Who owns MFSV
Which tracked institutional funds hold MFSV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MFSV 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 MFSV is one-sided between 2025-Q4 and 2026-Q1: 18 added or opened and 3 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
MFSV’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 MFSV 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 41 tracked filers holding MFSV, 33 increased or opened the position and 6 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 MFSV 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 4
- Keating Financial Advisory Services, Inc.$3M
- Equitable Holdings, Inc.$2M
- Kingsview Wealth Management, LLC$1M
- BlueChip Wealth Advisors LLC$1M
Full exits 1
- CITADEL ADVISORS LLC$1M
Largest adds
- LPL Financial LLC$88M
- JONES FINANCIAL COMPANIES LLLP$12M
- BANK OF AMERICA CORP /DE/$12M
- Paul R. Ried Financial Group, LLC$10M
- ENVESTNET ASSET MANAGEMENT INC$8M
- &PARTNERS$8M
Largest trims
- STIFEL FINANCIAL CORP$558K
- JANE STREET GROUP, LLC$345K
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 | 4,568,658 | $122M | 36.8% | 2026-Q1 |
| Paul R. Ried Financial Group, LLC added | 958,819 | $26M | 7.7% | 2026-Q1 |
| SFG Wealth Management, LLC. added | 933,598 | $25M | 7.5% | 2026-Q1 |
| Arkadios Wealth Advisors added | 855,977 | $23M | 6.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 848,727 | $22M | 6.7% | 2026-Q1 |
| Private Advisor Group, LLC added | 820,527 | $22M | 6.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 539,156 | $14M | 4.3% | 2026-Q1 |
| Greenbush Financial Group, LLC added | 515,923 | $14M | 4.2% | 2026-Q1 |
| &PARTNERS added | 340,322 | $9M | 2.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 333,508 | $9M | 2.7% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 317,718 | $8M | 2.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 287,371 | $8M | 2.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 165,289 | $4M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 127,891 | $3M | 1.0% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. new | 95,293 | $3M | 0.8% | 2026-Q1 |
| MARS JEWETT FINANCIAL GROUP, INC. added | 83,574 | $2M | 0.7% | 2026-Q1 |
| Advisory Services Network, LLC added | 76,362 | $2M | 0.6% | 2026-Q1 |
| Equitable Holdings, Inc. new | 59,956 | $2M | 0.5% | 2026-Q1 |
| Prosperity Financial Group, Inc. added | 57,607 | $2M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 55,003 | $1M | 0.4% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 46,647 | $1M | 0.4% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 44,324 | $1M | 0.4% | 2026-Q1 |
| BlueChip Wealth Advisors LLC new | 38,287 | $1M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 36,002 | $962K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 22,264 | $595K | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 20,799 | $556K | 0.2% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 20,320 | $543K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 18,485 | $494K | 0.1% | 2026-Q1 |
| Richmond Investment Services, LLC new | 14,689 | $393K | 0.1% | 2026-Q1 |
| Regal Investment Advisors LLC new | 14,515 | $388K | 0.1% | 2026-Q1 |
| BROWN ADVISORY INC | 14,260 | $381K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. new | 13,273 | $355K | 0.1% | 2026-Q1 |
| CRA Financial Services, LLC | 8,400 | $225K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 8,333 | $223K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,743 | $100K | 0.0% | 2026-Q1 |
| CWM, LLC added | 3,005 | $80K | 0.0% | 2026-Q1 |
| SITTNER & NELSON, LLC | 2,250 | $60K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 875 | $23K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC new | 450 | $12K | 0.0% | 2026-Q1 |
| Tidemark, LLC new | 105 | $3K | 0.0% | 2026-Q1 |
| FMR LLC | 1 | $27 | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 42,460 | $1M | 0.3% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC new | 13,026 | $329K | 0.1% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC new | 260 | $7K | 0.0% | 2025-Q3 stale |
| UBS Group AG new | 188 | $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.