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MBSF Institutional Holders — 58 Filers | AlphaSMO
MBSF Institutional Holders — 58 Filers
58 institutions currently hold MBSF, ranked below by position value.
View full stock page for MBSF
Key Holders
Total Value
Avg Weight
Castleview Partners, LLC
$25.2M
12.91%
CREATIVE FINANCIAL DESIGNS INC /ADV
$8.9M
0.54%
Balefire, LLC
$7.8M
1.47%
Auour Investments LLC
$7.8M
2.46%
Biltmore Family Office, LLC
$6.7M
0.94%
ROYAL BANK OF CANADA
$6.4M
0.00%
CWC Advisors, LLC.
$5.2M
2.48%
Sterneck Capital Management, LLC
$5.1M
2.31%
State of New Jersey Common Pension Fund D
$5.1M
0.02%
United Asset Strategies, Inc.
$4.6M
0.36%
EXCHANGE TRADED CONCEPTS, LLC
$4.3M
0.03%
Apollon Wealth Management, LLC
$4.3M
0.07%
WealthPlan Investment Management, LLC
$3.2M
0.18%
Camarda Financial Advisors, LLC
$3.1M
1.61%
Bison Wealth, LLC
$3.0M
0.29%
Acorn Wealth Advisors, LLC
$2.9M
0.83%
LPL Financial LLC
$2.4M
0.00%
WealthPLAN Partners, LLC
$2.2M
0.42%
BlackDiamond Wealth Management, LLC
$2.0M
0.98%
Orion Porfolio Solutions, LLC
$2.0M
0.02%
WESPAC Advisors, LLC
$1.9M
1.03%
STIFEL FINANCIAL CORP
$1.5M
0.00%
GOLDMAN SACHS GROUP INC
$1.4M
0.00%
TRUST CO OF TOLEDO NA /OH/
$1.2M
0.11%
BEAM WEALTH ADVISORS, INC.
$1.1M
0.27%
HBW ADVISORY SERVICES LLC
$956.6K
0.10%
Dynamic Advisor Solutions LLC
$869.5K
0.03%
Sanctuary Advisors, LLC
$676.9K
0.00%
Commerce Advisors, LLC
$602.3K
0.51%
FLOW TRADERS U.S. LLC
$571.0K
0.02%
Diesslin Group, Inc.
$512.5K
0.23%
LANE BROTHERS & CO INC
$501.7K
0.37%
Q3 Asset Management
$494.0K
0.12%
MAI Capital Management
$450.1K
0.00%
TCP Asset Management, LLC
$414.6K
0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLP
$395.9K
0.00%
Cambridge Investment Research Advisors, Inc.
$388.0K
0.00%
KINGSWOOD WEALTH ADVISORS, LLC
$382.9K
0.02%
Global View Capital Management LLC
$373.5K
0.10%
OneAscent Financial Services LLC
$369.2K
0.02%
SILVER OAK SECURITIES, INCORPORATED
$333.5K
0.02%
Summit Financial, LLC
$309.9K
0.00%
Krilogy Financial LLC
$281.8K
0.01%
J2 Capital Management Inc
$262.1K
0.18%
Waterfront Wealth Inc.
$260.2K
0.05%
Chicago Partners Investment Group LLC
$253.3K
0.01%
OSAIC HOLDINGS, INC.
$243.0K
0.00%
RAYMOND JAMES FINANCIAL INC
$207.7K
0.00%
Dynasty Wealth Management, LLC
$204.1K
0.00%
Weaver Consulting Group
$201.9K
0.05%
NewEdge Advisors, LLC
$92.9K
0.00%
Opal Wealth Advisors, LLC
$62.7K
0.01%
Farther Finance Advisors, LLC
$31.9K
0.00%
FWL INVESTMENT MANAGEMENT, LLC
$21.8K
0.00%
CWM, LLC
$5.5K
0.00%
BlackRock, Inc.
$2.6K
0.00%
Security National Bank
$2.0K
0.00%
HARBOUR INVESTMENTS, INC.
$842.0
0.00%