Who owns 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-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
30 tracked funds added or opened MFSI while 12 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
MFSI’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.1% 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 2026-Q1 and 2026-Q2, across 76 tracked filers holding MFSI, 50 increased or opened the position and 27 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 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 6
- NewEdge Advisors, LLC$12M
- Modern Wealth Management, LLC$7M
- Savvy Advisors, Inc.$3M
- IFG Advisory, LLC$2M
- OLD MISSION CAPITAL LLC$685K
- COFG Advisors, LLC$581K
Full exits 6
- Capital Analysts, LLC$26M
- Mariner, LLC$7M
- NATIXIS ADVISORS, LLC$5M
- Baer Investment Advisory LLC$3M
- Janney Montgomery Scott LLC$1M
- Kestra Advisory Services, LLC$1M
Largest adds
- RAYMOND JAMES FINANCIAL INC$85M
- JONES FINANCIAL COMPANIES LLLP$23M
- BANK OF AMERICA CORP /DE/$16M
- Integrated Wealth Concepts LLC$9M
- Spectrum Wealth Advisory Group, LLC$8M
- KESTRA PRIVATE WEALTH SERVICES, LLC$7M
Largest trims
- Annex Advisory Services, LLC$14M
- ROYAL BANK OF CANADA$6M
- Flaharty Asset Management, LLC$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
- JANE STREET GROUP, LLC$2M
- CITADEL ADVISORS LLC$2M
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 | 6,792,821 | $221M | 24.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 3,512,368 | $114M | 12.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,327,808 | $75M | 8.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,452,621 | $47M | 5.2% | 2026-Q2 |
| OLD SECOND NATIONAL BANK OF AURORA trimmed | 1,373,983 | $45M | 4.9% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 1,187,275 | $39M | 4.2% | 2026-Q2 |
| Baron Wealth Management LLC added | 993,624 | $32M | 3.5% | 2026-Q2 |
| Cetera Investment Advisers added | 764,492 | $25M | 2.7% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 760,037 | $25M | 2.7% | 2026-Q2 |
| River Street Advisors LLC added | 714,905 | $23M | 2.6% | 2026-Q2 |
| CMH Wealth Management LLC added | 663,446 | $22M | 2.4% | 2026-Q2 |
| Spectrum Wealth Advisory Group, LLC added | 592,436 | $19M | 2.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 577,119 | $19M | 2.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 518,518 | $17M | 1.9% | 2026-Q2 |
| Soltis Investment Advisors LLC added | 514,017 | $17M | 1.8% | 2026-Q2 |
| Baird Financial Group, Inc. added | 493,240 | $16M | 1.8% | 2026-Q2 |
| NewEdge Advisors, LLC added | 378,058 | $12M | 1.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 371,486 | $12M | 1.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 304,141 | $10M | 1.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 267,802 | $9M | 1.0% | 2026-Q2 |
| Jeter Robert S II added | 249,803 | $8M | 0.9% | 2026-Q2 |
| Modern Wealth Management, LLC new | 201,157 | $7M | 0.7% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 198,898 | $6M | 0.7% | 2026-Q2 |
| Integrity Financial Corp /WA added | 176,024 | $6M | 0.6% | 2026-Q2 |
| Annex Advisory Services, LLC trimmed | 115,988 | $4M | 0.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 111,110 | $4M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 96,103 | $3M | 0.3% | 2026-Q2 |
| Greykasell Wealth Strategies, Inc. added | 85,859 | $3M | 0.3% | 2026-Q2 |
| VICTORY FINANCIAL GROUP, LLC trimmed | 84,990 | $3M | 0.3% | 2026-Q2 |
| Savvy Advisors, Inc. new | 82,503 | $3M | 0.3% | 2026-Q2 |
| MARS JEWETT FINANCIAL GROUP, INC. trimmed | 67,591 | $2M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 55,897 | $2M | 0.2% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 47,310 | $2M | 0.2% | 2026-Q2 |
| IFG Advisory, LLC new | 46,196 | $2M | 0.2% | 2026-Q2 |
| BOYUM WEALTH ARCHITECTS LLC added | 33,342 | $1M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 31,900 | $1M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 31,015 | $1M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 25,069 | $814K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 22,293 | $724K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 21,791 | $708K | 0.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 21,079 | $685K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 20,828 | $676K | 0.1% | 2026-Q2 |
| Fortis Capital Advisors, LLC added | 19,044 | $619K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 19,044 | $619K | 0.1% | 2026-Q2 |
| Flaharty Asset Management, LLC trimmed | 18,224 | $596K | 0.1% | 2026-Q2 |
| COFG Advisors, LLC new | 17,901 | $581K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 17,297 | $562K | 0.1% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 16,578 | $538K | 0.1% | 2026-Q2 |
| SMITH, MOORE & CO. trimmed | 12,770 | $415K | 0.0% | 2026-Q2 |
| Regal Investment Advisors LLC added | 11,725 | $381K | 0.0% | 2026-Q2 |
| &PARTNERS added | 11,432 | $369K | 0.0% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO new | 11,109 | $361K | 0.0% | 2026-Q2 |
| Lynx Investment Advisory added | 10,770 | $350K | 0.0% | 2026-Q2 |
| Gotham Asset Management, LLC trimmed | 9,325 | $303K | 0.0% | 2026-Q2 |
| JM2 Capital Inc. added | 8,709 | $283K | 0.0% | 2026-Q2 |
| Walleye Partners, LLC | 8,200 | $266K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 6,731 | $219K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 5,830 | $189K | 0.0% | 2026-Q2 |
| Provenance Wealth Advisors, LLC | 4,954 | $161K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 4,760 | $155K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,202 | $104K | 0.0% | 2026-Q2 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 2,954 | $96K | 0.0% | 2026-Q2 |
| Cullen/Frost Bankers, Inc. new | 1,939 | $63K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,753 | $57K | 0.0% | 2026-Q2 |
| Fourth Dimension Wealth, LLC new | 1,288 | $42K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 1,230 | $40K | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 798 | $26K | 0.0% | 2026-Q2 |
| ASSETMARK, INC new | 705 | $23K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 614 | $20K | 0.0% | 2026-Q2 |
| Walsh & Associates, LLC | 436 | $14K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 280 | $9K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA new | 117 | $4K | 0.0% | 2026-Q2 |
| SHP Wealth Management new | 100 | $3K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC new | 98 | $3K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 74 | $2K | 0.0% | 2026-Q2 |
| Tidemark, LLC | 36 | $1K | 0.0% | 2026-Q2 |
| Capital Analysts, LLC added | 864,447 | $26M | 2.8% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC added | 241,064 | $7M | 0.8% | 2026-Q1 stale (1 quarter behind) |
| NATIXIS ADVISORS, LLC added | 178,420 | $5M | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Baer Investment Advisory LLC new | 85,805 | $3M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC new | 44,465 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC added | 41,439 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| HRT FINANCIAL LP new | 10,876 | $323K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC new | 9,107 | $271K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HARBOUR INVESTMENTS, INC. new | 352 | $10K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Gladstone Institutional Advisory LLC new | 61,517 | $2M | 0.2% | 2025-Q4 stale (2 quarters behind) |
| D.A. DAVIDSON & CO. trimmed | 22,811 | $695K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| GTS SECURITIES LLC new | 7,257 | $221K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CWM, LLC new | 2,427 | $74K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Northwest Capital Management Inc new | 2,427 | $74K | 0.0% | 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.