| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | ASSETMARK, INC | $3.1B | 8.49M | Reduced | Q1 2026 |
| 2 | Cassaday & Co Wealth Management LLC | $1.4B | 3.72M | Added | Q1 2026 |
| 3 | ANGELES WEALTH MANAGEMENT, LLC | $209.9M | 571.2K | Reduced | Q1 2026 |
| 4 | Merit Financial Group, LLC | $198.1M | 539.2K | Reduced | Q1 2026 |
| 5 | Howard Capital Management Inc. | $167.1M | 454.7K | Reduced | Q1 2026 |
| 6 | Facet Wealth, Inc. | $120.0M | 326.5K | Added | Q1 2026 |
| 7 | Kensington Asset Management, LLC | $108.9M | 261.8K | New | Q1 2026 |
| 8 | Prime Capital Investment Advisors, LLC | $68.0M | 185.1K | Added | Q1 2026 |
| 9 | CITADEL ADVISORS LLC | $52.3M | 142.3K | Added | Q1 2026 |
| 10 | LEAVELL INVESTMENT MANAGEMENT, INC. | $46.4M | 126.3K | Added | Q1 2026 |
| 11 | Lido Advisors, LLC | $37.9M | 103.2K | Reduced | Q1 2026 |
| 12 | Beacon Pointe Advisors, LLC | $34.8M | 94.6K | Added | Q1 2026 |
| 13 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $34.6M | 93.8K | Reduced | Q1 2026 |
| 14 | MML INVESTORS SERVICES, LLC | $33.0M | 89.9K | Reduced | Q1 2026 |
| 15 | D.A. DAVIDSON & CO. | $30.6M | 83.3K | Added | Q1 2026 |
| 16 | EP Wealth Advisors, LLC | $29.6M | 80.6K | Added | Q1 2026 |
| 17 | HB Wealth Management, LLC | $27.8M | 75.7K | Added | Q1 2026 |
| 18 | Kestra Advisory Services, LLC | $25.8M | 70.3K | Added | Q1 2026 |
| 19 | Wealthfront Advisers LLC | $25.6M | 69.8K | Added | Q1 2026 |
| 20 | Prospera Financial Services Inc | $24.0M | 65.4K | Added | Q1 2026 |
| 21 | Gateway Wealth Partners, LLC | $23.2M | 63.2K | Added | Q1 2026 |
| 22 | &PARTNERS | $22.3M | 60.6K | Reduced | Q1 2026 |
| 23 | CREATIVE FINANCIAL DESIGNS INC /ADV | $21.6M | 52.4K | New | Q4 2025 |
| 24 | ALPS ADVISORS INC | $21.3M | 58.1K | Added | Q1 2026 |
| 25 | SALEM INVESTMENT COUNSELORS INC | $19.8M | 53.9K | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Microsoft Corp - USMSFT | 255 funds | $43.2B |
| Jpmorgan Chase & Co - USJPM | 255 funds | $19.3B |
| Meta Platforms, Inc.META | 255 funds | $17.0B |
| LPHABET INCGOOG | 254 funds | $18.7B |
| Johnson & JohnsonJNJ | 254 funds | $11.6B |
| Walmart Inc.WMT | 254 funds | $11.0B |
| The Home Depot IncHD | 254 funds | $7.1B |
| Apple Inc - USAAPL | 253 funds | $57.0B |
| Nvidia CorporationNVDA | 253 funds | $50.9B |
| Amazon.com IncAMZN | 253 funds | $30.0B |
| GOOGLE INCGOOGL | 253 funds | $28.1B |
| Lilly Eli & CompanyLLY | 253 funds | $11.1B |
Ranked by how many of MGK'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MGK. 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.