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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Accurate Wealth Management, LLC | $10.4M | 294K | ▲10× Added · +265K sh | Q2 2026 | |
| 2 | Aptus Capital Advisors, LLC | $8.8M | 255K | ▲+2.0% Added · +5K sh | Q1 2026 | |
| 3 | Cerity Partners LLC | $1.6M | 45K | —Held | Q1 2026 | |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $257K | 7K | ▲New +7K sh | Q1 2026 | |
| 5 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $240K | 7K | ▲New +7K sh | Q1 2026 | |
| 6 | KINGSWOOD WEALTH ADVISORS, LLC | $232K | 7K | ▲New +7K sh | Q1 2026 | |
| 7 | GUARDIAN WEALTH ADVISORS, LLC / NC | $22K | 649 | ▲New +649 sh | Q1 2026 | |
| 8 | UBS Group AG | $14K | 405 | ▲New +405 sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $9K | 270 | —Held | 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.
| Class | 13F holders | Value held |
|---|---|---|
| BGIGmc | 64 funds | $454.1M |
| SMIGFUND | 48 funds | $775.7M |
| IDUBcommon | 33 funds | $394.8M |
| JUCYMF Closed and MF Open | 30 funds | $221.8M |
| TRFMETP | 27 funds | $105.6M |
| DUBScommon | 26 funds | $302.7M |
| DSMCETF | 21 funds | $34.5M |
| RIETHOYA CAPT HI DIV | 21 funds | $5.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 4 funds | $9.2B |
| MICROSOFT CORPMSFT | 4 funds | $8.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 4 funds | $6.7B |
| AMAZON.COM INCAMZN | 4 funds | $6.2B |
| ALPHABET INC-CL AGOOGL | 4 funds | $4.2B |
| NVIDIA CORPNVDA | 4 funds | $3.5B |
| INVESCO QQQ TRUST SERIES 1QQQ | 4 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 4 funds | $2.7B |
| JPMORGAN CHASE & COJPM | 4 funds | $2.5B |
| META PLATFORMS INC-CLASS AMETA | 4 funds | $2.4B |
| JOHNSON & JOHNSONJNJ | 4 funds | $2.1B |
| HOME DEPOT INCHD | 4 funds | $2.0B |
Ranked by how many of MSMR's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MSMR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.