Who Owns MVPA?
Miller Value Partners Appreciation ETF — Institutional Ownership & 13F Holdings
$33.95
-0.28 (-0.82%)
Market Cap
$61.7M
Shares Outstanding
1,782,565
Institutional Holders
12
Total Inst. Value
$5.1M
% of Float Held
—
QoQ Holder Change
+7
Institutional data as of Q1 2025
New Positions
4
Closed Positions
1
Increased
4
Decreased
1
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NewEdge Advisors, LLC | $1.2M | 37,525 |
| 2 | Janney Montgomery Scott LLCNew | $911K | 29,103 |
| 3 | JANE STREET GROUP, LLCNew | $872K | 27,849 |
| 4 | Mills Wealth Advisors LLC | $746K | 23,819 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | $552K | 17,633 |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | $478K | 15,259 |
| 7 | OLD MISSION CAPITAL LLC | $361K | 11,523 |
| 8 | OSAIC HOLDINGS, INC. | $13K | 400 |
| 9 | EVERMAY WEALTH MANAGEMENT LLC | $3K | 126 |
| 10 | AVANTAX ADVISORY SERVICES, INC. | $2K | 52,597 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NewEdge Advisors, LLC | +24K | $1.2M |
| Janney Montgomery Scott LLCNew | +29K | $911K |
| JANE STREET GROUP, LLCNew | +28K | $872K |
| Mills Wealth Advisors LLC | +10K | $746K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPNew | +18K | $552K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AVANTAX ADVISORY SERVICES, INC. | -16K | $2K |
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Frequently Asked Questions
How many institutional investors hold MVPA?
As of Q1 2025, 12 institutional investors report holding MVPA (Miller Value Partners Appreciation ETF) in their 13F filings.
Which hedge fund owns the most MVPA?
The largest institutional holder of MVPA is NewEdge Advisors, LLC with $1.2M in shares.
Are institutions buying or selling MVPA?
This quarter, 4 institutions opened new positions in MVPA and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.