Who owns MVFG?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MVFG from SEC Form 13F filings across 7 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, 7 institutions disclosed 4.8M shares of MVFG worth $167.4M; the largest disclosed holder is Kingsview Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
7
13F holders
$167.4M
value, 2026 filers
4.8M
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 MVFG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 4.7M | $164.7M | 2.0% | — | +9.1% |
| 2 | WBI INVESTMENTS, LLC | 40,713 | $1.4M | 0.4% | — | +15.2% |
| 3 | Maridea Wealth Management LLC | 9,963 | $345,716 | 0.0% | — | +22.8% |
| 4 | JANE STREET GROUP, LLCNEW | 9,607 | $333,363 | 0.0% | — | new |
| 5 | PFG Investments, LLCNEW | 9,281 | $322,051 | 0.0% | — | new |
| 6 | WEST MICHIGAN ADVISORS, LLC | 9,120 | $293,664 | 0.1% | — | 0.0% |
| 7 | FMR LLC | 207 | $7,166 | 0.0% | — | 0.0% |
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.