MCI

Barings Corporate InvestorsETF$16.53 0.77%
UnclassifiedUSCUSIP 06759X107· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
53
-34 QoQ
13F Value (tracked)
$50.8M
13F Moves · latest Q
11 added
3 trimmed
Recent Filings
15

Price & smart-money activity

$16.53 0.77%5Y +8.5%
$11.99$15.48$18.97$22.47$25.962021202220232024202520263232953354353472524338233639687958879663
Hover for who · click for detailEnd-of-day closing prices52w $16.53 – $22.87

Who owns MCI?

53 tracked 13F filers

53 tracked 13F filers disclose a position in MCI as of the latest SEC 13F filings, a combined $50.8M 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.

#FundPosition valueSharesLast moveAs ofHistory
1Global Wealth Strategies & Associates
$5.3M
300K
+4.5%
Added · +13K sh
Q2 2026
2Curbstone Financial Management Corp
$5.1M
288K
−0.5%
Reduced · −1K sh
Q2 2026
3BARINGS LLC
$3.8M
220K
Held
Q1 2026
4Secure Asset Management, LLC
$3.7M
209K
+4.0%
Added · +8K sh
Q2 2026
5Cetera Investment Advisers
$3.1M
180K
+101%
Added · +91K sh
Q1 2026
6MORGAN STANLEY
$3.1M
178K
−2.1%
Reduced · −4K sh
Q1 2026
7Sky Investment Group LLC
$3.1M
175K
+2.8%
Added · +5K sh
Q2 2026
8Smith Asset Management Co., LLC
$3.0M
170K
−1.9%
Reduced · −3K sh
Q2 2026
9LPL Financial LLC
$1.8M
106K
−14%
Reduced · −18K sh
Q1 2026
10TSP Capital Management Group, LLC
$1.5M
87K
+5.4%
Added · +4K sh
Q2 2026
11CALDWELL SUTTER CAPITAL, INC.
$1.5M
84K
Held
Q2 2026
12MML INVESTORS SERVICES, LLC
$1.2M
70K
−7.1%
Reduced · −5K sh
Q1 2026
13PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
$1.2M
68K
Held
Q2 2026
14Beacon Pointe Advisors, LLC
$1.1M
66K
+8.2%
Added · +5K sh
Q1 2026
15Kestra Advisory Services, LLC
$1.1M
62K
+3.3%
Added · +2K sh
Q2 2026
16COMMONWEALTH EQUITY SERVICES, LLC
$1.1M
61K
−3.0%
Reduced · −2K sh
Q1 2026
17RAYMOND JAMES FINANCIAL INC
$957K
56K
+1.4%
Added · +754 sh
Q1 2026
18Equitable Holdings, Inc.
$871K
48K
+59%
Added · +18K sh
Q1 2026
19Future Financial Wealth Managment LLC
$737K
44K
−5.6%
Reduced · −3K sh
Q2 2026
20BANK OF AMERICA CORP /DE/
$746K
43K
−0.9%
Reduced · −418 sh
Q1 2026
21BENJAMIN EDWARDS INC
$738K
42K
+27%
Added · +9K sh
Q2 2026
22OSAIC HOLDINGS, INC.
$692K
40K
−7.5%
Reduced · −3K sh
Q1 2026
23JANE STREET GROUP, LLC
$578K
34K
New
+34K sh
Q1 2026
24Cerity Partners LLC
$447K
26K
+2.0%
Added · +521 sh
Q1 2026
25UBS Group AG
$435K
25K
+47%
Added · +8K 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.

Is MCI being bought or sold by institutions?

Last quarter, 2 funds opened a new position in MCI and 9 added to an existing one, while 3 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).

Opened (NEW)
2
funds
Added
9
funds
Reduced
3
funds
Exited
0
funds

Funds that own MCI also own

CompanyCo-held byCombined value
APPLE INCAAPL19 funds$2.8B
MICROSOFT CORPMSFT19 funds$1.9B
INVESCO QQQ TRUST SERIES 1QQQ19 funds$1.7B
AMAZON.COM INCAMZN19 funds$1.2B
SS SPDR S&P 500 ETF TRUST-USSPY19 funds$1.2B
ALPHABET INC-CL AGOOGL19 funds$1.1B
WALMART INCWMT19 funds$544.0M
DUKE ENERGY CORPDUK19 funds$62.0M
ISHARES CORE S&P 500 ETFIVV18 funds$10.8B
NVIDIA CORPNVDA18 funds$3.0B
VANGUARD S&P 500 ETFVOO18 funds$1.2B
BROADCOM INCAVGO18 funds$1.1B

Ranked by how many of MCI's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

16 funds-23 since Q3 2024
02550Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $25.8M

Recent filings

15 shown

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Connected entities for MCI

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Ask your agent what changed in MCI

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MCI/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MCI.
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 MCI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.