124 tracked 13F filers disclose a position in MSIF as of the latest SEC 13F filings, a combined $136.3M 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 | SANDERS MORRIS HARRIS LLC | $26.2M | 2.3M | ▲+25% Added · +457K sh | Q2 2026 | |
| 2 | TWO SIGMA INVESTMENTS, LP | $13.8M | 1.1M | ▲+232% Added · +793K sh | Q1 2026 | |
| 3 | ARES MANAGEMENT LLC | $10.1M | 827K | ▲+41% Added · +238K sh | Q1 2026 | |
| 4 | UBS Group AG | $9.7M | 797K | ▲799× Added · +796K sh | Q1 2026 | |
| 5 | VAN ECK ASSOCIATES CORP | Withheld | 674K | ▲New +674K sh | Q1 2026 | |
| 6 | FRANKLIN RESOURCES INC | $7.6M | 627K | ▲+50% Added · +209K sh | Q1 2026 | |
| 7 | LPL Financial LLC | $5.5M | 455K | ▲+66% Added · +180K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | $3.8M | 312K | ▲+87% Added · +145K sh | Q1 2026 | |
| 9 | CENTAURUS FINANCIAL, INC. | $2.6M | 215K | ▲+74% Added · +91K sh | Q1 2026 | |
| 10 | Sigma Planning Corp | $2.5M | 208K | ▲+55% Added · +74K sh | Q1 2026 | |
| 11 | Alpine Global Management, LLC | $2.5M | 206K | ▲New +206K sh | Q1 2026 | |
| 12 | J.W. COLE ADVISORS, INC. | $2.3M | 202K | ▲Added Added · +202K sh | Q2 2026 | |
| 13 | BlackRock, Inc. | $2.2M | 178K | ▼−46% Reduced · −152K sh | Q1 2026 | |
| 14 | FJ Capital Management LLC | $2.1M | 171K | ▲New +171K sh | Q1 2026 | |
| 15 | Clayton Partners LLC | $2.1M | 170K | ▲+145% Added · +101K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $1.8M | 149K | ▲+59% Added · +55K sh | Q1 2026 | |
| 17 | MILLENNIUM MANAGEMENT LLC | $1.5M | 126K | ▼−72% Reduced · −326K sh | Q1 2026 | |
| 18 | RIVERBRIDGE PARTNERS LLC | $1.3M | 115K | ▲+1.2% Added · +1K sh | Q2 2026 | |
| 19 | DIVERSIFY WEALTH MANAGEMENT, LLC | $1.4M | 114K | ▲New +114K sh | Q1 2026 | |
| 20 | BARCLAYS PLC | $1.3M | 110K | ▲New +110K sh | Q1 2026 | |
| 21 | U.S. Capital Wealth Advisors, LLC | $1.3M | 110K | ▼−0.7% Reduced · −787 sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 100K | ▲+57% Added · +37K sh | Q1 2026 | |
| 23 | Rockport Wealth LLC | $1.1M | 97K | ▼−8.4% Reduced · −9K sh | Q2 2026 | |
| 24 | Arkadios Wealth Advisors | $1.2M | 96K | ▲+5.8% Added · +5K sh | Q1 2026 | |
| 25 | Private Advisor Group, LLC | $1.1M | 94K | ▲+201% Added · +63K 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, 17 funds opened a new position in MSIF and 27 added to an existing one, while 13 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 |
|---|---|---|
| APPLE INCAAPL | 51 funds | $12.8B |
| MICROSOFT CORPMSFT | 51 funds | $8.6B |
| AMAZON.COM INCAMZN | 51 funds | $8.0B |
| COSTCO WHOLESALE CORPCOST | 51 funds | $2.4B |
| UNITEDHEALTH GROUP INCUNH | 51 funds | $1.4B |
| TJX COMPANIES INCTJX | 51 funds | $866.0M |
| JPMORGAN CHASE & COJPM | 50 funds | $3.9B |
| TESLA INCTSLA | 50 funds | $2.9B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 50 funds | $2.7B |
| MICRON TECHNOLOGY INCMU | 50 funds | $2.7B |
| VISA INC-CLASS A SHARESV | 50 funds | $2.4B |
| ELI LILLY & COLLY | 50 funds | $2.2B |
Ranked by how many of MSIF's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 30, 2026 | Hyzak Dwayne L. | CEO, SMD, Director | Buy (P) | 6K | $70K |
| Jun 23, 2026 | Meserve Nicholas | Managing Director | Buy (P) | 3K | $29K |
| Jun 11, 2026 | Gilbert Cory | CFO and Treasurer | Buy (P) | 1K | $12K |
| Jun 9, 2026 | Hyzak Dwayne L. | CEO, SMD, Director | Buy (P) | 4K | $49K |
| Jun 9, 2026 | Hyzak Dwayne L. | CEO, SMD, Director | Buy (P) | 117 | $1K |
| Jun 5, 2026 | Walker Jeffrey B. | Director | Buy (P) | 4K | $47K |
| Jun 4, 2026 | Walker Jeffrey B. | Director | Buy (P) | 229 | $3K |
| May 15, 2026 | Niemann John O. Jr. | Director | Buy (P) | 5K | $60K |
| Mar 31, 2026 | Gilbert Cory | CFO and Treasurer | Buy (P) | 825 | $10K |
| Mar 27, 2026 | Marks Nataly Michelle | Director | Buy (P) | 1K | $13K |
| Mar 9, 2026 | Niemann John O. Jr. | Director | Buy (P) | 2K | $23K |
| Dec 30, 2025 | Hyzak Dwayne L. | CEO, SMD, Director | Buy (P) | 4K | $50K |
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/MSIF/capital-change-brief"
Use Arkolith's capital_change_brief for MSIF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MSIF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.