| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | EVOLVE PRIVATE WEALTH, LLC | $14.1M | 561.7K | Added | Q1 2026 |
| 2 | MML INVESTORS SERVICES, LLC | $2.8M | 110.2K | Reduced | Q1 2026 |
| 3 | Orion Porfolio Solutions, LLC | $1.4M | 55.9K | Reduced | Q1 2026 |
| 4 | CITADEL ADVISORS LLC | $875K | 41.4K | New | Q2 2025 |
| 5 | Private Advisor Group, LLC | $573K | 22.9K | New | Q1 2026 |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $296K | 11.9K | Reduced | Q1 2026 |
| 7 | ASSETMARK, INC | $30K | 1.2K | Held | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES TRIVV | 6 funds | $5.0B |
| VANGUARD INDEX FDSVOO | 6 funds | $3.2B |
| VANGUARD WORLD FDMGK | 6 funds | $3.2B |
| MICROSOFT CORPMSFT | 6 funds | $2.5B |
| NVIDIA CORPORATIONNVDA | 6 funds | $2.3B |
| APPLE INCAAPL | 6 funds | $2.3B |
| ALPHABET INCGOOGL | 6 funds | $1.9B |
| ISHARES TRAGG | 6 funds | $1.9B |
| AMAZON COM INCAMZN | 6 funds | $1.7B |
| ISHARES TRIEFA | 6 funds | $1.4B |
| ISHARES INCIEMG | 6 funds | $1.3B |
| META PLATFORMS INCMETA | 6 funds | $1.1B |
Ranked by how many of MFEM's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MFEM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.