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MVO MV OIL TR

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TR UNITS (fund)

21 managers (21 13F filers) reported a position in MVO shares at 2025-03-31, 178,063 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
21
13F filers
21
New
4
Added
7
Reduced
3
Sold out
4
Shares held by filers
178,063

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cambridge Investment Research Advisors,…31,881$172K<0.01%+53513F-HRTimeline
Selective Wealth Management, Inc.26,496$164K0.07%-2,97713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,469$127K<0.01%+2,95813F-HRTimelineGroup
CWM, LLCin group CWM, LLC18,000$97K<0.01%013F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP17,421$94K0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.15,211$82.1K<0.01%-4,20413F-HRTimelineGroup
GROUP ONE TRADING LLC11,060$59.7K<0.01%+5,66013F-HRTimeline
UBS Group AGin group UBS Group AG8,582$46.3K<0.01%+4,36313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,150$33K<0.01%+3,00013F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,764$31.1K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,951$21.3K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp3,939$21.3K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,900$10.3K<0.01%+6613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,851$10K<0.01%+58013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS787$4.25K<0.01%-113F-HRTimelineGroup
New England Capital Financial Advisors …700$3.78K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC500$2.7K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC300$1.62K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.100$540<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$5<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.