5 tracked 13F filers disclose a position in MVFD as of the latest SEC 13F filings, a combined $112.6M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | $107.3M | 3.6M | ▲+9.4% Added · +307K sh | Q2 2026 | |
| 2 | WBI INVESTMENTS, LLC | $1.8M | 59K | ▲+8.9% Added · +5K sh | Q2 2026 | |
| 3 | MILLINGTON SECURITIES, LLC | $1.6M | 54K | ▲New +54K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 52K | ▲New +52K sh | Q1 2026 | |
| 5 | WEST MICHIGAN ADVISORS, LLC | $431K | 14K | ▲+21% Added · +2K sh | Q2 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 MVFD and 2 added to an existing one, while 0 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).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 3 funds | $17.3M |
| MICROSOFT CORPMSFT | 3 funds | $13.4M |
| INVESCO QQQ TRUST SERIES 1QQQ | 3 funds | $12.9M |
| ALTRIA GROUP INCMO | 3 funds | $12.8M |
| VERIZON COMMUNICATIONS INCVZ | 3 funds | $9.5M |
| BRISTOL-MYERS SQUIBB COBMY | 3 funds | $8.8M |
| ALPHABET INC-CL AGOOGL | 3 funds | $7.9M |
| INVESCO NASDAQ 100 ETFQQQM | 3 funds | $7.5M |
| JPMORGAN CHASE & COJPM | 3 funds | $7.5M |
| BROADCOM INCAVGO | 3 funds | $7.5M |
| COMCAST CORP-CLASS ACMCSA | 3 funds | $6.7M |
| PFIZER INCPFE | 3 funds | $6.0M |
Ranked by how many of MVFD's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| PTLmc | 110 funds | $541.1M |
| BAMGETF | 13 funds | $7.6M |
| BAMVETF | 13 funds | $5.8M |
| NSINATL SEC EME ETF | 11 funds | $26.7M |
| BAMDFUND | 11 funds | $3.0M |
| MSSSMONARCH SEL SUBS | 8 funds | $140.6M |
| 66537J879ETF | 8 funds | $1.8M |
| MVFGMONARCH VOL FACT | 7 funds | $167.9M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for MVFD
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/MVFD/capital-change-brief"
Use Arkolith's capital_change_brief for MVFD. 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 MVFD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.