Among active 13F managers last quarter, 5 opened and 13 added, while 7 reduced; the largest holder to move was Shaker Financial Services, LLC (+41%).
56 tracked 13F filers disclose a position in MSD as of the latest SEC 13F filings, a combined $45.2M 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 | Pathstone Holdings, LLC | 1.0M | $7.6M | ▲+125% Added · +581K sh | Q2 2026 | |
| 2 | Osaic Holdings, Inc. | 514K | $3.6M | ▲+0.8% Added · +4K sh | Q1 2026 | |
| 3 | Royal Bank Of Canada | 452K | $3.2M | ▲+1.6% Added · +7K sh | Q1 2026 | |
| 4 | Shaker Financial Services, LLC | 428K | $3.2M | ▲+41% Added · +124K sh | Q2 2026 | |
| 5 | Rareview Capital LLC | 313K | $2.4M | ▲+16% Added · +42K sh | Q2 2026 | |
| 6 | LPL Financial LLC | 310K | $2.2M | ▲+4.5% Added · +13K sh | Q1 2026 | |
| 7 | Ameriprise Financial Inc | 303K | $2.1M | ▼−8.8% Reduced · −29K sh | Q1 2026 | |
| 8 | Everstar Asset Management, LLC | 297K | $2.2M | ▲+16% Added · +40K sh | Q2 2026 | |
| 9 | Morgan Stanley | 271K | $1.9M | ▼−4.9% Reduced · −14K sh | Q1 2026 | |
| 10 | Envestnet Asset Management Inc | 204K | $1.4M | ▲+3.6% Added · +7K sh | Q1 2026 | |
| 11 | Hourglass Capital, LLC | 192K | $1.4M | ▼−2.1% Reduced · −4K sh | Q2 2026 | |
| 12 | Bank Of America Corp | 189K | $1.3M | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 13 | Fiera Capital Corp | 165K | $1.2M | ▲+2.8% Added · +4K sh | Q2 2026 | |
| 14 | Wells Fargo & Company | 113K | $795K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 15 | Commonwealth Equity Services, LLC | 108K | $757K | ▼−3.4% Reduced · −4K sh | Q1 2026 | |
| 16 | Stifel Financial Corp | 96K | $671K | ▼−3.9% Reduced · −4K sh | Q1 2026 | |
| 17 | Calamos Advisors LLC | 95K | $694K | ▲+52% Added · +32K sh | Q2 2026 | |
| 18 | Comprehensive Money Management Services LLC | 95K | $694K | ▲+10% Added · +9K sh | Q2 2026 | |
| 19 | Kovack Advisors, Inc. | 93K | $677K | ▼−5.2% Reduced · −5K sh | Q2 2026 | |
| 20 | Wealthstar Advisors, LLC | 88K | $642K | ▲+6.2% Added · +5K sh | Q2 2026 | |
| 21 | Bramshill Investments, LLC | 85K | $621K | ▲+1.1% Added · +932 sh | Q2 2026 | |
| 22 | Landscape Capital Management, L.L.C. | 83K | $604K | ▼−13% Reduced · −13K sh | Q2 2026 | |
| 23 | Smith Asset Management Co., LLC | 71K | $518K | ▼−1.3% Reduced · −945 sh | Q2 2026 | |
| 24 | Whipplewood Advisors, LLC | 69K | $506K | ▼−68% Reduced · −145K sh | Q2 2026 | |
| 25 | Raymond James Financial Inc | 67K | $471K | ▼−1.5% Reduced · −994 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.
Last quarter, 5 funds opened a new position in MSD and 13 added to an existing one, while 7 reduced. 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 |
|---|---|---|
| Microsoft CorpMSFT | 26 funds | $2.8B |
| Invesco QQQ Trust Series 1QQQ | 26 funds | $1.3B |
| SS SPDR S&P 500 ETF Trust-USSPY | 26 funds | $690.7M |
| Amazon.com IncAMZN | 25 funds | $2.0B |
| Apple IncAAPL | 24 funds | $2.6B |
| Meta Platforms Inc-Class AMETA | 24 funds | $752.3M |
| Alphabet Inc-CL AGOOGL | 23 funds | $3.0B |
| Alphabet Inc-CL CGOOG | 23 funds | $917.6M |
| Nvidia CorpNVDA | 22 funds | $3.0B |
| JPMorgan Chase & CoJPM | 22 funds | $495.4M |
| Walmart IncWMT | 22 funds | $321.7M |
| Broadcom IncAVGO | 21 funds | $1.6B |
Ranked by how many of MSD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MSD.
No filings captured for this ticker in the live stream yet.
Connected entities for MSD
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/MSD/capital-change-brief"
Use Arkolith's capital_change_brief for MSD. 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 MSD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.