Among active 13F managers last quarter, 1 opened and 7 added, while 2 reduced; the largest holder to move was Barings LLC (+1.0%).
35 tracked 13F filers disclose a position in MPV as of the latest SEC 13F filings, a combined $38.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Morgan Stanley | 288K | $4.9M | ▼−4.0% Reduced · −12K sh | Q1 2026 | |
| 2 | Benjamin Edwards Inc | 287K | $4.8M | ▲+0.7% Added · +2K sh | Q2 2026 | |
| 3 | Barings LLC | 286K | $4.9M | ▲+1.0% Added · +3K sh | Q1 2026 | |
| 4 | TSP Capital Management Group, LLC | 277K | $4.7M | ▲~0% Added · +112 sh | Q2 2026 | |
| 5 | LPL Financial LLC | 200K | $3.4M | ▲+23% Added · +37K sh | Q1 2026 | |
| 6 | Osaic Holdings, Inc. | 198K | $3.4M | ▼−2.5% Reduced · −5K sh | Q1 2026 | |
| 7 | Commonwealth Equity Services, LLC | 137K | $2.3M | ▲+2.5% Added · +3K sh | Q1 2026 | |
| 8 | Cetera Investment Advisers | 106K | $1.8M | ▲+4.7% Added · +5K sh | Q1 2026 | |
| 9 | Smith Asset Management Co., LLC | 68K | $1.1M | ▼−0.9% Reduced · −603 sh | Q2 2026 | |
| 10 | Bank Of America Corp | 50K | $853K | ▼−25% Reduced · −17K sh | Q1 2026 | |
| 11 | Schwallier Wealth Management LLC | 48K | $802K | ▲+1.6% Added · +734 sh | Q2 2026 | |
| 12 | Curbstone Financial Management Corp | 47K | $794K | —Held | Q2 2026 | |
| 13 | Caldwell Sutter Capital, Inc. | 44K | $737K | —Held | Q2 2026 | |
| 14 | Jones Financial Companies LLLP | 40K | $678K | ▲+12% Added · +4K sh | Q1 2026 | |
| 15 | Envestnet Asset Management Inc | 31K | $531K | ▲+55% Added · +11K sh | Q1 2026 | |
| 16 | Raymond James Financial Inc | 31K | $527K | ▲+1.9% Added · +582 sh | Q1 2026 | |
| 17 | NewEdge Advisors, LLC | 29K | $497K | ▼−5.8% Reduced · −2K sh | Q2 2026 | |
| 18 | UBS Group AG | 22K | $371K | ▼−14% Reduced · −4K sh | Q1 2026 | |
| 19 | Oppenheimer & Co Inc | 20K | $335K | ▼−2.5% Reduced · −500 sh | Q2 2026 | |
| 20 | PFG Investments, LLC | 18K | $306K | ▲+1.9% Added · +339 sh | Q1 2026 | |
| 21 | Sanctuary Advisors, LLC | 17K | $286K | —Held | Q2 2026 | |
| 22 | Jane Street Group, LLC | 10K | $177K | ▼−47% Reduced · −9K sh | Q1 2026 | |
| 23 | Montag A & Associates Inc | 9K | $143K | —Held | Q2 2026 | |
| 24 | Wells Fargo & Company | 5K | $81K | ▲Added Added · +5K sh | Q1 2026 | |
| 25 | Advisory Services Network, LLC | 4K | $60K | ▲New +4K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in MPV and 7 added to an existing one, while 2 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Apple IncAAPL | 14 funds | $1.4B |
| Invesco QQQ Trust Series 1QQQ | 14 funds | $788.9M |
| Microsoft CorpMSFT | 14 funds | $746.3M |
| SS SPDR S&P 500 ETF Trust-USSPY | 14 funds | $546.9M |
| Amazon.com IncAMZN | 14 funds | $526.8M |
| Alphabet Inc-CL AGOOGL | 14 funds | $520.4M |
| Walmart IncWMT | 14 funds | $341.3M |
| Berkshire Hathaway Inc-CL BBRK/B | 14 funds | $269.0M |
| Duke Energy CorpDUK | 14 funds | $44.6M |
| Ishares Core S&P 500 ETFIVV | 13 funds | $1.5B |
| Nvidia CorpNVDA | 13 funds | $837.0M |
| Alphabet Inc-CL CGOOG | 13 funds | $392.5M |
Ranked by how many of MPV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MPV.
Connected entities for MPV
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MPV/capital-change-brief"
Use Arkolith's capital_change_brief for MPV. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MPV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.