Who owns MFSI (MFSI)
Which tracked institutional funds hold MFSI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MFSI 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
The tracked-fund tape on MFSI is one-sided between 2025-Q4 and 2026-Q1: 34 added or opened and 8 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
MFSI’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, 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 MFSI 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 68 tracked filers holding MFSI, 58 increased or opened the position and 13 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 MFSI 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 10
- Baird Financial Group, Inc.$13M
- Jeter Robert S II$8M
- MML INVESTORS SERVICES, LLC$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- CITADEL ADVISORS LLC$3M
- Baer Investment Advisory LLC$3M
Full exits 4
- NewEdge Advisors, LLC$10M
- Gladstone Institutional Advisory LLC$2M
- D.A. DAVIDSON & CO.$695K
- OLD MISSION CAPITAL LLC$564K
Largest adds
- LPL Financial LLC$68M
- RAYMOND JAMES FINANCIAL INC$46M
- JONES FINANCIAL COMPANIES LLLP$19M
- BANK OF AMERICA CORP /DE/$16M
- Integrated Wealth Concepts LLC$15M
- CMH Wealth Management LLC$14M
Largest trims
- Annex Advisory Services, LLC$74M
- Baron Wealth Management LLC$820K
- OLD SECOND NATIONAL BANK OF AURORA$623K
- TRUIST FINANCIAL CORP$321K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 4,566,306 | $136M | 18.4% | 2026-Q1 |
| LPL Financial LLC added | 3,722,274 | $111M | 15.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,777,016 | $51M | 6.9% | 2026-Q1 |
| OLD SECOND NATIONAL BANK OF AURORA added | 1,385,288 | $41M | 5.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,063,600 | $32M | 4.3% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 1,049,543 | $31M | 4.2% | 2026-Q1 |
| Baron Wealth Management LLC trimmed | 974,446 | $29M | 3.9% | 2026-Q1 |
| Capital Analysts, LLC added | 864,447 | $26M | 3.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 835,557 | $25M | 3.4% | 2026-Q1 |
| River Street Advisors LLC added | 701,739 | $21M | 2.8% | 2026-Q1 |
| Cetera Investment Advisers added | 688,365 | $20M | 2.8% | 2026-Q1 |
| CMH Wealth Management LLC added | 631,190 | $19M | 2.5% | 2026-Q1 |
| Annex Advisory Services, LLC trimmed | 587,778 | $17M | 2.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 519,737 | $15M | 2.1% | 2026-Q1 |
| Soltis Investment Advisors LLC added | 471,473 | $14M | 1.9% | 2026-Q1 |
| Baird Financial Group, Inc. new | 431,711 | $13M | 1.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 392,301 | $12M | 1.6% | 2026-Q1 |
| Spectrum Wealth Advisory Group, LLC added | 379,635 | $11M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 277,637 | $8M | 1.1% | 2026-Q1 |
| Jeter Robert S II new | 247,357 | $8M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 256,248 | $8M | 1.0% | 2026-Q1 |
| Mariner, LLC added | 241,064 | $7M | 1.0% | 2026-Q1 |
| DAVENPORT & Co LLC added | 221,313 | $7M | 0.9% | 2026-Q1 |
| Flaharty Asset Management, LLC added | 209,354 | $6M | 0.8% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 203,363 | $6M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 189,151 | $6M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 188,148 | $6M | 0.8% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 178,420 | $5M | 0.7% | 2026-Q1 |
| Integrity Financial Corp /WA added | 159,115 | $5M | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 97,864 | $3M | 0.4% | 2026-Q1 |
| VICTORY FINANCIAL GROUP, LLC added | 85,805 | $3M | 0.3% | 2026-Q1 |
| Baer Investment Advisory LLC new | 85,805 | $3M | 0.3% | 2026-Q1 |
| MARS JEWETT FINANCIAL GROUP, INC. added | 80,927 | $2M | 0.3% | 2026-Q1 |
| Greykasell Wealth Strategies, Inc. added | 76,767 | $2M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 69,865 | $2M | 0.3% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 59,167 | $2M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 50,282 | $1M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 44,465 | $1M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 41,439 | $1M | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 33,470 | $995K | 0.1% | 2026-Q1 |
| BOYUM WEALTH ARCHITECTS LLC trimmed | 28,979 | $907K | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC new | 25,990 | $772K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 21,346 | $634K | 0.1% | 2026-Q1 |
| Fortis Capital Advisors, LLC new | 18,838 | $560K | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC new | 18,838 | $560K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 18,394 | $547K | 0.1% | 2026-Q1 |
| SMITH, MOORE & CO. trimmed | 18,263 | $543K | 0.1% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 16,811 | $500K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC new | 14,293 | $425K | 0.1% | 2026-Q1 |
| &PARTNERS added | 11,361 | $338K | 0.0% | 2026-Q1 |
| HRT FINANCIAL LP new | 10,876 | $323K | 0.0% | 2026-Q1 |
| Gotham Asset Management, LLC added | 10,068 | $299K | 0.0% | 2026-Q1 |
| Regal Investment Advisors LLC new | 9,995 | $297K | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC new | 9,107 | $271K | 0.0% | 2026-Q1 |
| JM2 Capital Inc. added | 8,269 | $246K | 0.0% | 2026-Q1 |
| Walleye Partners, LLC | 8,200 | $244K | 0.0% | 2026-Q1 |
| Lynx Investment Advisory | 7,000 | $208K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC new | 6,667 | $198K | 0.0% | 2026-Q1 |
| Ancora Advisors LLC added | 5,830 | $173K | 0.0% | 2026-Q1 |
| Provenance Wealth Advisors, LLC new | 4,954 | $147K | 0.0% | 2026-Q1 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 2,954 | $88K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 2,003 | $60K | 0.0% | 2026-Q1 |
| Spire Wealth Management new | 1,230 | $37K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 614 | $18K | 0.0% | 2026-Q1 |
| Walsh & Associates, LLC | 436 | $13K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 352 | $10K | 0.0% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. new | 39 | $1K | 0.0% | 2026-Q1 |
| Tidemark, LLC new | 36 | $1K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 313,086 | $10M | 1.3% | 2025-Q4 stale |
| Gladstone Institutional Advisory LLC new | 61,517 | $2M | 0.3% | 2025-Q4 stale |
| D.A. DAVIDSON & CO. trimmed | 22,811 | $695K | 0.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 18,534 | $564K | 0.1% | 2025-Q4 stale |
| GTS SECURITIES LLC new | 7,257 | $221K | 0.0% | 2025-Q4 stale |
| CWM, LLC new | 2,427 | $74K | 0.0% | 2025-Q4 stale |
| Northwest Capital Management Inc new | 2,427 | $74K | 0.0% | 2025-Q4 stale |
| FIFTH THIRD BANCORP new | 631 | $16K | 0.0% | 2025-Q1 stale |
| WELLS FARGO & COMPANY/MN new | 373 | $11K | 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.