130 tracked 13F filers disclose a position in MBUU as of the latest SEC 13F filings, a combined $428.3M 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 | Parallel Advisors, LLC | Withheld | 7.5M | ▲New +7.5M sh | Q1 2026 | |
| 2 | PZENA INVESTMENT MANAGEMENT LLC | $49.2M | 1.8M | ▲+5.7% Added · +97K sh | Q2 2026 | |
| 3 | COOKE & BIELER LP | $38.6M | 1.5M | ▼−5.0% Reduced · −79K sh | Q1 2026 | |
| 4 | BlackRock, Inc. | $37.5M | 1.4M | ▲+0.1% Added · +845 sh | Q1 2026 | |
| 5 | Twin Lions Management LLC | $28.9M | 1.1M | ▼−2.2% Reduced · −25K sh | Q1 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $25.1M | 967K | ▲+5.8% Added · +53K sh | Q1 2026 | |
| 7 | Lodge Hill Capital, LLC | $25.4M | 926K | ▲+2.3% Added · +21K sh | Q2 2026 | |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | $20.7M | 798K | →First observed position No prior filed position | Q1 2026 | |
| 9 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | $18.0M | 695K | ▲+4.4% Added · +29K sh | Q1 2026 | |
| 10 | AMERICAN CENTURY COMPANIES INC | $15.1M | 582K | ▲+11% Added · +58K sh | Q1 2026 | |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | $14.4M | 524K | ▲+16% Added · +71K sh | Q2 2026 | |
| 12 | STATE STREET CORP | $12.6M | 459K | ▲+3.3% Added · +15K sh | Q2 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10.4M | 402K | ▼−6.5% Reduced · −28K sh | Q1 2026 | |
| 14 | JANUS HENDERSON GROUP PLC | $10.2M | 392K | ▼−11% Reduced · −46K sh | Q1 2026 | |
| 15 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $10.3M | 376K | ▼−21% Reduced · −100K sh | Q2 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $8.9M | 343K | ▲+45% Added · +106K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $7.4M | 284K | ▼−17% Reduced · −57K sh | Q1 2026 | |
| 18 | Grantham, Mayo, Van Otterloo & Co. LLC | $7.3M | 267K | ▼−1.2% Reduced · −3K sh | Q2 2026 | |
| 19 | Atom Investors LP | $6.0M | 232K | ▲+25% Added · +46K sh | Q1 2026 | |
| 20 | SCHRODER INVESTMENT MANAGEMENT GROUP | $5.6M | 217K | ▼−18% Reduced · −47K sh | Q1 2026 | |
| 21 | VANGUARD PORTFOLIO MANAGEMENT LLC | $4.8M | 184K | →First observed position No prior filed position | Q1 2026 | |
| 22 | FMR LLC | $4.6M | 176K | ▲+0.2% Added · +296 sh | Q1 2026 | |
| 23 | CenterBook Partners LP | $4.6M | 169K | ▲+255% Added · +121K sh | Q2 2026 | |
| 24 | NORTHERN TRUST CORP | $4.3M | 166K | ▲+3.2% Added · +5K sh | Q1 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $3.3M | 129K | ▼−7.9% Reduced · −11K sh | 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, 9 funds opened a new position in MBUU and 21 added to an existing one, while 18 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 63 funds | $169.6B |
| NVIDIA CORPNVDA | 61 funds | $240.0B |
| JPMORGAN CHASE & COJPM | 60 funds | $35.7B |
| META PLATFORMS INC-CLASS AMETA | 59 funds | $70.0B |
| BROADCOM INCAVGO | 58 funds | $101.6B |
| ALPHABET INC-CL AGOOGL | 58 funds | $95.1B |
| UNITEDHEALTH GROUP INCUNH | 58 funds | $19.6B |
| AMAZON.COM INCAMZN | 57 funds | $118.1B |
| MICRON TECHNOLOGY INCMU | 57 funds | $18.9B |
| BANK OF AMERICA CORPBAC | 57 funds | $18.8B |
| ELI LILLY & COLLY | 56 funds | $47.3B |
| VISA INC-CLASS A SHARESV | 56 funds | $37.7B |
Ranked by how many of MBUU's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 6, 2024 | Lanigan Mark W. | Director | Buy (P) | 20K | $669K |
| Feb 22, 2024 | Hooks Michael K. | Executive Chair, Director | Buy (P) | 13K | $535K |
| Nov 8, 2023 | Black David Scott | Interim CFO | Sell (S) | 631 | $27K |
| Nov 7, 2023 | Anderson Ritchie L. | Chief Operating Officer | Sell (S) | 12K | $511K |
| Nov 7, 2023 | Anderson Ritchie L. | Chief Operating Officer | Sell (S) | 2K | $79K |
| Jun 7, 2023 | Springer Jackie D. Jr. | Chief Executive Officer, Director | Sell (S) | 16K | $968K |
| Jun 7, 2023 | Springer Jackie D. Jr. | Chief Executive Officer, Director | Sell (S) | 9K | $534K |
| Feb 15, 2023 | Anderson Ritchie L. | Chief Operating Officer | Sell (S) | 950 | $58K |
| Feb 15, 2023 | Anderson Ritchie L. | Chief Operating Officer | Sell (S) | 7K | $404K |
| Jun 15, 2022 | MURPHY PETER E | Director | Buy (P) | 700 | $38K |
| Jun 10, 2022 | Springer Jackie D. Jr. | Chief Executive Officer, Director | Sell (S) | 27K | $1.5M |
| Jun 10, 2022 | Springer Jackie D. Jr. | Chief Executive Officer, Director | Sell (S) | 12K | $702K |
Connected entities for MBUU
This stock 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/MBUU/capital-change-brief"
Use Arkolith's capital_change_brief for MBUU. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MBUU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.