Who owns MFSG
Which tracked institutional funds hold MFSG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MFSG 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 MFSG is one-sided between 2026-Q1 and 2026-Q2: 12 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
MFSG’s largest tracked holder by dollar value, Private Advisor Group, LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MFSG 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 37 tracked filers holding MFSG, 25 increased or opened the position and 14 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 MFSG 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.
Full exits 2
- D.A. DAVIDSON & CO.$2M
- Cedrus Wealth Group LLC$1M
Largest adds
- Private Advisor Group, LLC$66M
- JONES FINANCIAL COMPANIES LLLP$11M
- LPL Financial LLC$10M
- Allegheny Financial Group$9M
- RAYMOND JAMES FINANCIAL INC$4M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
Largest trims
- KINTRA WEALTH, LLC$17M
- Farther Finance Advisors, LLC$4M
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 |
|---|---|---|---|---|
| Private Advisor Group, LLC added | 2,207,692 | $67M | 25.8% | 2026-Q2 |
| LPL Financial LLC added | 1,755,961 | $53M | 20.5% | 2026-Q2 |
| KINTRA WEALTH, LLC trimmed | 1,030,171 | $32M | 12.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,077,532 | $31M | 12.2% | 2026-Q2 |
| Allegheny Financial Group added | 845,444 | $26M | 9.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 269,100 | $8M | 3.1% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 172,207 | $5M | 2.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 163,017 | $5M | 1.9% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 133,281 | $4M | 1.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 127,950 | $4M | 1.5% | 2026-Q2 |
| Cetera Investment Advisers added | 117,426 | $4M | 1.4% | 2026-Q2 |
| Advisory Services Network, LLC added | 92,308 | $3M | 1.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 71,494 | $2M | 0.8% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 56,959 | $2M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 46,804 | $1M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 38,173 | $1M | 0.4% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 35,395 | $1M | 0.4% | 2026-Q2 |
| GWN SECURITIES INC. trimmed | 29,476 | $892K | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 16,438 | $498K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 15,556 | $471K | 0.2% | 2026-Q2 |
| Dickmeyer Boyce Financial Management, Inc. trimmed | 15,400 | $466K | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 10,802 | $327K | 0.1% | 2026-Q2 |
| BlueChip Wealth Advisors LLC new | 10,000 | $303K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC new | 9,885 | $299K | 0.1% | 2026-Q2 |
| Pinnacle Wealth Planning Services, Inc. added | 8,500 | $257K | 0.1% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO new | 6,676 | $202K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 5,166 | $156K | 0.1% | 2026-Q2 |
| Roxbury Financial LLC trimmed | 4,993 | $151K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,549 | $47K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 1,430 | $43K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 1,227 | $37K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 650 | $20K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 648 | $20K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC | 275 | $8K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 190 | $6K | 0.0% | 2026-Q2 |
| Tidemark, LLC | 54 | $2K | 0.0% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 54 | $2K | 0.0% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 68,188 | $2M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| Cedrus Wealth Group LLC trimmed | 52,324 | $1M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Richmond Investment Services, LLC new | 10,505 | $269K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 10,131 | $259K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HARBOUR INVESTMENTS, INC. new | 907 | $23K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| McCarthy & Cox trimmed | 28,674 | $812K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC added | 11,767 | $333K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY new | 15,778 | $444K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| FLOW TRADERS U.S. LLC new | 12,339 | $347K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| JPMORGAN CHASE & CO new | 665 | $19K | 0.0% | 2025-Q3 stale (3 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.