Who owns MBSF
Which tracked institutional funds hold MBSF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MBSF company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
9 tracked funds added or opened MBSF while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MBSF’s largest tracked holder by dollar value, Castleview Partners, LLC, sizes it at 12.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 12.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MBSF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 58 tracked filers holding MBSF, 40 increased or opened the position and 22 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MBSF between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 4
- CREATIVE FINANCIAL DESIGNS INC /ADV$9M
- STIFEL FINANCIAL CORP$1M
- TRUST CO OF TOLEDO NA /OH/$1M
- Commerce Advisors, LLC$602K
Full exits 3
- ENDEAVOR PRIVATE WEALTH, INC.$1M
- CacheTech Inc.$770K
- TRUIST FINANCIAL CORP$534K
Largest adds
- ROYAL BANK OF CANADA$4M
- Apollon Wealth Management, LLC$2M
- United Asset Strategies, Inc.$2M
- LPL Financial LLC$2M
- Acorn Wealth Advisors, LLC$638K
Largest trims
- WealthPlan Investment Management, LLC$6M
- Diesslin Group, Inc.$6M
- Castleview Partners, LLC$3M
- NewEdge Advisors, LLC$2M
- Balefire, LLC$1M
- WealthPLAN Partners, LLC$628K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Castleview Partners, LLC trimmed | 987,316 | $25M | 16.3% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 349,594 | $9M | 5.8% | 2026-Q1 |
| Balefire, LLC trimmed | 306,739 | $8M | 5.1% | 2026-Q1 |
| Auour Investments LLC added | 306,652 | $8M | 5.1% | 2026-Q1 |
| Biltmore Family Office, LLC trimmed | 264,127 | $7M | 4.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 249,169 | $6M | 4.1% | 2026-Q1 |
| CWC Advisors, LLC. added | 204,614 | $5M | 3.4% | 2026-Q1 |
| Sterneck Capital Management, LLC added | 201,829 | $5M | 3.3% | 2026-Q1 |
| State of New Jersey Common Pension Fund D | 200,000 | $5M | 3.3% | 2026-Q1 |
| United Asset Strategies, Inc. added | 179,090 | $5M | 3.0% | 2026-Q1 |
| EXCHANGE TRADED CONCEPTS, LLC | 168,457 | $4M | 2.8% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 167,488 | $4M | 2.8% | 2026-Q1 |
| WealthPlan Investment Management, LLC trimmed | 123,803 | $3M | 2.0% | 2026-Q1 |
| Camarda Financial Advisors, LLC added | 119,573 | $3M | 2.0% | 2026-Q1 |
| Bison Wealth, LLC added | 116,384 | $3M | 1.9% | 2026-Q1 |
| Acorn Wealth Advisors, LLC added | 112,102 | $3M | 1.8% | 2026-Q1 |
| LPL Financial LLC added | 94,812 | $2M | 1.6% | 2026-Q1 |
| WealthPLAN Partners, LLC trimmed | 85,179 | $2M | 1.4% | 2026-Q1 |
| BlackDiamond Wealth Management, LLC added | 79,857 | $2M | 1.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 78,836 | $2M | 1.3% | 2026-Q1 |
| WESPAC Advisors, LLC added | 74,026 | $2M | 1.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP new | 57,500 | $1M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 54,875 | $1M | 0.9% | 2026-Q1 |
| TRUST CO OF TOLEDO NA /OH/ new | 46,093 | $1M | 0.8% | 2026-Q1 |
| BEAM WEALTH ADVISORS, INC. added | 42,021 | $1M | 0.7% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC trimmed | 37,500 | $957K | 0.6% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 34,084 | $869K | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 26,536 | $677K | 0.4% | 2026-Q1 |
| Commerce Advisors, LLC new | 23,612 | $602K | 0.4% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 22,401 | $571K | 0.4% | 2026-Q1 |
