Among active 13F managers last quarter, 8 opened and 22 added, while 23 reduced; the largest holder to move was Thornburg Investment Management Inc (+3.2%). No open-market insider trades in the last 180 days.
No leg leans either way.
152 tracked 13F filers disclose a position in MFIC as of the latest SEC 13F filings, a combined $285.4M 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 | Thornburg Investment Management Inc | 3.2M | $36.4M | ▲+3.2% Added · +100K sh | Q1 2026 | |
| 2 | Van Eck Associates Corp | 2.1M | $21.2M | ▲+16% Added · +293K sh | Q2 2026 | |
| 3 | Soros Fund Management LLC | 1.9M | $19.6M | —Held | Q2 2026 | |
| 4 | Next Capital Management LLC | 1.9M | $19.1M | ▲+1.5% Added · +28K sh | Q2 2026 | |
| 5 | UBS Group AG | 1.8M | $20.4M | ▼−10% Reduced · −206K sh | Q1 2026 | |
| 6 | Morgan Stanley | 1.6M | $18.1M | ▼−7.4% Reduced · −129K sh | Q1 2026 | |
| 7 | Russell Investments Group, Ltd. | 783K | $8.8M | ▲+196% Added · +519K sh | Q1 2026 | |
| 8 | Muzinich & Co., Inc. | 744K | $7.5M | ▲+3.9% Added · +28K sh | Q2 2026 | |
| 9 | Legal & General Group Plc | 725K | $8.2M | ▲+11% Added · +74K sh | Q1 2026 | |
| 10 | Victory Capital Management Inc | 654K | $7.4M | ▲New +654K sh | Q1 2026 | |
| 11 | Raymond James Financial Inc | 607K | $6.8M | ▲+25% Added · +121K sh | Q1 2026 | |
| 12 | Sumitomo Mitsui Trust Group, Inc. | 550K | $6.2M | —Held | Q1 2026 | |
| 13 | Cura Wealth Advisors, LLC | 513K | $5.2M | ▼−16% Reduced · −101K sh | Q2 2026 | |
| 14 | Beach Point Capital Management LP | 440K | $4.4M | ▲New +440K sh | Q2 2026 | |
| 15 | Condor Capital Management | 432K | $4.4M | ▼−0.5% Reduced · −2K sh | Q2 2026 | |
| 16 | Franklin Templeton Inc | 429K | $4.8M | ▼−3.7% Reduced · −17K sh | Q1 2026 | |
| 17 | Castlekeep Investment Advisors LLC | 415K | $4.2M | ▲+4.7% Added · +18K sh | Q2 2026 | |
| 18 | Ethos Financial Group, LLC | 392K | $3.9M | ▼−0.5% Reduced · −2K sh | Q2 2026 | |
| 19 | Foundations Investment Advisors, LLC | 388K | $3.9M | ▼−11% Reduced · −46K sh | Q2 2026 | |
| 20 | BlackRock, Inc. | 384K | $3.9M | ▼−4.9% Reduced · −20K sh | Q2 2026 | |
| 21 | D.A. Davidson & Co. | 374K | $3.8M | ▲+3.7% Added · +13K sh | Q2 2026 | |
| 22 | XTX Topco Ltd | 342K | $3.8M | ▲+153% Added · +207K sh | Q1 2026 | |
| 23 | Wells Fargo & Company | 298K | $3.4M | ▼−2.1% Reduced · −6K sh | Q1 2026 | |
| 24 | United Advisor Group, LLC | 265K | $2.7M | ▼−1.9% Reduced · −5K sh | Q2 2026 | |
| 25 | LPL Financial LLC | 262K | $2.9M | ▼−18% Reduced · −56K 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, 8 funds opened a new position in MFIC and 22 added to an existing one, while 23 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 |
|---|---|---|
| Microsoft CorpMSFT | 82 funds | $39.7B |
| Nvidia CorpNVDA | 81 funds | $67.4B |
| Amazon.com IncAMZN | 81 funds | $34.0B |
| Apple IncAAPL | 80 funds | $42.5B |
| Alphabet Inc-CL AGOOGL | 80 funds | $29.0B |
| JPMorgan Chase & CoJPM | 78 funds | $13.2B |
| Meta Platforms Inc-Class AMETA | 77 funds | $16.0B |
| Cisco Systems IncCSCO | 75 funds | $8.3B |
| Walmart IncWMT | 75 funds | $7.9B |
| Eli Lilly & CoLLY | 74 funds | $13.0B |
| Micron Technology IncMU | 74 funds | $12.8B |
| Johnson & JohnsonJNJ | 74 funds | $7.7B |
Ranked by how many of MFIC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MFIC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Mar 10, 2023 | McNulty Ted Aymond Jr. | President | Sell (S) | 1K | $18K |
| Mar 10, 2023 | Powell Tanner | Chief Executive Officer | Sell (S) | 8K | $100K |
| Aug 3, 2022 | Widra Howard | Director | Buy (P) | 20K | $260K |
| Nov 15, 2021 | Hannan John J | Director | Buy (P) | 50K | $652K |
| Dec 15, 2020 | Matas Barbara Ruth | Director | Buy (P) | 7K | $80K |
| Nov 18, 2020 | Widra Howard | Chief Executive Officer, Director | Buy (P) | 15K | $160K |
| Nov 11, 2020 | Matas Barbara Ruth | Director | Sell (S) | 7K | $64K |
| Mar 13, 2020 | Stein Elliot Jr | Director | Buy (P) | 2K | $23K |
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 | 34 | 46 | – |
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.
Connected entities for MFIC
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.