| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | THORNBURG INVESTMENT MANAGEMENT INC | $36.4M | 3.2M | ▲+3.2% Added · +100K sh | Q1 2026 | |
| 2 | SOROS FUND MANAGEMENT LLC | $21.9M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 3 | UBS Group AG | $20.4M | 1.8M | ▼−10% Reduced · −206K sh | Q1 2026 | |
| 4 | VAN ECK ASSOCIATES CORP | Withheld | 1.8M | ▼−22% Reduced · −510K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $18.1M | 1.6M | ▼−7.4% Reduced · −129K sh | Q1 2026 | |
| 6 | Russell Investments Group, Ltd. | $8.8M | 783K | ▲+196% Added · +519K sh | Q1 2026 | |
| 7 | Legal & General Group Plc | $8.2M | 725K | ▲+11% Added · +74K sh | Q1 2026 | |
| 8 | VICTORY CAPITAL MANAGEMENT INC | $7.4M | 654K | ▲New +654K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $6.8M | 607K | ▲+25% Added · +121K sh | Q1 2026 | |
| 10 | Sumitomo Mitsui Trust Group, Inc. | $6.2M | 550K | —Held | Q1 2026 | |
| 11 | ARES MANAGEMENT LLC | $6.1M | 546K | —Held | Q1 2026 | |
| 12 | Callodine Capital Management, LP | $5.1M | 458K | ▼−5.2% Reduced · −25K sh | Q1 2026 | |
| 13 | FOUNDATIONS INVESTMENT ADVISORS, LLC | $4.9M | 434K | ▼−11% Reduced · −53K sh | Q1 2026 | |
| 14 | FRANKLIN RESOURCES INC | $4.8M | 429K | ▼−3.7% Reduced · −17K sh | Q1 2026 | |
| 15 | BlackRock, Inc. | $4.5M | 404K | ▲+28% Added · +88K sh | Q1 2026 | |
| 16 | D.A. DAVIDSON & CO. | $4.1M | 361K | ▲+3.1% Added · +11K sh | Q1 2026 | |
| 17 | XTX Topco Ltd | $3.8M | 342K | ▲+153% Added · +207K sh | Q1 2026 | |
| 18 | WELLS FARGO & COMPANY/MN | $3.4M | 298K | ▼−2.1% Reduced · −6K sh | Q1 2026 | |
| 19 | LPL Financial LLC | $2.9M | 262K | ▼−18% Reduced · −56K sh | Q1 2026 | |
| 20 | Advisors Asset Management, Inc. | $2.9M | 255K | ▲+2.9% Added · +7K sh | Q1 2026 | |
| 21 | TWO SIGMA INVESTMENTS, LP | $2.8M | 249K | ▼−36% Reduced · −139K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $2.4M | 215K | ▼−1.9% Reduced · −4K sh | Q1 2026 | |
| 23 | Neuberger Berman Group LLC | $2.3M | 204K | ▼−0.7% Reduced · −2K sh | Q1 2026 | |
| 24 | VARCOV Co. | $2.0M | 179K | ▲+654% Added · +155K sh | Q1 2026 | |
| 25 | Lansforsakringar Fondforvaltning AB (publ) | $1.6M | 146K | ▲+22% Added · +26K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 48 funds | $11.7B |
| BROADCOM INCAVGO | 47 funds | $6.2B |
| META PLATFORMS INC-CLASS AMETA | 47 funds | $5.4B |
| TESLA INCTSLA | 47 funds | $2.9B |
| ELI LILLY & COLLY | 47 funds | $2.8B |
| MICRON TECHNOLOGY INCMU | 47 funds | $2.7B |
| APPLE INCAAPL | 46 funds | $15.0B |
| AMAZON.COM INCAMZN | 46 funds | $9.7B |
| ALPHABET INC-CL AGOOGL | 46 funds | $8.3B |
| JPMORGAN CHASE & COJPM | 46 funds | $5.0B |
| COSTCO WHOLESALE CORPCOST | 46 funds | $3.1B |
| MASTERCARD INC - AMA | 46 funds | $1.7B |
Ranked by how many of MFIC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Feb 10, 2026 | McNulty Ted Aymond Jr. | President & CIO | Other (J) | 7K | $74K |
| Mar 11, 2025 | Widra Howard | Director | Buy (P) | 50K | $620K |
| Mar 11, 2025 | PEARLMAN EMANUEL R | Director | Buy (P) | 800 | $10K |
| Mar 10, 2025 | PEARLMAN EMANUEL R | Director | Buy (P) | 1K | $13K |
| Aug 12, 2024 | PEARLMAN EMANUEL R | Director | Buy (P) | 1K | $13K |
| Jul 22, 2024 | STEIN ELLIOT JR | Director | Grant (A) | 566 | — |
| Jul 22, 2024 | STEIN ELLIOT JR | Director | Grant (A) | 668 | — |
| Jul 22, 2024 | Powell Tanner | Chief Executive Officer | Grant (A) | 7K | — |
| Jul 22, 2024 | McNulty Ted Aymond Jr. | President | Grant (A) | 8K | — |
| Jul 22, 2024 | McNulty Ted Aymond Jr. | President | Grant (A) | 8K | — |
| Feb 10, 2024 | McNulty Ted Aymond Jr. | President | Other (J) | 8K | $118K |
| Feb 9, 2024 | Powell Tanner | Chief Executive Officer | Other (J) | 9K | $126K |
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/MFIC/capital-change-brief"
Use Arkolith's capital_change_brief for MFIC. 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 MFIC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.