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MVO MV OIL TR

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TR UNITS (fund)

24 managers (24 13F filers) reported a position in MVO shares at 2025-06-30, 308,171 shares in all. 6 filers opened a position and 3 filers sold out during the quarter.

Managers
24
13F filers
24
New
6
Added
4
Reduced
7
Sold out
3
Shares held by filers
308,171

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Symphony Financial, Ltd. Co.68,446$396K0.05%new13F-HR/ATimeline
GSA CAPITAL PARTNERS LLP43,744$252K0.02%+26,32313F-HRTimeline
Cambridge Investment Research Advisors,…31,548$182K<0.01%-33313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,430$170K<0.01%+5,96113F-HRTimelineGroup
Selective Wealth Management, Inc.23,721$139K0.05%-2,77513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY23,890$138K<0.01%+22,03913F-HRTimelineGroup
CWM, LLCin group CWM, LLC18,000$104K<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC15,910$92K<0.01%new13F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP15,270$88K<0.01%new13F-HRTimelineGroup
GROUP ONE TRADING LLC9,660$55.6K<0.01%-1,40013F-HRTimeline
Allworth Financial LP9,542$54.9K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,000$29K<0.01%-1,15013F-HR/ATimelineGroup
SouthState Bank Corpin group SouthState Bank Corp3,939$22.6K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,450$19.9K<0.01%-50113F-HRTimelineGroup
SIMPLEX TRADING, LLC3,083$17K<0.01%new13F-HRTimeline
GPS Wealth Strategies Group, LLC1,000$5.76K<0.01%+70013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.800$4.61K<0.01%-1,10013F-HR/ATimelineGroup
New England Capital Financial Advisors …700$4.03K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC500$2.88K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG347$2K<0.01%-8,23513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.100$576<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC90$518<0.01%new13F-HRTimelineGroup
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.