| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | Confluence Wealth Services, Inc. | $27.9M | 1.12M | Added | Q1 2026 |
| 2 | EXCHANGE TRADED CONCEPTS, LLC | $19.3M | 776.5K | New | Q1 2026 |
| 3 | Integrated Wealth Concepts LLC | $2.6M | 105.6K | New | Q1 2026 |
| 4 | CITADEL ADVISORS LLC | $1.5M | 59.1K | Reduced | Q4 2025 |
| 5 | &PARTNERS | $1.2M | 49.7K | Held | Q1 2026 |
| 6 | DAVENPORT & Co LLC | $931K | 37.4K | Added | Q1 2026 |
| 7 | Private Advisor Group, LLC | $870K | 34.9K | Added | Q1 2026 |
| 8 | Kingsview Wealth Management, LLC | $858K | 34.5K | New | Q1 2026 |
| 9 | MML INVESTORS SERVICES, LLC | $452K | 18.2K | New | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCORPORATEDAAPL | 8 funds | $3.0B |
| NVIDIA CORPORATIONNVDA | 8 funds | $2.6B |
| ISHARES TR CORE S&P500 ETFIVV | 8 funds | $2.3B |
| MICROSOFT CORPORATIONMSFT | 8 funds | $2.2B |
| AMAZON COM INCORPORATEDAMZN | 8 funds | $1.8B |
| VANGUARD S&PVOO | 8 funds | $1.5B |
| ALPHABET INCORPORATED CAP STK CLASS AGOOGL | 8 funds | $1.3B |
| STATE STREET SPDR S&P 500 ETF TRUSTSPY | 8 funds | $1.2B |
| STATE STREET SPDR PORTFOLIO S&P ETFSPYM | 8 funds | $1.2B |
| META PLATFORMS INCORPORATED CLASS AMETA | 8 funds | $1.0B |
| INVESCO QQQ TRUSTQQQ | 8 funds | $1.0B |
| BROADCOM INCORPORATEDAVGO | 8 funds | $942.7M |
Ranked by how many of MFSB's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.