56 tracked 13F filers disclose a position in MBSF as of the latest SEC 13F filings, a combined $136.7M 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 | Castleview Partners, LLC | $25.4M | 989K | ▲+0.2% Added · +2K sh | Q2 2026 | |
| 2 | State of New Jersey Common Pension Fund D | $15.4M | 600K | ▲+200% Added · +400K sh | Q2 2026 | |
| 3 | CREATIVE FINANCIAL DESIGNS INC /ADV | $11.6M | 453K | ▲+29% Added · +103K sh | Q2 2026 | |
| 4 | United Asset Strategies, Inc. | $10.9M | 424K | ▲+137% Added · +245K sh | Q2 2026 | |
| 5 | Auour Investments LLC | $8.7M | 341K | ▲+11% Added · +34K sh | Q2 2026 | |
| 6 | ROYAL BANK OF CANADA | $6.4M | 249K | ▲+200% Added · +166K sh | Q1 2026 | |
| 7 | CWC Advisors, LLC. | $5.4M | 211K | ▲+3.3% Added · +7K sh | Q2 2026 | |
| 8 | Sterneck Capital Management, LLC | $5.3M | 205K | ▲+1.8% Added · +4K sh | Q2 2026 | |
| 9 | Balefire, LLC | $4.4M | 170K | ▼−45% Reduced · −137K sh | Q2 2026 | |
| 10 | Apollon Wealth Management, LLC | $4.3M | 167K | ▲+89% Added · +79K sh | Q1 2026 | |
| 11 | EXCHANGE TRADED CONCEPTS, LLC | $4.0M | 156K | ▼−7.6% Reduced · −13K sh | Q2 2026 | |
| 12 | Acorn Wealth Advisors, LLC | $3.2M | 126K | ▲+12% Added · +13K sh | Q2 2026 | |
| 13 | Bison Wealth, LLC | $3.0M | 119K | ▲+2.1% Added · +2K sh | Q2 2026 | |
| 14 | WealthPlan Investment Management, LLC | $2.5M | 98K | ▼−20% Reduced · −25K sh | Q2 2026 | |
| 15 | LPL Financial LLC | $2.4M | 95K | ▲+291% Added · +71K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $2.4M | 93K | ▲+30% Added · +21K sh | Q1 2026 | |
| 17 | Orion Porfolio Solutions, LLC | $2.0M | 79K | ▼−1.8% Reduced · −1K sh | Q1 2026 | |
| 18 | TRUST CO OF TOLEDO NA /OH/ | $1.8M | 72K | ▲+56% Added · +26K sh | Q2 2026 | |
| 19 | STIFEL FINANCIAL CORP | $1.5M | 58K | ▲New +58K sh | Q1 2026 | |
| 20 | GOLDMAN SACHS GROUP INC | $1.4M | 55K | —Held | Q1 2026 | |
| 21 | WealthPLAN Partners, LLC | $1.4M | 54K | ▼−37% Reduced · −31K sh | Q2 2026 | |
| 22 | BEAM WEALTH ADVISORS, INC. | $1.1M | 44K | ▲+5.0% Added · +2K sh | Q2 2026 | |
| 23 | KINGSWOOD WEALTH ADVISORS, LLC | $1.0M | 40K | ▲+169% Added · +25K sh | Q2 2026 | |
| 24 | Dynamic Advisor Solutions LLC | $935K | 36K | ▲+6.8% Added · +2K sh | Q2 2026 | |
| 25 | HBW ADVISORY SERVICES LLC | $698K | 27K | ▼−27% Reduced · −10K sh | Q2 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, 9 funds opened a new position in MBSF and 12 added to an existing one, while 10 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 |
|---|---|---|
| APPLE INCAAPL | 31 funds | $2.3B |
| MICROSOFT CORPMSFT | 31 funds | $1.2B |
| AMAZON.COM INCAMZN | 30 funds | $1.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 30 funds | $660.2M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 30 funds | $579.2M |
| NVIDIA CORPNVDA | 29 funds | $1.9B |
| INVESCO QQQ TRUST SERIES 1QQQ | 29 funds | $894.2M |
| ALPHABET INC-CL AGOOGL | 29 funds | $779.2M |
| ALPHABET INC-CL CGOOG | 29 funds | $651.7M |
| JPMORGAN CHASE & COJPM | 29 funds | $421.3M |
| META PLATFORMS INC-CLASS AMETA | 28 funds | $701.8M |
| TESLA INCTSLA | 28 funds | $516.7M |
Ranked by how many of MBSF's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MBSFthis pagemc | 56 funds | $136.7M |
| EQTYKOVITZ CORE EQT | 17 funds | $1.2B |
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 MBSF
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/MBSF/capital-change-brief"
Use Arkolith's capital_change_brief for MBSF. 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 MBSF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.