HoldingsChannel.com
Funds Holding MGV

On this page, we present all of the funds holding MGV from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding MGV, with a link to that fund's top holdings. The next columns indicate the amount of MGV stock held by each of the funds holding MGV, followed by the MGV position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 362 funds holding MGV within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Assetmark Inc.. For more details on the positions held by Assetmark Inc. (or by any of the other funds holding MGV), click the fund name in the "Holder" column of the funds-holding-MGV table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Assetmark Inc.12,198,218$1,334,119 12/31/2023
     MGV12,198,218$1,334,119 12/31/2023
Bank of America Corp DE3,875,304$423,842 12/31/2023
     MGV3,875,304$423,842 12/31/2023
Morgan Stanley2,465,732$269,677 12/31/2023
     MGV2,465,732$269,677 12/31/2023
Lincoln National Corp1,982,185$216,792 12/31/2023
     MGV1,982,185$216,792 12/31/2023
UBS Group AG1,809,070$197,858 12/31/2023
     MGV1,809,070$197,858 12/31/2023
Envestnet Asset Management Inc.1,676,287$183,336 12/31/2023
     MGV1,676,287$183,336 12/31/2023
The PNC Financial Services Group Inc.1,372,871$150,151 12/31/2023
     MGV1,372,871$150,151 12/31/2023
Advisor Group Holdings Inc.1,124,842$123,025 12/31/2023
     MGV1,124,842$123,025 12/31/2023
Ameriprise Financial Inc.1,040,748$113,800 12/31/2023
     MGV1,040,748$113,800 12/31/2023
LPL Financial LLC692,685$75,759 12/31/2023
     MGV692,685$75,759 12/31/2023
Black Diamond Financial LLC567,595$62,078 12/31/2023
     MGV567,595$62,078 12/31/2023
Royal Bank of Canada554,275$60,620 12/31/2023
     MGV554,275$60,620 12/31/2023
Wells Fargo & Company MN552,615$60,440 12/31/2023
     MGV552,615$60,440 12/31/2023
Sequoia Financial Advisors LLC543,915$59,488 12/31/2023
     MGV543,915$59,488 12/31/2023
HighTower Advisors LLC527,319$57,654 12/31/2023
     MGV527,319$57,654 12/31/2023
Raymond James & Associates487,893$53,361 12/31/2023
     MGV487,893$53,361 12/31/2023
Means Investment CO. Inc.443,933$53,054 03/31/2024
     MGV443,933$53,054 03/31/2024
Rockefeller Capital Management L.P.451,907$49,425 12/31/2023
     MGV451,907$49,425 12/31/2023
Petredis Investment Advisors LLC390,499$42,709 12/31/2023
     MGV390,499$42,709 12/31/2023
MML Investors Services LLC358,700$39,231 12/31/2023
     MGV358,700$39,231 12/31/2023
Merit Financial Group LLC319,622$34,957 12/31/2023
     MGV319,622$34,957 12/31/2023
Cambridge Investment Research Advisors Inc.304,793$33,335 12/31/2023
     MGV304,793$33,335 12/31/2023
BSW Wealth Partners292,976$32,043 12/31/2023
     MGV292,976$32,043 12/31/2023
Kestra Advisory Services LLC280,345$30,661 12/31/2023
     MGV280,345$30,661 12/31/2023
Greytown Advisors Inc.253,420$27,717 12/31/2023
     MGV253,420$27,717 12/31/2023
Beacon Pointe Advisors LLC252,040$27,566 12/31/2023
     MGV252,040$27,566 12/31/2023
Bernardo Wealth Planning LLC245,459$26,846 12/31/2023
     MGV245,459$26,846 12/31/2023
Commonwealth Equity Services LLC240,166$26,267 12/31/2023
     MGV240,166$26,267 12/31/2023
