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/MMIT/capital-change-brief"
Use Arkolith's capital_change_brief for MMIT. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $149.8M | 6.2M | ▲+8.2% Added · +472K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $92.7M | 3.8M | ▲+38% Added · +1.1M sh | Q1 2026 | |
| 3 | Meeder Advisory Services, Inc. | $71.0M | 2.9M | ▲+30% Added · +684K sh | Q1 2026 | |
| 4 | Schneider Downs Wealth Management Advisors, LP | $62.2M | 2.6M | ▲+6.3% Added · +153K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $52.8M | 2.2M | ▲+6.9% Added · +142K sh | Q1 2026 | |
| 6 | RAYMOND JAMES FINANCIAL INC | $51.1M | 2.1M | ▲+12% Added · +219K sh | Q1 2026 | |
| 7 | UBS Group AG | $50.1M | 2.1M | ▲+23% Added · +382K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $49.5M | 2.1M | ▲+5.5% Added · +107K sh | Q1 2026 | |
| 9 | Midwest Trust Co | $30.4M | 1.3M | ▼−1.3% Reduced · −17K sh | Q1 2026 | |
| 10 | Mariner, LLC | $29.2M | 1.2M | ▼−0.9% Reduced · −11K sh | Q1 2026 | |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $21.5M | 892K | ▲+15% Added · +116K sh | Q1 2026 | |
| 12 | ROYAL BANK OF CANADA | $17.2M | 713K | ▲+24% Added · +138K sh | Q1 2026 | |
| 13 | Orion Porfolio Solutions, LLC | $14.4M | 598K | ▲+20% Added · +100K sh | Q1 2026 | |
| 14 | Pallas Capital Advisors LLC | $14.0M | 583K | ▼−7.0% Reduced · −44K sh | Q1 2026 | |
| 15 | TruWealth Advisors, LLC | $12.9M | 535K | ▲+3.2% Added · +17K sh | Q1 2026 | |
| 16 | FLPUTNAM INVESTMENT MANAGEMENT CO | $12.1M | 503K | ▲+8.4% Added · +39K sh | Q1 2026 | |
| 17 | MassMutual Private Wealth & Trust, FSB | $10.7M | 446K | ▼−2.1% Reduced · −10K sh | Q1 2026 | |
| 18 | GREAT VALLEY ADVISOR GROUP, INC. | $10.5M | 435K | ▲+2.8% Added · +12K sh | Q1 2026 | |
| 19 | Summit Financial, LLC | $9.8M | 406K | ▲+11% Added · +40K sh | Q1 2026 | |
| 20 | OSAIC HOLDINGS, INC. | $9.0M | 372K | ▲+9.3% Added · +32K sh | Q1 2026 | |
| 21 | STIFEL FINANCIAL CORP | $8.6M | 356K | ▲+4.5% Added · +15K sh | Q1 2026 | |
| 22 | Dynamic Advisor Solutions LLC | $8.4M | 346K | ▼−2.1% Reduced · −7K sh | Q2 2026 | |
| 23 | TRUIST FINANCIAL CORP | $7.3M | 302K | ▼−2.4% Reduced · −7K sh | Q1 2026 | |
| 24 | JONES FINANCIAL COMPANIES LLLP | $6.9M | 286K | ▲+174% Added · +182K sh | Q1 2026 | |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.7M | 276K | ▲+18% Added · +42K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 53 funds | $11.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 53 funds | $7.6B |
| JPMORGAN CHASE & COJPM | 53 funds | $5.7B |
| META PLATFORMS INC-CLASS AMETA | 53 funds | $5.4B |
| ALPHABET INC-CL CGOOG | 53 funds | $5.0B |
| JOHNSON & JOHNSONJNJ | 53 funds | $4.7B |
| VANGUARD VALUE ETFVTV | 53 funds | $3.4B |
| HOME DEPOT INCHD | 53 funds | $2.3B |
| MASTERCARD INC - AMA | 53 funds | $2.0B |
| CATERPILLAR INCCAT | 53 funds | $1.8B |
| PEPSICO INCPEP | 53 funds | $1.1B |
| ISHARES CORE S&P 500 ETFIVV | 52 funds | $15.8B |
Ranked by how many of MMIT'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 MMIT. 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.