This ETF 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/MFSB/capital-change-brief"
Use Arkolith's capital_change_brief for MFSB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $120.6M | 4.8M | ▲+565% Added · +4.1M sh | Q1 2026 | |
| 2 | WCG Wealth Advisors LLC | $42.1M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 3 | Confluence Wealth Services, Inc. | $27.9M | 1.1M | ▲+59% Added · +418K sh | Q1 2026 | |
| 4 | EXCHANGE TRADED CONCEPTS, LLC | $19.3M | 777K | ▲New +777K sh | Q1 2026 | |
| 5 | JONES FINANCIAL COMPANIES LLLP | $18.2M | 734K | ▲+80% Added · +326K sh | Q1 2026 | |
| 6 | Cetera Investment Advisers | $12.6M | 504K | ▲30× Added · +487K sh | Q1 2026 | |
| 7 | Fermata Advisors, LLC | $11.5M | 463K | ▼−2.3% Reduced · −11K sh | Q2 2026 | |
| 8 | RAYMOND JAMES FINANCIAL INC | $6.5M | 263K | ▲New +263K sh | Q1 2026 | |
| 9 | Jeter Robert S II | $5.8M | 233K | ▲+2.0% Added · +5K sh | Q2 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $2.7M | 107K | ▲134× Added · +106K sh | Q1 2026 | |
| 11 | Integrated Wealth Concepts LLC | $2.6M | 106K | ▲New +106K sh | Q1 2026 | |
| 12 | JPMORGAN CHASE & CO | $2.6M | 104K | ▲+13% Added · +12K sh | Q1 2026 | |
| 13 | GOLDMAN SACHS GROUP INC | $2.2M | 89K | ▲New +89K sh | Q1 2026 | |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 82K | ▲+33% Added · +20K sh | Q1 2026 | |
| 15 | TRUIST FINANCIAL CORP | $1.9M | 77K | ▲+5.3% Added · +4K sh | Q1 2026 | |
| 16 | &PARTNERS | $1.2M | 50K | —Held | Q1 2026 | |
| 17 | DAVENPORT & Co LLC | $1.0M | 40K | ▲+7.6% Added · +3K sh | Q2 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $972K | 39K | ▲+154% Added · +24K sh | Q1 2026 | |
| 19 | Private Advisor Group, LLC | $870K | 35K | ▲+0.8% Added · +290 sh | Q1 2026 | |
| 20 | Kingsview Wealth Management, LLC | $858K | 34K | ▲New +34K sh | Q1 2026 | |
| 21 | BROWN ADVISORY INC | $659K | 26K | —Held | Q1 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $452K | 18K | ▲New +18K sh | Q1 2026 | |
| 23 | JANE STREET GROUP, LLC | $370K | 15K | ▼−27% Reduced · −5K sh | Q1 2026 | |
| 24 | HARBOUR INVESTMENTS, INC. | $21K | 854 | ▲New +854 sh | Q1 2026 | |
| 25 | UBS Group AG | $5K | 184 | ▼−46% Reduced · −158 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 |
|---|---|---|
| APPLE INCAAPL | 8 funds | $3.0B |
| NVIDIA CORPNVDA | 8 funds | $2.6B |
| ISHARES CORE S&P 500 ETFIVV | 8 funds | $2.3B |
| MICROSOFT CORPMSFT | 8 funds | $2.2B |
| AMAZON.COM INCAMZN | 8 funds | $1.8B |
| VANGUARD S&P 500 ETFVOO | 8 funds | $1.5B |
| ALPHABET INC-CL AGOOGL | 8 funds | $1.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 8 funds | $1.2B |
| STE STR SPDR PT S&P 500 ETFSPYM | 8 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 8 funds | $1.0B |
| INVESCO QQQ TRUST SERIES 1QQQ | 8 funds | $1.0B |
| BROADCOM INCAVGO | 8 funds | $942.7M |
Ranked by how many of MFSB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MFSB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.