Who owns MEM
Which tracked institutional funds hold MEM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MEM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on MEM is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 3 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
MEM’s largest tracked holder by dollar value, JGP Wealth Management, LLC, sizes it at 0.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MEM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 24 tracked filers holding MEM, 14 increased or opened the position and 8 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in MEM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- JANE STREET GROUP, LLC$638K
Full exits 2
- Greenwich Wealth Management LLC$4M
- LPL Financial LLC$608K
Largest adds
- OLD MISSION CAPITAL LLC$3M
- JGP Wealth Management, LLC$1M
- IFC Advisors LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$692K
- PALLADIEM, LLC$652K
- Geneos Wealth Management Inc.$442K
Largest trims
- Dynasty Wealth Management, LLC$1M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JGP Wealth Management, LLC added | 166,857 | $8M | 18.2% | 2026-Q2 |
| Dynasty Wealth Management, LLC trimmed | 152,753 | $7M | 16.7% | 2026-Q2 |
| PALLADIEM, LLC added | 87,306 | $4M | 9.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 71,426 | $3M | 7.8% | 2026-Q2 |
| IFC Advisors LLC added | 64,851 | $3M | 7.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 34,774 | $2M | 3.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 31,330 | $1M | 3.4% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 23,749 | $1M | 2.6% | 2026-Q2 |
| Sierra Capital LLC | 17,960 | $813K | 2.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 14,539 | $658K | 1.6% | 2026-Q2 |
| Bedel Financial Consulting, Inc. trimmed | 14,113 | $639K | 1.5% | 2026-Q2 |
| JANE STREET GROUP, LLC new | 14,092 | $638K | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 13,179 | $597K | 1.4% | 2026-Q2 |
| Matisse Capital | 11,700 | $530K | 1.3% | 2026-Q2 |
| Round Rock Advisors LLC trimmed | 11,611 | $526K | 1.3% | 2026-Q2 |
| EJMK Ventures LLC new | 6,339 | $287K | 0.7% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. trimmed | 5,618 | $254K | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 1,470 | $67K | 0.2% | 2026-Q2 |
| UBS Group AG added | 658 | $30K | 0.1% | 2026-Q2 |
| Richardson Capital Management LLC | 160 | $7K | 0.0% | 2026-Q2 |
| Millstone Evans Group, LLC | 132 | $6K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ | 100 | $5K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 77 | $3K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1 | $49 | 0.0% | 2026-Q2 |
| Greenwich Wealth Management LLC trimmed | 115,914 | $4M | 10.4% | 2026-Q1 stale (1 quarter behind) |
| LPL Financial LLC trimmed | 16,367 | $608K | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Welch Financial Planning, LLC | 7,200 | $267K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Rockefeller Capital Management L.P. trimmed | 426 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Vestmark Advisory Solutions, Inc. new | 77,695 | $3M | 6.1% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.