MFSI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.5% ·
share flow +17.4% ·
net new positions +9.5%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 6.79M | +48.8% | $220.63M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 3.51M | -5.6% | $114.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 2.33M | +31.0% | $74.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 1.45M | +36.6% | $47.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 764.49K | +11.1% | $24.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Royal Bank Of Canada | 577.12K | -30.9% | $18.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Stifel Financial Corp | 518.52K | +32.2% | $16.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Baird Financial Group, Inc. | 493.24K | +14.2% | $16.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 371.49K | +33.8% | $12.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 304.14K | +18.7% | $9.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 267.80K | +31.7% | $8.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Jane Street Group, Llc | 96.10K | -48.9% | $3.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 31.90K | -83.1% | $1.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 25.07K | -74.4% | $814,241 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Truist Financial Corp | 21.79K | +2.1% | $707,772 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 9.32K | -7.4% | $302,876 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 3.20K | +59.9% | $104,007 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 1.75K | New | $56,937 | 0.0% | New | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 798 | New | $25,919 | 0.0% | New | 1 | SEC ↗ |
| 20 | Assetmark, Inc | 705 | New | $22,898 | 0.0% | New | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 74 | New | $2,404 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Wells Fargo & Company/Mn | $56,937 | 0.0% |
| Morgan Stanley | $25,919 | 0.0% |
| Assetmark, Inc | $22,898 | 0.0% |
| Northwestern Mutual Wealth… | $2,404 | 0.0% |
Exited
| Mariner, LLC | $7.16M | was 0.0% |
| Hrt Financial Lp | $323,000 | 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.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.