Among active 13F managers last quarter, 8 opened and 26 added, while 20 reduced; the largest holder to move was Sanders Morris Harris LLC (+25%). Over the last 180 days, 6 insiders bought and none sold, a net +$304K in open-market trades.
Funds lean in and no leg opposes.
151 tracked 13F filers disclose a position in MSIF as of the latest SEC 13F filings, a combined $160.2M 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 | Sanders Morris Harris LLC | 2.3M | $26.2M | ▲+25% Added · +457K sh | Q2 2026 | |
| 2 | Ares Management LLC | 1.3M | $14.7M | ▲+53% Added · +441K sh | Q2 2026 | |
| 3 | Two Sigma Investments, LP | 1.1M | $13.8M | ▲+232% Added · +793K sh | Q1 2026 | |
| 4 | Van Eck Associates Corp | 916K | $10.6M | ▲+36% Added · +241K sh | Q2 2026 | |
| 5 | UBS Group AG | 797K | $9.7M | ▲799× Added · +796K sh | Q1 2026 | |
| 6 | Franklin Templeton Inc | 627K | $7.6M | ▲+50% Added · +209K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 455K | $5.5M | ▲+66% Added · +180K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | 312K | $3.8M | ▲+87% Added · +145K sh | Q1 2026 | |
| 9 | Centaurus Financial, Inc. | 210K | $2.4M | ▼−2.2% Reduced · −5K sh | Q2 2026 | |
| 10 | FJ Capital Management LLC | 206K | $2.4M | ▲+21% Added · +35K sh | Q2 2026 | |
| 11 | J.W. Cole Advisors, Inc. | 202K | $2.3M | ▲Added Added · +202K sh | Q2 2026 | |
| 12 | Clayton Partners LLC | 200K | $2.3M | ▲+18% Added · +30K sh | Q2 2026 | |
| 13 | Sigma Planning Corp | 183K | $2.1M | ▼−12% Reduced · −25K sh | Q2 2026 | |
| 14 | BlackRock, Inc. | 175K | $2.0M | ▼−2.0% Reduced · −4K sh | Q2 2026 | |
| 15 | Alpine Global Management, LLC | 152K | $1.8M | ▼−26% Reduced · −54K sh | Q2 2026 | |
| 16 | Osaic Holdings, Inc. | 149K | $1.8M | ▲+59% Added · +55K sh | Q1 2026 | |
| 17 | Intrinsic Edge Capital Management LLC | 130K | $1.5M | ▲New +130K sh | Q2 2026 | |
| 18 | Millennium Management LLC | 126K | $1.5M | ▼−72% Reduced · −326K sh | Q1 2026 | |
| 19 | Riverbridge Partners LLC | 115K | $1.3M | ▲+1.2% Added · +1K sh | Q2 2026 | |
| 20 | Aviso Wealth Management | 114K | $1.3M | ▲+78% Added · +50K sh | Q2 2026 | |
| 21 | Atom Investors LP | 113K | $1.3M | ▲+574% Added · +96K sh | Q2 2026 | |
| 22 | Barclays PLC | 110K | $1.3M | ▲New +110K sh | Q1 2026 | |
| 23 | U.S. Capital Wealth Advisors, LLC | 110K | $1.3M | ▼−0.7% Reduced · −787 sh | Q1 2026 | |
| 24 | Arax Advisory Partners | 107K | $1.2M | ▲New +107K sh | Q2 2026 | |
| 25 | Diversify Wealth Management, LLC | 106K | $1.2M | ▼−7.2% Reduced · −8K 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, 8 funds opened a new position in MSIF and 26 added to an existing one, while 20 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 |
|---|---|---|
| Nvidia CorpNVDA | 88 funds | $124.3B |
| Microsoft CorpMSFT | 88 funds | $59.9B |
| Amazon.com IncAMZN | 87 funds | $49.3B |
| Apple IncAAPL | 86 funds | $75.8B |
| Alphabet Inc-CL CGOOG | 85 funds | $32.6B |
| JPMorgan Chase & CoJPM | 85 funds | $19.3B |
| Chevron CorpCVX | 85 funds | $9.6B |
| Meta Platforms Inc-Class AMETA | 84 funds | $28.7B |
| Tesla IncTSLA | 84 funds | $17.9B |
| Alphabet Inc-CL AGOOGL | 83 funds | $55.9B |
| Visa Inc-Class A SharesV | 83 funds | $18.1B |
| Berkshire Hathaway Inc-CL BBRK/B | 83 funds | $9.1B |
Ranked by how many of MSIF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MSIF.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 26, 2026 | Marks Nataly Michelle | Director | Buy (P) | 950 | $12K |
| 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) 2 lots, same day | 4K | $50K |
| 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 |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 44 | 33 | – |
Insiders Form 4 open-market | 6 | 0 | +$304K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for MSIF
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.