20 tracked 13F filers disclose a position in MVV as of the latest SEC 13F filings, a combined $9.9M 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 | Cassaday & Co Wealth Management LLC | $4.5M | 62K | —Held | Q1 2026 | |
| 2 | Creative Planning | $1.8M | 25K | ▼−3.6% Reduced · −920 sh | Q1 2026 | |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 14K | ▲New +14K sh | Q1 2026 | |
| 4 | JANE STREET GROUP, LLC | $380K | 5K | ▲New +5K sh | Q1 2026 | |
| 5 | Lido Advisors, LLC | $297K | 4K | ▼−17% Reduced · −840 sh | Q1 2026 | |
| 6 | Harvest Investment Services, LLC | $263K | 4K | ▼−28% Reduced · −1K sh | Q1 2026 | |
| 7 | Corient Private Wealth LLC | $257K | 4K | ▲+0.1% Added · +5 sh | Q1 2026 | |
| 8 | OSAIC HOLDINGS, INC. | $217K | 3K | —Held | Q1 2026 | |
| 9 | Kingsview Wealth Management, LLC | $208K | 3K | ▼−5.6% Reduced · −171 sh | Q1 2026 | |
| 10 | Traynor Capital Management, Inc. | $246K | 3K | ▲New +3K sh | Q2 2026 | |
| 11 | J. Safra Sarasin Holding AG | $230K | 3K | ▲New +3K sh | Q2 2026 | |
| 12 | Sage Capital Management, LLC | $212K | 2K | ▲Added Added · +2K sh | Q2 2026 | |
| 13 | Tower Research Capital LLC (TRC) | $159K | 2K | ▲+321% Added · +2K sh | Q1 2026 | |
| 14 | Institute for Wealth Management, LLC. | $166K | 2K | ▲New +2K sh | Q2 2026 | |
| 15 | AE Wealth Management LLC | $14K | 197 | —Held | Q1 2026 | |
| 16 | Qube Research & Technologies Ltd | $10K | 140 | ▼−35% Reduced · −77 sh | Q1 2026 | |
| 17 | ASSETMARK, INC | $4K | 42 | ▼−40% Reduced · −28 sh | Q2 2026 | |
| 18 | UBS Group AG | $1K | 18 | ▼−95% Reduced · −359 sh | Q1 2026 | |
| 19 | MORGAN STANLEY | $117 | 1 | ▼−50% Reduced · −1 sh | Q1 2026 | |
| 20 | WELLS FARGO & COMPANY/MN | $42 | 1 | —Held | 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, 2 funds opened a new position in MVV and 2 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).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 6 funds | $1.9B |
| MICROSOFT CORPMSFT | 6 funds | $1.3B |
| ALPHABET INC-CL AGOOGL | 6 funds | $1.1B |
| NVIDIA CORPNVDA | 6 funds | $1.1B |
| AMAZON.COM INCAMZN | 6 funds | $968.7M |
| ELI LILLY & COLLY | 6 funds | $838.4M |
| JPMORGAN CHASE & COJPM | 6 funds | $798.7M |
| ALPHABET INC-CL CGOOG | 6 funds | $694.0M |
| META PLATFORMS INC-CLASS AMETA | 6 funds | $530.7M |
| CHEVRON CORPCVX | 6 funds | $450.5M |
| PEPSICO INCPEP | 6 funds | $284.8M |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 6 funds | $265.2M |
Ranked by how many of MVV's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| SSOcommon | 195 funds | $1.4B |
| QLDSTOK | 170 funds | $1.4B |
| CSMPSHS LC COR PLUS | 87 funds | $249.5M |
| ROMcs | 59 funds | $60.4M |
| USDcommon | 42 funds | $69.6M |
| UWMcommon | 41 funds | $61.7M |
| DDMPSHS ULTRA DOW30 | 40 funds | $55.1M |
| MVVthis pagePSHS ULT MCAP400 | 20 funds | $9.9M |
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 MVV
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/MVV/capital-change-brief"
Use Arkolith's capital_change_brief for MVV. 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 MVV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.