Among active 13F managers last quarter, 2 opened and 5 added, while 3 reduced; the largest holder to move was McElhenny Sheffield Capital Management, LLC (+8.6%).
19 tracked 13F filers disclose a position in MSMR as of the latest SEC 13F filings, a combined $155.5M 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 | McElhenny Sheffield Capital Management, LLC | 3.4M | $120.3M | ▲+8.6% Added · +270K sh | Q2 2026 | |
| 2 | Accurate Wealth Management, LLC | 294K | $10.4M | ▲10× Added · +265K sh | Q2 2026 | |
| 3 | Aptus Capital Advisors, LLC | 258K | $9.1M | ▲+1.2% Added · +3K sh | Q2 2026 | |
| 4 | United Advisor Group, LLC | 230K | $8.1M | ▲+5.2% Added · +11K sh | Q2 2026 | |
| 5 | Heritage Oak Wealth Advisors LLC | 61K | $2.1M | ▲+0.9% Added · +577 sh | Q2 2026 | |
| 6 | Cerity Partners LLC | 45K | $1.6M | —Held | Q1 2026 | |
| 7 | WorthPointe, LLC | 42K | $1.5M | ▲+0.2% Added · +90 sh | Q2 2026 | |
| 8 | LaSalle St. Investment Advisors, LLC | 16K | $557K | ▼−0.3% Reduced · −53 sh | Q2 2026 | |
| 9 | Symphony Financial, Ltd. Co. | 14K | $497K | ▼−1.8% Reduced · −266 sh | Q2 2026 | |
| 10 | Brookwood Investment Group LLC | 8K | $276K | ▲+3.3% Added · +251 sh | Q2 2026 | |
| 11 | Susquehanna International Group, LLP | 7K | $257K | ▲New +7K sh | Q1 2026 | |
| 12 | Northwestern Mutual Wealth Management Co | 7K | $240K | ▲New +7K sh | Q1 2026 | |
| 13 | Signal Advisors Wealth, LLC | 7K | $239K | ▼−49% Reduced · −6K sh | Q2 2026 | |
| 14 | Kingswood Wealth Advisors, LLC | 7K | $236K | —Held | Q2 2026 | |
| 15 | Sankala Group LLC | 4K | $142K | ▼−9.3% Reduced · −418 sh | Q2 2026 | |
| 16 | Compass Financial Management LLC | 796 | $28K | ▲New +796 sh | Q2 2026 | |
| 17 | UBS Group AG | 405 | $14K | ▲New +405 sh | Q1 2026 | |
| 18 | Morgan Stanley | 270 | $9K | —Held | Q1 2026 | |
| 19 | O'shaughnessy Asset Management, LLC | 1 | $35 | ▲New +1 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, 2 funds opened a new position in MSMR and 5 added to an existing one, while 3 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 |
|---|---|---|
| Apple IncAAPL | 10 funds | $1.6B |
| Nvidia CorpNVDA | 10 funds | $1.3B |
| Microsoft CorpMSFT | 10 funds | $720.0M |
| Amazon.com IncAMZN | 10 funds | $637.0M |
| Alphabet Inc-CL AGOOGL | 10 funds | $539.7M |
| Alphabet Inc-CL CGOOG | 10 funds | $531.5M |
| Broadcom IncAVGO | 10 funds | $489.7M |
| Micron Technology IncMU | 10 funds | $367.7M |
| JPMorgan Chase & CoJPM | 10 funds | $345.6M |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $316.4M |
| Eli Lilly & CoLLY | 10 funds | $291.1M |
| Meta Platforms Inc-Class AMETA | 10 funds | $285.5M |
Ranked by how many of MSMR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MSMR.
| Class | 13F holders | Value held |
|---|---|---|
| BGIGmc | 94 funds | $485.4M |
| SMIGFUND | 65 funds | $809.3M |
| IDUBcommon | 49 funds | $625.7M |
| JUCYmc | 49 funds | $301.9M |
| TRFMETP | 40 funds | $116.8M |
| DUBScommon | 38 funds | $485.7M |
| JEDImc | 35 funds | $26.3M |
| DSMCETF | 30 funds | $86.4M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for MSMR
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/MSMR/capital-change-brief"
Use Arkolith's capital_change_brief for MSMR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for MSMR. Filings are public domain, sourced to SEC EDGAR.