Who owns MHVIY?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MHVIY from SEC Form 13F filings across 12 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 12 institutions disclosed 645,010 shares of MHVIY worth $2.1M; the largest disclosed holder is APPLETON PARTNERS INC/MA. Source: SEC Form 13F filings, parsed by EvidInvest.
12
13F holders
$2.1M
value, 2026 filers
645,010
shares disclosed
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MHVIY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | APPLETON PARTNERS INC/MANEW | 461,847 | $5,209 | 0.3% | — | new |
| 2 | RHUMBLINE ADVISERS | 156,402 | $1.8M | 0.0% | — | +135.9% |
| 3 | GAMMA Investing LLC | 15,127 | $171,389 | 0.0% | — | +354.5% |
| 4 | Salomon & Ludwin, LLC | 4,193 | $48,220 | 0.0% | — | +112.5% |
| 5 | PNC Financial Services Group, Inc. | 2,681 | $30,376 | 0.0% | — | +105.4% |
| 6 | IMA Advisory Services, Inc. | 1,199 | $13,585 | 0.0% | — | +1498.7% |
| 7 | Winch Advisory Services, LLCNEW | 1,164 | $13,188 | 0.0% | — | new |
| 8 | HORIZON FINANCIAL SERVICES, LLCNEW | 804 | $9,109 | 0.0% | — | new |
| 9 | Financial Gravity Companies, Inc.NEW | 684 | $7,750 | 0.0% | — | new |
| 10 | Markowski InvestmentsNEW | 600 | $6,798 | 0.0% | — | new |
| 11 | Ancora Advisors LLC | 200 | $2,266 | 0.0% | — | -47.5% |
| 12 | First Command Advisory Services, Inc.NEW | 109 | $1,235 | 0.0% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.