30 tracked 13F filers disclose a position in MLCI as of the latest SEC 13F filings, a combined $9.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | $2.1M | 597K | →First observed position No prior filed position | Q1 2026 | |
| 2 | JB CAPITAL PARTNERS LP | $1.8M | 535K | ▲+6.2% Added · +31K sh | Q2 2026 | |
| 3 | HighTower Advisors, LLC | $1.0M | 281K | —Held | Q1 2026 | |
| 4 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $784K | 219K | ▼−38% Reduced · −136K sh | Q1 2026 | |
| 5 | FIL Ltd | $707K | 197K | ▼−28% Reduced · −78K sh | Q1 2026 | |
| 6 | FINANCIAL CONSULATE, INC | $569K | 165K | ▼−5.4% Reduced · −10K sh | Q2 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $350K | 102K | ▲+6.3% Added · +6K sh | Q2 2026 | |
| 8 | CITADEL ADVISORS LLC | $307K | 86K | ▲New +86K sh | Q1 2026 | |
| 9 | Anson Funds Management LP | $279K | 78K | ▼−83% Reduced · −382K sh | Q1 2026 | |
| 10 | VANGUARD FIDUCIARY TRUST CO | $269K | 75K | →First observed position No prior filed position | Q1 2026 | |
| 11 | MARSHALL WACE, LLP | $227K | 63K | ▲+28% Added · +14K sh | Q1 2026 | |
| 12 | BlackRock, Inc. | $170K | 47K | ▲New +47K sh | Q1 2026 | |
| 13 | Marex Group plc | $94K | 26K | ▲+29% Added · +6K sh | Q1 2026 | |
| 14 | NORTHERN TRUST CORP | $91K | 25K | ▲New +25K sh | Q1 2026 | |
| 15 | UBS Group AG | $80K | 22K | ▲+483% Added · +18K sh | Q1 2026 | |
| 16 | NATIONAL BANK OF CANADA /FI/ | $70K | 20K | ▼−28% Reduced · −8K sh | Q1 2026 | |
| 17 | Closed-End Fund Advisors, Inc. | $61K | 18K | ▼−5.3% Reduced · −993 sh | Q2 2026 | |
| 18 | GOLDMAN SACHS GROUP INC | $63K | 18K | ▲New +18K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $36K | 10K | ▲New +10K sh | Q1 2026 | |
| 20 | SHUFRO ROSE & CO LLC | $34K | 10K | —Held | Q2 2026 | |
| 21 | Sixth Street Partners Management Company, L.P. | $34K | 10K | ▲New +10K sh | Q2 2026 | |
| 22 | MORGAN STANLEY | $9K | 3K | ▼−12% Reduced · −376 sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $5K | 1K | ▲281× Added · +1K sh | Q1 2026 | |
| 24 | JPMORGAN CHASE & CO | $5K | 1K | ▼−27% Reduced · −508 sh | Q1 2026 | |
| 25 | Community Financial Services Group, LLC | $4K | 1K | ▼−26% Reduced · −425 sh | Q2 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, 2 funds opened a new position in MLCI and 3 added to an existing one, while 6 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 11 funds | $25.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 11 funds | $7.1B |
| NVIDIA CORPNVDA | 10 funds | $39.8B |
| AMAZON.COM INCAMZN | 10 funds | $22.0B |
| ALPHABET INC-CL AGOOGL | 10 funds | $19.5B |
| UNITEDHEALTH GROUP INCUNH | 10 funds | $9.6B |
| ELI LILLY & COLLY | 10 funds | $8.3B |
| JPMORGAN CHASE & COJPM | 10 funds | $8.0B |
| JOHNSON & JOHNSONJNJ | 10 funds | $6.0B |
| AMGEN INCAMGN | 10 funds | $5.7B |
| COSTCO WHOLESALE CORPCOST | 10 funds | $4.4B |
| LAM RESEARCH CORPLRCX | 10 funds | $3.7B |
Ranked by how many of MLCI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 18, 2026 | Satoren Brandon | Chief Financial Officer | Buy (P) | 1K | $3K |
| Aug 17, 2026 | Satoren Brandon | Chief Financial Officer | Buy (P) | 1K | $3K |
| Jun 22, 2026 | Goldthorpe Edward J. | Chief Executive Officer, Director | Buy (P) | 8K | $22K |
| May 26, 2026 | Mangum Jordan | Chief Operating Officer | Buy (P) | 2K | $7K |
Connected entities for MLCI
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/MLCI/capital-change-brief"
Use Arkolith's capital_change_brief for MLCI. 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 MLCI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.