HolderBook

KURV ETF TR (MSFY)

Institutional ownership reported to the SEC as of Q2 2026, across 10 quarters.

5
Reporting holders
$647.0K
Reported value
0.0%
Held as options
-1
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
JANE STREET GROUP, LLC$286.3K17,4290.00%2q+20.7%+$49.1K
Investmark Advisory Group LLC$186.8K11,3720.07%newNEW
OLD MISSION CAPITAL LLC$173.0K10,5280.00%newNEW
Triumph Capital Management$575350.00%2q+250.0%
CoreCap Advisors, LLC$263160.00%5q+45.5%
PIN OAK INVESTMENT ADVISORS INC$137800.00%3q+129.4%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20265$647.0K39,3802300.0%
Q1 20266$890.9K52,4974200.0%
Q4 20254$996.4K41,2952010.0%
Q3 20252$886.0K32,5510110.0%
Q2 20254$985.2K36,9043010.0%
Q1 20252$617.7K27,9181000.0%
Q4 20243$127.6K5,0023000.0%
Q3 20243$116.6K4,4302100.0%
Q2 20241$100.8K3,5461000.0%
Q1 20241$2.7K951000.0%