MVF(MVF)
MVF
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Savvy Advisors, Inc. | -- | Mar 31, 26 | -24.26K | -- |
| LPL Financial LLC | -- | Mar 31, 26 | -220.35K | -- |
| Hennion & Walsh Asset Management, Inc. | -- | Mar 31, 26 | -508.65K | -- |
| Cetera Investment Advisers | -- | Mar 31, 26 | -16.14K | -- |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | -- | Mar 31, 26 | -2.77M | -- |
| Nuveen, LLC | -- | Mar 31, 26 | -38.43K | -- |
| ORG Wealth Partners, LLC | -- | Mar 31, 26 | -1.62K | -- |
| GUGGENHEIM CAPITAL LLC | -- | Mar 31, 26 | -1.08M | -- |
| U.S. Capital Wealth Advisors, LLC | -- | Mar 31, 26 | -50.00K | -- |
| Strategic Investment Solutions, Inc. /IL | -- | Mar 31, 26 | -940 | -- |
| Gridiron Partners, LLC | -- | Mar 31, 26 | -345.63K | -- |
| BESSEMER GROUP INC | -- | Mar 31, 26 | -2.24K | -- |
| Allspring Global Investments Holdings, LLC | -- | Mar 31, 26 | -636.98K | -- |
| Pathstone Holdings, LLC | -- | Mar 31, 26 | -473.06K | -- |
| READYSTATE ASSET MANAGEMENT LP | -- | Mar 31, 26 | -18.38K | -- |
| Integrated Wealth Concepts LLC | -- | Mar 31, 26 | -53.07K | -- |
| Fortitude Advisory Group L.L.C. | -- | Mar 31, 26 | -14.23K | -- |
| ST GERMAIN D J CO INC | -- | Mar 31, 26 | -125 | -- |
| OPPENHEIMER & CO INC | -- | Mar 31, 26 | -26.45K | -- |
| MACKAY SHIELDS LLC | -- | Mar 31, 26 | -1.19M | -- |
| NewEdge Advisors, LLC | -- | Mar 31, 26 | -10.81K | -- |
| Mascoma Wealth Management LLC | -- | Mar 31, 26 | -1.43K | -- |
| Seed Wealth Management, Inc. | -- | Mar 31, 26 | -12.06K | -- |
| SIT INVESTMENT ASSOCIATES INC | -- | Mar 31, 26 | -1.29M | -- |
| J.W. COLE ADVISORS, INC. | -- | Mar 31, 26 | -11.87K | -- |
| River Street Advisors LLC | -- | Mar 31, 26 | -17.54K | -- |
| DELTA ASSET MANAGEMENT LLC/TN | -- | Mar 31, 26 | -469 | -- |
| Dakota Wealth Management | -- | Mar 31, 26 | -183.70K | -- |
| Cerity Partners LLC | -- | Mar 31, 26 | -18.52K | -- |
| Elyxium Wealth, LLC | -- | Mar 31, 26 | -6.29K | -- |
| Citizens National Bank Trust Department | -- | Mar 31, 26 | -16.55K | -- |
| INTEGRATED CAPITAL MANAGEMENT, INC. | -- | Mar 31, 26 | -35.28K | -- |
| RAYMOND JAMES FINANCIAL INC | -- | Mar 31, 26 | -1.06M | -- |
| WOLVERINE ASSET MANAGEMENT LLC | -- | Mar 31, 26 | -144.36K | -- |
| 1607 Capital Partners, LLC | -- | Mar 31, 26 | -331.40K | -- |
| UBS Group AG | -- | Mar 31, 26 | -211.42K | -- |
| KESTRA PRIVATE WEALTH SERVICES, LLC | -- | Mar 31, 26 | -11.38K | -- |
| PNC FINANCIAL SERVICES GROUP, INC. | -- | Mar 31, 26 | -82.03K | -- |
| PARK AVENUE SECURITIES LLC | -- | Mar 31, 26 | -142.66K | -- |
| VAN ECK ASSOCIATES CORP | -- | Mar 31, 26 | -424.36K | -- |
| Perennial Investment Advisors, LLC | -- | Mar 31, 26 | -15.11K | -- |
| Stratos Wealth Partners, LTD. | -- | Mar 31, 26 | -49.40K | -- |
| Verdence Capital Advisors LLC | -- | Mar 31, 26 | -27.54K | -- |
| ROYAL BANK OF CANADA | -- | Mar 31, 26 | -137.73K | -- |
| Logan Stone Capital, LLC | -- | Mar 31, 26 | -29.09K | -- |
| ADVISOR GROUP HOLDINGS, INC. | -- | Mar 31, 26 | -6.67K | -- |
