Among active 13F managers last quarter, 3 opened and 4 added, while 2 reduced; the largest holder to move was Allegheny Financial Group (+29%).
34 tracked 13F filers disclose a position in MFSG as of the latest SEC 13F filings, a combined $224.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | 2.2M | $66.8M | ▲59× Added · +2.2M sh | Q2 2026 | |
| 2 | LPL Financial LLC | 1.7M | $43.4M | ▲+864% Added · +1.5M sh | Q1 2026 | |
| 3 | Kintra Wealth, LLC | 1.0M | $31.8M | ▼−46% Reduced · −870K sh | Q2 2026 | |
| 4 | Allegheny Financial Group | 845K | $25.6M | ▲+29% Added · +192K sh | Q2 2026 | |
| 5 | Jones Financial Companies LLLP | 828K | $20.5M | ▲+31% Added · +197K sh | Q1 2026 | |
| 6 | Royal Bank Of Canada | 253K | $6.5M | ▲+27% Added · +53K sh | Q1 2026 | |
| 7 | Prosperity Financial Group, Inc. | 172K | $5.2M | ▲+1.3% Added · +2K sh | Q2 2026 | |
| 8 | Farther Finance Advisors, LLC | 141K | $3.6M | ▲+14% Added · +17K sh | Q1 2026 | |
| 9 | Cornerstone Wealth Management, LLC | 133K | $4.0M | ▼−13% Reduced · −21K sh | Q2 2026 | |
| 10 | Advisory Services Network, LLC | 87K | $2.2M | ▲+6.6% Added · +5K sh | Q1 2026 | |
| 11 | Commonwealth Equity Services, LLC | 84K | $2.1M | ▲+4.7% Added · +4K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | 81K | $2.1M | ▲+144% Added · +48K sh | Q1 2026 | |
| 13 | Kingsview Wealth Management, LLC | 71K | $2.2M | ▲+58% Added · +26K sh | Q2 2026 | |
| 14 | Apollon Wealth Management, LLC | 57K | $1.4M | ▲+1.6% Added · +884 sh | Q1 2026 | |
| 15 | Goldman Sachs Group Inc | 46K | $1.2M | ▲New +46K sh | Q1 2026 | |
| 16 | Jane Street Group, LLC | 39K | $1.0M | ▲+298% Added · +29K sh | Q1 2026 | |
| 17 | IHT Wealth Management, LLC | 35K | $1.1M | ▼−25% Reduced · −12K sh | Q2 2026 | |
| 18 | GWN Securities Inc. | 29K | $892K | ▼−12% Reduced · −4K sh | Q2 2026 | |
| 19 | Raymond James Financial Inc | 23K | $579K | ▲+0.6% Added · +136 sh | Q1 2026 | |
| 20 | Dickmeyer Boyce Financial Management, Inc. | 15K | $466K | ▼−7.8% Reduced · −1K sh | Q2 2026 | |
| 21 | Stifel Financial Corp | 11K | $273K | ▲New +11K sh | Q1 2026 | |
| 22 | Bank Of America Corp | 11K | $269K | ▲+18% Added · +2K sh | Q1 2026 | |
| 23 | BlueChip Wealth Advisors LLC | 10K | $303K | ▲New +10K sh | Q2 2026 | |
| 24 | Global Retirement Partners, LLC | 10K | $299K | ▲New +10K sh | Q2 2026 | |
| 25 | Pinnacle Wealth Planning Services, Inc. | 9K | $257K | ▲+5.9% Added · +474 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, 3 funds opened a new position in MFSG and 4 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 10 funds | $1.0B |
| Apple IncAAPL | 10 funds | $956.8M |
| Nvidia CorpNVDA | 10 funds | $739.9M |
| Microsoft CorpMSFT | 10 funds | $431.6M |
| Amazon.com IncAMZN | 10 funds | $384.2M |
| Alphabet Inc-CL AGOOGL | 10 funds | $293.0M |
| Walmart IncWMT | 10 funds | $256.4M |
| Broadcom IncAVGO | 10 funds | $231.9M |
| Alphabet Inc-CL CGOOG | 10 funds | $199.0M |
| Berkshire Hathaway Inc-CL BBRK/B | 10 funds | $188.0M |
| JPMorgan Chase & CoJPM | 10 funds | $186.3M |
| Eli Lilly & CoLLY | 10 funds | $178.7M |
Ranked by how many of MFSG's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MFSG.
| Class | 13F holders | Value held |
|---|---|---|
| MFSIMF Closed and MF Open | 70 funds | $724.3M |
| MFSVVALUE ETF | 40 funds | $341.4M |
| MFSBFUND | 35 funds | $336.5M |
| MFSGthis pageMF Closed and MF Open | 34 funds | $224.5M |
| BRIEMF Closed and MF Open | 31 funds | $212.9M |
| MFSMINTERMEDITE MUNI | 16 funds | $34.3M |
| BRCEBLEND CORE ETF | 2 funds | $2.4M |
| 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 MFSG
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/MFSG/capital-change-brief"
Use Arkolith's capital_change_brief for MFSG. 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 MFSG. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.