Among active 13F managers last quarter, 7 opened and 9 added, while 9 reduced; the largest holder to move was River Street Advisors LLC (+1.9%).
70 tracked 13F filers disclose a position in MFSI as of the latest SEC 13F filings, a combined $724.3M 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 | Raymond James Financial Inc | 4.6M | $135.7M | ▲+55% Added · +1.6M sh | Q1 2026 | |
| 2 | LPL Financial LLC | 3.7M | $110.6M | ▲+168% Added · +2.3M sh | Q1 2026 | |
| 3 | Jones Financial Companies LLLP | 1.8M | $51.1M | ▲+71% Added · +738K sh | Q1 2026 | |
| 4 | Old Second National Bank Of Aurora | 1.4M | $44.6M | ▼−0.8% Reduced · −11K sh | Q2 2026 | |
| 5 | Kestra Private Wealth Services, LLC | 1.2M | $38.6M | ▲+13% Added · +138K sh | Q2 2026 | |
| 6 | Bank Of America Corp | 1.1M | $31.6M | ▲+106% Added · +548K sh | Q1 2026 | |
| 7 | Baron Wealth Management LLC | 994K | $32.3M | ▲+2.0% Added · +19K sh | Q2 2026 | |
| 8 | Royal Bank Of Canada | 836K | $24.8M | ▲+111% Added · +439K sh | Q1 2026 | |
| 9 | River Street Advisors LLC | 715K | $23.2M | ▲+1.9% Added · +13K sh | Q2 2026 | |
| 10 | Cetera Investment Advisers | 688K | $20.5M | ▲+12% Added · +74K sh | Q1 2026 | |
| 11 | CMH Wealth Management LLC | 663K | $21.5M | ▲+5.1% Added · +32K sh | Q2 2026 | |
| 12 | Spectrum Wealth Advisory Group, LLC | 592K | $19.2M | ▲+56% Added · +213K sh | Q2 2026 | |
| 13 | Integrated Wealth Concepts LLC | 545K | $17.7M | ▲+4.9% Added · +25K sh | Q2 2026 | |
| 14 | Soltis Investment Advisors LLC | 514K | $16.7M | ▲+9.0% Added · +43K sh | Q2 2026 | |
| 15 | Baird Financial Group, Inc. | 432K | $12.8M | ▲New +432K sh | Q1 2026 | |
| 16 | Stifel Financial Corp | 392K | $11.7M | ▲+41% Added · +114K sh | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | 378K | $12.3M | ▲+16% Added · +51K sh | Q2 2026 | |
| 18 | Commonwealth Equity Services, LLC | 278K | $8.3M | ▲+5.8% Added · +15K sh | Q1 2026 | |
| 19 | MML Investors Services, LLC | 268K | $8.7M | ▲+32% Added · +64K sh | Q2 2026 | |
| 20 | Envestnet Asset Management Inc | 256K | $7.6M | ▲+548% Added · +217K sh | Q1 2026 | |
| 21 | Jeter Robert S II | 250K | $8.2M | ▲+1.0% Added · +2K sh | Q2 2026 | |
| 22 | Mariner, LLC | 241K | $7.2M | ▲+41% Added · +70K sh | Q1 2026 | |
| 23 | Modern Wealth Management, LLC | 201K | $6.5M | ▲New +201K sh | Q2 2026 | |
| 24 | Davenport & Co LLC | 199K | $6.5M | ▼−10% Reduced · −22K sh | Q2 2026 | |
| 25 | Susquehanna International Group, LLP | 189K | $5.6M | ▲11× Added · +172K sh | Q1 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, 7 funds opened a new position in MFSI and 9 added to an existing one, while 9 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
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 + the live filing stream, joined for MFSI. Filings are public domain, sourced to SEC EDGAR.