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Mexico Equity and Income FD (MXE)

CUSIP: 592834105 | US | Financial Services · Asset Management | Micro Cap | 79 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

City of London Investment Management Co LTD1,251,701
1.1% of portfolio›$15.6M
Matisse Capital237,827
1.2% of portfolio›$3.0M
Blue Bell Private Wealth Management, LLC74,312
0.1% of portfolio›$928.1K
Shaker Financial Services, LLC70,498
0.3% of portfolio›$880.5K
Signaturefd, LLC2,488
0.0% of portfolio›$31.1K
Wolverine Asset Management LLC2,267
0.0% of portfolio›$28.3K
Eastern Bank1,261
0.0% of portfolio›$15.7K
StyleTurnoverLocationFiled
City of London Investment Management Co LTD
1,251,701$15.6M1.1%YieldMediumLondon, United Kingdom2026-10-30
Matisse Capital
237,827$3.0M1.2%ValueMediumPortland, OR2026-10-29
Blue Bell Private Wealth Management, LLC
74,312$928.1K0.1%YieldVery LowBlue Bell, PA2026-10-29
Shaker Financial Services, LLC
70,498$880.5K0.3%YieldHighArlington, VA2026-10-14
Signaturefd, LLC
2,488$31.1K0.0%IndexLowAtlanta, GA2026-10-23
Wolverine Asset Management LLC
2,267$28.3K0.0%Deep ValueVery HighChicago, IL2026-11-02
Eastern Bank
1,261$15.7K0.0%GrowthMediumBoston, MA2026-10-05