Who owns MFSVWhat MFSV owns — n/a

Who owns MFSV?

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

Institutional ownership of MFSV from SEC Form 13F filings across 46 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, 46 institutions disclosed 15.2M shares of MFSV worth $431.4M; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.

13F holders

$431.4M

value, 2026 filers

15.2M

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 MFSV's shares outstanding

#	Manager	Shares	Value	% of fund	% of co.	Δ shares QoQ
1	LPL Financial LLC	5.7M	$162.9M	0.0%	—	+24.8%
2	JONES FINANCIAL COMPANIES LLLP	1.5M	$41.1M	0.0%	—	+71.2%
3	Paul R. Ried Financial Group, LLC	1.1M	$32.5M	14.2%	—	+18.8%
4	SFG Wealth Management, LLC.	1.1M	$31.4M	11.3%	—	+17.8%
5	Arkadios Wealth Advisors	1.0M	$29.0M	0.4%	—	+18.4%
6	BANK OF AMERICA CORP /DE/	756,595	$21.6M	0.0%	—	+40.3%
7	Private Advisor Group, LLC	588,632	$16.8M	0.1%	—	-28.3%
8	RAYMOND JAMES FINANCIAL INC	534,125	$15.3M	0.0%	—	+85.9%
9	Apollon Wealth Management, LLC	357,907	$10.2M	0.1%	—	+12.6%
10	&PARTNERS	346,332	$10.0M	0.0%	—	+1.8%
11	ENVESTNET ASSET MANAGEMENT INC	340,588	$9.7M	0.0%	—	+2.1%
12	POTENTIA WEALTHNEW	267,667	$7.6M	3.1%	—	new
13	COMMONWEALTH EQUITY SERVICES, LLC	212,316	$6.1M	0.0%	—	+28.5%
14	Cetera Investment Advisers	161,013	$4.6M	0.0%	—	+25.9%
15	WCG Wealth Advisors LLCNEW	123,636	$3.5M	0.1%	—	new
16	Savvy Advisors, Inc.NEW	122,050	$3.5M	0.1%	—	new
17	Keating Financial Advisory Services, Inc.	100,665	$2.9M	0.4%	—	+5.6%
18	BlueChip Wealth Advisors LLC	91,486	$2.6M	1.0%	—	+138.9%
19	Advisory Services Network, LLC	84,045	$2.4M	0.0%	—	+10.1%
20	STIFEL FINANCIAL CORP	82,994	$2.4M	0.0%	—	+50.9%
21	MARS JEWETT FINANCIAL GROUP, INC.	79,656	$2.3M	0.5%	—	-4.7%
22	Kingsview Wealth Management, LLC	77,906	$2.2M	0.0%	—	+75.8%
23	Equitable Holdings, Inc.	58,686	$1.7M	0.0%	—	-2.1%
24	Prosperity Financial Group, Inc.	57,206	$1.6M	0.5%	—	-0.7%
25	GOLDMAN SACHS GROUP INC	57,011	$1.6M	0.0%	—	+208.4%

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.