New Positions
7 managers initiated
Top five by reported value
MV Oil Trust NYQ:MVO
Institutional holders, quarter-over-quarter share deltas, and new and closed positions disclosed in Form 13F. Period 2025-12-31 · prior 2025-09-30.
7 new4 added13 reduced6 exited
Total Institutional Holders
23
as of 2025-12-31
Top Holder
CITADEL ADVISORS LLC
$146.6K
Largest QoQ Increase
CITADEL ADVISORS LLC
+83,276 sh
Largest QoQ Decrease
MORGAN STANLEY
-53,131 sh
New Positions(7)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| GROUP ONE TRADING, L.P. | 56,779 | +56,779 | $70.4K | +$70.4K | — |
| XTX Topco Ltd | 36,352 | +36,352 | $45.1K | +$45.1K | — |
| TWO SIGMA SECURITIES, LLC | 12,179 | +12,179 | $15.1K | +$15.1K | — |
| Allworth Financial LP | 9,542 | +9,542 | $11.6K | +$11.6K | — |
| Garton & Associates Financial Advisors LLC | 865 | +865 | $1.1K | +$1.1K | — |
| ACADIAN ASSET MANAGEMENT LLC | 28,605 | +28,605 | $35 | +$35 | — |
| HRT FINANCIAL LP | 23,340 | +23,340 | $28 | +$28 | — |
Added To(4)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 70,774 | +1,319 | $85.6K | -$303.3K | 1.9% |
| CITADEL ADVISORS LLC | 118,216 | +83,276 | $146.6K | -$49.8K | 238.3% |
| ADVISOR GROUP HOLDINGS, INC. | 4,500 | +3,700 | $5.6K | +$764 | 462.5% |
| GSA CAPITAL PARTNERS LLP | 23,743 | +11,390 | $29 | -$40 | 92.2% |
Reduced(13)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 112,110 | -2,427 | $139.0K | -$504.7K | -2.1% |
| MORGAN STANLEY | 7,301 | -53,131 | $9.1K | -$330.6K | -87.9% |
| Selective Wealth Management, Inc. | 14,906 | -6,526 | $33.7K | -$93.6K | -30.4% |
| Cerity Partners LLC | 11,600 | 0 | $14.2K | -$50.8K | 0.0% |
| SouthState Corp | 3,939 | 0 | $4.8K | -$17.3K | 0.0% |
| BANK OF AMERICA CORP /DE/ | 3,250 | 0 | $4.0K | -$14.2K | 0.0% |
| Rockefeller Capital Management L.P. | 1,156 | -1,571 | $1.4K | -$13.9K | -57.6% |
| UBS Group AG | 747 | -149 | $926 | -$4.1K | -16.6% |
| New England Capital Financial Advisors LLC | 700 | 0 | $868 | -$3.1K | 0.0% |
| Inlight Wealth Management, LLC | 500 | 0 | $610 | -$2.2K | 0.0% |
| Cambridge Investment Research Advisors, Inc. | 10,829 | -20,575 | $13 | -$163 | -65.5% |
| CWM, LLC | 13,000 | -5,000 | $16 | -$85 | -27.8% |
| Advisory Services Network, LLC | 0 | 0 | $0 | -$3 | — |
Sold Out(6)
| Manager | Shares | Δ Shares | Value | Δ Value | % Δ |
|---|---|---|---|---|---|
| MARSHALL WACE, LLP | 0 | -13,274 | $0 | -$74.6K | — |
| Royal Bank of Canada | 0 | -11,150 | $0 | -$62.0K | — |
| GPS Wealth Strategies Group, LLC | 0 | -1,000 | $0 | -$5.6K | — |
| Janney Montgomery Scott LLC | 0 | -17,313 | $0 | -$97 | — |
| WELLS FARGO & COMPANY/MN | 0 | -1 | $0 | -$5 | — |
| SIMPLEX TRADING, LLC | 0 | -93 | $0 | $0 | — |
Top Holders by reported value
Ranked by the dollar value reported on the latest Form 13F. Share counts reflect long positions as of 2025-12-31.
| Manager | Shares | $ Value | Δ Shares | QoQ % |
|---|---|---|---|---|
| CITADEL ADVISORS LLC | 118,216 | $146.6K | +83,276 | 238.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 112,110 | $139.0K | -2,427 | -2.1% |
| Symphony Financial, Ltd. Co. | 70,774 | $85.6K | +1,319 | 1.9% |
| GROUP ONE TRADING, L.P. | 56,779 | $70.4K | +56,779 | — |
| XTX Topco Ltd | 36,352 | $45.1K | +36,352 | — |
| Selective Wealth Management, Inc. | 14,906 | $33.7K | -6,526 | -30.4% |
| TWO SIGMA SECURITIES, LLC | 12,179 | $15.1K | +12,179 | — |
| Cerity Partners LLC | 11,600 | $14.2K | 0 | 0.0% |
| Allworth Financial LP | 9,542 | $11.6K | +9,542 | — |
| MORGAN STANLEY | 7,301 | $9.1K | -53,131 | -87.9% |
| ADVISOR GROUP HOLDINGS, INC. | 4,500 | $5.6K | +3,700 | 462.5% |
| SouthState Corp | 3,939 | $4.8K | 0 | 0.0% |
| BANK OF AMERICA CORP /DE/ | 3,250 | $4.0K | 0 | 0.0% |
| Rockefeller Capital Management L.P. | 1,156 | $1.4K | -1,571 | -57.6% |
| Garton & Associates Financial Advisors LLC | 865 | $1.1K | +865 | — |
| UBS Group AG | 747 | $926 | -149 | -16.6% |
| New England Capital Financial Advisors LLC | 700 | $868 | 0 | 0.0% |
| Inlight Wealth Management, LLC | 500 | $610 | 0 | 0.0% |
| ACADIAN ASSET MANAGEMENT LLC | 28,605 | $35 | +28,605 | — |
| GSA CAPITAL PARTNERS LLP | 23,743 | $29 | +11,390 | 92.2% |
New & Closed Positions this quarter
Closed Positions
6 managers exited
Top five by prior-quarter value
Methodology
Form 13F is the SEC's quarterly disclosure for institutional investment managers exercising discretion over $100 million or more in qualifying U.S. equity securities. Managers must file within 45 days of each calendar quarter end, which is why holdings shown here reflect a snapshot at the period date — not real-time positioning.
Quarter-over-quarter deltas compare each manager's most recently reported share count for MVO against its prior-quarter count. New positions are entries where the prior count was zero; closed positions are entries where the current count is zero. Amendments (13F-HR/A) replace prior filings for the same period.
Source: SEC EDGAR Form 13F (XML information tables). Dollar values are as reported by the manager and may use mid-quarter pricing conventions. CUSIP-to-ticker resolution is best-effort.