INDEPENDENT INVESTORS INC METV — METAVERSE ROUNDHILL BALL ETF

Ownership history in INDEPENDENT INVESTORS INC  ·  19 quarters on record

AI Ownership Summary

INDEPENDENT INVESTORS INC reported METAVERSE ROUNDHILL BALL ETF (METV) in 19 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows METV at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this METV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was INDEPENDENT INVESTORS INC's position in METAVERSE ROUNDHILL BALL ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

METV was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

METV stock page INDEPENDENT INVESTORS INC fund profile INDEPENDENT INVESTORS INC full holdings
How INDEPENDENT INVESTORS INC held METV — position size vs. price
% of Fund (quarterly)    METV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 10,000 — 0% 0.04% $184K 2026-07-16 $19.05
2026 Q1 UNCHANGED — — — 10,000 — 0% 0.03% $159K 2026-04-17 $17.87
2025 Q4 UNCHANGED — — — 10,000 — 0% 0.03% $188K 2026-01-15 $19.37
2025 Q3 UNCHANGED — — — 10,000 — 0% 0.04% $206K 2025-10-30 $20.45
2025 Q2 UNCHANGED — — — 10,000 — 0% 0.04% $170K 2025-07-18 $18.42
2025 Q1 UNCHANGED — — — 10,000 — 0% 0.03% $135K 2025-05-01 $13.93
2024 Q4 UNCHANGED — — — 10,000 — 0% 0.03% $144K 2025-01-27 $14.68
2024 Q3 UNCHANGED — — — 10,000 — 0% 0.03% $135K 2024-10-24 $13.25
2024 Q2 UNCHANGED — — — 10,000 — 0% 0.03% $130K 2024-07-16 $13.70
2024 Q1 UNCHANGED — — — 10,000 — 0% 0.03% $124K 2024-04-26 $11.97
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding METV

As of 2026 Q2 — sorted by position size

Evanson Financial, LLC 1.0% Gemmer Asset Management LLC 3Y 7Y 0.46% Aurora Private Wealth, Inc. 3Y 0.18% Beaird Harris Wealth Management, LLC 3Y 0.05% LEAVELL INVESTMENT MANAGEMENT, INC. 3Y 7Y 0.02% Whipplewood Advisors, LLC 0.01% Aaron Wealth Advisors LLC 3Y 0.01% Goelzer Investment Management, Inc. 3Y 7Y 0.01% Merit Financial Group, LLC 3Y 7Y 0.01% CALDWELL SUTTER CAPITAL, INC. 3Y 0.01%

FAQ About INDEPENDENT INVESTORS INC and METV

These are the practical questions this page is built to answer before you even open the full history table.

How long has INDEPENDENT INVESTORS INC reported owning METV?

INDEPENDENT INVESTORS INC reported METV across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported METV position in INDEPENDENT INVESTORS INC's portfolio?

The largest reported portfolio weight for METV was 0.04% in 2025 Q3.

What is the latest reported METV position on this page?

The most recent filing on this page is 2026 Q2, when INDEPENDENT INVESTORS INC reported 10,000 shares, equal to 0.04% of portfolio, with an estimated market value of $184K.

What does the chart on this METV ownership page compare?

The chart compares INDEPENDENT INVESTORS INC's quarterly METV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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