79 tracked 13F filers disclose a position in MUA as of the latest SEC 13F filings, a combined $111.9M 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 | BANK OF AMERICA CORP /DE/ | $15.2M | 1.4M | ▼−0.7% Reduced · −9K sh | Q1 2026 | |
| 2 | GUGGENHEIM CAPITAL LLC | $14.2M | 1.3M | ▲+148% Added · +802K sh | Q1 2026 | |
| 3 | Hennion & Walsh Asset Management, Inc. | $13.3M | 1.2M | ▼−1.1% Reduced · −13K sh | Q2 2026 | |
| 4 | KEYBANK NATIONAL ASSOCIATION/OH | $11.2M | 1.1M | ▲+0.2% Added · +2K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $5.2M | 492K | ▲+71% Added · +204K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $5.1M | 482K | ▲+11% Added · +46K sh | Q1 2026 | |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | $5.1M | 480K | ▼−4.9% Reduced · −25K sh | Q1 2026 | |
| 8 | Advisors Asset Management, Inc. | $5.0M | 475K | ▲+23% Added · +90K sh | Q1 2026 | |
| 9 | VAN ECK ASSOCIATES CORP | Withheld | 337K | ▲+48% Added · +109K sh | Q1 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $3.5M | 329K | ▲+87% Added · +153K sh | Q1 2026 | |
| 11 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $3.3M | 312K | ▲+51% Added · +106K sh | Q1 2026 | |
| 12 | WELLS FARGO & COMPANY/MN | $3.0M | 282K | ▲+146% Added · +167K sh | Q1 2026 | |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | $3.0M | 281K | ▲+8.8% Added · +23K sh | Q1 2026 | |
| 14 | ROBINSON CAPITAL MANAGEMENT, LLC | $2.0M | 183K | ▲+42% Added · +54K sh | Q2 2026 | |
| 15 | ROYAL BANK OF CANADA | $1.8M | 172K | ▲+89% Added · +81K sh | Q1 2026 | |
| 16 | OSAIC HOLDINGS, INC. | $1.7M | 159K | ▲+1.6% Added · +3K sh | Q1 2026 | |
| 17 | UBS Group AG | $1.6M | 155K | ▲11× Added · +140K sh | Q1 2026 | |
| 18 | Mariner, LLC | $1.3M | 125K | ▲+0.6% Added · +796 sh | Q1 2026 | |
| 19 | MELFA WEALTH MANAGEMENT, INC. | $1.3M | 115K | ▼−7.0% Reduced · −9K sh | Q2 2026 | |
| 20 | NewEdge Advisors, LLC | $1.2M | 115K | ▲+60% Added · +43K sh | Q1 2026 | |
| 21 | Steward Partners Investment Advisory, LLC | $980K | 92K | ▲+13% Added · +11K sh | Q1 2026 | |
| 22 | Noble Wealth Management PBC | $982K | 89K | ▼−19% Reduced · −21K sh | Q2 2026 | |
| 23 | Cetera Investment Advisers | $916K | 86K | ▲+0.3% Added · +228 sh | Q1 2026 | |
| 24 | Rockefeller Capital Management L.P. | $745K | 70K | ▲~0% Added · +16 sh | Q1 2026 | |
| 25 | WEALTH ALLIANCE, LLC | $704K | 63K | ▲New +63K sh | Q3 2025 |
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, 12 funds opened a new position in MUA and 8 added to an existing one, while 3 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 | 31 funds | $36.9B |
| MICROSOFT CORPMSFT | 31 funds | $27.4B |
| NVIDIA CORPNVDA | 30 funds | $41.7B |
| JPMORGAN CHASE & COJPM | 30 funds | $10.1B |
| ALPHABET INC-CL AGOOGL | 29 funds | $21.2B |
| BROADCOM INCAVGO | 29 funds | $16.5B |
| JOHNSON & JOHNSONJNJ | 29 funds | $5.7B |
| AMAZON.COM INCAMZN | 28 funds | $20.2B |
| EXXON MOBIL CORPXOM | 28 funds | $9.4B |
| CHEVRON CORPCVX | 28 funds | $6.9B |
| COSTCO WHOLESALE CORPCOST | 28 funds | $6.8B |
| HOME DEPOT INCHD | 28 funds | $5.9B |
Ranked by how many of MUA's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 29, 2024 | Harris Stayce D. | Director | Buy (P) | 10 | $115 |
| Dec 27, 2023 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 100 | $1K |
| Dec 27, 2023 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 100 | $1K |
| Dec 27, 2023 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 100 | $1K |
| Dec 27, 2023 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 100 | $1K |
| Dec 27, 2023 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 100 | $1K |
| Dec 27, 2023 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 100 | $1K |
| Dec 27, 2023 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 100 | $1K |
| Dec 27, 2023 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 100 | $1K |
| Dec 27, 2023 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 100 | $1K |
| Dec 27, 2023 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 100 | $1K |
| Dec 27, 2023 | BANK OF AMERICA CORP /DE/ | 10% Owner | Buy (P) | 100 | $1K |
Connected entities for MUA
This stock 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/MUA/capital-change-brief"
Use Arkolith's capital_change_brief for MUA. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MUA. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.