4 tracked 13F filers disclose a position in MMSD as of the latest SEC 13F filings, a combined $3.0M 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 | M Wealth Management, LLC | $1.0M | 41K | ▼−7.4% Reduced · −3K sh | Q1 2026 | |
| 2 | ROYAL BANK OF CANADA | $1.0M | 40K | ▲+108% Added · +21K sh | Q1 2026 | |
| 3 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $543K | 21K | ▲+22% Added · +4K sh | Q2 2026 | |
| 4 | Cetera Investment Advisers | $416K | 16K | ▲New +16K 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 | 3 funds | $18.8B |
| NVIDIA CORPNVDA | 3 funds | $17.9B |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $17.7B |
| MICROSOFT CORPMSFT | 3 funds | $15.6B |
| ROYAL BANK OF CANADARY | 3 funds | $11.5B |
| ALPHABET INC-CL AGOOGL | 3 funds | $11.3B |
| AMAZON.COM INCAMZN | 3 funds | $11.2B |
| TORONTO-DOMINION BANKTD | 3 funds | $10.7B |
| BROADCOM INCAVGO | 3 funds | $7.8B |
| JPMORGAN CHASE & COJPM | 3 funds | $7.8B |
| BANK OF MONTREALBMO | 3 funds | $7.1B |
| ALPHABET INC-CL CGOOG | 3 funds | $7.1B |
Ranked by how many of MMSD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MMSDthis pageNYLI MACKAY MUNI | 4 funds | $3.0M |
| MMMANYLI MACKAY MUNI | 3 funds | $26.9M |
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.
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/MMSD/capital-change-brief"
Use Arkolith's capital_change_brief for MMSD. 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 MMSD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.