13 tracked 13F filers disclose a position in MFSM as of the latest SEC 13F filings, a combined $32.8M 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 | LPL Financial LLC | $20.9M | 841K | ▲New +841K sh | Q1 2026 | |
| 2 | JONES FINANCIAL COMPANIES LLLP | $1.9M | 77K | ▲+827% Added · +69K sh | Q1 2026 | |
| 3 | FAS Wealth Partners, Inc. | $1.8M | 72K | ▲+6.1% Added · +4K sh | Q2 2026 | |
| 4 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $1.8M | 70K | ▲New +70K sh | Q2 2026 | |
| 5 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.6M | 62K | ▲+0.1% Added · +56 sh | Q2 2026 | |
| 6 | LAUREL OAK WEALTH MANAGEMENT, LLC | $1.3M | 52K | —Held | Q2 2026 | |
| 7 | RAYMOND JAMES FINANCIAL INC | $1.1M | 44K | ▲+47% Added · +14K sh | Q1 2026 | |
| 8 | JANE STREET GROUP, LLC | $763K | 31K | ▲New +31K sh | Q1 2026 | |
| 9 | Private Advisor Group, LLC | $501K | 20K | ▲+33% Added · +5K sh | Q2 2026 | |
| 10 | Marshall Financial Group, LLC | $387K | 15K | —Held | Q2 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $381K | 15K | ▲+9.4% Added · +1K sh | Q1 2026 | |
| 12 | CRA Financial Services, LLC | $315K | 13K | —Held | Q2 2026 | |
| 13 | Steward Partners Investment Advisory, LLC | $101K | 4K | —Held | 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, 1 fund opened a new position in MFSM, while 0 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 |
|---|---|---|
| APPLE INCAAPL | 3 funds | $96.4M |
| VANGUARD TOTAL STOCK MKT ETFVTI | 3 funds | $68.1M |
| INVESCO QQQ TRUST SERIES 1QQQ | 3 funds | $65.6M |
| NVIDIA CORPNVDA | 3 funds | $65.3M |
| AMAZON.COM INCAMZN | 3 funds | $55.2M |
| VANGUARD S&P 500 ETFVOO | 3 funds | $49.8M |
| ISHARES CORE S&P 500 ETFIVV | 3 funds | $44.5M |
| ALPHABET INC-CL AGOOGL | 3 funds | $38.1M |
| MICROSOFT CORPMSFT | 3 funds | $32.8M |
| INN DEFINED WEALTH SHIELDBALT | 3 funds | $31.2M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 3 funds | $30.1M |
| FIDELITY TOTAL BOND ETFFBND | 3 funds | $25.8M |
Ranked by how many of MFSM'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 |
| MFSGGROWTH ETF | 29 funds | $240.0M |
| BRIEExchange Traded Funds (Country Baskets/iShares) - Domestic | 26 funds | $197.3M |
| MFSMthis pageINTERMEDITE 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 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.