Who owns MFSGWhat MFSG owns — n/a

Who owns MFSG?

Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.

Institutional ownership of MFSG from SEC Form 13F filings across 40 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, 40 institutions disclosed 8.4M shares of MFSG worth $253.1M; the largest disclosed holder is Private Advisor Group, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

13F holders

$253.1M

value, 2026 filers

8.4M

shares disclosed

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 MFSG's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	Private Advisor Group, LLC	2.2M	$66.8M	0.3%	—	+5825.6%
2	LPL Financial LLC	1.8M	$53.1M	0.0%	—	+3.6%
3	JONES FINANCIAL COMPANIES LLLP	1.1M	$31.5M	0.0%	—	+30.2%
4	KINTRA WEALTH, LLC	1.0M	$31.8M	1.7%	—	-45.8%
5	Allegheny Financial Group	845,444	$25.6M	2.7%	—	+29.4%
6	ROYAL BANK OF CANADA	269,100	$8.1M	0.0%	—	+6.4%
7	Prosperity Financial Group, Inc.	172,207	$5.2M	1.6%	—	+1.3%
8	RAYMOND JAMES FINANCIAL INC	163,017	$4.9M	0.0%	—	+620.3%
9	Cornerstone Wealth Management, LLC	133,281	$4.0M	0.2%	—	-13.4%
10	COMMONWEALTH EQUITY SERVICES, LLC	127,950	$3.9M	0.0%	—	+52.6%
11	Cetera Investment Advisers	117,426	$3.6M	0.0%	—	+45.1%
12	Advisory Services Network, LLC	92,308	$2.8M	0.0%	—	+6.6%
13	Kingsview Wealth Management, LLC	71,494	$2.2M	0.0%	—	+58.3%
14	Apollon Wealth Management, LLC	56,959	$1.7M	0.0%	—	+0.7%
15	GOLDMAN SACHS GROUP INC	46,804	$1.4M	0.0%	—	+2.2%
16	JANE STREET GROUP, LLC	38,173	$1.2M	0.0%	—	-2.6%
17	IHT Wealth Management, LLC	35,395	$1.1M	0.0%	—	-24.8%
18	GWN SECURITIES INC.	29,476	$892,171	0.1%	—	-11.7%
19	NATIXIS ADVISORS, LLCNEW	18,779	$568	0.0%	—	new
20	BANK OF AMERICA CORP /DE/	16,438	$497,545	0.0%	—	+56.5%
21	STIFEL FINANCIAL CORP	15,556	$470,845	0.0%	—	+45.8%
22	Dickmeyer Boyce Financial Management, Inc.	15,400	$466,115	0.2%	—	-7.8%
23	Cambridge Investment Research Advisors, Inc.	14,510	$439	0.0%	—	+43.2%
24	PARK AVENUE SECURITIES LLCNEW	14,366	$435	0.0%	—	new
25	D. E. Shaw & Co., Inc.NEW	10,802	$326,952	0.0%	—	new

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.