28 tracked 13F filers disclose a position in MBS as of the latest SEC 13F filings, a combined $102.9M 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 | OSAIC HOLDINGS, INC. | $47.5M | 5.5M | ▼−22% Reduced · −1.5M sh | Q1 2026 | |
| 2 | NewEdge Wealth, LLC | $22.5M | 2.6M | ▲+7.9% Added · +190K sh | Q1 2026 | |
| 3 | NewEdge Advisors, LLC | $6.7M | 777K | ▲+1.0% Added · +8K sh | Q1 2026 | |
| 4 | UBS Group AG | $5.7M | 664K | ▲+338% Added · +512K sh | Q1 2026 | |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 488K | ▲+63% Added · +189K sh | Q1 2026 | |
| 6 | MML INVESTORS SERVICES, LLC | $3.3M | 380K | ▲+23% Added · +72K sh | Q1 2026 | |
| 7 | Embree Financial Group | $2.1M | 246K | ▲+13% Added · +29K sh | Q2 2026 | |
| 8 | PATTEN & PATTEN INC/TN | $2.1M | 243K | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 9 | LPL Financial LLC | $1.8M | 212K | ▲+60% Added · +79K sh | Q1 2026 | |
| 10 | J. Team Financial, Inc. | $1.4M | 157K | ▼−1.6% Reduced · −3K sh | Q2 2026 | |
| 11 | RFG Advisory, LLC | $1.3M | 146K | ▲+8.1% Added · +11K sh | Q2 2026 | |
| 12 | Vontobel Holding Ltd. | $1.2M | 135K | —Held | Q1 2026 | |
| 13 | United Asset Strategies, Inc. | $986K | 114K | ▲+0.4% Added · +448 sh | Q2 2026 | |
| 14 | BENJAMIN EDWARDS INC | $823K | 95K | ▲+7.4% Added · +7K sh | Q2 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $491K | 57K | —Held | Q1 2026 | |
| 16 | Weaver Consulting Group | $268K | 31K | —Held | Q2 2026 | |
| 17 | FIRST FINANCIAL BANKSHARES INC | $151K | 17K | —Held | Q1 2026 | |
| 18 | Corient Private Wealth LLC | $109K | 12K | ▼−22% Reduced · −3K sh | Q1 2026 | |
| 19 | Quantinno Capital Management LP | $105K | 12K | ▲New +12K sh | Q1 2026 | |
| 20 | REICON WEALTH ADVISORS, LLC | $72K | 8K | ▲+12% Added · +909 sh | Q2 2026 | |
| 21 | ROYAL BANK OF CANADA | $51K | 6K | ▲New +6K sh | Q1 2026 | |
| 22 | Transamerica Financial Advisors, LLC | $50K | 6K | ▼−98% Reduced · −304K sh | Q1 2026 | |
| 23 | Advisory Services Network, LLC | $33K | 4K | ▲New +4K sh | Q1 2026 | |
| 24 | CWM, LLC | $10K | 1K | ▲New +1K sh | Q1 2026 | |
| 25 | MORGAN STANLEY | $3K | 354 | —Held | 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, 2 funds opened a new position in MBS and 5 added to an existing one, while 2 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 |
|---|---|---|
| NVIDIA CORPNVDA | 10 funds | $4.4B |
| APPLE INCAAPL | 10 funds | $4.4B |
| MICROSOFT CORPMSFT | 10 funds | $4.1B |
| VANGUARD S&P 500 ETFVOO | 10 funds | $3.3B |
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $3.2B |
| ALPHABET INC-CL AGOOGL | 10 funds | $2.8B |
| AMAZON.COM INCAMZN | 10 funds | $2.7B |
| BROADCOM INCAVGO | 10 funds | $2.0B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $1.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 10 funds | $1.4B |
| ALPHABET INC-CL CGOOG | 10 funds | $1.3B |
Ranked by how many of MBS's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.