17 tracked 13F filers disclose a position in MSTB as of the latest SEC 13F filings, a combined $60.3M 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 | Cetera Investment Advisers | $16.8M | 439K | ▲+1.3% Added · +5K sh | Q1 2026 | |
| 2 | CreativeOne Wealth, LLC | $8.8M | 205K | ▼−7.1% Reduced · −16K sh | Q2 2026 | |
| 3 | MILESTONE ASSET MANAGEMENT, LLC | $8.0M | 186K | ▲+2.5% Added · +5K sh | Q2 2026 | |
| 4 | Uniting Wealth Partners, LLC | $8.0M | 185K | ▲+1.3% Added · +2K sh | Q2 2026 | |
| 5 | Sigma Planning Corp | $6.8M | 158K | ▼−0.1% Reduced · −141 sh | Q2 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 114K | ▼−3.2% Reduced · −4K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $2.1M | 54K | ▼−6.7% Reduced · −4K sh | Q1 2026 | |
| 8 | Palumbo Wealth Management LLC | $2.0M | 46K | ▼−1.1% Reduced · −499 sh | Q2 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 28K | ▲+26% Added · +6K sh | Q2 2026 | |
| 10 | Mutual Advisors, LLC | $813K | 21K | —Held | Q1 2026 | |
| 11 | GTS SECURITIES LLC | $616K | 16K | ▲+3.7% Added · +577 sh | Q1 2026 | |
| 12 | Indiana Trust & Investment Management Co | $429K | 10K | —Held | Q2 2026 | |
| 13 | AlphaCore Capital LLC | $384K | 9K | —Held | Q2 2026 | |
| 14 | MORGAN STANLEY | $94K | 2K | ▲2k× Added · +2K sh | Q1 2026 | |
| 15 | Plante Moran Financial Advisors, LLC | $70K | 2K | ▲New +2K sh | Q2 2026 | |
| 16 | CoreCap Advisors, LLC | $958 | 25 | —Held | Q1 2026 | |
| 17 | IFP Advisors, Inc | $43 | 1 | —Held | 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, 0 funds opened a new position in MSTB and 2 added to an existing one, 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 |
|---|---|---|
| APPLE INCAAPL | 9 funds | $710.1M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $597.6M |
| NVIDIA CORPNVDA | 9 funds | $541.1M |
| INVESCO QQQ TRUST SERIES 1QQQ | 9 funds | $441.8M |
| VANGUARD S&P 500 ETFVOO | 9 funds | $387.6M |
| MICROSOFT CORPMSFT | 9 funds | $359.4M |
| AMAZON.COM INCAMZN | 9 funds | $336.1M |
| ALPHABET INC-CL AGOOGL | 9 funds | $270.4M |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $217.6M |
| ALPHABET INC-CL CGOOG | 9 funds | $199.6M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 9 funds | $194.1M |
| BROADCOM INCAVGO | 9 funds | $163.0M |
Ranked by how many of MSTB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| BGIGmc | 93 funds | $483.5M |
| SMIGFUND | 62 funds | $808.2M |
| IDUBcommon | 48 funds | $625.7M |
| JUCYmc | 47 funds | $300.9M |
| DUBScommon | 38 funds | $485.7M |
| TRFMETP | 37 funds | $114.5M |
| JEDImc | 30 funds | $25.7M |
| DSMCETF | 29 funds | $86.1M |
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 MSTB
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/MSTB/capital-change-brief"
Use Arkolith's capital_change_brief for MSTB. 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 MSTB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.