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-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 MFSV is one-sided between 2026-Q1 and 2026-Q2: 22 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
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 2026-Q1 and 2026-Q2, across 43 tracked filers holding MFSV, 32 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 MFSV 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 3
- POTENTIA WEALTH$8M
- WCG Wealth Advisors LLC$4M
- Savvy Advisors, Inc.$3M
Full exits 2
- Greenbush Financial Group, LLC$14M
- NATIXIS ADVISORS, LLC$556K
Largest adds
- LPL Financial LLC$41M
- JONES FINANCIAL COMPANIES LLLP$19M
- RAYMOND JAMES FINANCIAL INC$8M
- BANK OF AMERICA CORP /DE/$7M
- Paul R. Ried Financial Group, LLC$7M
- SFG Wealth Management, LLC.$6M
Largest trims
- Private Advisor Group, LLC$5M
- IHT Wealth Management, LLC$281K
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 | 5,700,107 | $163M | 36.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,452,707 | $41M | 9.2% | 2026-Q2 |
| Paul R. Ried Financial Group, LLC added | 1,138,859 | $33M | 7.3% | 2026-Q2 |
| SFG Wealth Management, LLC. added | 1,099,524 | $31M | 7.0% | 2026-Q2 |
| Arkadios Wealth Advisors added | 1,013,458 | $29M | 6.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 756,595 | $22M | 4.8% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 588,632 | $17M | 3.8% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 534,125 | $15M | 3.4% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 357,907 | $10M | 2.3% | 2026-Q2 |
| &PARTNERS added | 346,332 | $10M | 2.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 340,588 | $10M | 2.2% | 2026-Q2 |
| POTENTIA WEALTH new | 267,667 | $8M | 1.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 212,316 | $6M | 1.4% | 2026-Q2 |
| Cetera Investment Advisers added | 161,013 | $5M | 1.0% | 2026-Q2 |
| WCG Wealth Advisors LLC new | 123,636 | $4M | 0.8% | 2026-Q2 |
| Savvy Advisors, Inc. new | 122,050 | $3M | 0.8% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 100,665 | $3M | 0.6% | 2026-Q2 |
| BlueChip Wealth Advisors LLC added | 91,486 | $3M | 0.6% | 2026-Q2 |
| Advisory Services Network, LLC added | 84,045 | $2M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 82,994 | $2M | 0.5% | 2026-Q2 |
| MARS JEWETT FINANCIAL GROUP, INC. trimmed | 79,656 | $2M | 0.5% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 77,906 | $2M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 58,686 | $2M | 0.4% | 2026-Q2 |
| Prosperity Financial Group, Inc. trimmed | 57,206 | $2M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 57,011 | $2M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 39,814 | $1M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 38,817 | $1M | 0.2% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 33,802 | $966K | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 18,673 | $533K | 0.1% | 2026-Q2 |
| Regal Investment Advisors LLC added | 16,605 | $474K | 0.1% | 2026-Q2 |
| BROWN ADVISORY INC | 14,260 | $407K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC new | 12,876 | $368K | 0.1% | 2026-Q2 |
| CRA Financial Services, LLC | 8,400 | $240K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 7,334 | $210K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 6,757 | $193K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 2,506 | $72K | 0.0% | 2026-Q2 |
| SITTNER & NELSON, LLC | 2,250 | $64K | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 2,201 | $63K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 450 | $13K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC | 260 | $7K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 116 | $3K | 0.0% | 2026-Q2 |
| Tidemark, LLC | 105 | $3K | 0.0% | 2026-Q2 |
| FMR LLC added | 32 | $914 | 0.0% | 2026-Q2 |
| Greenbush Financial Group, LLC added | 515,923 | $14M | 3.1% | 2026-Q1 stale (1 quarter behind) |
| NATIXIS ADVISORS, LLC added | 20,799 | $556K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Richmond Investment Services, LLC new | 14,689 | $393K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 13,273 | $355K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Mariner, LLC added | 8,333 | $223K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 3,005 | $80K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| HARBOUR INVESTMENTS, INC. new | 875 | $23K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC added | 42,460 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC new | 13,026 | $329K | 0.1% | 2025-Q2 stale (4 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.