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MVO MV OIL TR

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TR UNITS (fund)

23 managers (23 13F filers) reported a position in MVO shares at 2025-09-30, 346,188 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
23
13F filers
23
New
4
Added
5
Reduced
6
Sold out
4
Shares held by filers
346,188

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.69,455$389K0.05%+1,00913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY60,432$340K<0.01%+36,54213F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…48,737$274K<0.01%+19,30713F-HRTimelineGroup
Cambridge Investment Research Advisors,…31,404$176K<0.01%-14413F-HRTimeline
Selective Wealth Management, Inc.21,432$127K0.04%-2,28913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,740$105K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC18,000$101K<0.01%013F-HRTimelineGroup
Janney Montgomery Scott LLC17,313$97K<0.01%+1,40313F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP13,274$74.6K<0.01%-1,99613F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP12,353$69K0.01%-31,39113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC11,600$65K<0.01%new13F-HRTimelineGroup
Allworth Financial LP9,542$53.4K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp3,939$22.1K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,250$18.3K<0.01%-20013F-HR/ATimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,727$15.3K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC1,000$5.62K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG896$5.04K<0.01%+54913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.800$4.82K<0.01%013F-HRTimelineGroup
New England Capital Financial Advisors …700$3.93K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC500$2.8K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$5<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC0$3<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
SIMPLEX TRADING, LLC93$00%-2,99013F-HRTimelineValue filed as zero, left out of ratios.