MFM — Institutional owners (13F)

126 filers · $150.8M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
Pathstone Holdings, LLC $30,435,934 5,415,646 20.19% Shares
BANK OF AMERICA CORP /DE/ $12,215,082 2,173,502 8.10% Shares
UBS Group AG $10,235,537 1,821,270 6.79% Shares
RIVERNORTH CAPITAL MANAGEMENT, LLC $8,485,509 1,509,877 5.63% Shares
Advisors Asset Management, Inc. $6,141,884 1,131,102 4.07% Shares
ROBINSON CAPITAL MANAGEMENT, LLC $6,052,498 1,076,957 4.01% Shares
Saba Capital Management, L.P. $5,754,560 1,023,943 3.82% Shares
Almitas Capital LLC $4,937,344 878,531 3.27% Shares
GUGGENHEIM CAPITAL LLC $4,750,626 845,307 3.15% Shares
VAN ECK ASSOCIATES CORP $4,096,969 728,998 2.72% Shares
WHITEBOX ADVISORS LLC $3,231,848 575,062 2.14% Shares
MORGAN STANLEY $3,183,881 566,526 2.11% Shares
Closed-End Fund Advisors, Inc. $2,623,624 466,837 1.74% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,586,750 460,275 1.72% Shares
Invesco Ltd. $2,560,820 455,662 1.70% Shares
Summit Financial, LLC $2,524,175 449,141 1.67% Shares
MELFA WEALTH MANAGEMENT, INC. $2,425,476 431,579 1.61% Shares
OSAIC HOLDINGS, INC. $2,240,152 398,602 1.49% Shares
ENVESTNET ASSET MANAGEMENT INC $2,034,440 362,000 1.35% Shares
RAYMOND JAMES FINANCIAL INC $1,970,883 350,691 1.31% Shares
Thomas J. Herzfeld Advisors, Inc. $1,941,311 345,429 1.29% Shares
MacKay Shields LLC $1,876,080 333,822 1.24% Shares
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $1,825,865 324,887 1.21% Shares
NewEdge Advisors, LLC $1,800,162 320,314 1.19% Shares
Logan Stone Capital, LLC $1,444,329 256,998 0.96% Shares
RIVERBRIDGE PARTNERS LLC $1,393,207 247,902 0.92% Shares
WELLS FARGO & COMPANY/MN $1,324,754 235,722 0.88% Shares
Bulldog Investors, LLP $1,294,747 230,382 0.86% Shares
BALANCED WEALTH GROUP LLC $1,111,488 197,774 0.74% Shares
Capital Investment Advisors, LLC $1,082,249 192,571 0.72% Shares
Noble Wealth Management PBC $981,973 202,469 0.65% Shares
Rockefeller Capital Management L.P. $857,876 152,647 0.57% Shares
ROYAL BANK OF CANADA $840,000 149,453 0.56% Shares
LPL Financial LLC $806,315 143,472 0.53% Shares
Bridgewater Advisors Inc. $683,333 127,250 0.45% Shares
Bank of New York Mellon Corp $642,308 114,290 0.43% Shares
Creative Planning $622,128 110,699 0.41% Shares
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $610,141 108,566 0.40% Shares
AMERIPRISE FINANCIAL INC $560,460 99,726 0.37% Shares
Lido Advisors, LLC $518,956 92,341 0.34% Shares
ROTHSCHILD INVESTMENT LLC $485,411 86,372 0.32% Shares
CAPTRUST FINANCIAL ADVISORS $405,230 72,105 0.27% Shares
Tyche Wealth Partners LLC $395,123 70,307 0.26% Shares
Catalina Capital Group, LLC $377,974 70,125 0.25% Shares
Cetera Investment Advisers $360,715 64,185 0.24% Shares
Equitable Holdings, Inc. $352,531 62,728 0.23% Shares
Kestra Advisory Services, LLC $289,133 51,447 0.19% Shares
Novak & Powell Financial Services, Inc. $256,440 45,630 0.17% Shares
MML INVESTORS SERVICES, LLC $254,237 45,238 0.17% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $252,647 44,955 0.17% Shares
Aviance Capital Partners, LLC $250,287 44,535 0.17% Shares
TRUIST FINANCIAL CORP $249,163 44,335 0.17% Shares
Focus Partners Wealth $245,929 43,758 0.16% Shares
Mutual Advisors, LLC $238,665 42,467 0.16% Shares
CITADEL ADVISORS LLC $232,359 41,345 0.15% Shares
&PARTNERS $228,077 40,583 0.15% Shares
Ackerman Capital Advisors, LLC $222,187 39,535 0.15% Shares
HighTower Advisors, LLC $181,572 32,308 0.12% Shares
READYSTATE ASSET MANAGEMENT LP $178,019 31,676 0.12% Shares
Wealthcare Advisory Partners LLC $172,006 30,606 0.11% Shares
