MKC-V(MKC-V)
MKC-V
Institutional Ownership
Top 111 Institutional Holders
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Kennon-Green & Company, LLC | 8.33K | Sep 30, 26 | +1.17K | 0.00% |
| Farther Finance Advisors, LLC | 41 | Sep 30, 26 | +22 | 0.00% |
| GAMMA Investing LLC | 30 | Sep 30, 26 | -- | 0.00% |
| Noble Wealth Management PBC | 20 | Sep 30, 26 | -- | 0.00% |
| DEARBORN PARTNERS LLC | 325.44K | Jun 30, 26 | -37.11K | 0.12% |
| BROWN ADVISORY INC | 190.90K | Jun 30, 26 | -- | 0.07% |
| Colony Group, LLC | 106.40K | Jun 30, 26 | -2.47K | 0.04% |
| Evelyn Partners Group Ltd | 103.28K | Jun 30, 26 | +103.28K | 0.04% |
| MORGAN STANLEY | 81.23K | Jun 30, 26 | +31.58K | 0.03% |
| FLOW TRADERS U.S. LLC | 69.98K | Jun 30, 26 | +8.44K | 0.03% |
| DIMENSIONAL FUND ADVISORS LP | 46.31K | Jun 30, 26 | +53 | 0.02% |
| TD Waterhouse Canada Inc. | 35.68K | Jun 30, 26 | +8.76K | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 34.24K | Jun 30, 26 | +5.61K | 0.01% |
| COMMONWEALTH EQUITY SERVICES, LLC | 28.42K | Jun 30, 26 | -106 | 0.01% |
| HB Wealth Management, LLC | 28.41K | Jun 30, 26 | -- | 0.01% |
| EVERMAY WEALTH MANAGEMENT LLC | 20.08K | Jun 30, 26 | -- | 0.01% |
| Arkadios Wealth Advisors | 19.02K | Jun 30, 26 | +4 | 0.01% |
| Brookstone Capital Management | 18.94K | Jun 30, 26 | -- | 0.01% |
| FIRST TRUST ADVISORS LP | 17.59K | Jun 30, 26 | +8.93K | 0.01% |
| Arbor Investment Advisors, LLC | 17.37K | Jun 30, 26 | +6.06K | 0.01% |
| GABELLI FUNDS LLC | 13.00K | Jun 30, 26 | -- | 0.00% |
| Wealthspire Advisors, LLC | 11.89K | Jun 30, 26 | -128.08K | 0.00% |
| Logan Stone Capital, LLC | 10.66K | Jun 30, 26 | +10.66K | 0.00% |
| Cerity Partners LLC | 10.00K | Jun 30, 26 | -1 | 0.00% |
| WBH ADVISORY INC | 8.51K | Jun 30, 26 | -- | 0.00% |
| LPL Financial LLC | 6.78K | Jun 30, 26 | -- | 0.00% |
| MILLENNIUM MANAGEMENT LLC | 5.85K | Jun 30, 26 | +1.37K | 0.00% |
| SCOTIA CAPITAL INC. | 5.51K | Jun 30, 26 | -13 | 0.00% |
| Willis Johnson & Associates, Inc. | 5.46K | Jun 30, 26 | -- | 0.00% |
| SC&H Financial Advisors, Inc. | 5.38K | Jun 30, 26 | -- | 0.00% |
| BANK OF AMERICA CORP /DE/ | 4.60K | Jun 30, 26 | -4.09K | 0.00% |
| RENAISSANCE TECHNOLOGIES LLC | 4.50K | Jun 30, 26 | +4.50K | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 4.39K | Jun 30, 26 | -10 | 0.00% |
| Sanibel Captiva Trust Company, Inc. | 4.37K | Jun 30, 26 | -- | 0.00% |
| GAMCO INVESTORS, INC. ET AL | 4.30K | Jun 30, 26 | -- | 0.00% |
| ROYAL BANK OF CANADA | 3.95K | Jun 30, 26 | +1.28K | 0.00% |
| Turtle Creek Wealth Advisors, LLC | 3.74K | Jun 30, 26 | +3.74K | 0.00% |
| FINANCIAL CONSULATE, INC | 3.48K | Jun 30, 26 | -- | 0.00% |
| BLAIR WILLIAM & CO/IL | 3.12K | Jun 30, 26 | -- | 0.00% |
| WELLS FARGO & COMPANY/MN | 2.36K | Jun 30, 26 | -1.41K | 0.00% |
| CITIGROUP INC | 2.24K | Jun 30, 26 | +1.88K | 0.00% |
| Atlantic Union Bankshares Corp | 1.70K | Jun 30, 26 | -- | 0.00% |
| UBS Group AG | 1.37K | Jun 30, 26 | -702 | 0.00% |
| Integrated Wealth Concepts LLC | 361 | Jun 30, 26 | +361 | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 341 | Jun 30, 26 | +341 | 0.00% |
| Glass Jacobson Investment Advisors llc | 337 | Jun 30, 26 | -- | 0.00% |
| Beacon Capital Management, Inc. | 318 | Jun 30, 26 | -- | 0.00% |
| JONES FINANCIAL COMPANIES LLLP | 248 | Jun 30, 26 | +1 | 0.00% |
| Delos Wealth Advisors, LLC | 210 | Jun 30, 26 | -- | 0.00% |
| SRS Capital Advisors, Inc. | 201 | Jun 30, 26 | +201 | 0.00% |
| BOK Financial Private Wealth, Inc. | 180 | Jun 30, 26 | -- | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 156 | Jun 30, 26 | -606 | 0.00% |
| HARBOR INVESTMENT ADVISORY, LLC | 112 | Jun 30, 26 | -- | 0.00% |
| Geneos Wealth Management Inc. | 100 | Jun 30, 26 | -- | 0.00% |
