Filing Research | MFA - MFA FINL INC Institutional Holdings

Snapshot holdings

31 / 31 loaded

#		Instrument	quantity
1	Simplify Asset Management Inc.	Shares	167.7KSH	$1.6M
2	Y-Intercept (Hong Kong) Ltd	Shares	142.9KSH	$1.4M
3	QRG CAPITAL MANAGEMENT, INC.	Shares	79.7KSH	$772.5K
4	Composition Wealth, LLC	Shares	47.8KSH	$463.3K
5	Miller Global Investments, LLC	Shares	45.6KSH	$442.1K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	46.2KSH	$438.8K
7	Police & Firemen's Retirement System of New Jersey	Shares	28.4KSH	$275.6K
8	Sequoia Financial Advisors, LLC	Shares	23.7KSH	$229.6K
9	Value Investment Professionals, LLC	Shares	11.8KSH	$114.0K
10	Longboard Asset Management, LP	Shares	11.2KSH	$108.1K
11	Versant Capital Management, Inc	Shares	5.2KSH	$50.2K
12	GAMMA Investing LLC	Shares	4.8KSH	$46.7K
13	IFP Advisors, Inc	Shares	3.3KSH	$32.1K
14	EverSource Wealth Advisors, LLC	Shares	3.3KSH	$31.6K
15	Farther Finance Advisors, LLC	Shares	1.3KSH	$12.3K
16	GHP Investment Advisors, Inc.	Shares	1.3KSH	$12.1K
17	Golden State Wealth Management, LLC	Shares	650SH	$6.3K
18	MassMutual Private Wealth & Trust, FSB	Shares	500SH	$4.8K
19	True Wealth Design, LLC	Shares	403SH	$3.9K
20	FINANCIAL CONSULATE, INC	Shares	250SH	$2.4K
21	SJS Investment Consulting Inc.	Shares	206SH	$2.0K
22	Investment Research & Advisory Group, Inc.	Shares	137SH	$1.3K
23	Blue Trust, Inc.	Shares	117SH	$1.1K
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	99SH	$948
25	Spire Wealth Management	Shares	75SH	$727
26	Investors Research Corp	Shares	23SH	$223
27	Financial Life Planners	Shares	3SH	$31
28	Hughes Financial Services, LLC	Shares	1SH	$10
29	Roble, Belko & Company, Inc	Shares	1.0KSH	$10
30	Capital Advisors, Ltd. LLC	Shares	824SH	$8
31	TSFG, LLC	Shares	252SH	$2

Manager changes2026-06-30 vs 2026-03-31

33 / 33 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+71.2K	+$697.9K	$1.4M
2	QRG CAPITAL MANAGEMENT, INC. added	Shares	+34.5K	+$339.6K	$772.5K
3	Longboard Asset Management, LP new	Shares	+11.2K	+$108.1K	$108.1K
4	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+3.9K	+$28.1K	$438.8K
5	EverSource Wealth Advisors, LLC added	Shares	+1.5K	+$14.3K	$31.6K
6	Composition Wealth, LLC unchanged	Shares	0	+$5.3K	$463.3K
7	Value Investment Professionals, LLC added	Shares	+396	+$5.1K	$114.0K
8	Miller Global Investments, LLC unchanged	Shares	0	+$5.0K	$442.1K
9	IFP Advisors, Inc added	Shares	+437	+$4.5K	$32.1K
10	Golden State Wealth Management, LLC added	Shares	+350	+$3.4K	$6.3K
11	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$3.1K	$275.6K
12	SJS Investment Consulting Inc. added	Shares	+203	+$2.0K	$2.0K
13	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+38	+$364	$948
14	Farther Finance Advisors, LLC added	Shares	+17	+$323	$12.3K
15	GHP Investment Advisors, Inc. unchanged	Shares	0	+$138	$12.1K
16	Investment Research & Advisory Group, Inc. added	Shares	+5	+$59	$1.3K
17	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$55	$4.8K
18	True Wealth Design, LLC unchanged	Shares	0	+$45	$3.9K
19	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$28	$2.4K
20	Blue Trust, Inc. unchanged	Shares	0	+$13	$1.1K
21	Spire Wealth Management unchanged	Shares	0	+$8	$727
22	Investors Research Corp unchanged	Shares	0	+$3	$223
23	Financial Life Planners unchanged	Shares	0	+$2	$31
24	Capital Advisors, Ltd. LLC trimmed	Shares	-1	$0	$8
25	Roble, Belko & Company, Inc unchanged	Shares	0	$0	$10
26	TSFG, LLC unchanged	Shares	0	$0	$2
27	Hughes Financial Services, LLC trimmed	Shares	-3	-$28	$10
28	DHJJ Financial Advisors, Ltd. exited	Shares	-5	-$48	$0
29	GAMMA Investing LLC trimmed	Shares	-336	-$2.7K	$46.7K
30	Versant Capital Management, Inc trimmed	Shares	-461	-$3.8K	$50.2K
31	Sequoia Financial Advisors, LLC trimmed	Shares	-2.0K	-$16.5K	$229.6K
32	Merit Financial Group, LLC exited	Shares	-11.3K	-$107.9K	$0
33	Simplify Asset Management Inc. trimmed	Shares	-41.3K	-$376.8K	$1.6M