MXF
name pending profile ingest
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.8% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 11 | 0 | 1.73M | $37.81M | +1 | −1 |
| Q1 2026 | 12 | +1 | 1.87M | $39.16M | +1 | — |
| Q4 2025 | 11 | 0 | 1.97M | $39.73M | — | — |
| Q3 2025 | 1 | — | 25.25K | $497,541 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Allspring Global Investments… | 953.75K | — | $19.21M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Lazard Asset Management Llc | 952.18K | — | $19.18M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 40.13K | +58.9% | $808,178 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 17.37K | — | $349,845 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 17.37K | — | $349,845 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | UBS Group AG | 2.33K | — | $46,866 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 1.67K | — | $34,000 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.67K | — | $34,000 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 1.57K | — | $31,620 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Us Bancorp \De\ | 1.22K | — | $24,531 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 1.20K | — | $24,107 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cwm, Llc | 739 | — | $15,000 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 507 | — | $10,206 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 507 | — | $10,206 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 45 holders, 8.49M shares, $175.75M 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.
Open-market purchases (P)
Director · 677 sh @ 21.84 · $14,785
Director · 690 sh @ 21.72 · $14,978
Director · 1 sh @ 21.61 · $22
10% owner · 2.95K sh @ 21.41 · $63,202
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
15.5% of class · View original SEC filing ↗
14.3% of class · View original SEC filing ↗