Among active 13F managers last quarter, 13 opened and 15 added, while 12 reduced; the largest holder to move was Castleview Partners, LLC (+0.2%).
66 tracked 13F filers disclose a position in MBSF as of the latest SEC 13F filings, a combined $153.6M 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 | Castleview Partners, LLC | 989K | $25.4M | ▲+0.2% Added · +2K sh | Q2 2026 | |
| 2 | State of New Jersey Common Pension Fund D | 600K | $15.4M | ▲+200% Added · +400K sh | Q2 2026 | |
| 3 | Creative Financial Designs Inc | 453K | $11.6M | ▲+29% Added · +103K sh | Q2 2026 | |
| 4 | United Asset Strategies, Inc. | 424K | $10.9M | ▲+137% Added · +245K sh | Q2 2026 | |
| 5 | Auour Investments LLC | 341K | $8.7M | ▲+11% Added · +34K sh | Q2 2026 | |
| 6 | Biltmore Family Office, LLC | 252K | $6.5M | ▼−4.7% Reduced · −12K sh | Q2 2026 | |
| 7 | Royal Bank Of Canada | 249K | $6.4M | ▲+200% Added · +166K sh | Q1 2026 | |
| 8 | CWC Advisors, LLC. | 211K | $5.4M | ▲+3.3% Added · +7K sh | Q2 2026 | |
| 9 | Sterneck Capital Management, LLC | 205K | $5.3M | ▲+1.8% Added · +4K sh | Q2 2026 | |
| 10 | Balefire, LLC | 170K | $4.4M | ▼−45% Reduced · −137K sh | Q2 2026 | |
| 11 | Apollon Wealth Management, LLC | 167K | $4.3M | ▲+89% Added · +79K sh | Q1 2026 | |
| 12 | Exchange Traded Concepts, LLC | 156K | $4.0M | ▼−7.6% Reduced · −13K sh | Q2 2026 | |
| 13 | Acorn Wealth Advisors, LLC | 126K | $3.2M | ▲+12% Added · +13K sh | Q2 2026 | |
| 14 | Camarda Financial Advisors, LLC | 123K | $3.2M | ▲+3.0% Added · +4K sh | Q2 2026 | |
| 15 | Bison Wealth, LLC | 119K | $3.0M | ▲+2.1% Added · +2K sh | Q2 2026 | |
| 16 | NewEdge Advisors, LLC | 102K | $2.6M | ▲+9.7% Added · +9K sh | Q2 2026 | |
| 17 | WealthPlan Investment Management, LLC | 98K | $2.5M | ▼−20% Reduced · −25K sh | Q2 2026 | |
| 18 | BlackDiamond Wealth Management, LLC | 98K | $2.5M | ▲+22% Added · +18K sh | Q2 2026 | |
| 19 | LPL Financial LLC | 95K | $2.4M | ▲+291% Added · +71K sh | Q1 2026 | |
| 20 | Orion Porfolio Solutions, LLC | 83K | $2.1M | ▲+4.8% Added · +4K sh | Q2 2026 | |
| 21 | WESPAC Advisors, LLC | 76K | $1.9M | ▲+2.5% Added · +2K sh | Q2 2026 | |
| 22 | Trust Co Of Toledo Na | 72K | $1.8M | ▲+56% Added · +26K sh | Q2 2026 | |
| 23 | Stifel Financial Corp | 58K | $1.5M | ▲New +58K sh | Q1 2026 | |
| 24 | Goldman Sachs Group Inc | 55K | $1.4M | —Held | Q1 2026 | |
| 25 | WealthPLAN Partners, LLC | 54K | $1.4M | ▼−37% Reduced · −31K 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, 13 funds opened a new position in MBSF and 15 added to an existing one, while 12 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 | 41 funds | $4.9B |
| Microsoft CorpMSFT | 41 funds | $2.7B |
| Amazon.com IncAMZN | 40 funds | $3.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 40 funds | $1.1B |
| Nvidia CorpNVDA | 39 funds | $4.6B |
| Alphabet Inc-CL AGOOGL | 39 funds | $2.0B |
| Alphabet Inc-CL CGOOG | 39 funds | $1.7B |
| Berkshire Hathaway Inc-CL BBRK/B | 39 funds | $1.2B |
| JPMorgan Chase & CoJPM | 39 funds | $1.2B |
| Meta Platforms Inc-Class AMETA | 38 funds | $1.4B |
| Tesla IncTSLA | 38 funds | $1.1B |
| Walmart IncWMT | 38 funds | $1.0B |
Ranked by how many of MBSF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MBSF.
| Class | 13F holders | Value held |
|---|---|---|
| MBSFthis pagemc | 66 funds | $153.6M |
| EQTYMF Closed and MF Open | 21 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.