2 2026 | |
| 2 | BlackRock, Inc. | $173.8M | 4.1M | ▲+115% Added · +2.2M sh | Q1 2026 | |
| 3 | DIMENSIONAL FUND ADVISORS LP | $75.5M | 1.8M | ▲+6.2% Added · +102K sh | Q1 2026 | |
| 4 | Doma Perpetual Capital Management LLC | $47.9M | 1.1M | —Held | Q1 2026 | |
| 5 | STATE STREET CORP | $44.5M | 1.0M | ▲+80% Added · +461K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $42.9M | 1.0M | ▲New +1.0M sh | Q1 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $31.9M | 743K | ▲+9.9% Added · +67K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $31.1M | 725K | ▲+1.4% Added · +10K sh | Q1 2026 | |
| 9 | VANGUARD PORTFOLIO MANAGEMENT LLC | $19.9M | 465K | ▲New +465K sh | Q1 2026 | |
| 10 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $13.0M | 302K | ▼−23% Reduced · −89K sh | Q1 2026 | |
| 11 | MORGAN STANLEY | $12.8M | 298K | ▲+17% Added · +43K sh | Q1 2026 | |
| 12 | NORTHERN TRUST CORP | $12.3M | 287K | ▲+12% Added · +31K sh | Q1 2026 | |
| 13 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $11.7M | 274K | —Held | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10.6M | 248K | ▲+5.7% Added · +13K sh | Q1 2026 | |
| 15 | Bank of New York Mellon Corp | $10.1M | 236K | ▲+44% Added · +72K sh | Q1 2026 | |
| 16 | Valeo Financial Advisors, LLC | $11.3M | 227K | ▼−3.4% Reduced · −8K sh | Q2 2026 | |
| 17 | ROYAL BANK OF CANADA | $9.1M | 213K | ▲+3.3% Added · +7K sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $7.8M | 182K | ▲New +182K sh | Q1 2026 | |
| 19 | PRINCIPAL FINANCIAL GROUP INC | $6.1M | 143K | ▲New +143K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $5.4M | 127K | ▼−22% Reduced · −36K sh | Q1 2026 | |
| 21 | FIRST TRUST ADVISORS LP | $5.0M | 116K | ▼−18% Reduced · −25K sh | Q1 2026 | |
| 22 | SEI INVESTMENTS CO | $4.7M | 109K | ▲+95% Added · +53K sh | Q1 2026 | |
| 23 | FRANKLIN RESOURCES INC | $4.6M | 108K | ▲+520% Added · +90K sh | Q1 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $4.6M | 106K | ▲+67% Added · +43K sh | Q1 2026 | |
| 25 | PUBLIC SECTOR PENSION INVESTMENT BOARD | $4.5M | 105K | ▲New +105K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 3, 2026 | Dury Michael R. | CEO of Merchants Capital | Gift (G) | 11K | $0 |
| May 21, 2026 | Shaffer Mark E. | Director | Grant (A) | 381 | $18K |
| May 21, 2026 | O'Brien Patrick D. | Director | Grant (A) | 381 | $18K |
| May 21, 2026 | Sellers Anne E. | Director | Grant (A) | 381 | $18K |
| May 21, 2026 | JUSTER ANDREW | Director | Grant (A) | 381 | $18K |
| May 21, 2026 | Dinwiddie Thomas | Director | Grant (A) | 381 | $18K |
| May 21, 2026 | Catchings Tamika | Director | Grant (A) | 381 | $18K |
| May 21, 2026 | Curless Michael S | Director | Grant (A) | 381 | $18K |
| May 15, 2026 | Petrie Michael F. | Chairman and CEO, Director, 10% Owner | Gift (G) | 16K | $0 |
| May 7, 2026 | Langford Kevin T | Chief Administrative Officer | Gift (G) | 650 | $0 |
| May 6, 2026 | Petrie Michael F. | Chairman and CEO, Director, 10% Owner | Sell (S) | 8K | $391K |
| May 5, 2026 | Petrie Michael F. | Chairman and CEO, Director, 10% Owner | Sell (S) | 11K | $500K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 44 funds | $19.1B |
| ALPHABET INC-CL AGOOGL | 44 funds | $12.3B |
| BANK OF AMERICA CORPBAC | 44 funds | $2.2B |
| NVIDIA CORPNVDA | 43 funds | $26.2B |
| APPLE INCAAPL | 43 funds | $23.3B |
| META PLATFORMS INC-CLASS AMETA | 43 funds | $7.9B |
| ELI LILLY & COLLY | 43 funds | $6.7B |
| JPMORGAN CHASE & COJPM | 43 funds | $6.0B |
| WALMART INCWMT | 43 funds | $3.4B |
| COSTCO WHOLESALE CORPCOST | 43 funds | $3.1B |
| MICRON TECHNOLOGY INCMU | 43 funds | $2.4B |
| WELLS FARGO & COWFC | 43 funds | $1.8B |
Ranked by how many of MBIN's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MBIN. 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.