Who owns MVFD?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MVFD from SEC Form 13F filings across 6 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, 6 institutions disclosed 3.7M shares of MVFD worth $111.0M; the largest disclosed holder is Kingsview Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
6
13F holders
$111.0M
value, 2026 filers
3.7M
shares disclosed
2
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 MVFD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 3.6M | $107.3M | 1.3% | — | +9.4% |
| 2 | WBI INVESTMENTS, LLC | 59,132 | $1.8M | 0.4% | — | +8.9% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 54,530 | $1.6M | 0.0% | — | +4.5% |
| 4 | HRT FINANCIAL LPNEW | 22,904 | $686 | 0.0% | — | new |
| 5 | WEST MICHIGAN ADVISORS, LLC | 11,888 | $348,437 | 0.1% | — | 0.0% |
| 6 | UBS Group AGNEW | 968 | $29,017 | 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.