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Security record

MFSB

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025
17Tracked holders
+3Δ holders
8.88MShares held
$221.62MReported value
+3New positions
−0Exits
Strongly Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +21.4% · share flow +28.6% · net new positions +17.6% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 17 +3 8.88M $221.62M +3 —
Q1 2026 14 +1 6.91M $171.83M +3 −2
Q4 2025 13 0 1.52M $38.35M — —
Q3 2025 2 +1 262.33K $6.62M +1 —
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 LPL Financial LLC 6.07M +25.2% $151.26M 0.0% ▲ Add 3 SEC ↗
2 Jones Financial Companies Lllp 1.05M +42.5% $26.25M 0.0% ▲ Add 3 SEC ↗
3 Cetera Investment Advisers 512.73K +1.6% $12.78M 0.0% ▲ Add 3 SEC ↗
4 Raymond James Financial Inc 487.43K +85.6% $12.15M 0.0% ▲ Add 2 SEC ↗
5 Osaic Holdings, Inc. 113.78K +6.6% $2.84M 0.0% ▲ Add 3 SEC ↗ ×2
6 JPMorgan Chase ✦ 112.21K +7.5% $2.82M 0.0% ▲ Add 4 SEC ↗
7 Commonwealth Equity Services, Llc 91.90K +11.6% $2.29M 0.0% ▲ Add 3 SEC ↗
8 Jane Street Group, Llc 77.72K +423.1% $1.94M 0.0% ▲ Add 3 SEC ↗
9 Truist Financial Corp 67.85K -12.3% $1.69M 0.0% ▼ Trim 3 SEC ↗
10 Stifel Financial Corp 66.76K New $1.66M 0.0% New 1 SEC ↗
11 Envestnet Asset Management Inc 58.15K +48.9% $1.45M 0.0% ▲ Add 3 SEC ↗
12 Citadel Advisors ✦ 51.07K New $1.27M 0.0% New 1 SEC ↗
13 Goldman Sachs Group ✦ 47.76K -46.6% $1.19M 0.0% ▼ Trim 2 SEC ↗
14 Mml Investors Services, Llc 46.85K +158.0% $1.17M 0.0% ▲ Add 2 SEC ↗
15 Brown Advisory Inc 26.48K 0.0% $660,146 0.0% Held 3 SEC ↗
16 Susquehanna International Group, Llp 8.05K New $200,587 0.0% New 1 SEC ↗
17 UBS Group AG 9 -95.1% $224 0.0% ▼ Trim 3 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 32 holders, 13.13M shares, $316.14M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q2 2026 · Methodology · Get this via the API