Who owns MFIC (MFIC)
Which tracked institutional funds hold MFIC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MFIC 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
18 tracked funds added or opened MFIC while 30 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
MFIC’s largest tracked holder by dollar value, THORNBURG INVESTMENT MANAGEMENT INC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MFIC 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 176 tracked filers holding MFIC, 82 increased or opened the position and 99 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 MFIC 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 5
- SOROS FUND MANAGEMENT LLC$22M
- VICTORY CAPITAL MANAGEMENT INC$7M
- Magnetar Financial LLC$1M
- BALYASNY ASSET MANAGEMENT L.P.$953K
- DRW Securities, LLC$714K
Full exits 9
- Diameter Capital Partners LP$12M
- North Ground Capital$7M
- RIVERNORTH CAPITAL MANAGEMENT, LLC$5M
- Janney Montgomery Scott LLC$4M
- Trexquant Investment LP$1M
- COMERICA BANK$985K
Largest adds
- Russell Investments Group, Ltd.$6M
- Invesco Ltd.$4M
- Next Capital Management LLC$4M
- XTX Topco Ltd$2M
- VARCOV Co.$2M
- RAYMOND JAMES FINANCIAL INC$1M
Largest trims
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$150M
- VAN ECK ASSOCIATES CORP$6M
- Alpine Global Management, LLC$3M
- UBS Group AG$3M
- JANE STREET GROUP, LLC$2M
- MORGAN STANLEY$2M
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 |
|---|---|---|---|---|
| THORNBURG INVESTMENT MANAGEMENT INC added | 3,237,783 | $36M | 9.2% | 2026-Q1 |
| Apollo Management Holdings, L.P. trimmed | 2,348,747 | $26M | 6.7% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC new | 1,944,500 | $22M | 5.5% | 2026-Q1 |
| Next Capital Management LLC added | 1,871,652 | $21M | 5.3% | 2026-Q1 |
| UBS Group AG trimmed | 1,818,285 | $20M | 5.2% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 1,811,169 | $20M | 5.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,614,619 | $18M | 4.6% | 2026-Q1 |
| Invesco Ltd. added | 1,294,585 | $15M | 3.7% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 783,193 | $9M | 2.2% | 2026-Q1 |
| Legal & General Group Plc added | 725,413 | $8M | 2.1% | 2026-Q1 |
| Muzinich & Co., Inc. added | 716,498 | $8M | 2.0% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 654,211 | $7M | 1.9% | 2026-Q1 |
| CURA WEALTH ADVISORS, LLC trimmed | 613,918 | $7M | 1.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 607,486 | $7M | 1.7% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. | 549,575 | $6M | 1.6% | 2026-Q1 |
| ARES MANAGEMENT LLC | 545,532 | $6M | 1.5% | 2026-Q1 |
| Callodine Capital Management, LP trimmed | 458,108 | $5M | 1.3% | 2026-Q1 |
| CONDOR CAPITAL MANAGEMENT trimmed | 434,228 | $5M | 1.2% | 2026-Q1 |
| Foundations Investment Advisors, LLC trimmed | 433,541 | $5M | 1.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 428,642 | $5M | 1.2% | 2026-Q1 |
| BlackRock, Inc. added | 403,868 | $5M | 1.1% | 2026-Q1 |
| Ethos Financial Group, LLC | 393,598 | $4M | 1.1% | 2026-Q1 |
| CASTLEKEEP INVESTMENT ADVISORS LLC added | 396,173 | $4M | 1.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 360,807 | $4M | 1.0% | 2026-Q1 |
| XTX Topco Ltd added | 342,330 | $4M | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 298,288 | $3M | 0.8% | 2026-Q1 |
| United Advisor Group, LLC added | 270,052 | $3M | 0.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 261,745 | $3M | 0.7% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 255,278 | $3M | 0.7% | 2026-Q1 |
| BI Asset Management Fondsmaeglerselskab A/S added | 249,306 | $3M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 248,521 | $3M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 214,871 | $2M | 0.6% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 204,156 | $2M | 0.6% | 2026-Q1 |
| Naviter Wealth, LLC added | 197,475 | $2M | 0.6% | 2026-Q1 |
| VARCOV Co. added | 178,913 | $2M | 0.5% | 2026-Q1 |
| DNB Asset Management AS | 153,358 | $2M | 0.4% | 2026-Q1 |
| Lansforsakringar Fondforvaltning AB (publ) added | 145,576 | $2M | 0.4% | 2026-Q1 |
| Almitas Capital LLC added | 140,477 | $2M | 0.4% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. trimmed | 132,623 | $1M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 131,473 | $1M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 130,766 | $1M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 128,273 | $1M | 0.4% | 2026-Q1 |
