16 tracked 13F filers disclose a position in MEM as of the latest SEC 13F filings, a combined $21.4M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | $8.0M | 216K | ▲+4.1% Added · +8K sh | Q1 2026 | |
| 2 | JGP Wealth Management, LLC | $7.6M | 167K | ▲+1.3% Added · +2K sh | Q2 2026 | |
| 3 | OSAIC HOLDINGS, INC. | $1.2M | 31K | ▲+14% Added · +4K sh | Q1 2026 | |
| 4 | Geneos Wealth Management Inc. | $1.1M | 30K | ▲+1.9% Added · +579 sh | Q1 2026 | |
| 5 | LPL Financial LLC | $608K | 16K | ▼−2.0% Reduced · −338 sh | Q1 2026 | |
| 6 | Bedel Financial Consulting, Inc. | $639K | 14K | ▼−2.2% Reduced · −323 sh | Q2 2026 | |
| 7 | Round Rock Advisors LLC | $432K | 12K | —Held | Q1 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $423K | 11K | —Held | Q1 2026 | |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | $384K | 10K | ▲New +10K sh | Q1 2026 | |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $382K | 10K | ▲+26% Added · +2K sh | Q1 2026 | |
| 11 | OLD MISSION CAPITAL LLC | $379K | 10K | ▼−28% Reduced · −4K sh | Q1 2026 | |
| 12 | Bond & Devick Financial Network, Inc. | $254K | 6K | ▼−1.4% Reduced · −77 sh | Q2 2026 | |
| 13 | Farther Finance Advisors, LLC | $71K | 2K | ▼−4.5% Reduced · −89 sh | Q1 2026 | |
| 14 | UBS Group AG | $4K | 102 | ▲New +102 sh | Q1 2026 | |
| 15 | EverSource Wealth Advisors, LLC | $4K | 101 | —Held | Q1 2026 | |
| 16 | NATIONAL BANK OF CANADA /FI/ | $4K | 100 | ▲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, 0 funds opened a new position in MEM, while 4 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $2.1B |
| MICROSOFT CORPMSFT | 3 funds | $2.0B |
| APPLE INCAAPL | 3 funds | $1.8B |
| NVIDIA CORPNVDA | 3 funds | $1.7B |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $1.7B |
| ALPHABET INC-CL AGOOGL | 3 funds | $1.4B |
| AMAZON.COM INCAMZN | 3 funds | $1.3B |
| BROADCOM INCAVGO | 3 funds | $1.0B |
| ISHARES RUSSELL 1000 GROWTHIWF | 3 funds | $821.7M |
| ISHARES CORE MSCI EAFE ETFIEFA | 3 funds | $806.5M |
| JPMORGAN CHASE & COJPM | 3 funds | $779.6M |
| ALPHABET INC-CL CGOOG | 3 funds | $707.7M |
Ranked by how many of MEM's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
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.