| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | $98.9M | 3.14M | Added | Q1 2026 |
| 2 | CWA Asset Management Group, LLC | $14.1M | 447.5K | Added | Q1 2026 |
| 3 | FIRST MANHATTAN CO. LLC. | $9.8M | 310.1K | New | Q1 2026 |
| 4 | Advisory Services Network, LLC | $7.0M | 181.5K | New | Q4 2025 |
| 5 | Moors & Cabot, Inc. | $5.7M | 180.9K | Reduced | Q1 2026 |
| 6 | Lido Advisors, LLC | $2.5M | 80.0K | Held | Q1 2026 |
| 7 | CITADEL ADVISORS LLC | $1.0M | 33.1K | Added | Q1 2026 |
| 8 | Steward Partners Investment Advisory, LLC | $764K | 24.3K | Added | Q1 2026 |
| 9 | Essex Financial Services, Inc. | $438K | 13.9K | Reduced | Q1 2026 |
| 10 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $271K | 8.6K | Reduced | Q1 2026 |
| 11 | MAI Capital Management | $143K | 4.5K | Added | Q1 2026 |
| 12 | NewEdge Advisors, LLC | $52K | 1.6K | New | Q1 2026 |
| 13 | CWM, LLC | $21K | 682 | Added | Q1 2026 |
| 14 | FLAGSHIP HARBOR ADVISORS, LLC | $20K | 528 | New | Q4 2025 |
| 15 | CULLEN/FROST BANKERS, INC. | $16K | 500 | Held | Q1 2026 |
| 16 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $9K | 300 | New | Q1 2026 |
| 17 | GROUP ONE TRADING LLC | $5K | 145 | Reduced | Q1 2026 |
| 18 | GAMMA Investing LLC | $1K | 40 | Added | Q1 2026 |
| 19 | ASSETMARK, INC | $567 | 18 | Held | Q1 2026 |
| 20 | HUNTINGTON NATIONAL BANK | $32 | 1 | Held | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORP COMMSFT | 21 funds | $7.6B |
| ALPHABET INC CAP STK CL AGOOGL | 21 funds | $4.8B |
| AMAZON.COM INCAMZN | 21 funds | $4.7B |
| BROADCOM INC COMAVGO | 21 funds | $3.4B |
| JPMORGAN CHASE & CO.JPM | 21 funds | $3.0B |
| BERKSHIRE HATHAWAY INC DEL CL B NEWBRK/B | 21 funds | $3.0B |
| META PLATFORMS INC CL AMETA | 21 funds | $2.6B |
| VISA INC COM CL AV | 21 funds | $1.9B |
| JOHNSON & JOHNSON COMJNJ | 21 funds | $1.8B |
| VANGUARD TOTAL STOCK MARKET ETFVTI | 21 funds | $1.8B |
| VANGUARD TAXMANAGED FDS VAN FTSE DEV MKTVEA | 21 funds | $1.8B |
| ELI LILLY & CO COMLLY | 21 funds | $1.5B |
Ranked by how many of MSB'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 MSB. 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.