MFUS(MFUS)
MFUS
Institutional Ownership
Top 39 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Schiavi & Co LLC | 1.35M | Jun 30, 26 | +50.06K | 29.78% |
| Austin Wealth Management, LLC | 446.81K | Jun 30, 26 | -1.73K | 9.84% |
| FINANCIAL CONSULATE, INC | 276.02K | Jun 30, 26 | +12.52K | 6.08% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 184.31K | Jun 30, 26 | -10.23K | 4.06% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 139.12K | Jun 30, 26 | +139.12K | 3.06% |
| WELLS FARGO & COMPANY/MN | 101.56K | Jun 30, 26 | +98.44K | 2.24% |
| JPMORGAN CHASE & CO | 101.08K | Jun 30, 26 | +52.34K | 2.23% |
| CITADEL ADVISORS LLC | 67.69K | Jun 30, 26 | +29.26K | 1.49% |
| Cetera Investment Advisers | 46.82K | Jun 30, 26 | +10.59K | 1.03% |
| SFG Wealth Management, LLC. | 25.46K | Jun 30, 26 | +25.46K | 0.56% |
| LPL Financial LLC | 23.48K | Jun 30, 26 | +1.66K | 0.52% |
| Janney Montgomery Scott LLC | 22.53K | Jun 30, 26 | -3.26K | 0.50% |
| GOLDMAN SACHS GROUP INC | 17.80K | Jun 30, 26 | -30.05K | 0.39% |
| Walkner Condon Financial Advisors LLC | 17.73K | Jun 30, 26 | +3.42K | 0.39% |
| Mid-American Wealth Advisory Group, Inc. | 15.61K | Jun 30, 26 | +2.31K | 0.34% |
| Operose Advisors LLC | 15.11K | Jun 30, 26 | +15.11K | 0.33% |
| Caerus Investment Advisors, LLC | 11.37K | Jun 30, 26 | +1.81K | 0.25% |
| AQR CAPITAL MANAGEMENT LLC | 11.37K | Jun 30, 26 | +1.81K | 0.25% |
| MML INVESTORS SERVICES, LLC | 9.73K | Jun 30, 26 | +9.73K | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 9.70K | Jun 30, 26 | -121 | 0.21% |
| COMMONWEALTH EQUITY SERVICES, LLC | 9.61K | Jun 30, 26 | +1.71K | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 8.35K | Jun 30, 26 | -- | 0.18% |
| Integrated Wealth Concepts LLC | 8.05K | Jun 30, 26 | +103 | 0.18% |
| Creative Planning | 3.72K | Jun 30, 26 | +3.72K | 0.08% |
| EQ WEALTH ADVISORS, LLC | 3.19K | Jun 30, 26 | +3.19K | 0.07% |
| FMR LLC | 2.73K | Jun 30, 26 | -- | 0.06% |
| OSAIC HOLDINGS, INC. | 2.62K | Jun 30, 26 | +1.16K | 0.06% |
| Steward Partners Investment Advisory, LLC | 691 | Jun 30, 26 | +596 | 0.02% |
| HARBOUR INVESTMENTS, INC. | 554 | Jun 30, 26 | +554 | 0.01% |
| Geneos Wealth Management Inc. | 528 | Jun 30, 26 | -25 | 0.01% |
| MERCER GLOBAL ADVISORS INC /ADV | 502 | Jun 30, 26 | +502 | 0.01% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 408 | Jun 30, 26 | +391 | 0.01% |
| MORGAN STANLEY | -- | Jun 30, 26 | -171 | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -136 | -- |
| Sunbelt Securities, Inc. | 728 | Mar 31, 26 | +1 | 0.02% |
| Moloney Securities Asset Management, LLC | 45.76K | Sep 30, 25 | +383 | 1.01% |
| Raymond James Financial Services Advisors, Inc. | 28.26K | Sep 30, 24 | -2.09K | 0.62% |
| Advisor Group, Inc. | 339 | Dec 31, 19 | +1 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 62 | Dec 31, 19 | -995 | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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