Among active 13F managers last quarter, 2 opened and 4 added, while 1 reduced; the largest holder to move was Gradient Investments LLC (−4.5%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
16 tracked 13F filers disclose a position in MYCG as of the latest SEC 13F filings, a combined $24.4M 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 | LPL Financial LLC | 264K | $6.6M | ▲+14% Added · +33K sh | Q1 2026 | |
| 2 | Lido Advisors, LLC | 126K | $3.1M | ▼−1.2% Reduced · −2K sh | Q2 2026 | |
| 3 | Gradient Investments LLC | 100K | $2.5M | ▼−4.5% Reduced · −5K sh | Q2 2026 | |
| 4 | Sanctuary Advisors, LLC | 96K | $2.4M | ▲+0.3% Added · +250 sh | Q2 2026 | |
| 5 | Hobbs Group Advisors, LLC | 86K | $2.2M | ▲+88% Added · +41K sh | Q2 2026 | |
| 6 | L2 Asset Management, LLC | 69K | $1.7M | ▲+1.7% Added · +1K sh | Q2 2026 | |
| 7 | Woodmont Investment Counsel LLC | 55K | $1.4M | —Held | Q2 2026 | |
| 8 | Fourth Dimension Wealth, LLC | 32K | $811K | ▲+6.8% Added · +2K sh | Q2 2026 | |
| 9 | Marathon Capital Management | 32K | $804K | ▲+3.7% Added · +1K sh | Q2 2026 | |
| 10 | Citadel Advisors LLC | 28K | $702K | ▲+102% Added · +14K sh | Q2 2026 | |
| 11 | Susquehanna International Group, LLP | 21K | $529K | ▲+143% Added · +12K sh | Q1 2026 | |
| 12 | Jane Street Group, LLC | 20K | $490K | ▼−32% Reduced · −9K sh | Q1 2026 | |
| 13 | Private Advisor Group, LLC | 19K | $481K | ▲+35% Added · +5K sh | Q2 2026 | |
| 14 | Belpointe Asset Management LLC | 18K | $443K | ▲New +18K sh | Q1 2026 | |
| 15 | OFS Enterprise LLC | 10K | $250K | —Held | Q2 2026 | |
| 16 | Anchor Bay Capital, Inc. | 20 | $499 | ▲New +20 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, 2 funds opened a new position in MYCG and 4 added to an existing one, while 1 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 |
|---|---|---|
| Nvidia CorpNVDA | 9 funds | $2.7B |
| Apple IncAAPL | 9 funds | $2.4B |
| Microsoft CorpMSFT | 9 funds | $1.6B |
| Broadcom IncAVGO | 9 funds | $1.2B |
| Alphabet Inc-CL AGOOGL | 9 funds | $1.2B |
| JPMorgan Chase & CoJPM | 9 funds | $848.4M |
| Abbvie IncABBV | 9 funds | $838.2M |
| Meta Platforms Inc-Class AMETA | 9 funds | $746.3M |
| Berkshire Hathaway Inc-CL BBRK/B | 9 funds | $632.7M |
| Tesla IncTSLA | 9 funds | $548.1M |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $462.6M |
| Johnson & JohnsonJNJ | 9 funds | $457.7M |
Ranked by how many of MYCG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MYCG.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Oct 21, 2015 | Burden Jerrold Dean | Insider | Sell (S) | 18.9M | $0 |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 9 | 3 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| ALLWmc | 145 funds | $479.5M |
| XLSRmc | 131 funds | $865.6M |
| HYBLmc | 91 funds | $413.8M |
| STOTSTATE STREET DOU | 68 funds | $260.3M |
| FISRSTATE STREET FIX | 65 funds | $422.5M |
| EMTLmc | 43 funds | $58.0M |
| PRIVUIT EXCHANGE TRADED | 22 funds | $793.7M |
| MYCFSTATE STREET MY | 22 funds | $21.8M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for MYCG
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/MYCG/capital-change-brief"
Use Arkolith's capital_change_brief for MYCG. 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 MYCG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.