Stifel Financial Corp224,713$24,579 12/31/2023
     MGV224,713$24,579 12/31/2023
Strategic Investment Advisors MI224,689$24,574 12/31/2023
     MGV224,689$24,574 12/31/2023
Zeit Capital LLC215,753$23,597 12/31/2023
     MGV215,753$23,597 12/31/2023
OLD National Bancorp IN194,568$23,253 03/31/2024
     MGV194,568$23,253 03/31/2024
Smartleaf Asset Management LLC202,390$22,606 12/31/2023
     MGV202,390$22,606 12/31/2023
Avantax Advisory Services Inc.205,343$22,458 12/31/2023
     MGV205,343$22,458 12/31/2023
BHK Investment Advisors LLC185,673$20,307 12/31/2023
     MGV185,673$20,307 12/31/2023
Savant Capital LLC184,316$20,159 12/31/2023
     MGV184,316$20,159 12/31/2023
JPMorgan Chase & Co.180,919$19,787 12/31/2023
     MGV180,919$19,787 12/31/2023
Capital Advantage Inc.165,006$18,047 12/31/2023
     MGV165,006$18,047 12/31/2023
Wealthcare Advisory Partners LLC142,620$17,044 03/31/2024
     MGV142,620$17,044 03/31/2024
Harbour Investments Inc.154,810$16,932 12/31/2023
     MGV154,810$16,932 12/31/2023
Baird Financial Group Inc.153,490$16,787 12/31/2023
     MGV153,490$16,787 12/31/2023
Silicon Valley Capital Partners150,776$16,490 12/31/2023
     MGV150,776$16,490 12/31/2023
Creative Financial Designs Inc. ADV135,497$14,819 12/31/2023
     MGV135,497$14,819 12/31/2023
Cresset Asset Management LLC124,334$13,598 12/31/2023
     MGV124,334$13,598 12/31/2023
Leavell Investment Management Inc.120,550$13,185 12/31/2023
     MGV120,550$13,185 12/31/2023
Raymond James Financial Services Advisors Inc.116,102$12,698 12/31/2023
     MGV116,102$12,698 12/31/2023
Von Berge Wealth Management Group LLC104,445$12,482 03/31/2024
     MGV104,445$12,482 03/31/2024
ETF Portfolio Partners Inc.109,050$11,927 12/31/2023
     MGV109,050$11,927 12/31/2023
Creative Planning108,566$11,874 12/31/2023
     MGV108,566$11,874 12/31/2023
US Bancorp DE104,759$11,458 12/31/2023
     MGV104,759$11,458 12/31/2023
9258 Wealth Management LLC100,770$11,021 12/31/2023
     MGV100,770$11,021 12/31/2023
Blue Edge Capital LLC96,327$10,535 12/31/2023
     MGV96,327$10,535 12/31/2023
Capital Planning LLC86,739$10,366 03/31/2024
     MGV86,739$10,366 03/31/2024
Private Advisor Group LLC91,154$9,970 12/31/2023
     MGV91,154$9,970 12/31/2023
SG Americas Securities LLC87,590$9,580 12/31/2023
     MGV87,590$9,580 12/31/2023
Janney Montgomery Scott LLC84,598$9,253 12/31/2023
     MGV84,598$9,253 12/31/2023
James J. Burns & Company LLC84,064$9,195 12/31/2023
     MGV84,064$9,195 12/31/2023
SOL Capital Management CO81,841$8,951 12/31/2023
     MGV81,841$8,951 12/31/2023
Nelson Van Denburg & Campbell Wealth Management Group LLC81,486$8,912 12/31/2023
     MGV81,486$8,912 12/31/2023
Marmo Financial Group LLC81,231$8,877 12/31/2023
     MGV81,231$8,877 12/31/2023
Empirical Financial Services LLC d.b.a. Empirical Wealth Management79,918$8,741 12/31/2023
     MGV79,918$8,741 12/31/2023
Stephens Inc. AR79,427$8,687 12/31/2023
     MGV79,427$8,687 12/31/2023
TFB Advisors LLC79,004$8,641 12/31/2023
     MGV79,004$8,641 12/31/2023
Checchi Capital Advisers LLC75,091$8,213 12/31/2023
     MGV75,091$8,213 12/31/2023
D.A. Davidson & CO.73,695$8,060 12/31/2023
