MFSV
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 5.70M | +24.8% | $162.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 1.45M | +71.2% | $41.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 756.60K | +40.3% | $21.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 534.12K | +85.9% | $15.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 340.59K | +2.1% | $9.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Commonwealth Equity Services, Llc | 212.32K | +28.4% | $6.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 161.01K | +25.9% | $4.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Stifel Financial Corp | 82.99K | +50.9% | $2.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 57.01K | +208.4% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jane Street Group, Llc | 39.81K | +10.6% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Susquehanna International Group, Llp | 38.82K | +74.3% | $1.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Brown Advisory Inc | 14.26K | 0.0% | $407,408 | 0.0% | Held | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 7.33K | +95.9% | $210,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 2.20K | New | $62,883 | 0.0% | New | 1 | SEC ↗ |
| 15 | Fidelity (FMR) ✦ | 32 | +3100.0% | $914 | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Morgan Stanley | $62,883 | 0.0% |
Exited
| Mariner, LLC | $222,746 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 41 holders, 12.37M shares, $329.40M 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.