Who owns MFEM (MFEM)
Which tracked institutional funds hold MFEM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MFEM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 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
11 tracked funds added or opened MFEM while 4 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
MFEM’s largest tracked holder by dollar value, Schiavi & Co LLC, sizes it at 6.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MFEM 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 2025-Q4 and 2026-Q1, across 31 tracked filers holding MFEM, 15 increased or opened the position and 19 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 MFEM between the 2025-Q4 and 2026-Q1 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 2
- DAHRING | CUSMANO LLC$5M
- Private Advisor Group, LLC$573K
Largest adds
- JANE STREET GROUP, LLC$3M
- Schiavi & Co LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- PARK AVENUE SECURITIES LLC$1M
- EVOLVE PRIVATE WEALTH, LLC$1M
- Williams & Novak, LLC$896K
Largest trims
- Austin Wealth Management, LLC$2M
- MML INVESTORS SERVICES, LLC$592K
- OLD MISSION CAPITAL LLC$490K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$362K
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 |
|---|---|---|---|---|
| Schiavi & Co LLC added | 933,499 | $23M | 17.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 912,799 | $23M | 17.5% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 679,168 | $17M | 13.1% | 2026-Q1 |
| EVOLVE PRIVATE WEALTH, LLC added | 561,692 | $14M | 10.8% | 2026-Q1 |
| INTEGRATED CAPITAL MANAGEMENT, INC. trimmed | 227,511 | $6M | 4.4% | 2026-Q1 |
| Austin Wealth Management, LLC trimmed | 227,455 | $6M | 4.4% | 2026-Q1 |
| ALTFEST L J & CO INC trimmed | 210,692 | $5M | 4.1% | 2026-Q1 |
| DAHRING | CUSMANO LLC new | 203,530 | $5M | 3.9% | 2026-Q1 |
| Williams & Novak, LLC added | 169,057 | $4M | 3.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 144,023 | $4M | 2.8% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 138,411 | $3M | 2.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 110,179 | $3M | 2.1% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC added | 78,547 | $2M | 1.5% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 77,324 | $2M | 1.5% | 2026-Q1 |
| ENTREWEALTH, LLC added | 73,112 | $2M | 1.4% | 2026-Q1 |
| LPL Financial LLC added | 31,894 | $798K | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 28,894 | $723K | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 22,915 | $573K | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 16,506 | $413K | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 15,003 | $375K | 0.3% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 14,520 | $363K | 0.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 14,458 | $362K | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 11,900 | $296K | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 11,141 | $279K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,695 | $243K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 9,466 | $237K | 0.2% | 2026-Q1 |
| Roble, Belko & Company, Inc trimmed | 2,815 | $70K | 0.1% | 2026-Q1 |
| ASSETMARK, INC | 1,206 | $30K | 0.0% | 2026-Q1 |
| Bogart Wealth, LLC new | 1,000 | $25K | 0.0% | 2026-Q1 |
| Princeton Global Asset Management LLC | 50 | $1K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1 | $36 | 0.0% | 2026-Q1 |
| Orion Portfolio Solutions, LLC trimmed | 152,937 | $3M | 2.2% | 2025-Q1 stale |
| Crossmark Global Holdings, Inc. trimmed | 52,727 | $1M | 0.9% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 41,375 | $875K | 0.7% | 2025-Q2 stale |
| Empirical Asset Management, LLC trimmed | 15,367 | $346K | 0.3% | 2025-Q3 stale |
| Moloney Securities Asset Management, LLC trimmed | 14,460 | $326K | 0.3% | 2025-Q3 stale |
| Virtu Financial LLC added | 13,099 | $303K | 0.2% | 2025-Q4 stale |
| Kathleen S. Wright Associates Inc. added | 12,064 | $272K | 0.2% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC new | 11,465 | $219K | 0.2% | 2025-Q1 stale |
| Asset Dedication, LLC | 3,155 | $73K | 0.1% | 2025-Q4 stale |
| SageView Advisory Group, LLC trimmed | 924 | $21K | 0.0% | 2025-Q4 stale |
| JPMORGAN CHASE & CO trimmed | 910 | $20K | 0.0% | 2025-Q3 stale |
| Steward Partners Investment Advisory, LLC trimmed | 814 | $18K | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC new | 763 | $18K | 0.0% | 2025-Q4 stale |
| UBS Group AG added | 287 | $7K | 0.0% | 2025-Q4 stale |
| Cape Investment Advisory, Inc. new | 100 | $2K | 0.0% | 2025-Q4 stale |
| FMR LLC added | 14 | $262 | 0.0% | 2025-Q1 stale |
| REAP Financial Group, LLC new | 1 | $21 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.