     MGV73,695$8,060 12/31/2023
Walden Wealth Partners LLC65,163$7,624 03/31/2024
     MGV65,163$7,624 03/31/2024
HB Wealth Management LLC69,604$7,613 12/31/2023
     MGV69,604$7,613 12/31/2023
PFG Private Wealth Management LLC67,837$7,419 12/31/2023
     MGV67,837$7,419 12/31/2023
WealthShield Partners LLC66,058$7,225 12/31/2023
     MGV66,058$7,225 12/31/2023
ARQ Wealth Advisors LLC64,353$7,038 12/31/2023
     MGV64,353$7,038 12/31/2023
Cedrus LLC56,199$6,716 03/31/2024
     MGV56,199$6,716 03/31/2024
Planning Directions Inc.61,376$6,713 12/31/2023
     MGV61,376$6,713 12/31/2023
Texas Capital Bank Wealth Management Services Inc.60,033$6,566 12/31/2023
     MGV60,033$6,566 12/31/2023
Phillips Financial Management LLC59,942$6,556 12/31/2023
     MGV59,942$6,556 12/31/2023
AE Wealth Management LLC58,740$6,528 12/31/2023
     MGV58,740$6,528 12/31/2023
Select Asset Management & Trust59,116$6,466 12/31/2023
     MGV59,116$6,466 12/31/2023
Pachira Investments Inc.52,829$6,314 03/31/2024
     MGV52,829$6,314 03/31/2024
Wealthfront Advisers LLC52,736$6,302 03/31/2024
     MGV52,736$6,302 03/31/2024
Goldman Sachs Group Inc.57,408$6,279 12/31/2023
     MGV57,408$6,279 12/31/2023
Annapolis Financial Services LLC50,107$5,988 03/31/2024
     MGV50,107$5,988 03/31/2024
Susquehanna International Group LLP $5,566 12/31/2023
     Call33,200$3,631 12/31/2023
     MGV17,694$1,935 12/31/2023
Center For Asset Management LLC50,471$5,520 12/31/2023
     MGV50,471$5,520 12/31/2023
Comerica Bank50,046$5,474 12/31/2023
     MGV50,046$5,474 12/31/2023
Holt Capital Advisors L.L.C. dba Holt Capital Partners L.P.49,138$5,374 12/31/2023
     MGV49,138$5,374 12/31/2023
Atria Investments LLC45,945$5,025 12/31/2023
     MGV45,945$5,025 12/31/2023
Captrust Financial Advisors45,894$5,019 12/31/2023
     MGV45,894$5,019 12/31/2023
Richard P Slaughter Associates Inc40,465$4,836 03/31/2024
     MGV40,465$4,836 03/31/2024
Cetera Advisors LLC42,286$4,625 12/31/2023
     MGV42,286$4,625 12/31/2023
EverSource Wealth Advisors LLC40,958$4,480 12/31/2023
     MGV40,958$4,480 12/31/2023
Resolute Partners Group38,335$4,193 12/31/2023
     MGV38,335$4,193 12/31/2023
Breakwater Capital Group33,895$4,051 03/31/2024
     MGV33,895$4,051 03/31/2024
CVA Family Office LLC32,553$3,890 03/31/2024
     MGV32,553$3,890 03/31/2024
Cary Street Partners Investment Advisory LLC35,278$3,858 12/31/2023
     MGV35,278$3,858 12/31/2023
GWM Advisors LLC31,834$3,516 12/31/2023
     MGV31,834$3,516 12/31/2023
Gray Wealth Management Inc.32,018$3,502 12/31/2023
     MGV32,018$3,502 12/31/2023
Centaurus Financial Inc.31,931$3,492 12/31/2023
     MGV31,931$3,492 12/31/2023
Cetera Advisor Networks LLC30,000$3,281 12/31/2023
     MGV30,000$3,281 12/31/2023
Principle Wealth Partners LLC29,430$3,219 12/31/2023
     MGV29,430$3,219 12/31/2023
Alpha Cubed Investments LLC28,910$3,162 12/31/2023
     MGV28,910$3,162 12/31/2023
Zhang Financial LLC28,224$3,087 12/31/2023
     MGV28,224$3,087 12/31/2023
Boyd Wealth Management LLC28,031$3,066 12/31/2023
     MGV28,031$3,066 12/31/2023
Encompass Wealth Advisors LLC27,536$3,012 12/31/2023
     MGV27,536$3,012 12/31/2023
Mutual Advisors LLC26,818$2,933 12/31/2023