| Tower Research Capital LLC (TRC) | 84 | Jun 30, 26 | -259 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 78 | Jun 30, 26 | +48 | 0.00% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 40 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 37 | Jun 30, 26 | -6 | 0.00% |
| GAMMA Investing LLC | 30 | Jun 30, 26 | -- | 0.00% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 25 | Jun 30, 26 | +25 | 0.00% |
| BANK OF MONTREAL /CAN/ | 24 | Jun 30, 26 | -- | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 20 | Jun 30, 26 | +20 | 0.00% |
| Farther Finance Advisors, LLC | 19 | Jun 30, 26 | -1 | 0.00% |
| ROTHSCHILD INVESTMENT LLC | 8 | Jun 30, 26 | -1 | 0.00% |
| EverSource Wealth Advisors, LLC | 6 | Jun 30, 26 | +6 | 0.00% |
| Fortitude Family Office, LLC | 4 | Jun 30, 26 | -2 | 0.00% |
| FIDUCIARY FINANCIAL ADVISORS | 3 | Jun 30, 26 | +3 | 0.00% |
| BlackRock, Inc. | 3 | Jun 30, 26 | -- | 0.00% |
| 1015 Capital Partners, LLC | 2 | Jun 30, 26 | -- | 0.00% |
| JPMORGAN CHASE & CO | 1 | Jun 30, 26 | +1 | 0.00% |
| Creative Capital Management Investments LLC | 1 | Jun 30, 26 | +1 | 0.00% |
| SJS Investment Consulting Inc. | 1 | Jun 30, 26 | -2 | 0.00% |
| TD ASSET MANAGEMENT INC | -- | Jun 30, 26 | -23.67K | -- |
| Manchester Capital Management LLC | -- | Jun 30, 26 | -11 | -- |
| JFS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -1 | -- |
| Qube Research & Technologies Ltd | -- | Jun 30, 26 | -2.26K | -- |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | -- | Jun 30, 26 | -7.87K | -- |
| Advisory Services Network, LLC | -- | Jun 30, 26 | -113 | -- |
| Root Financial Partners, LLC | -- | Jun 30, 26 | -22 | -- |
| CITADEL ADVISORS LLC | -- | Jun 30, 26 | -9.44K | -- |
| RMG Wealth Management LLC | -- | Jun 30, 26 | -183 | -- |
| CVA Family Office, LLC | -- | Jun 30, 26 | -8 | -- |
| RAYMOND JAMES FINANCIAL INC | -- | Jun 30, 26 | -5.09K | -- |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | -- | Jun 30, 26 | -81 | -- |
| Ethic Inc. | -- | Jun 30, 26 | -76.55K | -- |
| American Capital Advisory, LLC | -- | Jun 30, 26 | -6 | -- |
| NATIONAL BANK OF CANADA /FI/ | -- | Jun 30, 26 | -1 | -- |
| ABC ARBITRAGE SA | -- | Jun 30, 26 | -6.57K | -- |
| Empowered Funds, LLC | -- | Jun 30, 26 | -7.57K | -- |
| Evelyn Partners Investment Management Services Ltd | 28.91K | Mar 31, 26 | -- | 0.01% |
| CWM, LLC | 4.37K | Mar 31, 26 | -860 | 0.00% |
| Sandy Spring Bank | 1.70K | Mar 31, 25 | -528 | 0.00% |
| WMS Partners, LLC | 36.74K | Dec 31, 24 | -- | 0.01% |
| Wellington Wealth Strategies, LLC. | 21.14K | Dec 31, 24 | +21.14K | 0.01% |
| RAYMOND JAMES & ASSOCIATES | 9.35K | Sep 30, 24 | +1 | 0.00% |
| COLONY GROUP LLC | 148.07K | Sep 30, 23 | -800 | 0.06% |
| Maryland Capital Management | 10.00K | Sep 30, 22 | -- | 0.00% |
| EATON VANCE MANAGEMENT | 6.25K | Sep 30, 22 | -- | 0.00% |
| BREWIN DOLPHIN LTD | 270 | Jun 30, 22 | -- | 0.00% |
| Financial Consulate Inc. | 5.07K | Jun 30, 21 | +5.07K | 0.00% |
| Pinnacle Advisory Group, Inc. | 8.51K | Mar 31, 21 | -- | 0.00% |
| Wealthspire Advisors, L.P. | 12.50K | Sep 30, 20 | -14.00K | 0.00% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 3.76K | Dec 31, 19 | -- | 0.00% |
| Advisor Group, Inc. | 33 | Dec 31, 19 | -- | 0.00% |
| BB&T SECURITIES, LLC | 3.05K | Sep 30, 19 | -- | 0.00% |
| Commonwealth Equity Services, Inc | 20.55K | Jun 30, 17 | -750 | 0.01% |
| MSI Financial Services Inc | 755 | Dec 31, 16 | -- | 0.00% |
| Aris Wealth Services, Inc. | 414 | Sep 30, 15 | -- | 0.00% |
| UBS AG | 10.38K | Sep 30, 14 | +125 | 0.00% |
| MERCANTILE BANKSHARES CORP | 9.52K | Dec 31, 06 | +9.52K | 0.00% |
| RBC CMA LLC | 400 | Jun 30, 06 | +400 | 0.00% |
Latest holdings as of Funds file quarterly, up to 45 days after quarter end; this page refreshes weeklyAbout this data
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