Who owns MFSG (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-Q1 13F filings. 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
11 tracked funds added or opened MFSG while 6 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
MFSG’s largest tracked holder by dollar value, KINTRA WEALTH, LLC, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.4pp 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 2025-Q4 and 2026-Q1, across 33 tracked filers holding MFSG, 26 increased or opened the position and 8 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 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 3
- GOLDMAN SACHS GROUP INC$1M
- Kingsview Wealth Management, LLC$1M
- GWN SECURITIES INC.$854K
Full exits 1
- McCarthy & Cox$812K
Largest adds
- LPL Financial LLC$38M
- Allegheny Financial Group$5M
- JONES FINANCIAL COMPANIES LLLP$3M
- D.A. DAVIDSON & CO.$1M
- Cetera Investment Advisers$1M
- ROYAL BANK OF CANADA$818K
Largest trims
- KINTRA WEALTH, LLC$6M
- IAG Wealth Partners, LLC$1M
- Prosperity Financial Group, Inc.$671K
- Cornerstone Wealth Management, LLC$509K
- Cedrus Wealth Group LLC$305K
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 |
|---|---|---|---|---|
| KINTRA WEALTH, LLC trimmed | 1,900,432 | $49M | 28.7% | 2026-Q1 |
| LPL Financial LLC added | 1,695,627 | $43M | 25.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 827,676 | $21M | 12.1% | 2026-Q1 |
| Allegheny Financial Group added | 653,413 | $17M | 9.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 252,914 | $6M | 3.8% | 2026-Q1 |
| Prosperity Financial Group, Inc. trimmed | 169,952 | $4M | 2.6% | 2026-Q1 |
| Cornerstone Wealth Management, LLC trimmed | 153,880 | $4M | 2.3% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 140,641 | $4M | 2.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 86,557 | $2M | 1.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 83,843 | $2M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 80,943 | $2M | 1.2% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 68,188 | $2M | 1.0% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 56,540 | $1M | 0.9% | 2026-Q1 |
| Cedrus Wealth Group LLC trimmed | 52,324 | $1M | 0.8% | 2026-Q1 |
| IHT Wealth Management, LLC added | 47,094 | $1M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 45,787 | $1M | 0.7% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 45,176 | $1M | 0.7% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 39,176 | $1M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 37,257 | $953K | 0.6% | 2026-Q1 |
| GWN SECURITIES INC. new | 33,380 | $854K | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 22,632 | $579K | 0.3% | 2026-Q1 |
| Dickmeyer Boyce Financial Management, Inc. new | 16,711 | $428K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP new | 10,671 | $273K | 0.2% | 2026-Q1 |
| Richmond Investment Services, LLC new | 10,505 | $269K | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 10,502 | $269K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 10,131 | $259K | 0.2% | 2026-Q1 |
| Pinnacle Wealth Planning Services, Inc. added | 8,026 | $205K | 0.1% | 2026-Q1 |
| Roxbury Financial LLC trimmed | 5,119 | $131K | 0.1% | 2026-Q1 |
| IAG Wealth Partners, LLC trimmed | 1,874 | $48K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC | 1,227 | $31K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 907 | $23K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 648 | $17K | 0.0% | 2026-Q1 |
| Tidemark, LLC new | 54 | $1K | 0.0% | 2026-Q1 |
| McCarthy & Cox trimmed | 28,674 | $812K | 0.5% | 2025-Q4 stale |
| MORGAN STANLEY new | 15,778 | $444K | 0.3% | 2025-Q3 stale |
| FLOW TRADERS U.S. LLC new | 12,339 | $347K | 0.2% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 11,767 | $333K | 0.2% | 2025-Q4 stale |
| ENVESTNET ASSET MANAGEMENT INC new | 10,595 | $238K | 0.1% | 2025-Q1 stale |
| JPMORGAN CHASE & CO new | 665 | $19K | 0.0% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC new | 275 | $8K | 0.0% | 2025-Q3 stale |
| UBS Group AG new | 223 | $5K | 0.0% | 2025-Q1 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.