     MGV26,818$2,933 12/31/2023
Levy Wealth Management Group LLC25,611$2,801 03/31/2024
     MGV25,611$2,801 03/31/2024
Fingerlakes Wealth Management Inc.25,121$2,747 12/31/2023
     MGV25,121$2,747 12/31/2023
MAI Capital Management24,226$2,650 12/31/2023
     MGV24,226$2,650 12/31/2023
J.W. Cole Advisors Inc.24,214$2,648 12/31/2023
     MGV24,214$2,648 12/31/2023
United Capital Financial Advisers LLC23,710$2,593 12/31/2023
     MGV23,710$2,593 12/31/2023
Royal Fund Management LLC21,580$2,584 03/31/2024
     MGV21,580$2,584 03/31/2024
Renaissance Technologies LLC23,500$2,570 12/31/2023
     MGV23,500$2,570 12/31/2023
Ifrah Financial Services Inc.23,398$2,559 12/31/2023
     MGV23,398$2,559 12/31/2023
Wells Financial Advisors INC23,360$2,555 12/31/2023
     MGV23,360$2,555 12/31/2023
Atria Wealth Solutions Inc.22,335$2,443 12/31/2023
     MGV22,335$2,443 12/31/2023
First National Bank of Omaha22,147$2,422 12/31/2023
     MGV22,147$2,422 12/31/2023
Equitable Holdings Inc.22,120$2,419 12/31/2023
     MGV22,120$2,419 12/31/2023
MONECO Advisors LLC21,310$2,331 12/31/2023
     MGV21,310$2,331 12/31/2023
Tradition Wealth Management LLC21,036$2,301 12/31/2023
     MGV21,036$2,301 12/31/2023
Mariner LLC21,003$2,297 12/31/2023
     MGV21,003$2,297 12/31/2023
Mercer Global Advisors Inc. ADV20,977$2,294 12/31/2023
     MGV20,977$2,294 12/31/2023
Howe & Rusling Inc.19,906$2,177 12/31/2023
     MGV19,906$2,177 12/31/2023
Roberts Glore & Co. Inc. IL19,732$2,158 12/31/2023
     MGV19,732$2,158 12/31/2023
WNY Asset Management LLC19,705$2,155 12/31/2023
     MGV19,705$2,155 12/31/2023
Concurrent Investment Advisors LLC19,416$2,124 12/31/2023
     MGV19,416$2,124 12/31/2023
Hilltop Wealth Advisors LLC17,042$2,037 03/31/2024
     MGV17,042$2,037 03/31/2024
Americana Partners LLC18,549$2,029 12/31/2023
     MGV18,549$2,029 12/31/2023
Allworth Financial LP18,481$2,021 12/31/2023
     MGV18,481$2,021 12/31/2023
Integrated Wealth Concepts LLC18,241$1,995 12/31/2023
     MGV18,241$1,995 12/31/2023
Continuum Advisory LLC17,476$1,913 12/31/2023
     MGV17,476$1,913 12/31/2023
Horizon Investment Services LLC17,384$1,901 12/31/2023
     MGV17,384$1,901 12/31/2023
Cetera Investment Advisers17,372$1,900 12/31/2023
     MGV17,372$1,900 12/31/2023
Pinnacle Bank15,772$1,885 03/31/2024
     MGV15,772$1,885 03/31/2024
Glass Jacobson Investment Advisors llc17,130$1,874 12/31/2023
     MGV17,130$1,874 12/31/2023
Moneta Group Investment Advisors LLC16,980$1,857 12/31/2023
     MGV16,980$1,857 12/31/2023
Simon Quick Advisors LLC15,449$1,846 03/31/2024
     MGV15,449$1,846 03/31/2024
RSM US Wealth Management LLC16,379$1,791 12/31/2023
     MGV16,379$1,791 12/31/2023
Citadel Advisors LLC $1,789 12/31/2023
     Call15,200$1,662 12/31/2023
     MGV1,160$127 12/31/2023
Blair William & Co. IL16,147$1,766 12/31/2023
     MGV16,147$1,766 12/31/2023
EP Wealth Advisors LLC16,054$1,756 12/31/2023
     MGV16,054$1,756 12/31/2023
Financial Gravity Asset Management Inc.16,017$1,752 12/31/2023
     MGV16,017$1,752 12/31/2023
Petix & Botte Co15,650$1,712 12/31/2023
     MGV15,650$1,712 12/31/2023
Hazlett Burt & Watson Inc.15,358$1,679 12/31/2023
