MFSM Institutional Ownership
Who owns MFSM and what the big funds did with it last quarter, from every SEC 13F filing. 18 funds reported holding MFSM at Jun 30, 2026.
- ▲11 buying vs 5 selling
- ▲Shares held by funds +34.9%
- ▲Funds holding +2
- ●No superinvestor moves
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
7 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 18 | 16 | +12.5% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 1.8M | 1.4M | +34.9% |
| Held by funds | – | – | – |
| New positions | 4 | 6 | −33.3% |
| Increased | 7 | 6 | +16.7% |
| Reduced | 3 | 1 | +200.0% |
| Sold out | 2 | 2 | 0.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outWho owns MFSM
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds27.8%
- Banks and brokers72.2%
- Pensions, insurers and other0.0%
The top 10 holders own 93.8% of all MFSM shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
22 funds changed their position- LPL Financial LLCTrimmed−620K sh
- Jane Street Group, LLCAdded+272K sh
- Raymond James Financial IncAdded+190K sh
- Jones Financial Companies LllpAdded+170K sh
- Econ Financial Services CorpNew+75K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | – | 783K | $19.7M | −59K |
| 2 | Jones Financial Companies Lllp | – | 259K | $6.5M | +182K |
| 3 | Raymond James Financial Inc | – | 255K | $6.4M | +211K |
| 4 | Natixis Advisors, LLC | – | 104K | $2.6M | +73K |
| 5 | FAS Wealth Partners, Inc. | – | 72K | $1.8M | +4,135 |
| 6 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | – | 70K | $1.8M | +70K |
| 7 | Kestra Private Wealth Services, LLC | – | 62K | $1.6M | +56 |
| 8 | Laurel Oak Wealth Management, LLC | – | 52K | $1.3M | 0 |
| 9 | Platt Wealth Management LLC | – | 40K | $1M | +3,600 |
| 10 | Landmark Wealth Management, LLC | – | 27K | $688K | −153 |
- Raymond James Financial Inc+211K sh+$5.3M
- Jones Financial Companies Lllp+182K sh+$4.6M
- Natixis Advisors, LLC+73K sh+$1.8M
- Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors+70K sh+$1.8M
- Goldman Sachs Group Inc+23K sh+$578K
- Aspen Grove Capital, LLC+16K sh+$404K
- Kingsview Wealth Management, LLC+15K sh+$370K
- Private Advisor Group, LLC+4,942 sh+$124K
- LPL Financial LLC−59K sh−$1.5M
- Ascentis Independent Advisors−32K sh−$783K
- Jane Street Group, LLC−22K sh−$556K
- Commonwealth Equity Services, LLC−15K sh−$381K
- Landmark Wealth Management, LLC−153 sh−$4K
MFSM institutional ownership FAQ
Who owns the most MFSM stock?
In Q2 2026 13F filings the largest holder of MFSM was LPL Financial LLC, followed by Jones Financial Companies Lllp and Raymond James Financial Inc. Index fund managers are usually the biggest holders of large companies.
What percentage of MFSM is owned by institutions?
18 funds reported holding 1.8M MFSM shares at Jun 30, 2026.
Are hedge funds buying MFSM?
In Q2 2026, 11 funds bought MFSM (4 of them new positions) and 5 sold (2 sold out completely). Our fund sentiment for MFSM is bullish.
What is MFSM's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this MFSM ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.