证券记录
MFA
MFA Financial, Inc. · Real Estate · REIT - Mortgage
81被追踪持有人
-2Δ持有人
38.19M持有股份
$370.93M报告持仓市值
+4新建仓位
−7清仓
动量输入（同类管理人）：
持有人广度 -2.4% ·
股份流向 +2.3% ·
净新建仓位 -3.7%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 81 | -2 | 38.19M | $370.93M | +4 | −7 |
| Q1 2026 | 87 | +6 | 37.62M | $361.24M | +9 | −3 |
| Q4 2025 | 81 | -2 | 44.17M | $412.06M | — | −2 |
| Q3 2025 | 18 | +1 | 30.25M | $278.87M | +3 | −3 |
| Q2 2025 | 15 | +1 | 31.33M | $297.31M | +2 | −1 |
| Q1 2025 | 11 | +2 | 10.32M | $106.76M | +2 | — |
| Q4 2024 | 9 | -1 | 14.47M | $148.35M | +1 | −2 |
| Q3 2024 | 9 | 0 | 16.41M | $208.78M | +1 | −1 |
| Q2 2024 | 9 | — | 15.46M | $164.50M | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (被动) | 9.46M | +3.0% | $91.67M | 0.0% | ▲ Add | 5 | SEC ↗ ×14 |
| 2 | Vanguard Capital Management Llc | 4.52M | -0.3% | $43.83M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (被动) | 2.58M | +6.0% | $25.87M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 4 | Geode Capital Management ✦ (被动) | 2.65M | +2.9% | $25.65M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 5 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 2.19M | +3.4% | $21.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Invesco Ltd. | 1.78M | +8.0% | $17.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Charles Schwab Investment… | 1.54M | -1.8% | $14.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 1.31M | +12.2% | $12.74M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 9 | Northern Trust Corp | 1.05M | +10.7% | $10.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 10 | AQR Capital Management ✦ | 955.20K | -6.1% | $9.26M | 0.0% | ▼ Trim | 6 | SEC ↗ ×7 |
| 11 | Goldman Sachs Group ✦ | 708.99K | +26.5% | $6.87M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 12 | First Trust Advisors Lp | 687.91K | 新增 | $6.67M | 0.0% | New | 1 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 567.52K | -27.0% | $5.50M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 537.99K | +0.7% | $5.21M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Citigroup Inc | 483.81K | +27.3% | $4.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Morgan Stanley ✦ | 461.69K | +67.2% | $4.47M | 0.0% | ▲ Add | 4 | SEC ↗ ×8 |
| 17 | UBS Group AG | 448.09K | +94.1% | $4.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 18 | Allianz Asset Management GmbH | 444.88K | -12.0% | $4.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 442.74K | -60.2% | $4.29M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 20 | LPL Financial LLC | 402.83K | +4.7% | $3.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Connor, Clark & Lunn Investment… | 370.38K | +48.0% | $3.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | UBS AM, a distinct business unit of… | 301.91K | +25.7% | $2.93M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 23 | Citadel Advisors ✦ | 274.20K | +206.6% | $2.66M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Nuveen, LLC | 261.22K | 0.0% | $2.53M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 25 | Millennium Management ✦ | 259.31K | -10.9% | $2.51M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 26 | Tudor Investment Corp Et Al | 214.68K | +102.8% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Swiss National Bank | 204.88K | +1.2% | $1.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Voya Investment Management Llc | 168.98K | +4.9% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | Corient Private Wealth LP | 158.27K | +46.8% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | T. Rowe Price ✦ | 158.04K | +18.9% | $1.53M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 143.65K | +1.7% | $1.42M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 32 | Stifel Financial Corp | 142.02K | -14.5% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 33 | Wells Fargo & Company/Mn | 136.49K | +61.6% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 34 | Rhumbline Advisers | 130.92K | -1.9% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Franklin Resources Inc | 130.12K | +4.6% | $1.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | Russell Investments Group, Ltd. | 116.82K | +54.3% | $1.13M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 37 | Alliancebernstein L.P. | 114.78K | -0.1% | $1.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Legal & General Group Plc | 110.00K | +0.7% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 39 | Jennison Associates Llc | 108.01K | +44.1% | $1.