MVO · MV Oil Trust
$0.61
+0.00 (+0.00%)
At close · Jul 22
Market Cap
$6.96M
Shares
11.50M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 25
Total Value: $894,652
Total Shares: 398,312
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 26 13F filersTop Holder
18.3%
of institutional value
Top 5
63.1%
of institutional value
Top 10
87.4%
of institutional value
HHI
1,020
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Small Symphony Financial, Ltd. Co. | $165,775 | 18.53% | 73,352 | Shares | Sole | 2026-05-01 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $125,900 | 14.07% | 55,708 | Shares | Defined | 2026-05-18 | ||||
| Mega JANE STREET GROUP, LLC | $77,709 | 8.69% | 34,385 | Shares | Defined | 2026-05-12 | ||||
| Mid XTX Topco Ltd | $76,948 | 8.60% | 34,048 | Shares | Defined | 2026-05-15 | ||||
| Large HRT FINANCIAL LP | $54,113 | 6.05% | 23,944 | Shares | Defined | 2026-05-14 | ||||
| Large ACADIAN ASSET MANAGEMENT LLC | $45,914 | 5.13% | 20,316 | Shares | Defined | 2026-05-13 | ||||
| Mega CITADEL ADVISORS LLC | $44,827 | 5.01% | 19,835 | Shares | Defined | 2026-05-15 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $42,553 | 4.76% | 18,829 | Shares | Other | 2026-05-15 | ||||
| Small McGowan Group Asset Management, Inc. | $42,056 | 4.70% | 18,609 | Shares | Sole | 2026-05-11 | ||||
| Mid Allworth Financial LP | $32,864 | 3.67% | 14,542 | Shares | Sole | 2026-05-15 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $30,962 | 3.46% | 13,700 | Put | Other | 2026-05-15 | ||||
| Mega JANE STREET GROUP, LLC | $27,120 | 3.03% | 12,000 | Call | Defined | 2026-05-12 | ||||
| Large Cerity Partners LLC | $26,216 | 2.93% | 11,600 | Shares | Sole | 2026-05-15 | ||||
| Mega JANE STREET GROUP, LLC | $25,086 | 2.80% | 11,100 | Put | Defined | 2026-05-12 | ||||
| Small Jaffetilchin Investment Partners, LLC | $22,600 | 2.53% | 10,000 | Shares | Sole | 2026-05-13 | ||||
| Micro Selective Wealth Management, Inc. | $19,960 | 2.23% | 11,277 | Shares | Sole | 2026-07-20 | ||||
| Large OSAIC HOLDINGS, INC. | $10,170 | 1.14% | 4,500 | Shares | Defined | 2026-05-15 | ||||
| Mid SouthState Bank Corp Bank | $8,902 | 1.00% | 3,939 | Shares | Defined | 2026-05-05 | ||||
| Mid Western Wealth Management, LLC | $4,734 | 0.53% | 2,095 | Shares | Sole | 2026-05-19 | ||||
| Large Rockefeller Capital Management L.P. | $2,811 | 0.31% | 1,244 | Shares | Defined | 2026-05-14 | ||||
| Mega MORGAN STANLEY | $2,260 | 0.25% | 1,000 | Shares | Defined | 2026-05-15 | ||||
| Mid HARBOUR INVESTMENTS, INC. | $1,808 | 0.20% | 800 | Shares | Sole | 2026-05-15 | ||||
| Mega UBS Group AG | $1,688 | 0.19% | 747 | Shares | Defined | 2026-05-05 | ||||
| Micro New England Capital Financial Advisors LLC | $1,582 | 0.18% | 700 | Shares | Sole | 2026-04-27 | ||||
| Large NewEdge Advisors, LLC | $90 | 0.01% | 40 | Shares | Sole | 2026-06-03 | ||||
| Small Caitong International Asset Management Co., Ltd | $2 | 0.00% | 1 | Shares | Sole | 2026-05-11 | ||||
| Mid Advisory Services Network, LLC | $2 | 0.00% | 1 | Shares | Sole | 2026-05-15 | ||||
| Mega WELLS FARGO & COMPANY/MN | $0 | 0.00% | 0 | Shares | Defined | 2026-05-11 | ||||
| No holders match your search. | ||||||||||