Who owns MFSI?
Institutional ownership of MFSI from SEC Form 13F filings across 59 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.
59
13F holders
$704.2M
value, 2026 filers
23.0M
shares disclosed
19
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 MFSI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 6.8M | $220.6M | 0.1% | — | +48.8% |
| 2 | LPL Financial LLC | 3.5M | $114.1M | 0.0% | — | -5.6% |
| 3 | JONES FINANCIAL COMPANIES LLLP | 2.3M | $74.5M | 0.0% | — | +31.0% |
| 4 | BANK OF AMERICA CORP /DE/ | 1.5M | $47.2M | 0.0% | — | +36.6% |
| 5 | KESTRA PRIVATE WEALTH SERVICES, LLC | 1.2M | $38.6M | 0.4% | — | +13.1% |
| 6 | Capital Analysts, LLC | 960,188 | $31,187 | 0.7% | — | +11.1% |
| 7 | Cetera Investment Advisers | 764,492 | $24.8M | 0.0% | — | +11.1% |
| 8 | Integrated Wealth Concepts LLC | 760,037 | $24.7M | 0.1% | — | +46.2% |
| 9 | Spectrum Wealth Advisory Group, LLC | 592,436 | $19.2M | 5.5% | — | +56.1% |
| 10 | ROYAL BANK OF CANADA | 577,119 | $18.7M | 0.0% | — | -30.9% |
| 11 | STIFEL FINANCIAL CORP | 518,518 | $16.8M | 0.0% | — | +32.2% |
| 12 | Soltis Investment Advisors LLC | 514,017 | $16.7M | 0.9% | — | +9.0% |
| 13 | Baird Financial Group, Inc. | 493,240 | $16.0M | 0.0% | — | +14.3% |
| 14 | NewEdge Advisors, LLCNEW | 378,058 | $12.3M | 0.0% | — | new |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 371,486 | $12.1M | 0.0% | — | +33.8% |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 304,141 | $9.9M | 0.0% | — | +18.7% |
| 17 | MML INVESTORS SERVICES, LLC | 267,802 | $8.7M | 0.0% | — | +31.7% |
| 18 | NATIXIS ADVISORS, LLC | 254,678 | $8,271 | 0.0% | — | +42.7% |
| 19 | Modern Wealth Management, LLCNEW | 201,157 | $6.5M | 0.1% | — | new |
| 20 | JANE STREET GROUP, LLC | 96,103 | $3.1M | 0.0% | — | -48.9% |
| 21 | VICTORY FINANCIAL GROUP, LLC | 84,990 | $2.8M | 0.3% | — | -0.9% |
| 22 | Savvy Advisors, Inc.NEW | 82,503 | $2.7M | 0.1% | — | new |
| 23 | BENJAMIN EDWARDS INC | 47,310 | $1.5M | 0.0% | — | -20.0% |
| 24 | IFG Advisory, LLCNEW | 46,196 | $1.5M | 0.1% | — | new |
| 25 | Janney Montgomery Scott LLC | 45,673 | $1,483 | 0.0% | — | +2.7% |
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.