MPV

Barings Participation InvestETF$16.26 0.49%
UnclassifiedUSCUSIP 06761A103· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
32
-22 QoQ
13F Value (tracked)
$38.1M
13F Moves · latest Q
8 added
2 trimmed
Recent Filings
6

Price & smart-money activity

$16.26 0.49%5Y +19.5%
$10.69$13.27$15.86$18.44$21.02202120222023202420252026323224523342242224333324255656739557542
Hover for who · click for detailEnd-of-day closing prices52w $15.36 – $20.67

Who owns MPV?

32 tracked 13F filers

32 tracked 13F filers disclose a position in MPV as of the latest SEC 13F filings, a combined $38.1M 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.

#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$4.9M
288K
−4.0%
Reduced · −12K sh
Q1 2026
2BENJAMIN EDWARDS INC
$4.8M
287K
+0.7%
Added · +2K sh
Q2 2026
3BARINGS LLC
$4.9M
286K
+1.0%
Added · +3K sh
Q1 2026
4TSP Capital Management Group, LLC
$4.7M
277K
~0%
Added · +112 sh
Q2 2026
5LPL Financial LLC
$3.4M
200K
+23%
Added · +37K sh
Q1 2026
6OSAIC HOLDINGS, INC.
$3.4M
198K
−2.5%
Reduced · −5K sh
Q1 2026
7COMMONWEALTH EQUITY SERVICES, LLC
$2.3M
137K
+2.5%
Added · +3K sh
Q1 2026
8Cetera Investment Advisers
$1.8M
106K
+4.7%
Added · +5K sh
Q1 2026
9Smith Asset Management Co., LLC
$1.1M
68K
−0.9%
Reduced · −603 sh
Q2 2026
10BANK OF AMERICA CORP /DE/
$853K
50K
−25%
Reduced · −17K sh
Q1 2026
11Curbstone Financial Management Corp
$794K
47K
Held
Q2 2026
12CALDWELL SUTTER CAPITAL, INC.
$737K
44K
Held
Q2 2026
13JONES FINANCIAL COMPANIES LLLP
$678K
40K
+12%
Added · +4K sh
Q1 2026
14NewEdge Advisors, LLC
$537K
31K
+48%
Added · +10K sh
Q1 2026
15ENVESTNET ASSET MANAGEMENT INC
$531K
31K
+55%
Added · +11K sh
Q1 2026
16RAYMOND JAMES FINANCIAL INC
$527K
31K
+1.9%
Added · +582 sh
Q1 2026
17UBS Group AG
$371K
22K
−14%
Reduced · −4K sh
Q1 2026
18OPPENHEIMER & CO INC
$335K
20K
−2.5%
Reduced · −500 sh
Q2 2026
19PFG Investments, LLC
$306K
18K
+1.9%
Added · +339 sh
Q1 2026
20Sanctuary Advisors, LLC
$291K
17K
Held
Q1 2026
21JANE STREET GROUP, LLC
$177K
10K
−47%
Reduced · −9K sh
Q1 2026
22MONTAG A & ASSOCIATES INC
$143K
9K
Held
Q2 2026
23WELLS FARGO & COMPANY/MN
$81K
5K
Added
Added · +5K sh
Q1 2026
24Advisory Services Network, LLC
$60K
4K
New
+4K sh
Q1 2026
25Keating Financial Advisory Services, Inc.
$52K
3K
+2.0%
Added · +59 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.

Is MPV being bought or sold by institutions?

Last quarter, 1 fund opened a new position in MPV and 7 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
7
funds
Reduced
2
funds
Exited
0
funds

Funds that own MPV also own

CompanyCo-held byCombined value
APPLE INCAAPL13 funds$1.3B
INVESCO QQQ TRUST SERIES 1QQQ13 funds$785.6M
MICROSOFT CORPMSFT13 funds$722.4M
AMAZON.COM INCAMZN13 funds$521.7M
ALPHABET INC-CL AGOOGL13 funds$516.8M
SS SPDR S&P 500 ETF TRUST-USSPY13 funds$515.1M
WALMART INCWMT13 funds$341.2M
BERKSHIRE HATHAWAY INC-CL BBRK/B13 funds$268.2M
DUKE ENERGY CORPDUK13 funds$44.0M
ISHARES CORE S&P 500 ETFIVV12 funds$1.5B
NVIDIA CORPNVDA12 funds$829.6M
ALPHABET INC-CL CGOOG12 funds$389.7M

Ranked by how many of MPV's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

10 funds-18 since Q3 2024
01632Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $12.7M

Recent filings

6 shown

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Connected entities for MPV

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Ask your agent what changed in 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.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MPV/capital-change-brief"
Ask your agent
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.