Institutional Holders (2026 Q1)
65 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MVT. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | ROBINSON CAPITAL MANAGEMENT, LLC | 2.30% | 483,656 | $5.6M |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1.18% | 2,310,860 | $25.0M |
| 3 | Atala Financial Inc | 0.79% | 114,734 | $1.2M |
| 4 | MELFA WEALTH MANAGEMENT, INC. | 0.40% | 64,785 | $700K |
| 5 | SIT INVESTMENT ASSOCIATES INC | 0.33% | 1,537,199 | $16.6M |
| 6 | VIRTUE ASSET MANAGEMENT LLC | 0.28% | 32,898 | $356K |
| 7 | Noble Wealth Management PBC | 0.28% | 49,390 | $525K |
| 8 | Scarborough Advisors, LLC | 0.20% | 108,313 | $1.2M |
| 9 | Ackerman Capital Advisors, LLC | 0.20% | 91,721 | $992K |
| 10 | Thomas J. Herzfeld Advisors, Inc. | 0.17% | 46,375 | $501K |
| 11 | Gridiron Partners, LLC | 0.15% | 24,077 | $260K |
| 12 | Closed-End Fund Advisors, Inc. | 0.12% | 19,445 | $210K |
| 13 | Burford Brothers, Inc. | 0.12% | 26,355 | $285K |
| 14 | Hennion & Walsh Asset Management, Inc. | 0.11% | 299,875 | $3.2M |
| 15 | Advisors Asset Management, Inc. | 0.10% | 546,963 | $5.9M |
| 16 | Davis Investment Partners, LLC | 0.10% | 26,183 | $280K |
| 17 | Callahan Advisors, LLC | 0.05% | 56,714 | $613K |
| 18 | Pathstone Holdings, LLC | 0.04% | 926,525 | $10.0M |
| 19 | PCM Encore, LLC | 0.03% | 14,664 | $159K |
| 20 | CoreFirst Bank & Trust | 0.03% | 5,035 | $54K |
| 21 | GUGGENHEIM CAPITAL LLC | 0.03% | 365,473 | $4.0M |
| 22 | MACKAY SHIELDS LLC | 0.02% | 65,678 | $710K |
| 23 | Kovack Advisors, Inc. | 0.02% | 28,743 | $309K |
| 24 | Moors & Cabot, Inc. | 0.01% | 19,500 | $211K |
| 25 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.01% | 5,678 | $61K |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|