| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | MML INVESTORS SERVICES, LLC | $80.7M | 1.63M | Reduced | Q1 2026 |
| 2 | EVERGREEN CAPITAL MANAGEMENT LLC | $52.5M | 1.06M | Reduced | Q1 2026 |
| 3 | Aprio Wealth Management, LLC | $22.9M | 463.3K | New | Q1 2026 |
| 4 | Proficio Capital Partners LLC | $19.0M | 383.7K | Reduced | Q1 2026 |
| 5 | WealthPlan Investment Management, LLC | $14.2M | 286.8K | Added | Q1 2026 |
| 6 | BAR HARBOR WEALTH MANAGEMENT | $12.1M | 245.3K | Reduced | Q1 2026 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $8.7M | 175.9K | Reduced | Q1 2026 |
| 8 | Sanctuary Advisors, LLC | $7.9M | 159.9K | Added | Q1 2026 |
| 9 | NWAM LLC | $6.7M | 135.7K | Reduced | Q1 2026 |
| 10 | Calamos Advisors LLC | $5.9M | 119.1K | Reduced | Q1 2026 |
| 11 | Tidal Investments LLC | $5.6M | 112.7K | Reduced | Q1 2026 |
| 12 | Private Advisor Group, LLC | $5.2M | 106.1K | Added | Q1 2026 |
| 13 | CITADEL ADVISORS LLC | $4.1M | 83.6K | Added | Q1 2026 |
| 14 | CreativeOne Wealth, LLC | $3.1M | 63.3K | Reduced | Q1 2026 |
| 15 | Orion Porfolio Solutions, LLC | $2.9M | 58.6K | Added | Q1 2026 |
| 16 | FIRST MANHATTAN CO. LLC. | $2.5M | 50.0K | New | Q1 2026 |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $2.4M | 48.9K | Added | Q1 2026 |
| 18 | Advisory Services Network, LLC | $2.3M | 46.1K | New | Q4 2025 |
| 19 | Envestnet Portfolio Solutions, Inc. | $2.0M | 40.2K | Reduced | Q1 2026 |
| 20 | BENJAMIN EDWARDS INC | $1.6M | 32.0K | Reduced | Q1 2026 |
| 21 | &PARTNERS | $1.2M | 23.5K | Reduced | Q1 2026 |
| 22 | Ancora Advisors LLC | $1.1M | 22.0K | Added | Q1 2026 |
| 23 | PRINCIPAL SECURITIES, INC. | $801K | 16.2K | Added | Q1 2026 |
| 24 | NewEdge Advisors, LLC | $434K | 8.8K | New | Q1 2026 |
| 25 | Mill Creek Capital Advisors, LLC | $426K | 8.6K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| Nvidia CorporationNVDA | 50 funds | $18.3B |
| MicrosoftMSFT | 50 funds | $14.9B |
| GOOGLE INCGOOGL | 50 funds | $9.7B |
| Meta Platforms IncMETA | 50 funds | $6.3B |
| ExxonMobilXOM | 50 funds | $3.8B |
| LILLY ELI & CO COMLLY | 50 funds | $3.7B |
| Visa IncV | 50 funds | $3.6B |
| Johnson & JohnsonJNJ | 50 funds | $3.5B |
| Wal-MartWMT | 50 funds | $3.3B |
| Costco WholesaleCOST | 50 funds | $3.1B |
| Home DepotHD | 50 funds | $2.4B |
| Abbvie Inc ComABBV | 50 funds | $2.3B |
Ranked by how many of MTBA'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 + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MTBA. 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.