Among active 13F managers last quarter, 3 opened and 3 added, while 2 reduced; the largest holder to move was Symphony Financial, Ltd. Co. (+3.3%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
21 tracked 13F filers disclose a position in MVO as of the latest SEC 13F filings, a combined $642K 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 | Symphony Financial, Ltd. Co. | 76K | $123K | ▲+3.3% Added · +2K sh | Q2 2026 | |
| 2 | Bank Of America Corp | 56K | $126K | ▲17× Added · +52K sh | Q1 2026 | |
| 3 | Jane Street Group, LLC | 34K | $78K | ▲New +34K sh | Q1 2026 | |
| 4 | XTX Topco Ltd | 34K | $77K | ▼−6.3% Reduced · −2K sh | Q1 2026 | |
| 5 | McGowan Group Asset Management, Inc. | 19K | $34K | ▲+3.1% Added · +578 sh | Q2 2026 | |
| 6 | Susquehanna International Group, LLP | 19K | $43K | ▼−62% Reduced · −30K sh | Q1 2026 | |
| 7 | Allworth Financial LP | 15K | $32K | ▲+52% Added · +5K sh | Q1 2026 | |
| 8 | Citadel Advisors LLC | 14K | $25K | ▼−28% Reduced · −6K sh | Q2 2026 | |
| 9 | Leading Edge Financial Planning LLC | 12K | $21K | ▲New +12K sh | Q2 2026 | |
| 10 | Cerity Partners LLC | 12K | $26K | —Held | Q1 2026 | |
| 11 | Selective Wealth Management, Inc. | 11K | $8K | ▼−12% Reduced · −2K sh | Q2 2026 | |
| 12 | Jaffetilchin Investment Partners, LLC | 10K | $23K | ▲New +10K sh | Q1 2026 | |
| 13 | Osaic Holdings, Inc. | 5K | $10K | —Held | Q1 2026 | |
| 14 | SouthState Bank Corp | 4K | $7K | —Held | Q2 2026 | |
| 15 | Rockefeller Capital Management L.P. | 1K | $3K | ▲+7.6% Added · +88 sh | Q1 2026 | |
| 16 | Morgan Stanley | 1K | $2K | ▼−86% Reduced · −6K sh | Q1 2026 | |
| 17 | Harbour Investments, Inc. | 800 | $2K | ▲New +800 sh | Q1 2026 | |
| 18 | UBS Group AG | 747 | $2K | —Held | Q1 2026 | |
| 19 | New England Capital Financial Advisors LLC | 700 | $1K | —Held | Q2 2026 | |
| 20 | Caitong International Asset Management Co., Ltd | 5 | $9 | ▲+400% Added · +4 sh | Q2 2026 | |
| 21 | Advisory Services Network, LLC | 1 | Withheld | ▲New +1 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. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 3 funds opened a new position in MVO and 3 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 |
|---|---|---|
| Amazon.com IncAMZN | 8 funds | $2.8B |
| Nvidia CorpNVDA | 8 funds | $2.8B |
| Apple IncAAPL | 8 funds | $2.6B |
| Eli Lilly & CoLLY | 8 funds | $1.3B |
| Alphabet Inc-CL AGOOGL | 8 funds | $1.2B |
| Applied Materials IncAMAT | 8 funds | $822.8M |
| JPMorgan Chase & CoJPM | 8 funds | $820.6M |
| Walmart IncWMT | 8 funds | $818.6M |
| Kla CorpKLAC | 8 funds | $802.9M |
| Micron Technology IncMU | 8 funds | $743.3M |
| Oracle CorpORCL | 8 funds | $738.0M |
| Coca-Cola CoKO | 8 funds | $668.2M |
Ranked by how many of MVO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MVO.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jan 31, 2007 | Vap I Llc | 10% Owner | Sell (S) | 281K | $5.3M |
| Jan 31, 2007 | MV Energy LLC | 10% Owner | Sell (S) 2 lots, same day | 563K | $10.5M |
| Jan 24, 2007 | MV Partners LLC | 10% Owner | Sell (S) 2 lots, same day | 11.5M | $220.3M |
| Jan 24, 2007 | Vap I Llc | 10% Owner | Sell (S) 2 lots, same day | 7.8M | $145.5M |
| Jan 24, 2007 | MV Energy LLC | 10% Owner | Sell (S) 3 lots, same day | 8.1M | $150.8M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 6 | 5 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for MVO
This stock 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/MVO/capital-change-brief"
Use Arkolith's capital_change_brief for MVO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for MVO. Filings are public domain, sourced to SEC EDGAR.