MFM

MFS Municipal Income TrustETF$5.27 0.19%
UnclassifiedCUSIP 552738106· EOD Sep 8, 2026

Among active 13F managers last quarter, 23 opened and 18 added, while 6 reduced; the largest holder to move was Rivernorth Capital Management, LLC (+66%).

Tracked 13F holders
103
66 in Q2 2026 filings
13F value (tracked)
$128.9M
13F moves · latest Q
41 added
6 reduced

Price & smart-money activity

$5.27 0.19%5Y -25.6%
$4.18$5.01$5.83$6.65$7.482021202220232024202520262966867767107689786512576366113147101220923917143052
Hover for who · click for detailEnd-of-day closing prices52w $5.22 – $5.62

Who owns MFM?

103 tracked 13F filers · ranked by shares held

103 tracked 13F filers disclose a position in MFM as of the latest SEC 13F filings, a combined $128.9M 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.

#FundSharesPosition valueLast moveAs ofHistory
1Pathstone Holdings, LLC5.4M
$30.4M
+12%
Added · +590K sh
Q2 2026
2Bank Of America Corp1.6M
$8.7M
+1.1%
Added · +18K sh
Q1 2026
3Rivernorth Capital Management, LLC1.5M
$8.5M
+66%
Added · +602K sh
Q2 2026
4UBS Group AG1.3M
$6.9M
+9.4%
Added · +109K sh
Q1 2026
5Advisors Asset Management, Inc.1.2M
$6.8M
−4.7%
Reduced · −60K sh
Q2 2026
6Robinson Capital Management, LLC1.1M
$6.1M
+501%
Added · +898K sh
Q2 2026
7Hennion & Walsh Asset Management, Inc.1.0M
$5.8M
+28%
Added · +225K sh
Q2 2026
8Almitas Capital LLC879K
$4.9M
Added
Added · +879K sh
Q2 2026
9Guggenheim Capital LLC832K
$4.5M
−9.4%
Reduced · −86K sh
Q1 2026
10Van Eck Associates Corp729K
$4.1M
+86%
Added · +337K sh
Q2 2026
11Whitebox Advisors LLC575K
$3.2M
+360%
Added · +450K sh
Q2 2026
12Closed-End Fund Advisors, Inc.467K
$2.6M
+70%
Added · +192K sh
Q2 2026
13Summit Financial, LLC449K
$2.5M
+700%
Added · +393K sh
Q2 2026
14Melfa Wealth Management, Inc.432K
$2.4M
+185%
Added · +280K sh
Q2 2026
15Thomas J. Herzfeld Advisors, Inc.345K
$1.9M
+459%
Added · +284K sh
Q2 2026
16Mackay Shields LLC334K
$1.9M
+0.2%
Added · +667 sh
Q2 2026
17City Of London Investment Management Co Ltd325K
$1.8M
New
+325K sh
Q2 2026
18NewEdge Advisors, LLC320K
$1.8M
+103%
Added · +163K sh
Q2 2026
19Envestnet Asset Management Inc261K
$1.4M
+8.4%
Added · +20K sh
Q1 2026
20Logan Stone Capital, LLC257K
$1.4M
−22%
Reduced · −74K sh
Q2 2026
21Riverbridge Partners LLC248K
$1.4M
+37%
Added · +67K sh
Q2 2026
22Bulldog Investors, LLP230K
$1.3M
New
+230K sh
Q2 2026
23Raymond James Financial Inc209K
$1.1M
−0.2%
Reduced · −383 sh
Q1 2026
24Balanced Wealth Group LLC198K
$1.1M
+1.4%
Added · +3K sh
Q2 2026
25Morgan Stanley195K
$1.1M
+9.7%
Added · +17K sh
Q1 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.

Is MFM being bought or sold by institutions?

Last quarter, 23 funds opened a new position in MFM and 18 added to an existing one, while 6 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
23
funds took a first position
Added
18
added to an existing position
Reduced
6
reduced, still holding
Biggest moves · ranked by size of the change, positions above a floor

Funds that own MFM also own

CompanyCo-held byTheir position there
Microsoft CorpMSFT45 funds$5.8B
Apple IncAAPL44 funds$8.8B
Nvidia CorpNVDA43 funds$23.4B
Amazon.com IncAMZN42 funds$6.4B
Johnson & JohnsonJNJ42 funds$1.5B
Tesla IncTSLA42 funds$1.4B
Chevron CorpCVX42 funds$1.2B
Alphabet Inc-CL AGOOGL41 funds$4.5B
Eli Lilly & CoLLY41 funds$2.9B
JPMorgan Chase & CoJPM41 funds$2.2B
Cisco Systems IncCSCO41 funds$1.2B
Broadcom IncAVGO40 funds$9.4B

Ranked by how many of MFM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MFM.

Institutional ownership over time

66 tracked filers in Q2 2026 filingsstill filing
04181Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $52.1M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Recent filings

15 most recent

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Connected entities for MFM

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Ask your agent what changed in MFM

This ETF 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MFM/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MFM.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MFM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.