MFEM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +15.4% ·
share flow +2.6% ·
net new positions +13.3%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | +2 | 1.32M | $37.32M | +2 | — |
| Q1 2026 | 13 | -1 | 1.29M | $32.23M | — | −1 |
| Q4 2025 | 14 | -1 | 1.21M | $28.08M | — | −1 |
| Q3 2025 | 3 | -1 | 18.46K | $415,770 | — | −1 |
| Q2 2025 | 2 | +1 | 59.97K | $1.27M | +1 | — |
| Q1 2025 | 1 | 0 | 22.47K | $428,512 | — | — |
| Q4 2024 | 1 | -1 | 21.82K | $414,831 | — | −1 |
| Q3 2024 | 2 | 0 | 154.04K | $3.27M | — | — |
| Q2 2024 | 2 | — | 82.92K | $1.70M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 943.40K | +3.4% | $26.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Mml Investors Services, Llc | 155.68K | +41.3% | $4.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Jane Street Group, Llc | 49.01K | -66.0% | $1.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 30.16K | -5.4% | $851,524 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 28.70K | +2870400.0% | $810,501 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 28.70K | +2870400.0% | $810,501 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 28.70K | +2870400.0% | $810,501 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 18.75K | +29.7% | $529,370 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cetera Investment Advisers | 18.20K | +10.3% | $514,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 15.74K | +41.2% | $444,328 | 0.0% | ▲ Add | 9 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 15.07K | +0.4% | $425,439 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 13.90K | +16.8% | $385,461 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 13.20K | +39.4% | $372,613 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 13.20K | +39.4% | $372,613 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 11.29K | +16.4% | $318,656 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Mariner, LLC | 7.31K | New | $206,451 | 0.0% | New | 1 | SEC ↗ |
| 17 | Assetmark, Inc | 1.21K | 0.0% | $34,051 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Citigroup Inc | 507 | New | $14,315 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Mariner, LLC | $206,451 | 0.0% |
| Citigroup Inc | $14,315 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 31 holders, 4.94M shares, $102.31M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.