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MFEM — Performance
Institutional Holders of MFEM
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 LLC841,275$16,139 12/31/2023
     MFEM841,275$16,139 12/31/2023
Park Avenue Securities LLC642,369$12,561 03/31/2024
     MFEM642,369$12,561 03/31/2024
Orion Portfolio Solutions LLC263,929$4,978 12/31/2023
     MFEM263,929$4,978 12/31/2023
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.32,111$616 12/31/2023
     MFEM32,111$616 12/31/2023
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
SageView Advisory Group LLC25,984$498 12/31/2023
     MFEM25,984$498 12/31/2023
LPL Financial LLC24,329$467 12/31/2023
     MFEM24,329$467 12/31/2023
Susquehanna International Group LLP23,534$451 12/31/2023
     MFEM23,534$451 12/31/2023
Bank of New York Mellon Corp23,053$442 12/31/2023
     MFEM23,053$442 12/31/2023
AE Wealth Management LLC21,449$399 12/31/2023
     MFEM21,449$399 12/31/2023
Moloney Securities Asset Management LLC17,388$334 12/31/2023
     MFEM17,388$334 12/31/2023
Dynamic Advisor Solutions LLC16,433$321 03/31/2024
     MFEM16,433$321 03/31/2024
Commonwealth Equity Services LLC13,564$260 12/31/2023
     MFEM13,564$260 12/31/2023
OLD Mission Capital LLC13,268$255 12/31/2023
     MFEM13,268$255 12/31/2023
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$116 12/31/2023
     MFEM6,050$116 12/31/2023
SILVER OAK SECURITIES Inc4,796$92 12/31/2023
     MFEM4,796$92 12/31/2023
Advisor Group Holdings Inc.4,205$81 12/31/2023
     MFEM4,205$81 12/31/2023
Asset Dedication LLC3,155$62 03/31/2024
     MFEM3,155$62 03/31/2024
Mascoma Wealth Management LLC2,199$42 12/31/2023
     MFEM2,199$42 12/31/2023
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$7 12/31/2023
     MFEM388$7 12/31/2023
Baystate Wealth Management LLC186$4 12/31/2023
     MFEM186$4 12/31/2023

See All: Funds Holding MFEM
See Details: Top 10 Hedge Funds Holding MFEM
Also See: MFEM Holdings Changes

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