Among active 13F managers last quarter, 2 opened and none reduced or exited; the largest holder to move was Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors (new position).
16 tracked 13F filers disclose a position in MFSM as of the latest SEC 13F filings, a combined $34.3M 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 | LPL Financial LLC | 841K | $20.9M | ▲New +841K sh | Q1 2026 | |
| 2 | Jones Financial Companies LLLP | 77K | $1.9M | ▲+827% Added · +69K sh | Q1 2026 | |
| 3 | FAS Wealth Partners, Inc. | 72K | $1.8M | ▲+6.1% Added · +4K sh | Q2 2026 | |
| 4 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 70K | $1.8M | ▲New +70K sh | Q2 2026 | |
| 5 | Kestra Private Wealth Services, LLC | 62K | $1.6M | ▲+0.1% Added · +56 sh | Q2 2026 | |
| 6 | Laurel Oak Wealth Management, LLC | 52K | $1.3M | —Held | Q2 2026 | |
| 7 | Raymond James Financial Inc | 44K | $1.1M | ▲+47% Added · +14K sh | Q1 2026 | |
| 8 | Jane Street Group, LLC | 31K | $763K | ▲New +31K sh | Q1 2026 | |
| 9 | Landmark Wealth Management, LLC | 27K | $688K | ▼−0.6% Reduced · −153 sh | Q2 2026 | |
| 10 | Private Advisor Group, LLC | 20K | $501K | ▲+33% Added · +5K sh | Q2 2026 | |
| 11 | Aspen Grove Capital, LLC | 16K | $404K | ▲New +16K sh | Q2 2026 | |
| 12 | Marshall Financial Group, LLC | 15K | $387K | —Held | Q2 2026 | |
| 13 | Commonwealth Equity Services, LLC | 15K | $381K | ▲+9.4% Added · +1K sh | Q1 2026 | |
| 14 | Kingsview Wealth Management, LLC | 15K | $370K | ▲New +15K sh | Q2 2026 | |
| 15 | CRA Financial Services, LLC | 13K | $315K | —Held | Q2 2026 | |
| 16 | Steward Partners Investment Advisory, LLC | 5K | $121K | ▲+18% Added · +722 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, 2 funds opened a new position in MFSM, while none reduced or exited. 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 |
|---|---|---|
| Apple IncAAPL | 4 funds | $116.1M |
| Vanguard Total Stock MKT ETFVTI | 4 funds | $94.2M |
| SS SPDR S&P 500 ETF Trust-USSPY | 4 funds | $89.4M |
| Ishares Core S&P 500 ETFIVV | 4 funds | $74.9M |
| Nvidia CorpNVDA | 4 funds | $71.3M |
| Amazon.com IncAMZN | 4 funds | $70.8M |
| Alphabet Inc-CL AGOOGL | 4 funds | $66.8M |
| Vanguard S&P 500 ETFVOO | 4 funds | $65.6M |
| Alphabet Inc-CL CGOOG | 4 funds | $46.1M |
| Microsoft CorpMSFT | 4 funds | $39.1M |
| Meta Platforms Inc-Class AMETA | 4 funds | $38.9M |
| Broadcom IncAVGO | 4 funds | $29.3M |
Ranked by how many of MFSM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MFSM.
| 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 |
| MFSGMF Closed and MF Open | 34 funds | $224.5M |
| BRIEMF Closed and MF Open | 31 funds | $212.9M |
| MFSMthis pageINTERMEDITE 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 MFSM
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/MFSM/capital-change-brief"
Use Arkolith's capital_change_brief for MFSM. 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 MFSM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.