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/MSB/capital-change-brief"
Use Arkolith's capital_change_brief for MSB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | HORIZON KINETICS ASSET MANAGEMENT LLC | $98.9M | 3.1M | ▲+3.7% Added · +113K sh | Q1 2026 | |
| 2 | VALUEWORKS LLC | $20.4M | 647K | ▼−2.6% Reduced · −18K sh | Q1 2026 | |
| 3 | CWA Asset Management Group, LLC | $13.1M | 519K | ▲+16% Added · +71K sh | Q2 2026 | |
| 4 | FIRST MANHATTAN CO. LLC. | $9.8M | 310K | ▲New +310K sh | Q1 2026 | |
| 5 | Advisory Services Network, LLC | $5.8M | 185K | ▲+1.7% Added · +3K sh | Q1 2026 | |
| 6 | Moors & Cabot, Inc. | $5.7M | 181K | ▼−2.7% Reduced · −5K sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $5.6M | 178K | —Held | Q1 2026 | |
| 8 | SEI INVESTMENTS CO | $5.3M | 168K | ▲+100% Added · +84K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $3.6M | 114K | ▲+4.9% Added · +5K sh | Q1 2026 | |
| 10 | Bank of New York Mellon Corp | $3.2M | 100K | ▲+7.8% Added · +7K sh | Q1 2026 | |
| 11 | Lido Advisors, LLC | $2.5M | 80K | —Held | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $1.8M | 58K | ▼−11% Reduced · −7K sh | Q1 2026 | |
| 13 | ROYAL BANK OF CANADA | $1.6M | 51K | ▲+20% Added · +9K sh | Q1 2026 | |
| 14 | JPMORGAN CHASE & CO | $1.2M | 36K | ▼−1.8% Reduced · −660 sh | Q1 2026 | |
| 15 | HighTower Advisors, LLC | $835K | 27K | ▼−1.2% Reduced · −327 sh | Q1 2026 | |
| 16 | Steward Partners Investment Advisory, LLC | $764K | 24K | ▲+0.4% Added · +108 sh | Q1 2026 | |
| 17 | UBS Group AG | $640K | 20K | ▼−11% Reduced · −2K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $599K | 19K | ▼−38% Reduced · −12K sh | Q1 2026 | |
| 19 | LPL Financial LLC | $588K | 19K | ▼−22% Reduced · −5K sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $567K | 18K | ▲+3.0% Added · +518 sh | Q1 2026 | |
| 21 | Russell Investments Group, Ltd. | $538K | 17K | ▲+0.2% Added · +35 sh | Q1 2026 | |
| 22 | Westmount Partners, LLC | $426K | 17K | —Held | Q2 2026 | |
| 23 | One Charles Private Wealth Services, LLC | $411K | 16K | ▼−6.0% Reduced · −1K sh | Q2 2026 | |
| 24 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $496K | 16K | ▲+10% Added · +1K sh | Q1 2026 | |
| 25 | Essex Financial Services, Inc. | $438K | 14K | ▼−5.8% Reduced · −852 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 21 funds | $7.6B |
| ALPHABET INC-CL AGOOGL | 21 funds | $4.8B |
| AMAZON.COM INCAMZN | 21 funds | $4.7B |
| BROADCOM INCAVGO | 21 funds | $3.4B |
| JPMORGAN CHASE & COJPM | 21 funds | $3.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 21 funds | $3.0B |
| META PLATFORMS INC-CLASS AMETA | 21 funds | $2.6B |
| VISA INC-CLASS A SHARESV | 21 funds | $1.9B |
| JOHNSON & JOHNSONJNJ | 21 funds | $1.8B |
| VANGUARD TOTAL STOCK MKT ETFVTI | 21 funds | $1.8B |
| VANGUARD FTSE DEVELOPED ETFVEA | 21 funds | $1.8B |
| ELI LILLY & COLLY | 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.