35 tracked 13F filers disclose a position in MFSB as of the latest SEC 13F filings, a combined $336.5M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $120.6M | 4.8M | ▲+565% Added · +4.1M sh | Q1 2026 | |
| 2 | WCG Wealth Advisors LLC | $42.1M | 1.7M | ▲New +1.7M sh | Q1 2026 | |
| 3 | Confluence Wealth Services, Inc. | $29.1M | 1.2M | ▲+4.0% Added · +45K sh | Q2 2026 | |
| 4 | Marshall Financial Group, LLC | $25.7M | 1.0M | ▲+6.3% Added · +61K sh | Q2 2026 | |
| 5 | EXCHANGE TRADED CONCEPTS, LLC | $20.9M | 837K | ▲+7.8% Added · +61K sh | Q2 2026 | |
| 6 | JONES FINANCIAL COMPANIES LLLP | $18.2M | 734K | ▲+80% Added · +326K sh | Q1 2026 | |
| 7 | Cetera Investment Advisers | $12.6M | 504K | ▲30× Added · +487K sh | Q1 2026 | |
| 8 | Private Advisor Group, LLC | $11.9M | 477K | ▲14× Added · +442K sh | Q2 2026 | |
| 9 | Fermata Advisors, LLC | $11.5M | 463K | ▼−2.3% Reduced · −11K sh | Q2 2026 | |
| 10 | RAYMOND JAMES FINANCIAL INC | $6.5M | 263K | ▲New +263K sh | Q1 2026 | |
| 11 | Jeter Robert S II | $5.8M | 233K | ▲+2.0% Added · +5K sh | Q2 2026 | |
| 12 | FLYNN ZITO CAPITAL MANAGEMENT, LLC | $4.1M | 164K | ▼−0.3% Reduced · −477 sh | Q2 2026 | |
| 13 | &PARTNERS | $3.9M | 158K | ▲+218% Added · +108K sh | Q2 2026 | |
| 14 | Integrated Wealth Concepts LLC | $2.8M | 113K | ▲+6.8% Added · +7K sh | Q2 2026 | |
| 15 | OSAIC HOLDINGS, INC. | $2.7M | 107K | ▲134× Added · +106K sh | Q1 2026 | |
| 16 | JPMORGAN CHASE & CO | $2.6M | 104K | ▲+13% Added · +12K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $2.2M | 89K | ▲New +89K sh | Q1 2026 | |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 82K | ▲+33% Added · +20K sh | Q1 2026 | |
| 19 | TRUIST FINANCIAL CORP | $1.9M | 77K | ▲+5.3% Added · +4K sh | Q1 2026 | |
| 20 | Kingsview Wealth Management, LLC | $1.4M | 58K | ▲+67% Added · +23K sh | Q2 2026 | |
| 21 | CITADEL ADVISORS LLC | $1.3M | 51K | ▲New +51K sh | Q2 2026 | |
| 22 | MML INVESTORS SERVICES, LLC | $1.2M | 47K | ▲+158% Added · +29K sh | Q2 2026 | |
| 23 | DAVENPORT & Co LLC | $1.0M | 40K | ▲+7.6% Added · +3K sh | Q2 2026 | |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $972K | 39K | ▲+154% Added · +24K sh | Q1 2026 | |
| 25 | BENJAMIN EDWARDS INC | $942K | 38K | ▲New +38K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in MFSB and 3 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 12 funds | $4.4B |
| NVIDIA CORPNVDA | 12 funds | $2.7B |
| ALPHABET INC-CL CGOOG | 12 funds | $2.3B |
| AMAZON.COM INCAMZN | 12 funds | $2.2B |
| APPLE INCAAPL | 12 funds | $2.2B |
| MASTERCARD INC - AMA | 12 funds | $1.9B |
| BROADCOM INCAVGO | 12 funds | $1.2B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 12 funds | $1.1B |
| ALPHABET INC-CL AGOOGL | 12 funds | $1.0B |
| META PLATFORMS INC-CLASS AMETA | 12 funds | $997.8M |
| TESLA INCTSLA | 12 funds | $380.3M |
| ELI LILLY & COLLY | 12 funds | $324.9M |
Ranked by how many of MFSB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MFSIMF Closed and MF Open | 69 funds | $724.9M |
| MFSVVALUE ETF | 41 funds | $341.4M |
| MFSBthis pageFUND | 35 funds | $336.5M |
| MFSGMF Closed and MF Open | 35 funds | $241.5M |
| BRIEMF Closed and MF Open | 31 funds | $212.9M |
| MFSMINTERMEDITE MUNI | 16 funds | $34.3M |
| 55286W603MID CAP ETF | 3 funds | $536K |
| BREEBLENDED RESEARCH | 2 funds | $1.5M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for MFSB
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MFSB/capital-change-brief"
Use Arkolith's capital_change_brief for MFSB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MFSB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.