MFEM(MFEM)
MFEM
Institutional Ownership
Top 48 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Schiavi & Co LLC | 948.95K | Jun 30, 26 | +15.46K | 17.11% |
| ENVESTNET ASSET MANAGEMENT INC | 943.40K | Jun 30, 26 | +30.60K | 17.01% |
| PARK AVENUE SECURITIES LLC | 698.96K | Jun 30, 26 | +19.79K | 12.60% |
| EVOLVE PRIVATE WEALTH, LLC | 584.96K | Jun 30, 26 | +23.27K | 10.55% |
| Austin Wealth Management, LLC | 228.96K | Jun 30, 26 | +1.50K | 4.13% |
| DAHRING | CUSMANO LLC | 221.08K | Jun 30, 26 | +17.55K | 3.99% |
| ALTFEST L J & CO INC | 200.09K | Jun 30, 26 | -10.60K | 3.61% |
| MML INVESTORS SERVICES, LLC | 155.68K | Jun 30, 26 | +45.50K | 2.81% |
| OLD MISSION CAPITAL LLC | 113.12K | Jun 30, 26 | +98.60K | 2.04% |
| Walkner Condon Financial Advisors LLC | 79.23K | Jun 30, 26 | +685 | 1.43% |
| ENTREWEALTH, LLC | 77.66K | Jun 30, 26 | +4.55K | 1.40% |
| Brinker Capital Investments, LLC | 74.07K | Jun 30, 26 | -3.25K | 1.34% |
| JANE STREET GROUP, LLC | 49.01K | Jun 30, 26 | -95.01K | 0.88% |
| LPL Financial LLC | 30.16K | Jun 30, 26 | -1.74K | 0.54% |
| Cambridge Investment Research Advisors, Inc. | 29.28K | Jun 30, 26 | +386 | 0.53% |
| Private Advisor Group, LLC | 28.90K | Jun 30, 26 | +5.98K | 0.52% |
| MORGAN STANLEY | 28.70K | Jun 30, 26 | +28.70K | 0.52% |
| FLOW TRADERS U.S. LLC | 25.98K | Jun 30, 26 | -112.43K | 0.47% |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 19.27K | Jun 30, 26 | -2.90K | 0.35% |
| COMMONWEALTH EQUITY SERVICES, LLC | 18.75K | Jun 30, 26 | +4.29K | 0.34% |
| Cetera Investment Advisers | 18.20K | Jun 30, 26 | +1.70K | 0.33% |
| AQR CAPITAL MANAGEMENT LLC | 15.74K | Jun 30, 26 | +4.60K | 0.28% |
| Global Retirement Partners, LLC | 15.12K | Jun 30, 26 | +15.12K | 0.27% |
| WELLS FARGO & COMPANY/MN | 15.07K | Jun 30, 26 | +65 | 0.27% |
| Ameritas Advisory Services, LLC | 13.89K | Jun 30, 26 | +13.89K | 0.25% |
| ADVISOR GROUP HOLDINGS, INC. | 13.20K | Jun 30, 26 | +3.73K | 0.24% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11.29K | Jun 30, 26 | +1.59K | 0.20% |
| Mariner, LLC | 7.31K | Jun 30, 26 | +7.31K | 0.13% |
| Operose Advisors LLC | 3.77K | Jun 30, 26 | +3.77K | 0.07% |
| Roble, Belko & Company, Inc | 2.83K | Jun 30, 26 | +17 | 0.05% |
| MERCER GLOBAL ADVISORS INC /ADV | 1.29K | Jun 30, 26 | +1.29K | 0.02% |
| ASSETMARK, INC | 1.21K | Jun 30, 26 | -- | 0.02% |
| Bogart Wealth, LLC | 1.00K | Jun 30, 26 | -- | 0.02% |
| CITIGROUP INC | 507 | Jun 30, 26 | +507 | 0.01% |
| Integrated Wealth Concepts LLC | 460 | Jun 30, 26 | +460 | 0.01% |
| Cape Investment Advisory, Inc. | 100 | Jun 30, 26 | +100 | 0.00% |
| IFP Advisors, Inc | 11 | Jun 30, 26 | +11 | 0.00% |
| Princeton Global Asset Management LLC | -- | Jun 30, 26 | -50 | -- |
| Moloney Securities Asset Management, LLC | 14.46K | Sep 30, 25 | -549 | 0.26% |
| Kathleen S. Wright Associates Inc. | 12.06K | Sep 30, 25 | +44 | 0.22% |
| Orion Portfolio Solutions, LLC | 152.94K | Mar 31, 25 | -34.14K | 2.76% |
| Peterson Financial Group, Inc. | 302 | Sep 30, 24 | +302 | 0.01% |
| Cetera Advisors LLC | 11.48K | Mar 31, 24 | -514 | 0.21% |
| Baystate Wealth Management LLC | 186 | Dec 31, 23 | +2 | 0.00% |
| BRR OpCo, LLC | 15.17K | Sep 30, 22 | +15.17K | 0.27% |
| First Allied Advisory Services, Inc. | 17.85K | Sep 30, 20 | -1.10K | 0.32% |
| Advisor Group, Inc. | 37.29K | Dec 31, 19 | -963 | 0.67% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 16.15K | Dec 31, 19 | -1.80K | 0.29% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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