| Concurrent Investment Advisors, LLC | -- | Mar 31, 26 | -25.25K | -- |
| BANK OF AMERICA CORP /DE/ | -- | Mar 31, 26 | -615.47K | -- |
| HOLLENCREST CAPITAL MANAGEMENT | -- | Mar 31, 26 | -7.15K | -- |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | -- | Mar 31, 26 | -1.04K | -- |
| Fiera Capital Corp | -- | Mar 31, 26 | -423.34K | -- |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | -- | Mar 31, 26 | -215.86K | -- |
| JANE STREET GROUP, LLC | -- | Mar 31, 26 | -27.96K | -- |
| Leo Wealth, LLC | -- | Mar 31, 26 | -339.81K | -- |
| BOKF, NA | -- | Mar 31, 26 | -9.81K | -- |
| Capital Investment Advisors, LLC | -- | Mar 31, 26 | -288.97K | -- |
| Geneos Wealth Management Inc. | -- | Mar 31, 26 | -4.38K | -- |
| WELLS FARGO & COMPANY/MN | -- | Mar 31, 26 | -284.39K | -- |
| Ackerman Capital Advisors, LLC | -- | Mar 31, 26 | -19.32K | -- |
| Permanent Capital Management, LP | -- | Mar 31, 26 | -12.75K | -- |
| COMMONWEALTH EQUITY SERVICES, LLC | -- | Mar 31, 26 | -17.52K | -- |
| Kestra Advisory Services, LLC | -- | Mar 31, 26 | -21.90K | -- |
| Capital Analysts, LLC | -- | Mar 31, 26 | -2.12K | -- |
| Kilter Group LLC | -- | Mar 31, 26 | -2.02K | -- |
| Karpus Management, Inc. | -- | Mar 31, 26 | -8.35M | -- |
| Wellspring Financial Advisors, LLC | -- | Mar 31, 26 | -81.24K | -- |
| Cape Investment Advisory, Inc. | -- | Mar 31, 26 | -2.45K | -- |
| BENJAMIN EDWARDS INC | -- | Mar 31, 26 | -19.64K | -- |
| Smartleaf Asset Management LLC | -- | Mar 31, 26 | -386 | -- |
| Lido Advisors, LLC | -- | Mar 31, 26 | -105.79K | -- |
| Advisors Asset Management, Inc. | -- | Mar 31, 26 | -221.53K | -- |
| ENVESTNET ASSET MANAGEMENT INC | -- | Mar 31, 26 | -169.03K | -- |
| Invesco Ltd. | -- | Mar 31, 26 | -124.63K | -- |
| MML INVESTORS SERVICES, LLC | -- | Mar 31, 26 | -13.54K | -- |
| TRUIST FINANCIAL CORP | -- | Mar 31, 26 | -14.52K | -- |
| US BANCORP \DE\ | -- | Mar 31, 26 | -6.46K | -- |
| RIVERBRIDGE PARTNERS LLC | -- | Mar 31, 26 | -39.65K | -- |
| ROBINSON CAPITAL MANAGEMENT, LLC | -- | Mar 31, 26 | -550.57K | -- |
| Tilson Financial Group, Inc. | -- | Mar 31, 26 | -14.70K | -- |
| Rockefeller Capital Management L.P. | -- | Mar 31, 26 | -99.81K | -- |
| HORIZON KINETICS ASSET MANAGEMENT LLC | -- | Mar 31, 26 | -93.07K | -- |
| Indiana Trust & Investment Management CO | -- | Mar 31, 26 | -150.69K | -- |
| COHEN & STEERS, INC. | -- | Mar 31, 26 | -224.58K | -- |
| SFMG, LLC | -- | Mar 31, 26 | -20.75K | -- |
| Bank of New York Mellon Corp | -- | Mar 31, 26 | -31.52K | -- |
| AMERIPRISE FINANCIAL INC | -- | Mar 31, 26 | -31.30K | -- |
| Aviance Capital Partners, LLC | -- | Mar 31, 26 | -35.33K | -- |
| CWM, LLC | -- | Mar 31, 26 | -4.26K | -- |
| MORGAN STANLEY | -- | Mar 31, 26 | -528.22K | -- |
| Ancora Advisors, LLC | -- | Mar 31, 26 | -26.39K | -- |
| Steward Partners Investment Advisory, LLC | -- | Mar 31, 26 | -12.34K | -- |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | -- | Mar 31, 26 | -2.15K | -- |
| Janney Montgomery Scott LLC | -- | Mar 31, 26 | -19.21K | -- |
