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/MUB/capital-change-brief"
Use Arkolith's capital_change_brief for MUB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $4.5B | 42.1M | ▲+13% Added · +4.8M sh | Q1 2026 | |
| 2 | FMR LLC | $2.3B | 21.9M | ▼−1.6% Reduced · −354K sh | Q1 2026 | |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $1.8B | 16.7M | ▲+18% Added · +2.5M sh | Q1 2026 | |
| 4 | Creative Planning | $1.5B | 14.4M | ▲+6.0% Added · +812K sh | Q1 2026 | |
| 5 | LPL Financial LLC | $1.2B | 11.8M | ▲+6.0% Added · +663K sh | Q1 2026 | |
| 6 | Fisher Asset Management, LLC | $1.2B | 11.6M | ▲+8.2% Added · +882K sh | Q1 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $1.1B | 10.0M | ▲+0.7% Added · +72K sh | Q1 2026 | |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | $993.3M | 9.4M | ▲+9.4% Added · +808K sh | Q1 2026 | |
| 9 | MORGAN STANLEY | $978.1M | 9.2M | ▲+7.4% Added · +637K sh | Q1 2026 | |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $945.1M | 8.9M | ▲+5.6% Added · +472K sh | Q1 2026 | |
| 11 | UBS Group AG | $809.2M | 7.6M | ▲+212% Added · +5.2M sh | Q1 2026 | |
| 12 | Bank of New York Mellon Corp | $775.3M | 7.3M | ▲+3.0% Added · +214K sh | Q1 2026 | |
| 13 | PNC FINANCIAL SERVICES GROUP, INC. | $762.7M | 7.2M | ▼−2.0% Reduced · −151K sh | Q1 2026 | |
| 14 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $603.7M | 5.7M | ▲New +5.7M sh | Q1 2026 | |
| 15 | SEI INVESTMENTS CO | $559.9M | 5.3M | ▲+0.1% Added · +6K sh | Q1 2026 | |
| 16 | US BANCORP \DE\ | $555.4M | 5.2M | ▲+0.1% Added · +3K sh | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $499.0M | 4.7M | ▲+0.4% Added · +18K sh | Q1 2026 | |
| 18 | Wealthfront Advisers LLC | $471.6M | 4.4M | ▼−9.3% Reduced · −457K sh | Q1 2026 | |
| 19 | Cetera Investment Advisers | $340.8M | 3.2M | ▲+15% Added · +416K sh | Q1 2026 | |
| 20 | ASSETMARK, INC | $339.3M | 3.2M | ▲+4.2% Added · +129K sh | Q1 2026 | |
| 21 | JONES FINANCIAL COMPANIES LLLP | $312.3M | 3.0M | ▲+30% Added · +681K sh | Q1 2026 | |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | $299.7M | 2.8M | ▼−1.3% Reduced · −38K sh | Q1 2026 | |
| 23 | Orgel Wealth Management, LLC | $291.5M | 2.7M | ▲+1.2% Added · +31K sh | Q2 2026 | |
| 24 | RWA WEALTH PARTNERS, LLC | $247.5M | 2.3M | ▼−1.5% Reduced · −35K sh | Q1 2026 | |
| 25 | RAYMOND JAMES FINANCIAL INC | $242.2M | 2.3M | ▲+28% Added · +492K sh | 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 301 funds | $122.5B |
| NVIDIA CORPNVDA | 296 funds | $162.2B |
| APPLE INCAAPL | 296 funds | $135.2B |
| ALPHABET INC-CL AGOOGL | 296 funds | $73.6B |
| ALPHABET INC-CL CGOOG | 293 funds | $56.1B |
| JPMORGAN CHASE & COJPM | 293 funds | $36.1B |
| AMAZON.COM INCAMZN | 292 funds | $89.0B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 290 funds | $19.8B |
| BROADCOM INCAVGO | 289 funds | $61.7B |
| META PLATFORMS INC-CLASS AMETA | 288 funds | $47.9B |
| EXXON MOBIL CORPXOM | 288 funds | $29.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 288 funds | $20.4B |
Ranked by how many of MUB'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 + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MUB. 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.