13F institutional ownership facts
Institutions tracked
1
Reported value
$0.00
Reported shares
0
Latest filing period
Q1 2026
Top institutional holders
- David Katz - Matrix Asset Advisors · $48,319,559 · 4.43%
Data source and limitations
This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.
13F Hub provides research and education data only. It does not provide personalized investment advice.
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$ETF-MAVF
Institutional Holdings
1
Top Institutions
Institutional InsightPRO
Scale Distribution
MEGA
39%
LARGE
43%
MEDIUM
17%
SMALL
1%
Geographic Distribution
North America
69%
Europe
28%
Asia Pacific
14%
Other
5%
Institutional Activity
Buyers
44
Sellers
38
Holders
82
New
19
Exited
15
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Insider TradingPRO
Trading Statistics
Insider Buyers
22
Insider Sellers
38
Purchase Value
$27.8M
Role Distribution
CEO
24%
CFO
19%
Director
36%
VP
12%
Other
5%
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RatingPRO
64
C+
Overall Score
Strong institutional support with positive momentum
Rating Dimensions
Institutional Ownership
94
Recent Activity
88
Concentration
67
Momentum
91
Stability
78
Recent Actions
New
9
Increased
23
Decreased
20
Exited
4
Total
40
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