MMSC Institutional Ownership & Shareholders
FIRST TRUST MULTI-MANAGER SM (MMSC) is currently held by 19 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $39.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Trinity Legacy Partners, Llc is currently the largest disclosed institutional shareholder of MMSC tracked by InsiderSet, reporting ownership valued at approximately $12.34M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.54M, representing an estimated loss of -6.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed MMSC value among the investors covered in this analysis. Major shareholders include Trinity Legacy Partners, Llc, Jaffetilchin Investment Partners, Llc, Manchester Financial Inc, and several other long-term asset managers with concentrated positions in FIRST TRUST MULTI-MANAGER SM (MMSC).
This page ranks the largest institutional MMSC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
19
Total Reported Value
$39.24M
Largest Holder
Trinity Legacy Partners, Llc
Largest Position
$12.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Trinity Legacy Partners, Llc | 2.47% | 441,921 | $12,336,310 | $11,539,088 | -$797,222 | -6.46% | |
| Jaffetilchin Investment Partners, Llc | 0.44% | 283,251 | $8,371,644 | $7,396,024 | -$975,620 | -11.65% | |
| Manchester Financial Inc | 1.06% | 224,373 | $6,006,462 | $5,858,648 | -$147,814 | -2.46% | |
| Cetera Investment Advisers | 0.00% | 157,170 | $4,645,266 | $4,103,897 | -$541,369 | -11.65% | |
| Commonwealth Equity Services, Llc | 0.00% | 65,491 | $1,753,180 | $1,710,049 | -$43,131 | -2.46% | |
| Brookwood Investment Group Llc | 0.16% | 47,338 | $1,399,103 | $1,236,052 | -$163,051 | -11.65% | |
| Osaic Holdings, Inc. | 0.00% | 42,518 | $1,256,661 | $1,110,196 | -$146,465 | -11.66% | |
| Advisor Resource Council | 0.34% | 35,025 | $1,012,426 | $914,545 | -$97,881 | -9.67% | |
| Tower Research Capital Llc (Trc) | 0.02% | 25,395 | $750,564 | $663,094 | -$87,470 | -11.65% | |
| Tidal Investments Llc | 0.00% | 19,428 | $574,206 | $507,288 | -$66,918 | -11.65% | |
| Onedigital Investment Advisors Llc | 0.00% | 12,315 | $363,977 | $321,559 | -$42,418 | -11.65% | |
| Aptus Capital Advisors, Llc | 0.00% | 8,849 | $261,538 | $231,058 | -$30,480 | -11.65% | |
| Vann Equity Management Llc | 0.12% | 7,837 | $209,796 | $204,633 | -$5,163 | -2.46% | |
| Arvest Investments, Inc. | 0.01% | 2,035 | $54,476 | $53,136 | -$1,340 | -2.46% | |
| Ubs Group Ag | 0.00% | 129 | $3,813 | $3,368 | -$445 | -11.66% | |
| Vanguard Advisers Inc | 0.00% | 72 | $2,128 | $1,880 | -$248 | -11.65% | |
| Anfield Capital Management, Llc | 0.00% | 68 | $1,612 | $1,776 | +$164 | +10.15% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 36,694 | $982 | $958,124 | +$957,142 | +97468.67% |
Frequently asked questions about MMSC
Who are the largest institutional holders of MMSC?
The largest institutional holders of MMSC reported in the latest SEC Form 13F filings include Trinity Legacy Partners, Llc, Jaffetilchin Investment Partners, Llc, Manchester Financial Inc, Cetera Investment Advisers, and Commonwealth Equity Services, Llc. InsiderSet ranks institutional holders by their latest reported MMSC position.
What is MMSC institutional ownership?
This page tracks MMSC positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST MULTI-MANAGER SM (MMSC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MMSC?
InsiderSet currently tracks 19 institutional managers reporting MMSC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MMSC shareholders.
How much MMSC stock do institutions own?
Institutional investment managers disclosed approximately $39.24M in MMSC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MMSC institutional ownership last updated?
The latest MMSC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MMSC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MMSC position after the reporting date.
Are institutions buying or selling MMSC?
Institutional buying and selling can be analyzed by comparing MMSC positions across consecutive 13F reporting periods. InsiderSet's MMSC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MMSC ownership changes.
How has MMSC institutional ownership changed over time?
InsiderSet tracks MMSC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.