| Diesslin Group, Inc. trimmed | 20,089 | $512K | 0.3% | 2026-Q1 |
| LANE BROTHERS & CO INC added | 19,668 | $502K | 0.3% | 2026-Q1 |
| Q3 Asset Management added | 19,381 | $494K | 0.3% | 2026-Q1 |
| MAI Capital Management new | 17,645 | $450K | 0.3% | 2026-Q1 |
| TCP Asset Management, LLC added | 16,254 | $415K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 15,521 | $396K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 15,218 | $388K | 0.3% | 2026-Q1 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 15,008 | $383K | 0.2% | 2026-Q1 |
| Global View Capital Management LLC trimmed | 14,640 | $373K | 0.2% | 2026-Q1 |
| OneAscent Financial Services LLC new | 14,471 | $369K | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 13,074 | $334K | 0.2% | 2026-Q1 |
| Summit Financial, LLC | 12,148 | $310K | 0.2% | 2026-Q1 |
| Krilogy Financial LLC new | 11,000 | $282K | 0.2% | 2026-Q1 |
| J2 Capital Management Inc | 10,273 | $262K | 0.2% | 2026-Q1 |
| Waterfront Wealth Inc. new | 10,200 | $260K | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 9,838 | $253K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 9,525 | $243K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 8,142 | $208K | 0.1% | 2026-Q1 |
| Dynasty Wealth Management, LLC new | 8,000 | $204K | 0.1% | 2026-Q1 |
| Weaver Consulting Group trimmed | 7,914 | $202K | 0.1% | 2026-Q1 |
| NewEdge Advisors, LLC added | 92,877 | $93K | 0.1% | 2026-Q1 |
| Opal Wealth Advisors, LLC trimmed | 2,457 | $63K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC new | 1,245 | $32K | 0.0% | 2026-Q1 |
| FWL INVESTMENT MANAGEMENT, LLC trimmed | 855 | $22K | 0.0% | 2026-Q1 |
| CWM, LLC added | 214 | $5K | 0.0% | 2026-Q1 |
| BlackRock, Inc. new | 100 | $3K | 0.0% | 2026-Q1 |
| Security National Bank new | 78 | $2K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 33 | $842 | 0.0% | 2026-Q1 |
| TOWNSQUARE CAPITAL LLC added | 513,464 | $13M | 8.4% | 2025-Q1 stale |
| Orion Portfolio Solutions, LLC trimmed | 76,039 | $2M | 1.3% | 2025-Q1 stale |
| JANE STREET GROUP, LLC added | 71,335 | $2M | 1.2% | 2025-Q3 stale |
| ENDEAVOR PRIVATE WEALTH, INC. added | 51,692 | $1M | 0.9% | 2025-Q4 stale |
| IAMS WEALTH MANAGEMENT, LLC added | 39,694 | $1M | 0.7% | 2025-Q3 stale |
| Touchstone Capital, Inc. new | 37,259 | $949K | 0.6% | 2025-Q3 stale |
| Atria Investments, Inc new | 35,649 | $910K | 0.6% | 2025-Q2 stale |
| CacheTech Inc. new | 30,039 | $770K | 0.5% | 2025-Q4 stale |
| TRUIST FINANCIAL CORP trimmed | 20,840 | $534K | 0.3% | 2025-Q4 stale |
| Cherry Creek Investment Advisors, Inc. added | 19,014 | $485K | 0.3% | 2025-Q2 stale |
| StoneX Group Inc. new | 14,820 | $378K | 0.2% | 2025-Q2 stale |
| CITADEL ADVISORS LLC trimmed | 12,847 | $329K | 0.2% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 12,505 | $321K | 0.2% | 2025-Q4 stale |
| Crossmark Global Holdings, Inc. added | 10,119 | $258K | 0.2% | 2025-Q3 stale |
| Secure Asset Management, LLC trimmed | 9,294 | $237K | 0.2% | 2025-Q2 stale |
| Stegent Equity Advisors, Inc. trimmed | 8,770 | $225K | 0.1% | 2025-Q4 stale |
| EP Wealth Advisors, LLC trimmed | 8,401 | $215K | 0.1% | 2025-Q4 stale |
| Kiker Wealth Management, LLC new | 1,219 | $31K | 0.0% | 2025-Q1 stale |
| Concorde Financial Corp new | 501 | $13K | 0.0% | 2025-Q2 stale |
| UBS Group AG added | 334 | $9K | 0.0% | 2025-Q4 stale |
| TUCKER ASSET MANAGEMENT LLC new | 143 | $4K | 0.0% | 2025-Q4 stale |
| JPMORGAN CHASE & CO trimmed | 100 | $3K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.