Among active 13F managers last quarter, 3 opened and 10 added, while 4 reduced; the largest holder to move was Curbstone Financial Management Corp (−0.5%).
60 tracked 13F filers disclose a position in MCI as of the latest SEC 13F filings, a combined $53.0M 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 | Global Wealth Strategies & Associates | 300K | $5.3M | ▲+4.5% Added · +13K sh | Q2 2026 | |
| 2 | Curbstone Financial Management Corp | 288K | $5.1M | ▼−0.5% Reduced · −1K sh | Q2 2026 | |
| 3 | Barings LLC | 220K | $3.8M | —Held | Q1 2026 | |
| 4 | Secure Asset Management, LLC | 209K | $3.7M | ▲+4.0% Added · +8K sh | Q2 2026 | |
| 5 | Cetera Investment Advisers | 180K | $3.1M | ▲+101% Added · +91K sh | Q1 2026 | |
| 6 | Morgan Stanley | 178K | $3.1M | ▼−2.1% Reduced · −4K sh | Q1 2026 | |
| 7 | Sky Investment Group LLC | 175K | $3.1M | ▲+2.8% Added · +5K sh | Q2 2026 | |
| 8 | Smith Asset Management Co., LLC | 170K | $3.0M | ▼−1.9% Reduced · −3K sh | Q2 2026 | |
| 9 | LPL Financial LLC | 106K | $1.8M | ▼−14% Reduced · −18K sh | Q1 2026 | |
| 10 | Beacon Pointe Advisors, LLC | 94K | $1.7M | ▲+43% Added · +28K sh | Q2 2026 | |
| 11 | TSP Capital Management Group, LLC | 87K | $1.5M | ▲+5.4% Added · +4K sh | Q2 2026 | |
| 12 | MML Investors Services, LLC | 87K | $1.5M | ▲+24% Added · +17K sh | Q2 2026 | |
| 13 | Caldwell Sutter Capital, Inc. | 84K | $1.5M | —Held | Q2 2026 | |
| 14 | Patriot Investment Management Group, Inc. | 68K | $1.2M | —Held | Q2 2026 | |
| 15 | Kestra Advisory Services, LLC | 62K | $1.1M | ▲+3.3% Added · +2K sh | Q2 2026 | |
| 16 | Equitable Holdings, Inc. | 62K | $1.1M | ▲+28% Added · +13K sh | Q2 2026 | |
| 17 | Commonwealth Equity Services, LLC | 61K | $1.1M | ▼−3.0% Reduced · −2K sh | Q1 2026 | |
| 18 | Raymond James Financial Inc | 56K | $957K | ▲+1.4% Added · +754 sh | Q1 2026 | |
| 19 | Future Financial Wealth Managment LLC | 44K | $737K | ▼−5.6% Reduced · −3K sh | Q2 2026 | |
| 20 | Bank Of America Corp | 43K | $746K | ▼−0.9% Reduced · −418 sh | Q1 2026 | |
| 21 | Benjamin Edwards Inc | 42K | $738K | ▲+27% Added · +9K sh | Q2 2026 | |
| 22 | Osaic Holdings, Inc. | 40K | $692K | ▼−7.5% Reduced · −3K sh | Q1 2026 | |
| 23 | Jane Street Group, LLC | 34K | $578K | ▲New +34K sh | Q1 2026 | |
| 24 | Cerity Partners LLC | 26K | $447K | ▲+2.0% Added · +521 sh | Q1 2026 | |
| 25 | Jacobs Equity LLC | 26K | $453K | ▲+23% Added · +5K 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, 3 funds opened a new position in MCI and 10 added to an existing one, while 4 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 | 24 funds | $3.1B |
| Microsoft CorpMSFT | 24 funds | $2.0B |
| Invesco QQQ Trust Series 1QQQ | 24 funds | $1.8B |
| Amazon.com IncAMZN | 24 funds | $1.4B |
| Alphabet Inc-CL AGOOGL | 24 funds | $1.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 24 funds | $1.3B |
| Walmart IncWMT | 24 funds | $578.3M |
| Nvidia CorpNVDA | 23 funds | $3.2B |
| Meta Platforms Inc-Class AMETA | 23 funds | $1.6B |
| Broadcom IncAVGO | 23 funds | $1.2B |
| JPMorgan Chase & CoJPM | 23 funds | $848.1M |
| Berkshire Hathaway Inc-CL BBRK/B | 23 funds | $707.6M |
Ranked by how many of MCI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MCI.
Connected entities for 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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MCI/capital-change-brief"
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.