Security record · archived quarter
MFSI
name pending profile ingest
15Tracked holders
0Δ holders
7.77MShares held
$236.68MReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 2.95M | — | $89.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.39M | — | $42.23M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 1.04M | — | $31.65M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 614.49K | — | $18.71M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 515.22K | — | $15.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 396.44K | — | $12.07M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Stifel Financial Corp | 277.84K | — | $8.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 262.48K | — | $7.99M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Mariner, LLC | 171.50K | — | $5.22M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 75.59K | — | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 39.54K | — | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Truist Financial Corp | 31.38K | — | $955,369 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Gotham Asset Management ✦ | 9.42K | New | $286,900 | 0.0% | New | 1 | SEC ↗ |
| 14 | Cwm, Llc | 2.43K | — | $74,000 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 2.40K | — | $73,240 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Gotham Asset Management | $286,900 | 0.0% |
Exited
| Citadel Advisors | $2.71M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 68 holders, 24.42M shares, $691.84M 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: Q4 2025 ·
Methodology ·
Get this via the API