% of shares outstanding is not shown for MVFG: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for MVFG in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 4,348,5014.3M | $140M | — | ADD 10% |
| 2 | WBI INVESTMENTS, LLC | 35,34535,345 | $1M | — | NEW |
| 3 | WEST MICHIGAN ADVISORS, LLC | 9,1209,120 | $293,664 | — | NEW |
| 4 | Maridea Wealth Management LLC | 8,1158,115 | $261,303 | — | NEW |
| 5 | FMR LLC | 207207 | $6,650 | — | TRIM -73% |
| 6 | UBS Group AG | 4242 | $1,352 | — | ADD 27% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 2.2M | 3.2M | 3.5M | 3.8M | 3.9M | 4.3M | $140M |
| WBI INVESTMENTS, LLC | — | — | — | — | — | 35K | $1M |
| WEST MICHIGAN ADVISORS, LLC | — | — | — | — | — | 9K | $293,664 |
| Maridea Wealth Management LLC | — | — | — | — | — | 8K | $261,303 |
| FMR LLC | — | — | — | — | 781 | 207 | $6,650 |
| UBS Group AG | 1 | 295 | — | 100 | 33 | 42 | $1,352 |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 6 | 4,401,330 | — | $142M |
| 2025-Q4 | 3 | 3,943,267 | — | $122M |
| 2025-Q3 | 2 | 3,809,775 | — | $119M |
| 2025-Q2 | 1 | 3,471,118 | — | $97M |
| 2025-Q1 | 2 | 3,248,964 | — | $82M |
| 2024-Q4 | 3 | 2,184,854 | — | $57M |
| 2024-Q3 | 2 | 2,003,733 | — | $55M |
| 2024-Q2 | 1 | 1,889,338 | — | $50M |
| 2024-Q1 | 1 | 1,676,073 | — |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Kingsview Wealth Management, LLC | +406,048 | $13M | ADD |
| WBI INVESTMENTS, LLC | +35,345 | $1M | OPEN |
| WEST MICHIGAN ADVISORS, LLC | +9,120 | $293,664 | OPEN |
| Maridea Wealth Management LLC | +8,115 | $261,303 | OPEN |
| UBS Group AG | +9 | $290 | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| FMR LLC | −574 | $18,483 | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| $43M |
