§ EQUITY
USDMFSG
MFS ACTIVE GROWTH
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
28 increased/new, 9 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| KINTRA WEALTH, LLC | 1.9M | 3.4% | −1% |
| LPL Financial LLC | 1.7M | 0.0% | +864% |
| JONES FINANCIAL COMPANIES LLLP | 828K | 0.0% | +31% |
| Allegheny Financial Group | 653K | 2.3% | +54% |
| ROYAL BANK OF CANADA | 253K | 0.0% | +27% |
| Prosperity Financial Group, Inc. | 170K | 1.6% | −4% |
◇ AC INTELLIGENCE
Top institutional owners for MFSG as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER94.8% · 29 holders
DEALER / BANK5.2% · 4 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MFSG in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MFSG yet.