Who owns MFSM?
Institutional ownership of MFSM from SEC Form 13F filings across 11 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.
11
13F holders
$38.6M
value, 2026 filers
1.6M
shares disclosed
2
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 MFSM's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 782,623 | $19.7M | 0.0% | — | -7.0% |
| 2 | JONES FINANCIAL COMPANIES LLLP | 258,876 | $6.5M | 0.0% | — | +235.6% |
| 3 | RAYMOND JAMES FINANCIAL INC | 255,309 | $6.4M | 0.0% | — | +482.2% |
| 4 | NATIXIS ADVISORS, LLC | 104,209 | $2,625 | 0.0% | — | +231.5% |
| 5 | Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsNEW | 70,443 | $1.8M | 0.2% | — | new |
| 6 | KESTRA PRIVATE WEALTH SERVICES, LLC | 62,443 | $1.6M | 0.0% | — | +0.1% |
| 7 | LAUREL OAK WEALTH MANAGEMENT, LLC | 51,936 | $1.3M | 0.2% | — | 0.0% |
| 8 | GOLDMAN SACHS GROUP INCNEW | 22,957 | $578,287 | 0.0% | — | new |
| 9 | CRA Financial Services, LLC | 12,500 | $314,875 | 0.0% | — | 0.0% |
| 10 | JANE STREET GROUP, LLC | 8,604 | $216,735 | 0.0% | — | -72.0% |
| 11 | Steward Partners Investment Advisory, LLC | 4,803 | $120,988 | 0.0% | — | +17.7% |
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.