MSOX

Advisorshare Msos Dly LVR-USETF$2.80 4.76%
UnclassifiedCUSIP 00768Y289· EOD Sep 11, 2026

Among active 13F managers last quarter, 4 opened and 3 added, while none reduced or exited; the largest holder to move was StoneX Group Inc. (added).

Tracked 13F holders
18
10 in Q2 2026 filings
13F value (tracked)
$1.8M
13F moves · latest Q
7 added
0 reduced

Price & smart-money activity

$2.80 4.76%4Y -99.5%
$1.77$168.36$334.96$501.55$668.1520222023202420252026222345
Hover for who · click for detailEnd-of-day closing prices52w $1.72 – $10.24

Who owns MSOX?

18 tracked 13F filers · ranked by shares held

18 tracked 13F filers disclose a position in MSOX as of the latest SEC 13F filings, a combined $1.8M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Susquehanna International Group, LLP231K
$496K
−14%
Reduced · −36K sh
Q1 2026
2IMC-Chicago, LLC123K
$264K
−4.6%
Reduced · −6K sh
Q1 2026
3Howard Financial Services, LTD.120K
$402K
Held
Q2 2026
4StoneX Group Inc.37K
$135K
Added
Added · +37K sh
Q2 2026
5Pacific Excel Wealth Advisors, Inc.33K
$111K
New
+33K sh
Q2 2026
6Heritage Family Offices, LLP33K
$111K
Held
Q2 2026
7XTX Topco Ltd25K
$53K
New
+25K sh
Q1 2026
8Simplex Trading, LLC13K
$29K
21×
Added · +13K sh
Q1 2026
9Citadel Advisors LLC13K
$44K
Added
Added · +13K sh
Q2 2026
10Farringdon Capital, Ltd.13K
$43K
New
+13K sh
Q2 2026
11Beacon Pointe Advisors, LLC13K
$42K
Held
Q2 2026
12Two Sigma Securities, LLC12K
$40K
New
+12K sh
Q2 2026
13UBS Group AG8K
$17K
+748%
Added · +7K sh
Q1 2026
14Tower Research Capital LLC (TRC)5K
$10K
+351%
Added · +4K sh
Q1 2026
15Morgan Stanley4K
$9K
New
+4K sh
Q1 2026
16Federation des caisses Desjardins du Quebec1K
$4K
+29%
Added · +285 sh
Q2 2026
17IFP Advisors, Inc100
$335
New
+100 sh
Q2 2026
18JPMorgan Chase & Co60
$103
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.

Is MSOX being bought or sold by institutions?

Last quarter, 4 funds opened a new position in MSOX and 3 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
4
funds took a first position
Added
3
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own MSOX also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA9 funds$2.7B
Microsoft CorpMSFT9 funds$1.6B
Broadcom IncAVGO9 funds$1.2B
Eli Lilly & CoLLY9 funds$1.2B
Alphabet Inc-CL CGOOG9 funds$1.0B
Advanced Micro DevicesAMD9 funds$1.0B
Micron Technology IncMU9 funds$814.8M
Meta Platforms Inc-Class AMETA9 funds$696.3M
Chevron CorpCVX9 funds$631.1M
Berkshire Hathaway Inc-CL BBRK/B9 funds$610.5M
Johnson & JohnsonJNJ9 funds$427.8M
Qualcomm IncQCOM9 funds$284.2M

Ranked by how many of MSOX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MSOX.

Institutional ownership over time

10 tracked filers in Q2 2026 filingsstill filing
0714Q4 2024Q2 2025Q4 2025Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $933K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
MSOSUIT EXCHANGE TRADED161 funds$244.4M
YOLOPURE CANNABIS54 funds$5.3M
CWSUIE47 funds$52.1M
AADRmc28 funds$18.3M
HDGERANGER EQUITY BE25 funds$42.6M
SUREINSIDER ADVANTA22 funds$8.4M
MSOXthis pagemc18 funds$1.8M
PSILPSYCHEDELICS ETF15 funds$798K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for MSOX

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Ask your agent what changed in MSOX

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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MSOX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MSOX.
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 MSOX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.