23 tracked 13F filers disclose a position in MSSM as of the latest SEC 13F filings, a combined $463.8M 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | $460.0M | 8.9M | ▼−6.8% Reduced · −651K sh | Q1 2026 | |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 40K | ▼−4.0% Reduced · −2K sh | Q1 2026 | |
| 3 | FIFTH THIRD BANCORP | $625K | 12K | ▲New +12K sh | Q1 2026 | |
| 4 | CITADEL ADVISORS LLC | $360K | 7K | ▼−65% Reduced · −13K sh | Q1 2026 | |
| 5 | LEAVELL INVESTMENT MANAGEMENT, INC. | $375K | 6K | ▲New +6K sh | Q2 2026 | |
| 6 | StoneX Group Inc. | $260K | 4K | ▲New +4K sh | Q2 2026 | |
| 7 | ROYAL BANK OF CANADA | $39K | 748 | ▲New +748 sh | Q1 2026 | |
| 8 | Steward Partners Investment Advisory, LLC | $30K | 481 | —Held | Q2 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $23K | 444 | ▼−48% Reduced · −405 sh | Q1 2026 | |
| 10 | NewEdge Advisors, LLC | $14K | 227 | ▲+609% Added · +195 sh | Q2 2026 | |
| 11 | VANGUARD ADVISERS INC | $9K | 167 | →First observed position No prior filed position | Q1 2026 | |
| 12 | Colonial Trust Advisors | $6K | 104 | —Held | Q2 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $4K | 86 | ▲+16% Added · +12 sh | Q1 2026 | |
| 14 | Larson Financial Group LLC | $3K | 60 | ▲New +60 sh | Q1 2026 | |
| 15 | IFP Advisors, Inc | $4K | 58 | —Held | Q2 2026 | |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3K | 48 | ▲New +48 sh | Q2 2026 | |
| 17 | Integrated Wealth Concepts LLC | $2K | 35 | ▲New +35 sh | Q2 2026 | |
| 18 | WELLS FARGO & COMPANY/MN | $1K | 25 | ▼−68% Reduced · −54 sh | Q1 2026 | |
| 19 | Sarver Vrooman Wealth Advisors | $1K | 24 | —Held | Q2 2026 | |
| 20 | Aventura Private Wealth, LLC | $1K | 18 | —Held | Q2 2026 | |
| 21 | MAI Capital Management | $775 | 15 | ▲New +15 sh | Q1 2026 | |
| 22 | ASSETMARK, INC | $867 | 14 | —Held | Q2 2026 | |
| 23 | Buck Wealth Strategies, LLC | $682 | 11 | ▲New +11 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, 4 funds opened a new position in MSSM, while 1 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).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $3.8B |
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $2.9B |
| AMAZON.COM INCAMZN | 7 funds | $1.9B |
| APPLE INCAAPL | 7 funds | $1.8B |
| MICRON TECHNOLOGY INCMU | 7 funds | $1.6B |
| MICROSOFT CORPMSFT | 7 funds | $1.2B |
| META PLATFORMS INC-CLASS AMETA | 7 funds | $1.1B |
| BROADCOM INCAVGO | 7 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 7 funds | $987.1M |
| ALPHABET INC-CL CGOOG | 7 funds | $843.1M |
| JPMORGAN CHASE & COJPM | 7 funds | $833.1M |
| TESLA INCTSLA | 7 funds | $827.7M |
Ranked by how many of MSSM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MSLCmc | 35 funds | $2.5B |
| MSSMthis pagemc | 23 funds | $463.8M |
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 MSSM
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/MSSM/capital-change-brief"
Use Arkolith's capital_change_brief for MSSM. 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 MSSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.