MSOX

Advisorshare Msos Dly LVR-USETF$2.06 2.83%
UnclassifiedUSCUSIP 00768Y289· EOD Jul 29, 2026◍ Confluence graph
Tracked 13F Holders
16
-10 QoQ
13F Value (tracked)
$1.6M
13F Moves · latest Q
3 added
0 trimmed
Recent Filings
0

Price & smart-money activity

$2.06 2.83%4Y -99.6%
$1.77$168.36$334.96$501.55$668.152022202320242025202622234
Hover for who · click for detailEnd-of-day closing prices52w $1.72 – $11.38

Who owns MSOX?

16 tracked 13F filers

16 tracked 13F filers disclose a position in MSOX as of the latest SEC 13F filings, a combined $1.6M 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.

#FundPosition valueSharesLast moveAs ofHistory
1SUSQUEHANNA INTERNATIONAL GROUP, LLP
$496K
231K
−14%
Reduced · −36K sh
Q1 2026
2IMC-Chicago, LLC
$264K
123K
−4.6%
Reduced · −6K sh
Q1 2026
3HOWARD FINANCIAL SERVICES, LTD.
$402K
120K
Held
Q2 2026
4Pacific Excel Wealth Advisors, Inc.
$111K
33K
New
+33K sh
Q2 2026
5Heritage Family Offices, LLP
$111K
33K
Held
Q2 2026
6XTX Topco Ltd
$53K
25K
New
+25K sh
Q1 2026
7Legacy Capital Wealth Partners, LLC
$38K
18K
Held
Q1 2026
8SIMPLEX TRADING, LLC
$29K
13K
21×
Added · +13K sh
Q1 2026
9Beacon Pointe Advisors, LLC
$27K
13K
New
+13K sh
Q1 2026
10GROUP ONE TRADING LLC
$21K
10K
New
+10K sh
Q1 2026
11UBS Group AG
$17K
8K
+748%
Added · +7K sh
Q1 2026
12Tower Research Capital LLC (TRC)
$10K
5K
+351%
Added · +4K sh
Q1 2026
13MORGAN STANLEY
$9K
4K
New
+4K sh
Q1 2026
14Federation des caisses Desjardins du Quebec
$2K
985
Held
Q1 2026
15IFP Advisors, Inc
$335
100
New
+100 sh
Q2 2026
16JPMORGAN CHASE & CO
$103
60
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, 2 funds opened a new position in MSOX and 1 added to an existing one, while 0 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).

Opened (NEW)
2
funds
Added
1
funds
Reduced
0
funds
Exited
0
funds

Funds that own MSOX also own

CompanyCo-held byCombined value
MICROSOFT CORPMSFT5 funds$1.1B
AMAZON.COM INCAMZN5 funds$783.0M
ALPHABET INC-CL AGOOGL5 funds$646.7M
VANGUARD FTSE DEVELOPED ETFVEA5 funds$498.0M
BERKSHIRE HATHAWAY INC-CL BBRK/B5 funds$447.6M
VANGUARD TOTAL STOCK MKT ETFVTI5 funds$408.0M
META PLATFORMS INC-CLASS AMETA5 funds$374.1M
JPMORGAN CHASE & COJPM5 funds$368.5M
BROADCOM INCAVGO5 funds$364.8M
SHOPIFY INC - CLASS ASHOP5 funds$352.4M
VISA INC-CLASS A SHARESV5 funds$297.3M
JOHNSON & JOHNSONJNJ5 funds$269.5M

Ranked by how many of MSOX's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

4 funds-5 since Q4 2024
0714Q4 2024Q2 2025Q4 2025Q2 2026
funds holding aggregate valuelatest $624K

Recent filings

0 shown

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

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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.