MV OIL TR (MVO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
21
Reporting holders
$732.2K
Reported value
19.8%
Held as options
-4
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | $166.7K | 69,496 | 0.00% | 2q | +102.1%+$84.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $126.1K | 35,928 | 0.00% | 23q | +90.8%+$60.0K |
| Symphony Financial, Ltd. Co. | $122.8K | 75,805 | 0.01% | 5q | +3.3%+$4.0K |
| BANK OF AMERICA CORP /DE/ | $98.6K | 55,708 | 0.00% | 31q | HELD |
| McGowan Group Asset Management, Inc. | $34.0K | 19,187 | 0.00% | 2q | +3.1%+$1.0K |
| Allworth Financial LP | $25.7K | 14,542 | 0.00% | 5q | HELD |
| CITADEL ADVISORS LLC | $25.3K | 14,286 | 0.00% | 6q | -28.0%-$9.8K |
| GROUP ONE TRADING LLC | $22.3K | options only | 0.00% | 5q | OPTIONS |
| BNP PARIBAS FINANCIAL MARKETS | $22.2K | 12,553 | 0.00% | new | NEW |
| Leading Edge Financial Planning LLC | $21.2K | 11,981 | 0.00% | new | NEW |
| Cerity Partners LLC | $20.5K | 11,608 | 0.00% | 4q | HELD |
| SIMPLEX TRADING, LLC | $16.6K | options only | 0.00% | 3q | OPTIONS |
| MORGAN STANLEY | $9.2K | 5,225 | 0.00% | 35q | +422.5%+$7.5K |
| Selective Wealth Management, Inc. | $7.6K | 11,277 | 0.00% | 17q | -11.9%-$1.0K |
| SouthState Bank Corp | $7.0K | 3,939 | 0.00% | 24q | HELD |
| Rockefeller Capital Management L.P. | $2.4K | 1,327 | 0.00% | 4q | +6.7% |
| HARBOUR INVESTMENTS, INC. | $1.4K | 800 | 0.00% | 2q | HELD |
| New England Capital Financial Advisors LLC | $1.2K | 700 | 0.00% | 15q | HELD |
| UBS Group AG | $1.2K | 689 | 0.00% | 31q | -7.8% |
| HRT FINANCIAL LP | $43 | 24,538 | 0.00% | 3q | +2.5% |
| ACADIAN ASSET MANAGEMENT LLC | $35 | 20,316 | 0.00% | 3q | HELD |
| Caitong International Asset Management Co., Ltd | $9 | 5 | 0.00% | 2q | +400.0% |
| WELLS FARGO & COMPANY/MN | $0 | 0 | 0.00% | 2q | HELD |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 21 | $732.2K | 345,056 | 2 | 7 | 3 | 19.8% |
| Q1 2026 | 25 | $862.6K | 319,741 | 9 | 4 | 5 | 15.9% |
| Q4 2025 | 19 | $593.3K | 387,716 | 6 | 4 | 4 | 16.8% |
| Q3 2025 | 19 | $2.0M | 267,025 | 3 | 4 | 3 | 24.1% |
| Q2 2025 | 20 | $1.6M | 200,886 | 5 | 4 | 6 | 28.3% |
| Q1 2025 | 18 | $909.4K | 110,761 | 4 | 6 | 2 | 31.9% |
| Q4 2024 | 18 | $1.7M | 199,162 | 3 | 4 | 7 | 9.3% |
| Q3 2024 | 18 | $2.1M | 200,850 | 5 | 6 | 3 | 7.3% |
| Q2 2024 | 18 | $2.3M | 248,512 | 2 | 5 | 3 | 0.0% |
| Q1 2024 | 23 | $2.8M | 267,804 | 3 | 5 | 2 | 0.3% |
| Q4 2023 | 24 | $5.3M | 410,119 | 4 | 3 | 3 | 7.3% |
| Q3 2023 | 21 | $4.1M | 259,106 | 0 | 5 | 5 | 17.1% |
| Q2 2023 | 23 | $5.4M | 272,911 | 4 | 3 | 4 | 33.7% |
| Q1 2023 | 23 | $3.8M | 208,915 | 3 | 4 | 6 | 35.0% |
| Q4 2022 | 29 | $6.3M | 352,775 | 10 | 4 | 5 | 11.5% |
| Q3 2022 | 24 | $7.8M | 536,581 | 2 | 8 | 6 | 15.0% |
| Q2 2022 | 26 | $6.7M | 536,952 | 3 | 10 | 2 | 9.6% |
| Q1 2022 | 25 | $6.0M | 448,057 | 7 | 5 | 3 | 12.6% |
| Q4 2021 | 22 | $3.2M | 309,412 | 2 | 6 | 3 | 13.3% |
| Q3 2021 | 21 | $2.1M | 211,880 | 3 | 4 | 5 | 13.0% |
| Q2 2021 | 22 | $3.0M | 338,966 | 7 | 3 | 4 | 3.9% |
| Q1 2021 | 20 | $1.7M | 349,233 | 3 | 2 | 6 | 3.1% |
| Q4 2020 | 22 | $1.3M | 365,440 | 5 | 4 | 3 | 2.0% |
| Q3 2020 | 19 | $660.0K | 244,234 | 3 | 1 | 3 | 0.0% |
| Q2 2020 | 19 | $1.2M | 267,134 | 1 | 6 | 1 | 0.0% |
| Q1 2020 | 22 | $724.0K | 257,929 | 5 | 2 | 5 | 0.3% |
| Q4 2019 | 22 | $3.0M | 474,443 | 0 | 3 | 3 | 0.0% |
| Q3 2019 | 25 | $9.4M | 1,225,244 | 4 | 3 | 6 | 1.1% |
| Q2 2019 | 25 | $10.6M | 1,235,597 | 6 | 3 | 3 | 6.7% |
| Q1 2019 | 26 | $10.2M | 1,202,461 | 7 | 8 | 5 | 3.0% |
| Q4 2018 | 22 | $7.9M | 1,121,296 | 0 | 2 | 0 | 0.2% |