48 tracked 13F filers disclose a position in MSD as of the latest SEC 13F filings, a combined $38.8M 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 | OSAIC HOLDINGS, INC. | $3.6M | 514K | ▲+0.8% Added · +4K sh | Q1 2026 | |
| 2 | Pathstone Holdings, LLC | $3.3M | 464K | ▲+182% Added · +299K sh | Q1 2026 | |
| 3 | ROYAL BANK OF CANADA | $3.2M | 452K | ▲+1.6% Added · +7K sh | Q1 2026 | |
| 4 | Shaker Financial Services, LLC | $3.2M | 428K | ▲+41% Added · +124K sh | Q2 2026 | |
| 5 | Rareview Capital LLC | $2.4M | 313K | ▲+16% Added · +42K sh | Q2 2026 | |
| 6 | LPL Financial LLC | $2.2M | 310K | ▲+4.5% Added · +13K sh | Q1 2026 | |
| 7 | AMERIPRISE FINANCIAL INC | $2.1M | 303K | ▼−8.8% Reduced · −29K sh | Q1 2026 | |
| 8 | Everstar Asset Management, LLC | $2.2M | 297K | ▲+16% Added · +40K sh | Q2 2026 | |
| 9 | MORGAN STANLEY | $1.9M | 271K | ▼−4.9% Reduced · −14K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 204K | ▲+3.6% Added · +7K sh | Q1 2026 | |
| 11 | HOURGLASS CAPITAL, LLC | $1.4M | 192K | ▼−2.1% Reduced · −4K sh | Q2 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $1.3M | 189K | ▲+0.6% Added · +1K sh | Q1 2026 | |
| 13 | Fiera Capital Corp | $1.1M | 160K | ▼−3.5% Reduced · −6K sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $795K | 113K | ▲+1.0% Added · +1K sh | Q1 2026 | |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $757K | 108K | ▼−3.4% Reduced · −4K sh | Q1 2026 | |
| 16 | STIFEL FINANCIAL CORP | $671K | 96K | ▼−3.9% Reduced · −4K sh | Q1 2026 | |
| 17 | Calamos Advisors LLC | $694K | 95K | ▲+52% Added · +32K sh | Q2 2026 | |
| 18 | Kovack Advisors, Inc. | $677K | 93K | ▼−5.2% Reduced · −5K sh | Q2 2026 | |
| 19 | Wealthstar Advisors, LLC | $642K | 88K | ▲+6.2% Added · +5K sh | Q2 2026 | |
| 20 | Bramshill Investments, LLC | $590K | 84K | ▼−0.6% Reduced · −533 sh | Q1 2026 | |
| 21 | Smith Asset Management Co., LLC | $518K | 71K | ▼−1.3% Reduced · −945 sh | Q2 2026 | |
| 22 | Whipplewood Advisors, LLC | $506K | 69K | ▼−68% Reduced · −145K sh | Q2 2026 | |
| 23 | RAYMOND JAMES FINANCIAL INC | $471K | 67K | ▼−1.5% Reduced · −994 sh | Q1 2026 | |
| 24 | Valeo Financial Advisors, LLC | $424K | 58K | —Held | Q2 2026 | |
| 25 | Dynamic Advisor Solutions LLC | $364K | 50K | ▲+3.4% Added · +2K 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, 5 funds opened a new position in MSD and 8 added to an existing one, while 7 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| INVESCO QQQ TRUST SERIES 1QQQ | 21 funds | $1.0B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 21 funds | $827.6M |
| APPLE INCAAPL | 20 funds | $3.8B |
| MICROSOFT CORPMSFT | 20 funds | $3.6B |
| AMAZON.COM INCAMZN | 20 funds | $3.2B |
| ALPHABET INC-CL AGOOGL | 19 funds | $3.6B |
| WALMART INCWMT | 19 funds | $462.3M |
| NVIDIA CORPNVDA | 18 funds | $5.7B |
| BROADCOM INCAVGO | 18 funds | $2.1B |
| META PLATFORMS INC-CLASS AMETA | 18 funds | $1.7B |
| ALPHABET INC-CL CGOOG | 18 funds | $1.4B |
| JPMORGAN CHASE & COJPM | 18 funds | $1.2B |
Ranked by how many of MSD's institutional holders also hold each name, a cross-fund conviction signal.
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.