| NORTHERN TRUST CORP | -- | Mar 31, 26 | -21.45K | -- |
| MELFA WEALTH MANAGEMENT, LLC | -- | Mar 31, 26 | -188.66K | -- |
| Coastal Investment Advisors, Inc. | -- | Mar 31, 26 | -21.00K | -- |
| Chicago Partners Investment Group LLC | -- | Mar 31, 26 | -107.59K | -- |
| Nuveen Asset Management, LLC | 36.92K | Dec 31, 24 | -2.33K | 0.06% |
| RAYMOND JAMES & ASSOCIATES | 356.79K | Sep 30, 24 | +5.50K | 0.62% |
| Raymond James Financial Services Advisors, Inc. | 355.59K | Sep 30, 24 | +182.87K | 0.62% |
| RAYMOND JAMES TRUST N.A. | -- | Sep 30, 24 | -10.70K | -- |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 21.00K | Jun 30, 24 | -- | 0.04% |
| Cetera Advisors LLC | 14.29K | Mar 31, 24 | +14.29K | 0.02% |
| Bartlett & Co. LLC | 4.30K | Dec 31, 23 | -- | 0.01% |
| ADVISOR PARTNERS II, LLC | 470.31K | Sep 30, 23 | +470.31K | 0.82% |
| Claybrook Capital, LLC | 312.22K | Sep 30, 23 | -- | 0.54% |
| GOODWIN DANIEL L | 38.80K | Sep 30, 23 | -- | 0.07% |
| PATHSTONE FAMILY OFFICE, LLC | -- | Sep 30, 23 | -12.39K | -- |
| Ahrens Investment Partners LLC | 429 | Mar 31, 23 | +429 | 0.00% |
| BOENNING & SCATTERGOOD, INC. | 11.75K | Dec 31, 22 | -- | 0.02% |
| Hightower 6M Holding, LLC | 80.61K | Sep 30, 22 | +80.61K | 0.14% |
| B. Riley Wealth Management, Inc. | 11.76K | Jun 30, 22 | -- | 0.02% |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 614.07K | Mar 31, 22 | -38.55K | 1.07% |
| 6 Meridian | 51.88K | Dec 31, 21 | -5.70K | 0.09% |
| REILLY FINANCIAL ADVISORS, LLC | 276 | Dec 31, 21 | -- | 0.00% |
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 19.38K | Sep 30, 21 | -- | 0.03% |
| USCA RIA LLC | 27.30K | Jun 30, 21 | -- | 0.05% |
| First Allied Advisory Services, Inc. | 15.14K | Sep 30, 20 | +2.16K | 0.03% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 172.64K | Dec 31, 19 | +523 | 0.30% |
| FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 12.48K | Dec 31, 19 | +12.48K | 0.02% |
| BB&T SECURITIES, LLC | 199.59K | Sep 30, 19 | +11.28K | 0.35% |
| FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 24.60K | Dec 31, 18 | -7.00K | 0.04% |
| Yellowstone Partners, LLC | 12.01K | Dec 31, 17 | -- | 0.02% |
| Commonwealth Equity Services, Inc | 37.73K | Jun 30, 17 | -4.16K | 0.07% |
| FIRST FINANCIAL EQUITY CORPORATION | 42.18K | Mar 31, 17 | +42.18K | 0.07% |
| LBA Wealth Management, LLC | -- | Mar 31, 17 | -5 | -- |
| MSI Financial Services Inc | 3.15K | Dec 31, 16 | +32 | 0.01% |
| Lakeshore Capital, LLC | 36.62K | Sep 30, 15 | -- | 0.06% |
| BAIRD ROBERT W & CO INC /WI/ | -- | Mar 31, 15 | -10.88K | -- |
| Placemark Investments, Inc. | 75.35K | Dec 31, 14 | +75.35K | 0.13% |
| UBS AG | 296.89K | Sep 30, 14 | +111.63K | 0.52% |
| Jane Street Holding, LLC | 10.00K | Dec 31, 13 | +10.00K | 0.02% |
| STIFEL NICOLAUS & CO INC \MO\ | 10.80K | Sep 30, 13 | -- | 0.02% |
| First Allied Securities, Inc. | 74.34K | Jun 30, 12 | +250 | 0.13% |
| GUGGENHEIM FUNDS INVESTMENT ADVISORS, LLC | 322.62K | Jun 30, 10 | +140.41K | 0.56% |