Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Mfs Active Exchange Traded F (MFSB)

41 + Investors. Track Smart Money conviction in MFSB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
6Q ▲
Buyers last Q
76%

Smart Money Signals — MFSB

Based on 41 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added MFSB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
41 hedge funds hold MFSB right now — the highest count in 1.8 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +356% more funds vs a year ago

fund count last 6Q
+32 new funds entered over the past year (+356% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 76% buying

31 buying10 selling
Last quarter: 31 funds were net buyers (11 opened a brand new position + 20 added to an existing one). Only 10 were sellers (8 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 12 → 12 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 68% entered in last year

■ 0% conviction (2yr+) ■ 32% medium ■ 68% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

4 → 6 → 12 → 12 → 11 new funds/Q
New funds entering each quarter: 6 → 12 → 12 → 11. A growing number of institutions are discovering MFSB each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 85% of holders entered in last year

■ 0% veterans ■ 15% 1-2yr ■ 85% new
Of 41 current holders: 35 (85%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
8 of 41 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in MFSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
6.7
out of 10
Moderate Exit Risk
Exit risk score 6.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MFSB

In 2026 Q2, 31 hedge funds were net buyers of MFSB (11 opened a new position, 20 added to an existing one), while 10 reduced or exited (8 trimmed, 2 sold completely) — a 76% buyer ratio, indicating clear institutional accumulation. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in MFSB is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 41.

Hedge Fund Ownership: MFSB

How many hedge funds hold MFSB — quarterly history vs. share price
Quarterly hedge fund ownership of MFSB vs. share price

Market Analysis: MFSB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MFSB

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: MFSB
41 + Investors

Track Smart Money conviction in MFSB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 41 32 28.12%
13F Shares 16M 13M 24.77%
Total Value $398M $316M 25.98%
New Positions 11 12 -1
Increased Positions 20 15 +5
Closed Positions 2 4 -2
Reduced Positions 8 3 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MFSB

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Institutional Holders (2026 Q2)

41 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MFSB. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MFSB holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Jeter Robert S II 5.55% 233,382 $5.8M
2 Marshall Financial Group, LLC 3.75% 1,031,497 $25.7M
3 Fermata Advisors, LLC 2.33% 463,079 $11.5M
4 Marshall Investment Management, LLC 1.86% 179,667 $4.5M
5 WCG Wealth Advisors LLC 1.22% 2,067,534 $51.5M
6 Flynn Zito Capital Management, LLC 1.11% 163,879 $4.1M
7 Confluence Wealth Services, Inc. 0.83% 1,167,653 $29.1M
8 Exchange Traded Concepts, LLC 0.10% 837,384 $20.9M
9 Detalus Advisors, LLC 0.06% 12,550 $313K
10 Private Advisor Group, LLC 0.05% 476,857 $11.9M
11 Laurel Oak Wealth Management, LLC 0.05% 12,877 $321K
12 LPL Financial LLC 0.03% 6,067,350 $151.3M
13 Kingsview Wealth Management, LLC 0.02% 57,661 $1.4M
14 &Partners 0.02% 158,085 $3.9M
15 Integrated Wealth Concepts LLC 0.01% 112,792 $2.8M
16 Cetera Investment Advisers 0.01% 512,732 $12.8M
17 Jones Financial Companies Lllp 0.01% 1,045,743 $26.2M
18 Benjamin Edwards Inc 0.01% 37,785 $942K
19 DAVENPORT & Co LLC 0.00% 40,239 $1.0M
20 Osaic Holdings, INC. 0.00% 113,775 $2.8M
21 Raymond James Financial Inc 0.00% 487,425 $12.2M
22 Commonwealth Equity Services, LLC 0.00% 91,897 $2.3M
23 Global Retirement Partners, LLC 0.00% 7,059 $176K
24 Mml Investors Services, LLC 0.00% 46,855 $1.2M
25 Equitable Holdings, Inc. 0.00% 15,392 $384K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Mfs Active Exchange Traded F (MFSB)

What does the Smart Money Trend signal show for MFSB?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added MFSB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MFSB?

More buyers than sellers — 76% buying: Last quarter: 31 funds were net buyers (11 opened a brand new position + 20 added to an existing one). Only 10 were sellers (8 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MFSB holders?

Elite ownership — 47% AUM from top-100 funds: 8 of 41 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in MFSB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MFSB?

Mostly new holders — 68% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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