| SHARPEPOINT LLC added | 124,177 | $1M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 123,567 | $1M | 0.4% | 2026-Q1 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC trimmed | 117,182 | $1M | 0.3% | 2026-Q1 |
| Magnetar Financial LLC new | 112,559 | $1M | 0.3% | 2026-Q1 |
| Global Wealth Management Investment Advisory, Inc. added | 112,373 | $1M | 0.3% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 101,371 | $1M | 0.3% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 101,284 | $1M | 0.3% | 2026-Q1 |
| LSV ASSET MANAGEMENT | 96,100 | $1M | 0.3% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 91,368 | $1M | 0.3% | 2026-Q1 |
| Garner Asset Management Corp trimmed | 86,575 | $973K | 0.2% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 84,777 | $953K | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 82,034 | $922K | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ | 79,954 | $899K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC added | 77,616 | $872K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 76,527 | $860K | 0.2% | 2026-Q1 |
| Alpine Global Management, LLC trimmed | 73,766 | $829K | 0.2% | 2026-Q1 |
| Cerity Partners LLC trimmed | 73,707 | $828K | 0.2% | 2026-Q1 |
| Sigma Planning Corp added | 73,561 | $827K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 68,478 | $770K | 0.2% | 2026-Q1 |
| Lido Advisors, LLC added | 67,218 | $756K | 0.2% | 2026-Q1 |
| DRW Securities, LLC new | 63,487 | $714K | 0.2% | 2026-Q1 |
| Millennium Capital Advisors, LLC added | 61,823 | $695K | 0.2% | 2026-Q1 |
| DENALI ADVISORS LLC trimmed | 59,731 | $671K | 0.2% | 2026-Q1 |
| Camelot Portfolios, LLC trimmed | 57,685 | $648K | 0.2% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 57,327 | $644K | 0.2% | 2026-Q1 |
| Virtus Investment Advisers, LLC trimmed | 55,212 | $621K | 0.2% | 2026-Q1 |
| PANORAMIC INVESTMENT ADVISORS, LLC | 53,630 | $603K | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 45,418 | $510K | 0.1% | 2026-Q1 |
| Brevan Howard Capital Management LP added | 43,421 | $488K | 0.1% | 2026-Q1 |
| TCFG WEALTH MANAGEMENT, LLC added | 42,349 | $476K | 0.1% | 2026-Q1 |
| TCFG Investment Advisors, LLC new | 42,349 | $476K | 0.1% | 2026-Q1 |
| Bayshore Capital Advisors, LLC new | 40,000 | $450K | 0.1% | 2026-Q1 |
| MERIDIAN INVESTMENT COUNSEL INC. added | 39,113 | $440K | 0.1% | 2026-Q1 |
| SHUFRO ROSE & CO LLC | 37,267 | $419K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 37,014 | $416K | 0.1% | 2026-Q1 |
| Diameter Capital Partners LP new | 1,013,005 | $12M | 2.9% | 2025-Q4 stale |
| North Ground Capital added | 651,326 | $7M | 1.9% | 2025-Q4 stale |
| RIVERNORTH CAPITAL MANAGEMENT, LLC added | 414,430 | $5M | 1.2% | 2025-Q4 stale |
| Janney Montgomery Scott LLC trimmed | 364,142 | $4M | 1.1% | 2025-Q4 stale |
| Allspring Global Investments Holdings, LLC trimmed | 278,489 | $4M | 0.9% | 2025-Q1 stale |
| 1832 Asset Management L.P. added | 230,000 | $3M | 0.7% | 2025-Q1 stale |
| Graypoint LLC added | 186,797 | $2M | 0.6% | 2025-Q2 stale |
| BARCLAYS PLC added | 123,634 | $2M | 0.4% | 2025-Q3 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 122,591 | $1M | 0.4% | 2025-Q3 stale |
| Qube Research & Technologies Ltd added | 95,058 | $1M | 0.3% | 2025-Q1 stale |
| Kovitz Investment Group Partners, LLC trimmed | 101,666 | $1M | 0.3% | 2025-Q3 stale |
| Trexquant Investment LP added | 101,212 | $1M | 0.3% | 2025-Q4 stale |
| COMERICA BANK trimmed | 86,137 | $985K | 0.2% | 2025-Q4 stale |
| CW Advisors, LLC added | 76,278 | $963K | 0.2% | 2025-Q2 stale |
| M Holdings Securities, Inc. trimmed | 72,318 | $913K | 0.2% | 2025-Q2 stale |
| Quantbot Technologies LP added | 67,607 | $773K | 0.2% | 2025-Q4 stale |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 51,851 | $654K | 0.2% | 2025-Q2 stale |
| MQS Management LLC added | 52,193 | $597K | 0.2% | 2025-Q4 stale |
| Jump Financial, LLC trimmed | 48,637 | $556K | 0.1% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 42,940 | $491K | 0.1% | 2025-Q4 stale |
| LeClair Wealth Partners LLC | 40,885 | $468K | 0.1% | 2025-Q4 stale |
| EVOKE WEALTH, LLC | 36,800 | $464K | 0.1% | 2025-Q2 stale |
| NORTHERN TRUST CORP trimmed | 40,242 | $460K | 0.1% | 2025-Q4 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.