Among active 13F managers last quarter, 3 opened and 4 added, while 2 reduced; the largest holder to move was Marshall Wace, LLP (+16%). Over the last 180 days, 4 insiders sold and none bought, a net -$6K in open-market trades.
The legs disagree, or only one of them leans.
32 tracked 13F filers disclose a position in MCRB as of the latest SEC 13F filings, a combined $18.4M 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 | Flagship Pioneering, LLC | 1.2M | $9.1M | —Held | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 288K | $2.3M | ▼−2.2% Reduced · −6K sh | Q2 2026 | |
| 3 | Marshall Wace, LLP | 140K | $1.2M | ▲+16% Added · +19K sh | Q1 2026 | |
| 4 | Vontobel Holding Ltd. | 123K | $970K | ▼−11% Reduced · −15K sh | Q2 2026 | |
| 5 | BlackRock, Inc. | 111K | $876K | ▲+8.8% Added · +9K sh | Q2 2026 | |
| 6 | Susquehanna International Group, LLP | 105K | $934K | ▼−41% Reduced · −75K sh | Q1 2026 | |
| 7 | Geode Capital Management, LLC | 80K | $631K | ▲+6.9% Added · +5K sh | Q2 2026 | |
| 8 | American Century Companies Inc | 62K | $553K | ▲+283% Added · +46K sh | Q1 2026 | |
| 9 | Vanguard Fiduciary Trust Co | 49K | $384K | ▲+23% Added · +9K sh | Q2 2026 | |
| 10 | State Street Corp | 34K | $267K | —Held | Q2 2026 | |
| 11 | Charles Schwab Investment Management Inc | 32K | $281K | ▲+0.8% Added · +261 sh | Q1 2026 | |
| 12 | Morgan Stanley | 22K | $192K | ▼−14% Reduced · −3K sh | Q1 2026 | |
| 13 | Two Sigma Investments, LP | 19K | $167K | ▼−27% Reduced · −7K sh | Q1 2026 | |
| 14 | Northern Trust Corp | 15K | $131K | —Held | Q1 2026 | |
| 15 | Citadel Advisors LLC | 11K | $83K | ▲Added Added · +11K sh | Q2 2026 | |
| 16 | UBS Group AG | 7K | $62K | ▲+66% Added · +3K sh | Q1 2026 | |
| 17 | Barclays PLC | 7K | $58K | ▼−12% Reduced · −925 sh | Q1 2026 | |
| 18 | SBI Securities Co., Ltd. | 4K | $33K | ▲+20% Added · +700 sh | Q2 2026 | |
| 19 | Group One Trading LLC | 4K | $29K | ▲+351% Added · +3K sh | Q2 2026 | |
| 20 | Simplex Trading, LLC | 3K | $27K | ▲+149% Added · +2K sh | Q1 2026 | |
| 21 | Vanguard Global Advisers, LLC | 2K | $16K | —Held | Q2 2026 | |
| 22 | FMR LLC | 2K | $12K | ▼−13% Reduced · −224 sh | Q2 2026 | |
| 23 | Rachor Investment Advisory Services, LLC | 1K | $12K | —Held | Q2 2026 | |
| 24 | Tower Research Capital LLC (TRC) | 794 | $7K | ▲New +794 sh | Q1 2026 | |
| 25 | BNP Paribas Financial Markets | 211 | $2K | ▼−73% Reduced · −562 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, 3 funds opened a new position in MCRB and 4 added to an existing one, while 2 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 |
|---|---|---|
| Nvidia CorpNVDA | 10 funds | $19.3B |
| Apple IncAAPL | 10 funds | $13.1B |
| Amazon.com IncAMZN | 10 funds | $11.7B |
| Microsoft CorpMSFT | 10 funds | $10.1B |
| Alphabet Inc-CL AGOOGL | 10 funds | $9.2B |
| Broadcom IncAVGO | 10 funds | $6.5B |
| Tesla IncTSLA | 10 funds | $5.2B |
| Mastercard Inc - AMA | 10 funds | $4.7B |
| Meta Platforms Inc-Class AMETA | 10 funds | $4.6B |
| Taiwan Semiconductor-SP ADRTSM | 10 funds | $3.8B |
| Eli Lilly & CoLLY | 10 funds | $3.7B |
| Costco Wholesale CorpCOST | 10 funds | $3.5B |
Ranked by how many of MCRB's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MCRB.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 17, 2026 | DesRosier Thomas | See Remarks | Sell (S) | 82 | $373 |
| Aug 17, 2026 | Henn Matthew R | See Remarks | Sell (S) | 81 | $369 |
| Aug 17, 2026 | Shaff Eric D. | Director | Sell (S) | 263 | $1K |
| Aug 17, 2026 | Brady Kelly | See Remarks | Sell (S) | 64 | $291 |
| May 18, 2026 | DesRosier Thomas | See Remarks | Sell (S) | 79 | $595 |
| May 18, 2026 | Brady Kelly | See Remarks | Sell (S) | 59 | $444 |
| May 18, 2026 | Henn Matthew R | See Remarks | Sell (S) | 77 | $580 |
| May 18, 2026 | Shaff Eric D. | Director | Sell (S) | 259 | $2K |
| Feb 15, 2026 | Henn Matthew R | See Remarks | Sell (S) | 89 | $754 |
| Feb 15, 2026 | DesRosier Thomas | See Remarks | Sell (S) | 78 | $661 |
| Feb 15, 2026 | Shaff Eric D. | Director | Sell (S) | 259 | $2K |
| Feb 15, 2026 | Young Teresa L. | See Remarks | Sell (S) | 75 | $635 |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 12 | 9 | – |
Insiders Form 4 open-market | 0 | 4 | -$6K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for MCRB
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/MCRB/capital-change-brief"
Use Arkolith's capital_change_brief for MCRB. 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 MCRB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.