Who owns MFSB
Which tracked institutional funds hold MFSB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MFSB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on MFSB is one-sided between 2026-Q1 and 2026-Q2: 16 added or opened and 4 trimmed or exited — on balance accumulating.
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
MFSB’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MFSB 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 2026-Q1 and 2026-Q2, across 38 tracked filers holding MFSB, 29 increased or opened the position and 11 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 MFSB between the 2026-Q1 and 2026-Q2 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 3
- STIFEL FINANCIAL CORP$2M
- CITADEL ADVISORS LLC$1M
- BENJAMIN EDWARDS INC$942K
Full exits 2
- Cambridge Investment Research Advisors, Inc.$6M
- NATIXIS ADVISORS, LLC$4M
Largest adds
- LPL Financial LLC$31M
- Private Advisor Group, LLC$11M
- WCG Wealth Advisors LLC$9M
- JONES FINANCIAL COMPANIES LLLP$8M
- RAYMOND JAMES FINANCIAL INC$6M
- &PARTNERS$3M
Largest trims
- GOLDMAN SACHS GROUP INC$1M
- Fermata Advisors, LLC$257K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 6,067,350 | $151M | 36.9% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 2,067,534 | $52M | 12.6% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 1,167,653 | $29M | 7.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,045,743 | $26M | 6.4% | 2026-Q2 |
| Marshall Financial Group, LLC added | 1,031,497 | $26M | 6.3% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC added | 837,384 | $21M | 5.1% | 2026-Q2 |
| Cetera Investment Advisers added | 512,732 | $13M | 3.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 487,425 | $12M | 3.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 476,857 | $12M | 2.9% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 463,079 | $12M | 2.8% | 2026-Q2 |
| Jeter Robert S II added | 233,382 | $6M | 1.4% | 2026-Q2 |
| MARSHALL INVESTMENT MANAGEMENT, LLC trimmed | 179,667 | $4M | 1.1% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed | 163,879 | $4M | 1.0% | 2026-Q2 |
| &PARTNERS added | 158,085 | $4M | 1.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 113,775 | $3M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 112,212 | $3M | 0.7% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 112,792 | $3M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 91,897 | $2M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 77,723 | $2M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 67,852 | $2M | 0.4% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 66,758 | $2M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 58,154 | $1M | 0.4% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 57,661 | $1M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 51,068 | $1M | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 47,762 | $1M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 46,855 | $1M | 0.3% | 2026-Q2 |
| DAVENPORT & Co LLC added | 40,239 | $1M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC new | 37,785 | $942K | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC | 26,480 | $660K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. new | 15,392 | $384K | 0.1% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC trimmed | 12,877 | $321K | 0.1% | 2026-Q2 |
| Detalus Advisors, LLC new | 12,550 | $313K | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. new | 9,034 | $225K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,046 | $201K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 7,059 | $176K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 2,144 | $53K | 0.0% | 2026-Q2 |
| Tidemark, LLC | 29 | $723 | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 9 | $224 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 245,367 | $6M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| NATIXIS ADVISORS, LLC added | 178,314 | $4M | 1.1% | 2026-Q1 stale (1 quarter behind) |
| Richmond Investment Services, LLC new | 8,081 | $201K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HARBOUR INVESTMENTS, INC. new | 854 | $21K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ROVIN CAPITAL /UT/ /ADV new | 44,822 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.