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Funds Holding MFEM

On this page, we present all of the funds holding MFEM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding MFEM, with a link to that fund's top holdings. The next columns indicate the amount of MFEM stock held by each of the funds holding MFEM, followed by the MFEM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 33 funds holding MFEM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Envestnet Asset Management Inc.. For more details on the positions held by Envestnet Asset Management Inc. (or by any of the other funds holding MFEM), click the fund name in the "Holder" column of the funds-holding-MFEM table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Envestnet Asset Management Inc.940,490$18,042 12/31/2023
     MFEM940,490$18,042 12/31/2023
Schiavi & Co LLC858,024$16,777 03/31/2024
     MFEM858,024$16,777 03/31/2024
Park Avenue Securities LLC642,369$12,561 03/31/2024
     MFEM642,369$12,561 03/31/2024
Orion Portfolio Solutions LLC247,707$4,844 03/31/2024
     MFEM247,707$4,844 03/31/2024
Austin Wealth Management LLC245,638$4,722 12/31/2023
     MFEM245,638$4,722 12/31/2023
Integrated Capital Management Inc.235,470$4,604 03/31/2024
     MFEM235,470$4,604 03/31/2024
Pasadena Private Wealth LLC140,799$2,753 03/31/2024
     MFEM140,799$2,753 03/31/2024
Jane Street Group LLC107,142$2,055 12/31/2023
     MFEM107,142$2,055 12/31/2023
MML Investors Services LLC101,450$1,946 12/31/2023
     MFEM101,450$1,946 12/31/2023
Altfest L J & Co. Inc.97,582$1,908 03/31/2024
     MFEM97,582$1,908 03/31/2024
Goldman Sachs Group Inc.99,415$1,907 12/31/2023
     MFEM99,415$1,907 12/31/2023
Wealth Enhancement Advisory Services LLC46,200$903 03/31/2024
     MFEM46,200$903 03/31/2024
Cambridge Investment Research Advisors Inc.32,396$633 03/31/2024
     MFEM32,396$633 03/31/2024
Citadel Advisors LLC31,625$607 12/31/2023
     MFEM31,625$607 12/31/2023
Kathleen S. Wright Associates Inc.27,389$536 03/31/2024
     MFEM27,389$536 03/31/2024
Flow Traders U.S. LLC26,493$508 12/31/2023
     MFEM26,493$508 12/31/2023
Moloney Securities Asset Management LLC25,529$499 03/31/2024
     MFEM25,529$499 03/31/2024
Bank of New York Mellon Corp23,048$451 03/31/2024
     MFEM23,048$451 03/31/2024
AE Wealth Management LLC21,449$399 12/31/2023
     MFEM21,449$399 12/31/2023
Dynamic Advisor Solutions LLC16,433$321 03/31/2024
     MFEM16,433$321 03/31/2024
Commonwealth Equity Services LLC13,647$267 03/31/2024
     MFEM13,647$267 03/31/2024
OLD Mission Capital LLC13,268$255 12/31/2023
     MFEM13,268$255 12/31/2023
LPL Financial LLC12,100$237 03/31/2024
     MFEM12,100$237 03/31/2024
Cetera Advisors LLC11,998$230 12/31/2023
     MFEM11,998$230 12/31/2023
Williams & Novak LLC10,482$201 03/31/2024
     MFEM10,482$201 03/31/2024
Steward Partners Investment Advisory LLC6,362$122 12/31/2023
     MFEM6,362$122 12/31/2023
Wells Fargo & Company MN6,050$118 03/31/2024
     MFEM6,050$118 03/31/2024
Asset Dedication LLC3,155$62 03/31/2024
     MFEM3,155$62 03/31/2024
Advisor Group Holdings Inc.2,517$49 03/31/2024
     MFEM2,517$49 03/31/2024
IFP Advisors Inc1,736$33 12/31/2023
     MFEM1,736$33 12/31/2023
Royal Bank of Canada750$14 12/31/2023
     MFEM750$14 12/31/2023
Princeton Global Asset Management LLC388$8 03/31/2024
     MFEM388$8 03/31/2024
Baystate Wealth Management LLC186$4 12/31/2023
     MFEM186$4 12/31/2023
Proequities Inc.0$0 03/31/2024
     MFEM0$0 03/31/2024

See Summary: Institutional Holders of MFEM
See Details: Top 10 Hedge Funds Holding MFEM
Also See: MFEM Holdings Changes

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