13F QoQ Ownership Changes
MTVA Institutional Holders
Period 2025-12-31 · prior 2025-09-30 · 1 new · 0 added · 1 reduced · 15 exited
New Positions(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | 276 | +276 | $178 | +$178 | — |
Reduced(1)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 80 | 0 | $75 | $0 | 0.0% |
Sold Out(15)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 0 | -153,433 | $0 | -$144.2K | — |
| GEODE CAPITAL MANAGEMENT, LLC | 0 | -70,339 | $0 | -$66.1K | — |
| JANE STREET GROUP, LLC | 0 | -51,857 | $0 | -$48.8K | — |
| TWO SIGMA SECURITIES, LLC | 0 | -38,531 | $0 | -$36.2K | — |
| STATE STREET CORP | 0 | -15,633 | $0 | -$14.7K | — |
| NORTHERN TRUST CORP | 0 | -13,508 | $0 | -$12.7K | — |
| Tower Research Capital LLC (TRC) | 0 | -7,942 | $0 | -$7.5K | — |
| BlackRock, Inc. | 0 | -5,274 | $0 | -$5.0K | — |
| SBI Securities Co., Ltd. | 0 | -923 | $0 | -$868 | — |
| UBS Group AG | 0 | -692 | $0 | -$650 | — |
| CITIGROUP INC | 0 | -394 | $0 | -$370 | — |
| SG Americas Securities, LLC | 0 | -60,386 | $0 | -$57 | — |
| Virtu Financial LLC | 0 | -32,755 | $0 | -$31 | — |
| BROWN BROTHERS HARRIMAN & CO | 0 | -27 | $0 | -$25 | — |
| BNP PARIBAS FINANCIAL MARKETS | 0 | -4 | $0 | -$4 | — |