Among active 13F managers last quarter, 4 added and 3 reduced; the largest holder to move was Cottonwood Capital Advisors, LLC (+2.0%).
28 tracked 13F filers disclose a position in MBSD as of the latest SEC 13F filings, a combined $73.4M 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 | Northern Trust Corp | 1.0M | $20.7M | ▲+13% Added · +112K sh | Q1 2026 | |
| 2 | Cornerstone National Bank & Trust Co | 400K | $8.2M | ▼−34% Reduced · −209K sh | Q2 2026 | |
| 3 | Cottonwood Capital Advisors, LLC | 386K | $8.0M | ▲+2.0% Added · +8K sh | Q2 2026 | |
| 4 | Mgo One Seven LLC | 332K | $6.8M | ▲+3.7% Added · +12K sh | Q2 2026 | |
| 5 | Morgan Stanley | 313K | $6.5M | ▲+5.5% Added · +16K sh | Q1 2026 | |
| 6 | Wealth Enhancement Advisory Services, LLC | 310K | $6.4M | ▲+61% Added · +117K sh | Q2 2026 | |
| 7 | Boltwood Capital Management | 258K | $5.3M | ▼−9.6% Reduced · −27K sh | Q2 2026 | |
| 8 | Titleist Asset Management, LLC | 214K | $4.4M | ▲+2.5% Added · +5K sh | Q2 2026 | |
| 9 | Sanctuary Advisors, LLC | 70K | $1.4M | ▲+1.3% Added · +910 sh | Q2 2026 | |
| 10 | Bank Of America Corp | 59K | $1.2M | ▲+5.8% Added · +3K sh | Q1 2026 | |
| 11 | Raymond James Financial Inc | 55K | $1.1M | ▲+8.8% Added · +4K sh | Q1 2026 | |
| 12 | Atria Investments, Inc | 34K | $691K | ▼−0.5% Reduced · −182 sh | Q2 2026 | |
| 13 | Jones Financial Companies LLLP | 32K | $664K | ▼−2.7% Reduced · −910 sh | Q1 2026 | |
| 14 | LPL Financial LLC | 31K | $635K | ▲+0.5% Added · +160 sh | Q1 2026 | |
| 15 | CreativeOne Wealth, LLC | 23K | $464K | ▼−92% Reduced · −272K sh | Q2 2026 | |
| 16 | CoreCap Advisors, LLC | 20K | $410K | ▼−6.8% Reduced · −1K sh | Q1 2026 | |
| 17 | Osaic Holdings, Inc. | 8K | $158K | ▼−10% Reduced · −871 sh | Q1 2026 | |
| 18 | NBT Bank, N.A. | 5K | $104K | —Held | Q2 2026 | |
| 19 | Ancora Advisors LLC | 4K | $87K | —Held | Q2 2026 | |
| 20 | Wells Fargo & Company | 887 | $18K | —Held | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | 830 | $17K | ▲+0.6% Added · +5 sh | Q1 2026 | |
| 22 | International Assets Investment Management, LLC | 718 | $15K | —Held | Q2 2026 | |
| 23 | Creative Financial Designs Inc | 700 | $14K | ▲+0.9% Added · +6 sh | Q2 2026 | |
| 24 | EverSource Wealth Advisors, LLC | 579 | $12K | —Held | Q1 2026 | |
| 25 | Royal Bank Of Canada | 528 | $11K | —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, 4 funds added to an existing position in MBSD, 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 |
|---|---|---|
| Apple IncAAPL | 9 funds | $646.3M |
| Nvidia CorpNVDA | 9 funds | $623.0M |
| Microsoft CorpMSFT | 9 funds | $383.5M |
| Broadcom IncAVGO | 9 funds | $376.5M |
| Amazon.com IncAMZN | 9 funds | $341.8M |
| Alphabet Inc-CL AGOOGL | 9 funds | $265.0M |
| JPMorgan Chase & CoJPM | 9 funds | $256.7M |
| Alphabet Inc-CL CGOOG | 9 funds | $225.6M |
| Chevron CorpCVX | 9 funds | $107.2M |
| Walmart IncWMT | 9 funds | $101.1M |
| Procter & Gamble CoPG | 9 funds | $81.7M |
| Bank Of America CorpBAC | 9 funds | $80.0M |
Ranked by how many of MBSD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MBSD.
| Class | 13F holders | Value held |
|---|---|---|
| GUNRmc | 291 funds | $5.9B |
| QDFmc | 168 funds | $1.7B |
| NFRAmc | 140 funds | $2.6B |
| TDTTmc | 111 funds | $2.5B |
| TILTmc | 111 funds | $1.7B |
| HYGVmc | 110 funds | $901.3M |
| QDEFcommon | 93 funds | $396.5M |
| IQDFSHARES | 91 funds | $905.8M |
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 MBSD
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.