Among active 13F managers last quarter, 10 opened and none reduced or exited; the largest holder to move was LaSalle St. Investment Advisors, LLC (new position).
16 tracked 13F filers disclose a position in MSBT as of the latest SEC 13F filings, a combined $9.6M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | 260K | $4.4M | ▲New +260K sh | Q2 2026 | |
| 2 | LaSalle St. Investment Advisors, LLC | 65K | $1.1M | ▲New +65K sh | Q2 2026 | |
| 3 | Compass Ion Advisors, LLC | 53K | $885K | ▲New +53K sh | Q2 2026 | |
| 4 | Palatine Hill Wealth Management, LLC | 37K | $626K | ▲New +37K sh | Q2 2026 | |
| 5 | Eagle Global Advisors LLC | 37K | $622K | ▲New +37K sh | Q2 2026 | |
| 6 | Mission Wealth Management, LP | 28K | $477K | ▲New +28K sh | Q2 2026 | |
| 7 | Citadel Advisors LLC | 26K | $443K | ▲New +26K sh | Q2 2026 | |
| 8 | Addison Capital Co | 19K | $323K | ▲New +19K sh | Q2 2026 | |
| 9 | Compound Planning, Inc. | 12K | $196K | ▲New +12K sh | Q2 2026 | |
| 10 | Rothschild Investment LLC | 11K | $185K | ▲New +11K sh | Q2 2026 | |
| 11 | Valeo Financial Advisors, LLC | 11K | $185K | ▲New +11K sh | Q2 2026 | |
| 12 | FF Advisors,LLC | 11K | $177K | ▲New +11K sh | Q2 2026 | |
| 13 | Towarzystwo Funduszy Inwestycyjnych Pzu Sa | 1K | $17K | ▲New +1K sh | Q2 2026 | |
| 14 | Ancora Advisors LLC | 272 | $5K | ▲New +272 sh | Q2 2026 | |
| 15 | Gunpowder Capital Management, LLC dba Oliver Wealth Management | 220 | $4K | ▲New +220 sh | Q2 2026 | |
| 16 | Steward Partners Investment Advisory, LLC | 100 | $2K | ▲New +100 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, 10 funds opened a new position in MSBT, while none reduced or exited. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 10 funds | $2.9B |
| Amazon.com IncAMZN | 10 funds | $2.8B |
| Nvidia CorpNVDA | 10 funds | $2.8B |
| Microsoft CorpMSFT | 10 funds | $1.7B |
| Alphabet Inc-CL AGOOGL | 10 funds | $1.3B |
| Eli Lilly & CoLLY | 10 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 10 funds | $1.1B |
| Abbvie IncABBV | 10 funds | $963.5M |
| Meta Platforms Inc-Class AMETA | 10 funds | $727.5M |
| Berkshire Hathaway Inc-CL BBRK/B | 10 funds | $682.6M |
| Cisco Systems IncCSCO | 10 funds | $390.5M |
| Ishares Core S&P 500 ETFIVV | 9 funds | $13.4B |
Ranked by how many of MSBT's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MSBT.
Connected entities for MSBT
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/MSBT/capital-change-brief"
Use Arkolith's capital_change_brief for MSBT. 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 MSBT. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.