59 tracked 13F filers disclose a position in MFSI as of the latest SEC 13F filings, a combined $688.2M 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 | RAYMOND JAMES FINANCIAL INC | $135.7M | 4.6M | ▲+55% Added · +1.6M sh | Q1 2026 | |
| 2 | LPL Financial LLC | $110.6M | 3.7M | ▲+168% Added · +2.3M sh | Q1 2026 | |
| 3 | JONES FINANCIAL COMPANIES LLLP | $51.1M | 1.8M | ▲+71% Added · +738K sh | Q1 2026 | |
| 4 | OLD SECOND NATIONAL BANK OF AURORA | $44.6M | 1.4M | ▼−0.8% Reduced · −11K sh | Q2 2026 | |
| 5 | KESTRA PRIVATE WEALTH SERVICES, LLC | $38.6M | 1.2M | ▲+13% Added · +138K sh | Q2 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $31.6M | 1.1M | ▲+106% Added · +548K sh | Q1 2026 | |
| 7 | Baron Wealth Management LLC | $32.3M | 994K | ▲+2.0% Added · +19K sh | Q2 2026 | |
| 8 | ROYAL BANK OF CANADA | $24.8M | 836K | ▲+111% Added · +439K sh | Q1 2026 | |
| 9 | River Street Advisors LLC | $23.2M | 715K | ▲+1.9% Added · +13K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | $20.5M | 688K | ▲+12% Added · +74K sh | Q1 2026 | |
| 11 | CMH Wealth Management LLC | $21.5M | 663K | ▲+5.1% Added · +32K sh | Q2 2026 | |
| 12 | Integrated Wealth Concepts LLC | $15.4M | 520K | ▲23× Added · +497K sh | Q1 2026 | |
| 13 | Soltis Investment Advisors LLC | $16.7M | 514K | ▲+9.0% Added · +43K sh | Q2 2026 | |
| 14 | Baird Financial Group, Inc. | $12.8M | 432K | ▲New +432K sh | Q1 2026 | |
| 15 | STIFEL FINANCIAL CORP | $11.7M | 392K | ▲+41% Added · +114K sh | Q1 2026 | |
| 16 | NewEdge Advisors, LLC | $9.7M | 327K | ▲+4.4% Added · +14K sh | Q1 2026 | |
| 17 | COMMONWEALTH EQUITY SERVICES, LLC | $8.3M | 278K | ▲+5.8% Added · +15K sh | Q1 2026 | |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $7.6M | 256K | ▲+548% Added · +217K sh | Q1 2026 | |
| 19 | Jeter Robert S II | $8.2M | 250K | ▲+1.0% Added · +2K sh | Q2 2026 | |
| 20 | Mariner, LLC | $7.2M | 241K | ▲+41% Added · +70K sh | Q1 2026 | |
| 21 | MML INVESTORS SERVICES, LLC | $6.0M | 203K | ▲New +203K sh | Q1 2026 | |
| 22 | DAVENPORT & Co LLC | $6.5M | 199K | ▼−10% Reduced · −22K sh | Q2 2026 | |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.6M | 189K | ▲11× Added · +172K sh | Q1 2026 | |
| 24 | JANE STREET GROUP, LLC | $5.6M | 188K | ▲+149% Added · +113K sh | Q1 2026 | |
| 25 | Integrity Financial Corp /WA | $5.7M | 176K | ▲+11% Added · +17K 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, 8 funds opened a new position in MFSI and 10 added to an existing one, while 3 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 |
|---|---|---|
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $6.8B |
| APPLE INCAAPL | 24 funds | $4.1B |
| ISHARES CORE S&P 500 ETFIVV | 24 funds | $3.5B |
| MICROSOFT CORPMSFT | 24 funds | $2.3B |
| NVIDIA CORPNVDA | 23 funds | $5.4B |
| AMAZON.COM INCAMZN | 23 funds | $2.6B |
| ALPHABET INC-CL AGOOGL | 23 funds | $1.7B |
| ALPHABET INC-CL CGOOG | 23 funds | $1.2B |
| TESLA INCTSLA | 23 funds | $1.1B |
| COSTCO WHOLESALE CORPCOST | 23 funds | $870.4M |
| CATERPILLAR INCCAT | 23 funds | $458.8M |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $1.5B |
Ranked by how many of MFSI's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MFSIthis pageMF Closed and MF Open | 59 funds | $688.2M |
| MFSVVALUE ETF | 35 funds | $325.1M |
| MFSBMF Closed and MF Open | 31 funds | $330.5M |
| MFSGGROWTH 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 MFSI
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/MFSI/capital-change-brief"
Use Arkolith's capital_change_brief for MFSI. 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 MFSI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.