Who owns MSSS?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MSSS from SEC Form 13F filings across 6 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, 6 institutions disclosed 4.0M shares of MSSS worth $141.4M; the largest disclosed holder is Kingsview Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
6
13F holders
$141.4M
value, 2026 filers
4.0M
shares disclosed
0
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 MSSS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 3.9M | $138.8M | 1.7% | — | +1.0% |
| 2 | LPL Financial LLC | 42,687 | $1.5M | 0.0% | — | +152.4% |
| 3 | GOLDMAN SACHS GROUP INC | 13,761 | $492,341 | 0.0% | — | 0.0% |
| 4 | WBI INVESTMENTS, LLC | 13,559 | $485,121 | 0.1% | — | +35.2% |
| 5 | MORGAN STANLEY | 2,108 | $75,420 | 0.0% | — | +16.8% |
| 6 | AE Wealth Management LLC | 488 | $17,460 | 0.0% | — | 0.0% |
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.