Among active 13F managers last quarter, 5 opened and 6 added, while 3 reduced; the largest holder to move was Altfest L J & Co Inc (−29%).
35 tracked 13F filers disclose a position in MBS as of the latest SEC 13F filings, a combined $118.1M 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 | Osaic Holdings, Inc. | 5.5M | $47.5M | ▼−22% Reduced · −1.5M sh | Q1 2026 | |
| 2 | NewEdge Wealth, LLC | 2.2M | $18.8M | ▼−16% Reduced · −412K sh | Q2 2026 | |
| 3 | Altfest L J & Co Inc | 1.2M | $10.6M | ▼−29% Reduced · −502K sh | Q2 2026 | |
| 4 | Goldstone Financial Group, LLC | 798K | $6.9M | ▲+170% Added · +502K sh | Q2 2026 | |
| 5 | UBS Group AG | 664K | $5.7M | ▲+338% Added · +512K sh | Q1 2026 | |
| 6 | NewEdge Advisors, LLC | 583K | $5.0M | ▼−25% Reduced · −194K sh | Q2 2026 | |
| 7 | Envestnet Asset Management Inc | 488K | $4.2M | ▲+63% Added · +189K sh | Q1 2026 | |
| 8 | MML Investors Services, LLC | 485K | $4.2M | ▲+28% Added · +105K sh | Q2 2026 | |
| 9 | Embree Financial Group | 246K | $2.1M | ▲+13% Added · +29K sh | Q2 2026 | |
| 10 | Patten & Patten Inc | 242K | $2.1M | ▼−0.7% Reduced · −2K sh | Q2 2026 | |
| 11 | LPL Financial LLC | 212K | $1.8M | ▲+60% Added · +79K sh | Q1 2026 | |
| 12 | J. Team Financial, Inc. | 157K | $1.4M | ▼−1.6% Reduced · −3K sh | Q2 2026 | |
| 13 | RFG Advisory, LLC | 146K | $1.3M | ▲+8.1% Added · +11K sh | Q2 2026 | |
| 14 | Vontobel Holding Ltd. | 135K | $1.2M | —Held | Q2 2026 | |
| 15 | United Asset Strategies, Inc. | 114K | $986K | ▲+0.4% Added · +448 sh | Q2 2026 | |
| 16 | Citadel Advisors LLC | 106K | $918K | ▲New +106K sh | Q2 2026 | |
| 17 | Benjamin Edwards Inc | 95K | $823K | ▲+7.4% Added · +7K sh | Q2 2026 | |
| 18 | SHP Wealth Management | 75K | $650K | ▲+218% Added · +52K sh | Q2 2026 | |
| 19 | Bank Of America Corp | 57K | $491K | —Held | Q1 2026 | |
| 20 | Requisite Capital Management, LLC | 37K | $322K | —Held | Q2 2026 | |
| 21 | Weaver Consulting Group | 31K | $268K | —Held | Q2 2026 | |
| 22 | Equitable Holdings, Inc. | 20K | $173K | ▲New +20K sh | Q2 2026 | |
| 23 | First Financial Bankshares Inc | 17K | $151K | —Held | Q1 2026 | |
| 24 | Vise Technologies, Inc. | 13K | $116K | ▲New +13K sh | Q2 2026 | |
| 25 | Corient Private Wealth LP | 12K | $109K | ▼−22% Reduced · −3K 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.
Last quarter, 5 funds opened a new position in MBS and 6 added to an existing one, while 3 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 |
|---|---|---|
| Nvidia CorpNVDA | 17 funds | $8.1B |
| Microsoft CorpMSFT | 17 funds | $4.4B |
| Alphabet Inc-CL AGOOGL | 17 funds | $3.5B |
| Broadcom IncAVGO | 17 funds | $3.1B |
| Alphabet Inc-CL CGOOG | 17 funds | $2.7B |
| SS SPDR S&P 500 ETF Trust-USSPY | 17 funds | $1.6B |
| Tesla IncTSLA | 17 funds | $1.3B |
| Oracle CorpORCL | 17 funds | $953.7M |
| Chevron CorpCVX | 17 funds | $926.2M |
| Caterpillar IncCAT | 17 funds | $867.7M |
| Cisco Systems IncCSCO | 17 funds | $856.6M |
| Ishares Core S&P 500 ETFIVV | 16 funds | $14.5B |
Ranked by how many of MBS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MBS.
| Class | 13F holders | Value held |
|---|---|---|
| CARYMF Closed and MF Open | 108 funds | $874.3M |
| UYLDOAK ULTRASHORT | 95 funds | $1.0B |
| MBSthis pageMORTGAGE BACKED | 35 funds | $118.1M |
| AOHYmc | 32 funds | $68.6M |
| TRBFTOTAL RETURN ETF | 4 funds | $24.2M |
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 MBS
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/MBS/capital-change-brief"
Use Arkolith's capital_change_brief for MBS. 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 MBS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.