72 tracked 13F filers disclose a position in MFM as of the latest SEC 13F filings, a combined $90.2M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Pathstone Holdings, LLC | $26.0M | 4.8M | ▲+3.9% Added · +180K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $8.7M | 1.6M | ▲+1.1% Added · +18K sh | Q1 2026 | |
| 3 | UBS Group AG | $6.9M | 1.3M | ▲+9.4% Added · +109K sh | Q1 2026 | |
| 4 | Advisors Asset Management, Inc. | $6.9M | 1.3M | ▲+13% Added · +142K sh | Q1 2026 | |
| 5 | Hennion & Walsh Asset Management, Inc. | $5.8M | 1.0M | ▲+28% Added · +225K sh | Q2 2026 | |
| 6 | RIVERNORTH CAPITAL MANAGEMENT, LLC | $4.9M | 908K | ▲+12% Added · +97K sh | Q1 2026 | |
| 7 | GUGGENHEIM CAPITAL LLC | $4.5M | 832K | ▼−9.4% Reduced · −86K sh | Q1 2026 | |
| 8 | Closed-End Fund Advisors, Inc. | $2.6M | 467K | ▲+70% Added · +192K sh | Q2 2026 | |
| 9 | MELFA WEALTH MANAGEMENT, INC. | $2.4M | 432K | ▲+185% Added · +280K sh | Q2 2026 | |
| 10 | VAN ECK ASSOCIATES CORP | Withheld | 392K | ▲+13% Added · +45K sh | Q1 2026 | |
| 11 | MACKAY SHIELDS LLC | $1.9M | 334K | ▲+0.2% Added · +667 sh | Q2 2026 | |
| 12 | Logan Stone Capital, LLC | $1.8M | 331K | ▼−25% Reduced · −109K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 261K | ▲+8.4% Added · +20K sh | Q1 2026 | |
| 14 | RIVERBRIDGE PARTNERS LLC | $1.4M | 248K | ▲+37% Added · +67K sh | Q2 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $1.1M | 209K | ▼−0.2% Reduced · −383 sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $1.1M | 195K | ▲+9.7% Added · +17K sh | Q1 2026 | |
| 17 | OSAIC HOLDINGS, INC. | $930K | 172K | ▲+270% Added · +126K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $884K | 164K | ▲+0.4% Added · +662 sh | Q1 2026 | |
| 19 | NewEdge Advisors, LLC | $851K | 158K | ▲+12% Added · +17K sh | Q1 2026 | |
| 20 | Private Advisor Group, LLC | $817K | 152K | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | $702K | 130K | ▼−16% Reduced · −24K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $691K | 128K | ▲+23% Added · +24K sh | Q1 2026 | |
| 23 | Bridgewater Advisors Inc. | $696K | 127K | —Held | Q1 2026 | |
| 24 | WHITEBOX ADVISORS LLC | $674K | 125K | —Held | Q1 2026 | |
| 25 | Creative Planning | $626K | 116K | ▼−6.7% Reduced · −8K 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.
Last quarter, 9 funds opened a new position in MFM and 12 added to an existing one, while 3 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 29 funds | $8.4B |
| FISERV INCFISV | 29 funds | $77.9M |
| NVIDIA CORPNVDA | 28 funds | $11.3B |
| APPLE INCAAPL | 28 funds | $10.5B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 28 funds | $2.4B |
| TESLA INCTSLA | 28 funds | $2.2B |
| COSTCO WHOLESALE CORPCOST | 28 funds | $2.2B |
| VISA INC-CLASS A SHARESV | 28 funds | $2.2B |
| JOHNSON & JOHNSONJNJ | 28 funds | $2.1B |
| WALMART INCWMT | 28 funds | $2.0B |
| NETFLIX INCNFLX | 28 funds | $1.1B |
| PROCTER & GAMBLE CO/THEPG | 28 funds | $1.1B |
Ranked by how many of MFM's institutional holders also hold each name, a cross-fund conviction signal.
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MFM/capital-change-brief"
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.