Fortis Capital Advisors, LLC $164,351 29,244 0.11% Shares
Belpointe Asset Management LLC $164,351 29,244 0.11% Shares
Apollon Wealth Management, LLC $161,052 28,657 0.11% Shares
PFG Investments, LLC $155,550 27,678 0.10% Shares
Beacon Pointe Advisors, LLC $147,835 26,305 0.10% Shares
Matisse Capital $147,751 27,412 0.10% Shares
STIFEL FINANCIAL CORP $144,709 25,749 0.10% Shares
Baird Financial Group, Inc. $143,670 25,564 0.10% Shares
Compound Planning, Inc. $135,906 24,183 0.09% Shares
Beverly Hills Private Wealth, LLC $128,701 22,900 0.09% Shares
Waverly Advisors, LLC $126,555 22,519 0.08% Shares
EVOLVE PRIVATE WEALTH, LLC $126,512 22,511 0.08% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $125,882 22,399 0.08% Shares
Chicago Partners Investment Group LLC $121,123 22,224 0.08% Shares
INTEGRATED CAPITAL MANAGEMENT, INC. $112,782 20,068 0.07% Shares
NOMURA HOLDINGS INC $112,400 20,000 0.07% Shares
Allspring Global Investments Holdings, LLC $110,742 19,705 0.07% Shares
Integrated Wealth Concepts LLC $99,412 17,689 0.07% Shares
HORIZON KINETICS ASSET MANAGEMENT LLC $97,855 17,412 0.06% Shares
Ethos Financial Group, LLC $97,618 18,111 0.06% Shares
SILVERLAKE WEALTH MANAGEMENT LLC $91,263 16,239 0.06% Shares
Mariner, LLC $91,152 16,219 0.06% Shares
Canal Capital Management, LLC $89,280 15,886 0.06% Shares
DAVIS R M INC $88,645 15,773 0.06% Shares
Concurrent Investment Advisors, LLC $81,288 14,464 0.05% Shares
MERCER GLOBAL ADVISORS INC /ADV $81,194 14,447 0.05% Shares
World Investment Advisors $77,951 14,462 0.05% Shares
BOKF, NA $77,281 13,751 0.05% Shares
1607 Capital Partners, LLC $76,584 13,627 0.05% Shares
H D Vest Advisory Services $66,883 12,937 0.04% Shares
J.W. COLE ADVISORS, INC. $65,737 11,697 0.04% Shares
Sanctuary Advisors, LLC $65,709 11,692 0.04% Shares
JANE STREET GROUP, LLC $64,934 11,554 0.04% Shares
AMARILLO NATIONAL BANK $64,641 11,502 0.04% Shares
ADAPT WEALTH ADVISORS, LLC $62,421 11,107 0.04% Shares
Fortitude Advisory Group L.L.C. $58,858 10,473 0.04% Shares
Farther Finance Advisors, LLC $57,549 10,240 0.04% Shares
SPIREPOINT PRIVATE CLIENT, LLC $56,665 10,083 0.04% Shares
Western Wealth Management, LLC $56,228 10,005 0.04% Shares
NWF Advisory Services Inc. $56,200 10,000 0.04% Shares
Commonwealth Financial Services, LLC $56,200 10,000 0.04% Shares
Allworth Financial LP $53,964 9,602 0.04% Shares
IFP Advisors, Inc $45,016 8,010 0.03% Shares
Park Place Capital Corp $39,368 7,005 0.03% Shares
FIFTH THIRD BANCORP $31,719 5,644 0.02% Shares
Colonial Trust Advisors $30,427 5,414 0.02% Shares
Community Financial Services Group, LLC $22,361 3,986 0.01% Shares
Commonwealth Retirement Investments LLC $20,333 3,618 0.01% Shares
MONTAG A & ASSOCIATES INC $19,597 3,487 0.01% Shares
Steward Partners Investment Advisory, LLC $13,269 2,361 0.01% Shares
Mascoma Wealth Management LLC $12,594 2,241 0.01% Shares
US BANCORP \DE\ $11,690 2,080 0.01% Shares
PNC Financial Services Group, Inc. $7,272 1,294 0.00% Shares
HARBOUR INVESTMENTS, INC. $7,059 1,256 0.00% Shares
Janney Montgomery Scott LLC $4,027 716,516 0.00% Shares
HIGHLINE WEALTH PARTNERS LLC $3,833 682 0.00% Shares
Anchor Investment Management, LLC $3,653 650 0.00% Shares
Larson Financial Group LLC $2,872 511 0.00% Shares
Bank of New Hampshire $2,810 500 0.00% Shares
EASTERN BANK $2,810 500 0.00% Shares
SIT INVESTMENT ASSOCIATES INC $1,708 303,923 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,129 200,972 0.00% Shares
COHEN & STEERS, INC. $888 158,000 0.00% Shares
PARK AVENUE SECURITIES LLC $739 131,437 0.00% Shares
Bogart Wealth, LLC $565 101 0.00% Shares
Arax Advisory Partners $343 61 0.00% Shares