Institutional Holders (2026 Q2)
126 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MFM. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Robinson Capital Management, LLC | 2.67% | 1,076,957 | $6.1M |
| 2 | Closed-End Fund Advisors, Inc. | 2.56% | 466,837 | $2.6M |
| 3 | Melfa Wealth Management, INC. | 1.31% | 431,579 | $2.4M |
| 4 | Almitas Capital LLC | 1.18% | 878,531 | $4.9M |
| 5 | Thomas J. Herzfeld Advisors, Inc. | 0.60% | 345,429 | $1.9M |
| 6 | Rivernorth Capital Management, LLC | 0.40% | 1,509,877 | $8.5M |
| 7 | Balanced Wealth Group LLC | 0.35% | 197,774 | $1.1M |
| 8 | Logan Stone Capital, LLC | 0.31% | 256,998 | $1.4M |
| 9 | Bulldog Investors, LLP | 0.28% | 230,382 | $1.3M |
| 10 | Hennion & Walsh Asset Management, Inc. | 0.16% | 1,024,569 | $5.8M |
| 11 | Saba Capital Management, L.P. | 0.15% | 1,023,943 | $5.8M |
| 12 | Matisse Capital | 0.13% | 57,056 | $321K |
| 13 | Novak & Powell Financial Services, Inc. | 0.12% | 45,630 | $256K |
| 14 | City of London Investment Management Co Ltd | 0.11% | 324,887 | $1.8M |
| 15 | Advisors Asset Management, Inc. | 0.10% | 1,212,792 | $6.8M |
| 16 | Noble Wealth Management PBC | 0.09% | 36,760 | $207K |
| 17 | Pathstone Holdings, LLC | 0.09% | 5,415,646 | $30.4M |
| 18 | Integrated Capital Management, INC. | 0.08% | 20,068 | $113K |
| 19 | Blue Bell Private Wealth Management, LLC | 0.08% | 108,566 | $610K |
| 20 | Mackay Shields LLC | 0.06% | 333,822 | $1.9M |
| 21 | Tyche Wealth Partners LLC | 0.06% | 70,307 | $395K |
| 22 | Ackerman Capital Advisors, LLC | 0.04% | 39,535 | $222K |
| 23 | Whitebox Advisors LLC | 0.04% | 575,062 | $3.2M |
| 24 | Riverbridge Partners LLC | 0.04% | 247,902 | $1.4M |
| 25 | Bridgewater Advisors Inc. | 0.04% | 127,250 | $683K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|