Who owns MFSB?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MFSB from SEC Form 13F filings across 41 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 41 institutions disclosed 16.4M shares of MFSB worth $398.3M; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
41
13F holders
$398.3M
value, 2026 filers
16.4M
shares disclosed
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MFSB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 6.1M | $151.3M | 0.0% | — | +25.2% |
| 2 | WCG Wealth Advisors LLC | 2.1M | $51.5M | 1.2% | — | +22.2% |
| 3 | Confluence Wealth Services, Inc. | 1.2M | $29.1M | 0.8% | — | +4.0% |
| 4 | JONES FINANCIAL COMPANIES LLLP | 1.0M | $26.2M | 0.0% | — | +42.4% |
| 5 | Marshall Financial Group, LLC | 1.0M | $25.7M | 3.8% | — | +6.3% |
| 6 | EXCHANGE TRADED CONCEPTS, LLC | 837,384 | $20.9M | 0.1% | — | +7.8% |
| 7 | Cetera Investment Advisers | 512,732 | $12.8M | 0.0% | — | +1.6% |
| 8 | RAYMOND JAMES FINANCIAL INC | 487,425 | $12.2M | 0.0% | — | +85.6% |
| 9 | Private Advisor Group, LLC | 476,857 | $11.9M | 0.1% | — | +1264.6% |
| 10 | Fermata Advisors, LLC | 463,079 | $11.5M | 2.3% | — | -2.3% |
| 11 | NATIXIS ADVISORS, LLC | 250,863 | $6,254 | 0.0% | — | +40.7% |
| 12 | Jeter Robert S II | 233,382 | $5.8M | 5.5% | — | +2.0% |
| 13 | MARSHALL INVESTMENT MANAGEMENT, LLC | 179,667 | $4.5M | 1.9% | — | -0.8% |
| 14 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | 163,879 | $4.1M | 1.1% | — | -0.3% |
| 15 | &PARTNERS | 158,085 | $3.9M | 0.0% | — | +218.2% |
| 16 | Cambridge Investment Research Advisors, Inc. | 140,278 | $3,497 | 0.0% | — | -42.8% |
| 17 | OSAIC HOLDINGS, INC. | 113,775 | $2.8M | 0.0% | — | +6.6% |
| 18 | Integrated Wealth Concepts LLC | 112,792 | $2.8M | 0.0% | — | +6.9% |
| 19 | JPMORGAN CHASE & CONEW | 112,212 | $2.8M | 0.0% | — | new |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 91,897 | $2.3M | 0.0% | — | +11.6% |
| 21 | JANE STREET GROUP, LLC | 77,723 | $1.9M | 0.0% | — | +423.1% |
| 22 | TRUIST FINANCIAL CORP | 67,852 | $1.7M | 0.0% | — | -12.3% |
| 23 | STIFEL FINANCIAL CORPNEW | 66,758 | $1.7M | 0.0% | — | new |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 58,154 | $1.4M | 0.0% | — | +48.9% |
| 25 | Kingsview Wealth Management, LLC | 57,661 | $1.4M | 0.0% | — | +67.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.