Among active 13F managers last quarter, 1 opened and 6 added, while 1 reduced; the largest holder to move was Schiavi & Co LLC (+3.8%).
32 tracked 13F filers disclose a position in MFUS as of the latest SEC 13F filings, a combined $207.6M 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 | Schiavi & Co LLC | 1.4M | $90.9M | ▲+3.8% Added · +50K sh | Q2 2026 | |
| 2 | Austin Wealth Management, LLC | 447K | $29.0M | ▼−0.4% Reduced · −2K sh | Q2 2026 | |
| 3 | Financial Consulate, Inc | 276K | $18.5M | ▲+4.8% Added · +13K sh | Q2 2026 | |
| 4 | Baker Ellis Asset Management LLC | 242K | $16.3M | ▲+5.9% Added · +13K sh | Q2 2026 | |
| 5 | Entrewealth, LLC | 152K | $10.1M | ▲+5.5% Added · +8K sh | Q2 2026 | |
| 6 | Williams & Novak Wealth Management, LLC | 149K | $10.0M | ▲+1.9% Added · +3K sh | Q2 2026 | |
| 7 | Walled Lake Planning & Wealth Management, LLC | 139K | $9.3M | ▲New +139K sh | Q2 2026 | |
| 8 | Citadel Advisors LLC | 68K | $4.5M | ▲+76% Added · +29K sh | Q2 2026 | |
| 9 | JPMorgan Chase & Co | 49K | $2.8M | ▼−43% Reduced · −36K sh | Q1 2026 | |
| 10 | Goldman Sachs Group Inc | 48K | $2.8M | ▼−40% Reduced · −32K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | 36K | $2.1M | ▲+14% Added · +4K sh | Q1 2026 | |
| 12 | SFG Wealth Management, LLC. | 25K | $1.7M | ▲New +25K sh | Q2 2026 | |
| 13 | LPL Financial LLC | 22K | $1.3M | ▲~0% Added · +3 sh | Q1 2026 | |
| 14 | First Growth Capital LLC | 19K | $1.2M | ▼−3.2% Reduced · −615 sh | Q2 2026 | |
| 15 | Walkner Condon Financial Advisors LLC | 18K | $1.2M | ▲+24% Added · +3K sh | Q2 2026 | |
| 16 | Mid-American Wealth Advisory Group, Inc. | 16K | $1.0M | ▲+17% Added · +2K sh | Q2 2026 | |
| 17 | Caerus Investment Advisors, LLC | 11K | $764K | ▲+19% Added · +2K sh | Q2 2026 | |
| 18 | Envestnet Asset Management Inc | 10K | $573K | ▼−15% Reduced · −2K sh | Q1 2026 | |
| 19 | MML Investors Services, LLC | 10K | $653K | ▲New +10K sh | Q2 2026 | |
| 20 | AQR Capital Management LLC | 10K | $558K | —Held | Q1 2026 | |
| 21 | Raymond James Financial Inc | 8K | $488K | ▼−68% Reduced · −18K sh | Q1 2026 | |
| 22 | Integrated Wealth Concepts LLC | 8K | $541K | ▲+1.3% Added · +103 sh | Q2 2026 | |
| 23 | Commonwealth Equity Services, LLC | 8K | $461K | ▲New +8K sh | Q1 2026 | |
| 24 | Eq Wealth Advisors, LLC | 3K | $214K | ▲Added Added · +3K sh | Q2 2026 | |
| 25 | Wells Fargo & Company | 3K | $182K | ▼−11% Reduced · −386 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 MFUS and 6 added to an existing one, while 1 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 |
|---|---|---|
| Nvidia CorpNVDA | 9 funds | $8.1B |
| Apple IncAAPL | 9 funds | $6.0B |
| Microsoft CorpMSFT | 9 funds | $5.2B |
| Amazon.com IncAMZN | 9 funds | $4.7B |
| Alphabet Inc-CL AGOOGL | 9 funds | $2.8B |
| Alphabet Inc-CL CGOOG | 9 funds | $2.5B |
| Berkshire Hathaway Inc-CL BBRK/B | 9 funds | $1.4B |
| Johnson & JohnsonJNJ | 9 funds | $1.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $1.1B |
| Caterpillar IncCAT | 9 funds | $599.4M |
| Vanguard S&P 500 ETFVOO | 9 funds | $560.2M |
| Ishares Core S&P 500 ETFIVV | 8 funds | $13.7B |
Ranked by how many of MFUS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MFUS.
| Class | 13F holders | Value held |
|---|---|---|
| MFDXRAFI DYN MULTI | 55 funds | $368.0M |
| MFUSthis pageRAFI DYN ML US | 32 funds | $207.6M |
| MFEMmc | 31 funds | $115.2M |
| 72202L678OPEN END TAXABLE LOAD FUND | 1 funds | $909 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for MFUS
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/MFUS/capital-change-brief"
Use Arkolith's capital_change_brief for MFUS. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MFUS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.