Who owns MXF
Which tracked institutional funds hold MXF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See MXF company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 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
7 tracked funds added or opened MXF while 5 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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
MXF’s largest tracked holder by dollar value, CITY OF LONDON INVESTMENT MANAGEMENT CO LTD, sizes it at 4.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in MXF 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 44 tracked filers holding MXF, 16 increased or opened the position and 22 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 MXF 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
- Beverly Hills Private Wealth, LLC$802K
Full exits 3
- SIT INVESTMENT ASSOCIATES INC$1M
- Cambridge Investment Research Advisors, Inc.$989K
- WOLVERINE ASSET MANAGEMENT LLC$776K
Largest adds
- Saba Capital Management, L.P.$13M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$2M
- North Ground Capital$1M
- LAZARD ASSET MANAGEMENT LLC$621K
- BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC$410K
- Marex Group Ltd$344K
Largest trims
- Matisse Capital$2M
- Allspring Global Investments Holdings, LLC$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 |
|---|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD trimmed | 3,211,325 | $70M | 36.2% | 2026-Q2 |
| Saba Capital Management, L.P. added | 2,260,134 | $49M | 25.5% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 849,319 | $19M | 9.6% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 715,425 | $16M | 8.1% | 2026-Q2 |
| Almitas Capital LLC trimmed | 170,814 | $4M | 1.9% | 2026-Q2 |
| North Ground Capital added | 136,348 | $3M | 1.5% | 2026-Q2 |
| MORGAN STANLEY trimmed | 132,669 | $3M | 1.5% | 2026-Q2 |
| 1607 Capital Partners, LLC | 129,189 | $3M | 1.5% | 2026-Q2 |
| Altium Capital Management LLC | 128,185 | $3M | 1.4% | 2026-Q2 |
| Marex Group Ltd added | 116,290 | $3M | 1.3% | 2026-Q2 |
| UHLMANN PRICE SECURITIES, LLC added | 110,462 | $2M | 1.2% | 2026-Q2 |
| Matisse Capital trimmed | 105,493 | $2M | 1.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 103,603 | $2M | 1.2% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 102,496 | $2M | 1.2% | 2026-Q2 |
| SFI Advisors, LLC trimmed | 76,614 | $2M | 0.9% | 2026-Q2 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 40,001 | $875K | 0.5% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC new | 36,682 | $802K | 0.4% | 2026-Q2 |
| Hudson Portfolio Management LLC trimmed | 35,868 | $784K | 0.4% | 2026-Q2 |
| Logan Stone Capital, LLC trimmed | 34,926 | $764K | 0.4% | 2026-Q2 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added | 30,183 | $660K | 0.3% | 2026-Q2 |
| Quantedge Capital Pte Ltd trimmed | 20,986 | $459K | 0.2% | 2026-Q2 |
| RAHLFS CAPITAL, LLC | 20,875 | $457K | 0.2% | 2026-Q2 |
| Alpine Global Management, LLC trimmed | 15,948 | $349K | 0.2% | 2026-Q2 |
| Calamos Advisors LLC trimmed | 15,752 | $344K | 0.2% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 14,588 | $319K | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 13,790 | $302K | 0.2% | 2026-Q2 |
| EVOLVE PRIVATE WEALTH, LLC new | 12,724 | $278K | 0.1% | 2026-Q2 |
| JOHN G ULLMAN & ASSOCIATES INC | 10,600 | $232K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,839 | $215K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 9,587 | $210K | 0.1% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC new | 5,748 | $126K | 0.1% | 2026-Q2 |
| United Financial Planning Group LLC new | 5,255 | $115K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 2,481 | $54K | 0.0% | 2026-Q2 |
| UBS Group AG | 2,327 | $51K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,500 | $33K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 1,498 | $33K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,355 | $30K | 0.0% | 2026-Q2 |
| US BANCORP \DE\ | 1,218 | $27K | 0.0% | 2026-Q2 |
| SIGNATUREFD, LLC | 1,207 | $26K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,192 | $26K | 0.0% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. added | 600 | $13K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 323 | $7K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 200 | $4K | 0.0% | 2026-Q2 |
| Creative Capital Management Investments LLC | 108 | $2K | 0.0% | 2026-Q2 |
| SIT INVESTMENT ASSOCIATES INC | 49,669 | $1M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. new | 47,231 | $989K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 37,090 | $776K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC new | 13,336 | $279K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 741 | $16K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Vermillion Wealth Management, Inc. | 197 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| SCOTIA CAPITAL INC. added | 27,281 | $549K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| NATIONAL BANK OF CANADA /FI/ | 350 | $7K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Wilmington Savings Fund Society, FSB | 1,031 | $18K | 0.0% | 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.