29 tracked 13F filers disclose a position in MFSG as of the latest SEC 13F filings, a combined $240.0M 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 | Private Advisor Group, LLC | $66.8M | 2.2M | ▲59× Added · +2.2M sh | Q2 2026 | |
| 2 | KINTRA WEALTH, LLC | $48.6M | 1.9M | ▼−1.3% Reduced · −25K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $43.4M | 1.7M | ▲+864% Added · +1.5M sh | Q1 2026 | |
| 4 | Allegheny Financial Group | $25.6M | 845K | ▲+29% Added · +192K sh | Q2 2026 | |
| 5 | JONES FINANCIAL COMPANIES LLLP | $20.5M | 828K | ▲+31% Added · +197K sh | Q1 2026 | |
| 6 | ROYAL BANK OF CANADA | $6.5M | 253K | ▲+27% Added · +53K sh | Q1 2026 | |
| 7 | Prosperity Financial Group, Inc. | $5.2M | 172K | ▲+1.3% Added · +2K sh | Q2 2026 | |
| 8 | Farther Finance Advisors, LLC | $3.6M | 141K | ▲+14% Added · +17K sh | Q1 2026 | |
| 9 | Cornerstone Wealth Management, LLC | $4.0M | 133K | ▼−13% Reduced · −21K sh | Q2 2026 | |
| 10 | Advisory Services Network, LLC | $2.2M | 87K | ▲+6.6% Added · +5K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $2.1M | 84K | ▲+4.7% Added · +4K sh | Q1 2026 | |
| 12 | Cetera Investment Advisers | $2.1M | 81K | ▲+144% Added · +48K sh | Q1 2026 | |
| 13 | Apollon Wealth Management, LLC | $1.4M | 57K | ▲+1.6% Added · +884 sh | Q1 2026 | |
| 14 | IHT Wealth Management, LLC | $1.2M | 47K | ▲+4.0% Added · +2K sh | Q1 2026 | |
| 15 | GOLDMAN SACHS GROUP INC | $1.2M | 46K | ▲New +46K sh | Q1 2026 | |
| 16 | Kingsview Wealth Management, LLC | $1.2M | 45K | ▲New +45K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $1.0M | 39K | ▲+298% Added · +29K sh | Q1 2026 | |
| 18 | GWN SECURITIES INC. | $892K | 29K | ▼−12% Reduced · −4K sh | Q2 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $579K | 23K | ▲+0.6% Added · +136 sh | Q1 2026 | |
| 20 | Dickmeyer Boyce Financial Management, Inc. | $466K | 15K | ▼−7.8% Reduced · −1K sh | Q2 2026 | |
| 21 | STIFEL FINANCIAL CORP | $273K | 11K | ▲New +11K sh | Q1 2026 | |
| 22 | BANK OF AMERICA CORP /DE/ | $269K | 11K | ▲+18% Added · +2K sh | Q1 2026 | |
| 23 | BlueChip Wealth Advisors LLC | $303K | 10K | ▲New +10K sh | Q2 2026 | |
| 24 | SUMMIT WEALTH GROUP LLC / CO | $202K | 7K | ▲New +7K sh | Q2 2026 | |
| 25 | Roxbury Financial LLC | $151K | 5K | ▼−2.5% Reduced · −126 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, 1 fund opened a new position in MFSG and 4 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 |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 7 funds | $800.4M |
| APPLE INCAAPL | 7 funds | $659.1M |
| NVIDIA CORPNVDA | 7 funds | $519.6M |
| MICROSOFT CORPMSFT | 7 funds | $302.8M |
| AMAZON.COM INCAMZN | 7 funds | $269.3M |
| WALMART INCWMT | 7 funds | $220.2M |
| ALPHABET INC-CL AGOOGL | 7 funds | $201.9M |
| BROADCOM INCAVGO | 7 funds | $148.4M |
| ALPHABET INC-CL CGOOG | 7 funds | $138.4M |
| JPMORGAN CHASE & COJPM | 7 funds | $127.9M |
| ELI LILLY & COLLY | 7 funds | $125.5M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $122.8M |
Ranked by how many of MFSG's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MFSIMF Closed and MF Open | 59 funds | $688.2M |
| MFSVVALUE ETF | 35 funds | $325.1M |
| MFSBMF Closed and MF Open | 31 funds | $330.5M |
| MFSGthis pageGROWTH ETF | 29 funds | $240.0M |
| BRIEExchange Traded Funds (Country Baskets/iShares) - Domestic | 26 funds | $197.3M |
| MFSMINTERMEDITE MUNI | 13 funds | $32.8M |
| BREEBLENDED RESEARCH | 2 funds | $514K |
| 55286W603MID CAP ETF | 2 funds | $237K |
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.