32 tracked 13F filers disclose a position in MCR as of the latest SEC 13F filings, a combined $59.3M 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 | MORGAN STANLEY | $46.5M | 7.7M | ▼−5.2% Reduced · −422K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $2.3M | 382K | ▲+2.9% Added · +11K sh | Q1 2026 | |
| 3 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $1.9M | 309K | ▲New +309K sh | Q1 2026 | |
| 4 | WELLS FARGO & COMPANY/MN | $1.3M | 210K | ▼−0.4% Reduced · −867 sh | Q1 2026 | |
| 5 | Pathstone Holdings, LLC | $877K | 145K | ▼−59% Reduced · −209K sh | Q1 2026 | |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $824K | 136K | ▲+0.2% Added · +336 sh | Q1 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $712K | 117K | ▲+12% Added · +13K sh | Q1 2026 | |
| 8 | UBS Group AG | $681K | 112K | ▼−0.8% Reduced · −901 sh | Q1 2026 | |
| 9 | STIFEL FINANCIAL CORP | $669K | 110K | ▼−7.8% Reduced · −9K sh | Q1 2026 | |
| 10 | Logan Stone Capital, LLC | $539K | 89K | ▲+65% Added · +35K sh | Q1 2026 | |
| 11 | OSAIC HOLDINGS, INC. | $520K | 86K | ▲+31% Added · +20K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $475K | 78K | ▼−6.8% Reduced · −6K sh | Q1 2026 | |
| 13 | LPL Financial LLC | $462K | 76K | ▼−9.0% Reduced · −8K sh | Q1 2026 | |
| 14 | Waverly Advisors, LLC | $284K | 47K | ▲+29% Added · +11K sh | Q1 2026 | |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $248K | 41K | ▼−20% Reduced · −10K sh | Q1 2026 | |
| 16 | CoreCap Advisors, LLC | $243K | 40K | ▼−11% Reduced · −5K sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $194K | 32K | ▼−6.6% Reduced · −2K sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $108K | 18K | ▲New +18K sh | Q1 2026 | |
| 19 | Creative Planning | $97K | 16K | ▲New +16K sh | Q1 2026 | |
| 20 | Cetera Investment Advisers | $81K | 13K | ▼−23% Reduced · −4K sh | Q1 2026 | |
| 21 | JANE STREET GROUP, LLC | $75K | 12K | ▲New +12K sh | Q1 2026 | |
| 22 | Mariner, LLC | $70K | 12K | ▼−1.1% Reduced · −135 sh | Q1 2026 | |
| 23 | Farther Finance Advisors, LLC | $68K | 11K | ▲+0.1% Added · +11 sh | Q1 2026 | |
| 24 | Larson Financial Group LLC | $27K | 4K | —Held | Q1 2026 | |
| 25 | Allworth Financial LP | $21K | 3K | —Held | 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, 3 funds opened a new position in MCR and 3 added to an existing one, while 1 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 | 7 funds | $2.3B |
| MICROSOFT CORPMSFT | 7 funds | $1.5B |
| ARES MANAGEMENT CORP - AARES | 7 funds | $232.8M |
| ISHARES NATIONAL MUNI BOND EMUB | 7 funds | $157.1M |
| ISHARES CORE U.S. AGGREGATEAGG | 7 funds | $136.3M |
| VANGUARD TAX-EXEMPT BOND ETFVTEB | 7 funds | $106.3M |
| ARES CAPITAL CORPARCC | 7 funds | $68.3M |
| ISHARES FLEX I A ETF-USD INCBINC | 7 funds | $66.9M |
| VANGUARD REAL ESTATE ETFVNQ | 7 funds | $49.6M |
| GUGGENHEIM STRATEGIC OPPORTGOF | 7 funds | $35.7M |
| FS KKR CAPITAL CORPFSK | 7 funds | $29.1M |
| ISHARES MSCI ACWI ETFACWI | 7 funds | $28.9M |
Ranked by how many of MCR's institutional holders also hold each name, a cross-fund conviction signal.
Connected entities for MCR
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/MCR/capital-change-brief"
Use Arkolith's capital_change_brief for MCR. 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 MCR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.