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Deutsche Bank Ag\ | 103.28K | +7.3% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 41 | Raymond James Financial Inc | 101.47K | -0.5% | $983,211 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 42 | Bank Of America Corp /De/ | 95.24K | -19.4% | $922,914 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 43 | Susquehanna International Group, Llp | 89.37K | -8.9% | $865,976 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 44 | Jane Street Group, Llc | 89.11K | +54.6% | $863,476 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Sei Investments Co | 88.16K | +4.6% | $854,282 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 46 | Victory Capital Management Inc | 73.64K | +0.2% | $713,620 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 71.67K | +36.5% | $694,889 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 48 | Royal Bank Of Canada | 65.82K | +30.3% | $638,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 49 | Arrowstreet Capital ✦ | 62.64K | +193.3% | $607,020 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Quantinno Capital Management LP | 53.03K | +9.6% | $513,891 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | State Board Of Administration Of… | 45.79K | 0.0% | $443,676 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Wealth Enhancement Advisory… | 46.19K | +9.1% | $438,783 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Mercer Global Advisors Inc /Adv | 43.92K | -0.8% | $425,546 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Mariner, LLC | 38.63K | -20.1% | $374,324 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Zurcher Kantonalbank (Zurich… | 34.37K | +125.5% | $333,084 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | New York State Common Retirement… | 33.64K | 0.0% | $325,952 | 0.0% | Held | 3 | SEC ↗ |
| 57 | Mml Investors Services, Llc | 31.52K | +169.3% | $305,451 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Manufacturers Life Insurance… | 25.65K | -4.5% | $248,568 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Cerity Partners LLC | 25.05K | -22.7% | $242,783 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 60 | Pictet Asset Management Holding SA | 20.17K | 0.0% | $195,447 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Prudential Financial Inc | 17.31K | -69.0% | $167,734 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Bnp Paribas Financial Markets | 16.68K | -40.2% | $161,620 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 16.59K | -4.8% | $160,739 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 64 | Universal- Beteiligungs- und… | 16.53K | +36.8% | $160,138 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Creative Planning | 16.29K | -17.8% | $157,855 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Cetera Investment Advisers | 15.95K | +49.1% | $154,532 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Us Bancorp \De\ | 15.72K | 0.0% | $152,376 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 68 | Barclays Plc | 15.26K | -30.7% | $147,888 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 69 | Captrust Financial Advisors | 15.08K | -19.0% | $146,142 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | IMC-Chicago, LLC | 13.81K | 新增 | $133,790 | 0.0% | New | 1 | SEC ↗ |
| 71 | State Of Wisconsin Investment Board | 13.74K | 新增 | $133,170 | 0.0% | New | 1 | SEC ↗ |
| 72 | ProShare Advisors LLC | 13.39K | -10.4% | $129,739 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Ameriprise Financial Inc | 10.79K | 新增 | $104,576 | 0.0% | New | 1 | SEC ↗ ×2 |
| 74 | Canada Pension Plan Investment Board | 10.30K | 0.0% | $99,807 | 0.0% | Held | 3 | SEC ↗ |
| 75 | TD Waterhouse Canada Inc. | 4.33K | +109.4% | $41,418 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 76 | Jones Financial Companies Lllp | 4.12K | +226.9% | $40,466 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Optiver Holding B.V. | 2.98K | -1.6% | $28,915 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Group One Trading Llc | 1.45K | +191.2% | $14,080 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | BNP Paribas Asset Management… | 1.10K | -3.3% | $10,659 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Fifth Third Bancorp | 1.07K | +382.1% | $10,416 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Rockefeller Capital Management L.P. | 1.01K | -53.5% | $9,749 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| First Trust Advisors Lp | $6.67M | 0.0% |
| IMC-Chicago, LLC | $133,790 | 0.0% |
| State Of Wisconsin Investment… | $133,170 | 0.0% |
| Ameriprise Financial Inc | $104,576 | 0.0% |
已清仓
| Wellington Management | $6.90M | 曾为 0.0% |
| Balyasny Asset Management L.P. | $1.36M | 曾为 0.0% |
| Point72 Asset Management | $1.04M | 曾为 0.0% |
| Marshall Wace | $934,950 | 曾为 0.0% |
| Simplex Trading, Llc | $513,737 | 曾为 0.0% |
| HighTower Advisors, LLC | $177,905 | 曾为 0.0% |
| Nomura Asset Management Co Ltd | $22,034 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 215 持有人, 50.66M 股份, $462.31M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据