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/MXI/capital-change-brief"
Use Arkolith's capital_change_brief for MXI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pathway Financial Advisors LLC | $20.0M | 186K | ▲+0.1% Added · +159 sh | Q2 2026 | |
| 2 | MORGAN STANLEY | $15.4M | 145K | ▲+1.4% Added · +2K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $12.5M | 117K | ▲+57% Added · +43K sh | Q1 2026 | |
| 4 | HighTower Advisors, LLC | $11.3M | 107K | ▲+0.6% Added · +661 sh | Q1 2026 | |
| 5 | LPL Financial LLC | $10.1M | 95K | ▲+194% Added · +63K sh | Q1 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $6.8M | 64K | ▲+0.7% Added · +426 sh | Q1 2026 | |
| 7 | JANE STREET GROUP, LLC | $5.1M | 48K | ▲New +48K sh | Q1 2026 | |
| 8 | OVERSEA-CHINESE BANKING Corp Ltd | $3.8M | 36K | ▲+38% Added · +10K sh | Q1 2026 | |
| 9 | Banco Santander, S.A. | $3.7M | 35K | ▲New +35K sh | Q1 2026 | |
| 10 | Stratos Wealth Partners, LTD. | $3.3M | 31K | ▲+15% Added · +4K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 23K | ▲+772% Added · +21K sh | Q1 2026 | |
| 12 | Financial Management Professionals, Inc. | $2.4M | 23K | ▲+13% Added · +3K sh | Q2 2026 | |
| 13 | UBS Group AG | $2.4M | 23K | ▼−13% Reduced · −3K sh | Q1 2026 | |
| 14 | Federation des caisses Desjardins du Quebec | $2.1M | 20K | ▲New +20K sh | Q1 2026 | |
| 15 | UMB Bank, n.a. | $1.7M | 16K | ▼−2.6% Reduced · −428 sh | Q1 2026 | |
| 16 | J. Safra Sarasin Holding AG | $1.5M | 14K | ▲+5.5% Added · +750 sh | Q1 2026 | |
| 17 | Equitable Holdings, Inc. | $1.4M | 14K | ▲+263% Added · +10K sh | Q1 2026 | |
| 18 | Private Advisor Group, LLC | $1.3M | 13K | ▼−7.2% Reduced · −979 sh | Q1 2026 | |
| 19 | Sava Infond d.o.o. | $1.2M | 12K | ▼−14% Reduced · −2K sh | Q2 2026 | |
| 20 | Mutual Advisors, LLC | $1.2M | 11K | ▼−1.8% Reduced · −203 sh | Q1 2026 | |
| 21 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $904K | 9K | ▼−46% Reduced · −7K sh | Q1 2026 | |
| 22 | GTS SECURITIES LLC | $890K | 8K | ▲New +8K sh | Q1 2026 | |
| 23 | OSAIC HOLDINGS, INC. | $844K | 8K | ▲+1.0% Added · +79 sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $800K | 8K | ▲+125% Added · +4K sh | Q1 2026 | |
| 25 | AMERIPRISE FINANCIAL INC | $760K | 7K | ▼−12% Reduced · −950 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 |
|---|---|---|
| NVIDIA CORPNVDA | 32 funds | $13.9B |
| APPLE INCAAPL | 32 funds | $12.6B |
| MICROSOFT CORPMSFT | 32 funds | $10.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 32 funds | $8.9B |
| AMAZON.COM INCAMZN | 32 funds | $8.5B |
| ALPHABET INC-CL AGOOGL | 32 funds | $7.4B |
| BROADCOM INCAVGO | 32 funds | $5.5B |
| META PLATFORMS INC-CLASS AMETA | 32 funds | $4.9B |
| JPMORGAN CHASE & COJPM | 32 funds | $4.6B |
| ALPHABET INC-CL CGOOG | 32 funds | $4.2B |
| INVESCO QQQ TRUST SERIES 1QQQ | 32 funds | $3.9B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 32 funds | $3.2B |
Ranked by how many of MXI'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 MXI. 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.