Among active 13F managers last quarter, 10 opened and 13 added, while 3 reduced; the largest holder to move was Bridgewater Advisors Inc. (+8.1%).
51 tracked 13F filers disclose a position in MUNY as of the latest SEC 13F filings, a combined $97.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Bridgewater Advisors Inc. | 287K | $29.2M | ▲+8.1% Added · +22K sh | Q2 2026 | |
| 2 | WNY Asset Management, LLC | 82K | $8.5M | ▲+2.7% Added · +2K sh | Q2 2026 | |
| 3 | IEQ Capital, LLC | 77K | $8.0M | ▼−6.5% Reduced · −5K sh | Q2 2026 | |
| 4 | Jane Street Group, LLC | 70K | $7.2M | ▲+731% Added · +62K sh | Q1 2026 | |
| 5 | Rialto Wealth Management, LLC | 42K | $4.4M | ▲+64% Added · +16K sh | Q2 2026 | |
| 6 | HighTower Advisors, LLC | 32K | $3.2M | ▲New +32K sh | Q1 2026 | |
| 7 | Journey Strategic Wealth LLC | 31K | $3.2M | ▲New +31K sh | Q1 2026 | |
| 8 | Guggenheim Capital LLC | 28K | $2.9M | ▲+208% Added · +19K sh | Q1 2026 | |
| 9 | Tortoise Investment Management, LLC | 25K | $2.6M | ▼−5.2% Reduced · −1K sh | Q2 2026 | |
| 10 | Rise Advisors, LLC | 23K | $2.4M | ▼−8.2% Reduced · −2K sh | Q2 2026 | |
| 11 | Satovsky Asset Management LLC | 21K | $2.1M | ▲+22% Added · +4K sh | Q2 2026 | |
| 12 | Tower Research Capital LLC (TRC) | 20K | $2.0M | ▲New +20K sh | Q1 2026 | |
| 13 | Arax Advisory Partners | 19K | $2.0M | ▲New +19K sh | Q2 2026 | |
| 14 | Commonwealth Equity Services, LLC | 16K | $1.6M | ▲+54% Added · +6K sh | Q1 2026 | |
| 15 | Hennion & Walsh Asset Management, Inc. | 14K | $1.4M | ▲+27% Added · +3K sh | Q2 2026 | |
| 16 | Bank Of America Corp | 14K | $1.4M | ▲46× Added · +13K sh | Q1 2026 | |
| 17 | Family Manage LLC | 10K | $999K | ▲New +10K sh | Q2 2026 | |
| 18 | Prospect Financial Services LLC | 9K | $960K | ▲New +9K sh | Q2 2026 | |
| 19 | LifeGoal Investments, LLC | 9K | $888K | ▲+0.8% Added · +68 sh | Q2 2026 | |
| 20 | Creative Planning | 8K | $837K | ▲New +8K sh | Q1 2026 | |
| 21 | Richard C. Young & CO., LTD. | 7K | $703K | ▲New +7K sh | Q2 2026 | |
| 22 | LPL Financial LLC | 7K | $685K | ▲New +7K sh | Q1 2026 | |
| 23 | Mercer Global Advisors Inc | 6K | $629K | ▲New +6K sh | Q1 2026 | |
| 24 | Joel Isaacson & Co., LLC | 6K | $618K | ▲+15% Added · +788 sh | Q2 2026 | |
| 25 | Chatham Capital Group, Inc. | 6K | $614K | ▲+1.7% Added · +100 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, 10 funds opened a new position in MUNY and 13 added to an existing one, while 3 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 30 funds | $2.7B |
| Nvidia CorpNVDA | 30 funds | $2.0B |
| Microsoft CorpMSFT | 30 funds | $1.5B |
| Alphabet Inc-CL AGOOGL | 30 funds | $1.3B |
| Amazon.com IncAMZN | 30 funds | $1.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 29 funds | $470.4M |
| Alphabet Inc-CL CGOOG | 28 funds | $1.0B |
| Broadcom IncAVGO | 28 funds | $862.4M |
| Tesla IncTSLA | 28 funds | $461.7M |
| SS SPDR S&P 500 ETF Trust-USSPY | 27 funds | $1.5B |
| Vanguard S&P 500 ETFVOO | 27 funds | $1.4B |
| Invesco QQQ Trust Series 1QQQ | 27 funds | $1.3B |
Ranked by how many of MUNY's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MUNY.
| Class | 13F holders | Value held |
|---|---|---|
| MUNYthis pageTAX EXEMPT BD | 51 funds | $97.1M |
| VYFXXMutual Fund | 1 funds | $76K |
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 MUNY
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/MUNY/capital-change-brief"
Use Arkolith's capital_change_brief for MUNY. 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 MUNY. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.