Among active 13F managers last quarter, 1 opened and 2 added, while 5 reduced; the largest holder to move was Palladiem, LLC (+3.0%). No open-market insider trades in the last 180 days.
Funds lean out and no leg opposes.
21 tracked 13F filers disclose a position in MEM as of the latest SEC 13F filings, a combined $28.6M 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 | JGP Wealth Management, LLC | 167K | $7.6M | ▲+1.3% Added · +2K sh | Q2 2026 | |
| 2 | Dynasty Wealth Management, LLC | 153K | $6.9M | ▼−29% Reduced · −63K sh | Q2 2026 | |
| 3 | Palladiem, LLC | 87K | $4.0M | ▲+3.0% Added · +3K sh | Q2 2026 | |
| 4 | IFC Advisors LLC | 65K | $2.9M | ▲+32% Added · +16K sh | Q2 2026 | |
| 5 | Geneos Wealth Management Inc. | 35K | $1.6M | ▲+14% Added · +4K sh | Q2 2026 | |
| 6 | Osaic Holdings, Inc. | 31K | $1.2M | ▲+14% Added · +4K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 16K | $608K | ▼−2.0% Reduced · −338 sh | Q1 2026 | |
| 8 | Bedel Financial Consulting, Inc. | 14K | $639K | ▼−2.2% Reduced · −323 sh | Q2 2026 | |
| 9 | Matisse Capital | 12K | $530K | —Held | Q2 2026 | |
| 10 | Round Rock Advisors LLC | 12K | $526K | ▼−0.2% Reduced · −23 sh | Q2 2026 | |
| 11 | Raymond James Financial Inc | 11K | $423K | —Held | Q1 2026 | |
| 12 | Commonwealth Equity Services, LLC | 10K | $384K | ▲New +10K sh | Q1 2026 | |
| 13 | Susquehanna International Group, LLP | 10K | $382K | ▲+26% Added · +2K sh | Q1 2026 | |
| 14 | Old Mission Capital LLC | 10K | $379K | ▼−28% Reduced · −4K sh | Q1 2026 | |
| 15 | EJMK Ventures LLC | 6K | $287K | ▲New +6K sh | Q2 2026 | |
| 16 | Bond & Devick Financial Network, Inc. | 6K | $254K | ▼−1.4% Reduced · −77 sh | Q2 2026 | |
| 17 | Farther Finance Advisors, LLC | 2K | $71K | ▼−4.5% Reduced · −89 sh | Q1 2026 | |
| 18 | Millstone Evans Group, LLC | 132 | $6K | —Held | Q2 2026 | |
| 19 | UBS Group AG | 102 | $4K | ▲New +102 sh | Q1 2026 | |
| 20 | EverSource Wealth Advisors, LLC | 101 | $4K | —Held | Q1 2026 | |
| 21 | National Bank Of Canada | 100 | $4K | ▲50× Added · +98 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, 1 fund opened a new position in MEM and 2 added to an existing one, while 5 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 |
|---|---|---|
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $447.5M |
| Nvidia CorpNVDA | 10 funds | $285.6M |
| Taiwan Semiconductor-SP ADRTSM | 10 funds | $82.3M |
| ASML Holding NV-NY Reg SHSASML | 10 funds | $39.2M |
| Vanguard S&P 500 ETFVOO | 9 funds | $447.2M |
| Eli Lilly & CoLLY | 9 funds | $443.8M |
| Apple IncAAPL | 9 funds | $360.6M |
| Invesco QQQ Trust Series 1QQQ | 9 funds | $232.3M |
| Microsoft CorpMSFT | 9 funds | $173.4M |
| Amazon.com IncAMZN | 9 funds | $135.1M |
| Alphabet Inc-CL AGOOGL | 9 funds | $127.6M |
| Alphabet Inc-CL CGOOG | 9 funds | $100.2M |
Ranked by how many of MEM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MEM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 12, 2014 | Merriman D Jonathan | CEO, Director, 10% Owner | Buy (P) | 4K | $12K |
| Sep 5, 2014 | Merriman D Jonathan | CEO, Director, 10% Owner | Buy (P) | 3K | $12K |
| Sep 5, 2014 | Lewis Marc | Chief Technology Strategist | Buy (P) 2 lots, same day | 2K | $8K |
| Aug 27, 2014 | Merriman D Jonathan | CEO, Director, 10% Owner | Buy (P) | 4K | $14K |
| Aug 22, 2014 | Chez Ronald L | Director, 10% Owner | Buy (P) | 18K | $68K |
| Aug 19, 2014 | Merriman D Jonathan | CEO, Director, 10% Owner | Buy (P) | 2K | $7K |
| Jun 2, 2014 | Merriman D Jonathan | CEO, Director, 10% Owner | Buy (P) | 84K | $10K |
| May 22, 2014 | Merriman D Jonathan | CEO, Director, 10% Owner | Buy (P) | 77K | $8K |
| May 21, 2014 | Merriman D Jonathan | CEO, Director, 10% Owner | Buy (P) | 11K | $1K |
| Apr 2, 2014 | Hall G. Houston | 10% Owner | Buy (P) | 4.2M | $250K |
| Jun 7, 2013 | Merriman D Jonathan | CEO, Director, 10% Owner | Buy (P) | 21K | $3K |
| Jun 12, 2012 | Merriman D Jonathan | CEO, Director, 10% Owner | Buy (P) 3 lots, same day | 28K | $18K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
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 | 7 | 7 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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.
| Class | 13F holders | Value held |
|---|---|---|
| MEMthis pageETF | 21 funds | $28.6M |
| MINVETF | 20 funds | $95.3M |
| MCHETF | 17 funds | $13.9M |
| MKORSHS | 16 funds | $5.6M |
| MEMXEMERGING MARKETS | 15 funds | $8.9M |
| 577125735ETF | 4 funds | $14.6M |
| MEMSETF | 4 funds | $12.5M |
| 577125867EMRG MKTS INSTIT | 1 funds | $13.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for MEM
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/MEM/capital-change-brief"
Use Arkolith's capital_change_brief for MEM. 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 MEM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.