Among active 13F managers last quarter, 4 opened and 7 added, while 7 reduced; the largest holder to move was Schiavi & Co LLC (+1.9%). No recent Form 4 insider filings for MFDX.
Funds lean in and no leg opposes.
55 tracked 13F filers disclose a position in MFDX as of the latest SEC 13F filings, a combined $368.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Schiavi & Co LLC | 3.2M | $131.6M | ▲+1.9% Added · +59K sh | Q2 2026 | |
| 2 | Financial Consulate, Inc | 1.7M | $71.0M | ▲+1.1% Added · +19K sh | Q2 2026 | |
| 3 | Stratos Investment Management, LLC | 1.3M | $54.4M | ▲+1.0% Added · +13K sh | Q2 2026 | |
| 4 | Mariner, LLC | 875K | $34.8M | ▼−4.1% Reduced · −38K sh | Q1 2026 | |
| 5 | LPL Financial LLC | 319K | $12.7M | ▲+16% Added · +44K sh | Q1 2026 | |
| 6 | Austin Wealth Management, LLC | 211K | $8.7M | ▲+1.2% Added · +2K sh | Q2 2026 | |
| 7 | IFC Advisors LLC | 165K | $6.9M | ▼−0.8% Reduced · −1K sh | Q2 2026 | |
| 8 | Northwestern Mutual Wealth Management Co | 148K | $5.9M | ▼−3.5% Reduced · −5K sh | Q1 2026 | |
| 9 | Evolve Private Wealth, LLC | 104K | $4.3M | —Held | Q2 2026 | |
| 10 | Jane Street Group, LLC | 76K | $3.0M | ▲+28% Added · +17K sh | Q1 2026 | |
| 11 | Williams & Novak Wealth Management, LLC | 73K | $3.0M | ▲+6.8% Added · +5K sh | Q2 2026 | |
| 12 | Entrewealth, LLC | 71K | $3.0M | ▲+10% Added · +7K sh | Q2 2026 | |
| 13 | Wells Fargo & Company | 69K | $2.8M | ▲+21% Added · +12K sh | Q1 2026 | |
| 14 | Raymond James Financial Inc | 63K | $2.5M | ▼−4.5% Reduced · −3K sh | Q1 2026 | |
| 15 | Susquehanna International Group, LLP | 59K | $2.4M | ▼−55% Reduced · −74K sh | Q1 2026 | |
| 16 | Stratos Wealth Partners, LTD. | 56K | $2.3M | ▲+11% Added · +6K sh | Q2 2026 | |
| 17 | JPMorgan Chase & Co | 38K | $1.5M | ▼−71% Reduced · −95K sh | Q1 2026 | |
| 18 | Walkner Condon Financial Advisors LLC | 37K | $1.5M | ▲+0.8% Added · +285 sh | Q2 2026 | |
| 19 | McAdam, LLC | 37K | $1.5M | ▼−5.8% Reduced · −2K sh | Q2 2026 | |
| 20 | MML Investors Services, LLC | 32K | $1.3M | ▲+98% Added · +16K sh | Q2 2026 | |
| 21 | Envestnet Asset Management Inc | 29K | $1.1M | ▲+62% Added · +11K sh | Q1 2026 | |
| 22 | Citadel Advisors LLC | 26K | $1.1M | ▲New +26K sh | Q2 2026 | |
| 23 | Mather Group, LLC. | 25K | $984K | ▲New +25K sh | Q1 2026 | |
| 24 | Private Advisor Group, LLC | 24K | $1.0M | ▲+199% Added · +16K sh | Q2 2026 | |
| 25 | Merit Financial Group, LLC | 22K | $917K | ▼−57% Reduced · −30K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 4 funds opened a new position in MFDX and 7 added to an existing one, while 7 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 21 funds | $9.1B |
| Apple IncAAPL | 21 funds | $7.3B |
| Microsoft CorpMSFT | 21 funds | $6.0B |
| Amazon.com IncAMZN | 21 funds | $5.2B |
| Alphabet Inc-CL AGOOGL | 21 funds | $3.4B |
| Alphabet Inc-CL CGOOG | 21 funds | $2.8B |
| Berkshire Hathaway Inc-CL BBRK/B | 21 funds | $1.6B |
| SS SPDR S&P 500 ETF Trust-USSPY | 21 funds | $1.4B |
| Ishares Core S&P 500 ETFIVV | 20 funds | $15.1B |
| Broadcom IncAVGO | 20 funds | $3.5B |
| Micron Technology IncMU | 20 funds | $2.4B |
| Eli Lilly & CoLLY | 20 funds | $2.3B |
Ranked by how many of MFDX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MFDX.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 25 | 16 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| MFDXthis pageRAFI DYN MULTI | 55 funds | $368.0M |
| MFUSRAFI DYN ML US | 32 funds | $207.6M |
| MFEMmc | 31 funds | $115.2M |
| 72202L678OPEN END TAXABLE LOAD FUND | 1 funds | $909 |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for MFDX
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MFDX/capital-change-brief"
Use Arkolith's capital_change_brief for MFDX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MFDX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.