28 tracked 13F filers disclose a position in MBSD as of the latest SEC 13F filings, a combined $79.2M 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 | NORTHERN TRUST CORP | $20.7M | 1.0M | ▲+13% Added · +112K sh | Q1 2026 | |
| 2 | Cornerstone National Bank & Trust Co | $8.2M | 400K | ▼−34% Reduced · −209K sh | Q2 2026 | |
| 3 | COTTONWOOD CAPITAL ADVISORS, LLC | $8.0M | 386K | ▲+2.0% Added · +8K sh | Q2 2026 | |
| 4 | MGO ONE SEVEN LLC | $6.6M | 320K | ▲+3.4% Added · +11K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $6.5M | 313K | ▲+5.5% Added · +16K sh | Q1 2026 | |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.4M | 310K | ▲+61% Added · +117K sh | Q2 2026 | |
| 7 | CreativeOne Wealth, LLC | $6.1M | 294K | ▲21× Added · +280K sh | Q1 2026 | |
| 8 | Boltwood Capital Management | $5.3M | 258K | ▼−9.6% Reduced · −27K sh | Q2 2026 | |
| 9 | TITLEIST ASSET MANAGEMENT, LLC | $4.4M | 214K | ▲+2.5% Added · +5K sh | Q2 2026 | |
| 10 | Sanctuary Advisors, LLC | $1.4M | 69K | ▲+8.4% Added · +5K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $1.2M | 59K | ▲+5.8% Added · +3K sh | Q1 2026 | |
| 12 | RAYMOND JAMES FINANCIAL INC | $1.1M | 55K | ▲+8.8% Added · +4K sh | Q1 2026 | |
| 13 | Atria Investments, Inc | $691K | 34K | ▼−0.5% Reduced · −182 sh | Q2 2026 | |
| 14 | JONES FINANCIAL COMPANIES LLLP | $664K | 32K | ▼−2.7% Reduced · −910 sh | Q1 2026 | |
| 15 | LPL Financial LLC | $635K | 31K | ▲+0.5% Added · +160 sh | Q1 2026 | |
| 16 | CITADEL ADVISORS LLC | $486K | 23K | ▼−50% Reduced · −24K sh | Q1 2026 | |
| 17 | CoreCap Advisors, LLC | $410K | 20K | ▼−6.8% Reduced · −1K sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $158K | 8K | ▼−10% Reduced · −871 sh | Q1 2026 | |
| 19 | Ancora Advisors LLC | $88K | 4K | —Held | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $18K | 887 | —Held | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | $17K | 830 | ▲+0.6% Added · +5 sh | Q1 2026 | |
| 22 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $15K | 718 | —Held | Q2 2026 | |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $14K | 700 | ▲+0.9% Added · +6 sh | Q2 2026 | |
| 24 | EverSource Wealth Advisors, LLC | $12K | 579 | —Held | Q1 2026 | |
| 25 | ROYAL BANK OF CANADA | $11K | 528 | —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, 0 funds opened a new position in MBSD and 4 added to an existing one, while 4 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 10 funds | $7.9B |
| NVIDIA CORPNVDA | 10 funds | $6.4B |
| MICROSOFT CORPMSFT | 10 funds | $4.9B |
| ALPHABET INC-CL AGOOGL | 10 funds | $3.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 10 funds | $3.1B |
| BROADCOM INCAVGO | 10 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 10 funds | $2.4B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $2.3B |
| ALPHABET INC-CL CGOOG | 10 funds | $2.1B |
| MICRON TECHNOLOGY INCMU | 10 funds | $1.8B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 10 funds | $1.8B |
| SS SPDR DOW JONES INDUS AVGDIA | 10 funds | $1.8B |
Ranked by how many of MBSD'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/MBSD/capital-change-brief"
Use Arkolith's capital_change_brief for MBSD. 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 MBSD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.