     MGV15,358$1,679 12/31/2023
Ogorek Anthony Joseph NY ADV15,185$1,660 12/31/2023
     MGV15,185$1,660 12/31/2023
Matthew Goff Investment Advisor LLC13,469$1,610 03/31/2024
     MGV13,469$1,610 03/31/2024
Bank of Hawaii14,560$1,592 12/31/2023
     MGV14,560$1,592 12/31/2023
Great Valley Advisor Group Inc.13,181$1,442 12/31/2023
     MGV13,181$1,442 12/31/2023
Koshinski Asset Management Inc.13,107$1,434 12/31/2023
     MGV13,107$1,434 12/31/2023
Truist Financial Corp13,006$1,422 12/31/2023
     MGV13,006$1,422 12/31/2023
Northern Trust Corp12,889$1,410 12/31/2023
     MGV12,889$1,410 12/31/2023
Stratos Wealth Partners LTD.11,621$1,389 03/31/2024
     MGV11,621$1,389 03/31/2024
Procyon Private Wealth Partners LLC11,327$1,354 03/31/2024
     MGV11,327$1,354 03/31/2024
Bowman & Co S.C.11,222$1,341 03/31/2024
     MGV11,222$1,341 03/31/2024
Prudential Financial Inc.12,123$1,326 12/31/2023
     MGV12,123$1,326 12/31/2023
Gotham Asset Management LLC11,842$1,295 12/31/2023
     MGV11,842$1,295 12/31/2023
Ballentine Partners LLC10,700$1,279 03/31/2024
     MGV10,700$1,279 03/31/2024
FMR LLC11,072$1,211 12/31/2023
     MGV11,072$1,211 12/31/2023
Northwestern Mutual Wealth Management Co.11,028$1,206 12/31/2023
     MGV11,028$1,206 12/31/2023
Global Retirement Partners LLC10,804$1,177 12/31/2023
     MGV10,804$1,177 12/31/2023
M&T Bank Corp10,710$1,171 12/31/2023
     MGV10,710$1,171 12/31/2023
Patriot Financial Group Insurance Agency LLC10,419$1,139 12/31/2023
     MGV10,419$1,139 12/31/2023
High Net Worth Advisory Group LLC8,813$1,053 03/31/2024
     MGV8,813$1,053 03/31/2024
Dfpg Investments LLC9,161$1,003 12/31/2023
     MGV9,161$1,003 12/31/2023
Snowden Capital Advisors LLC9,036$988 12/31/2023
     MGV9,036$988 12/31/2023
Wealth Enhancement Advisory Services LLC7,962$951 03/31/2024
     MGV7,962$951 03/31/2024
Wealthcare Capital Management LLC7,888$943 03/31/2024
     MGV7,888$943 03/31/2024
Ascent Group LLC8,114$915 12/31/2023
     MGV8,114$915 12/31/2023
PFG Advisors8,004$875 12/31/2023
     MGV8,004$875 12/31/2023
Crane Advisory LLC7,428$869 03/31/2024
     MGV7,428$869 03/31/2024
Hudock Inc.7,909$865 12/31/2023
     MGV7,909$865 12/31/2023
LWS Wealth Advisors Inc.7,762$849 12/31/2023
     MGV7,762$849 12/31/2023
Wade G W & Inc.7,669$839 12/31/2023
     MGV7,669$839 12/31/2023
Signature Securities Group Corporation6,893$824 03/31/2024
     MGV6,893$824 03/31/2024
Private Wealth Group LLC7,354$804 12/31/2023
     MGV7,354$804 12/31/2023
Aveo Capital Partners LLC7,324$801 12/31/2023
     MGV7,324$801 12/31/2023
Ameritas Advisory Services LLC7,146$798 12/31/2023
     MGV7,146$798 12/31/2023
Raymond James Trust N.A.7,259$794 12/31/2023
     MGV7,259$794 12/31/2023
Level Four Advisory Services LLC7,080$774 12/31/2023
     MGV7,080$774 12/31/2023
CI Private Wealth LLC7,065$773 12/31/2023
     MGV7,065$773 12/31/2023
Crescent Grove Advisors LLC7,056$772 12/31/2023
     MGV7,056$772 12/31/2023
Ethos Financial Group LLC6,898$754 12/31/2023
     MGV6,898$754 12/31/2023
DB Wealth Management Group LLC6,650$727 12/31/2023
     MGV6,650$727 12/31/2023
Vicus Capital5,970$713 03/31/2024
     MGV5,970$713 03/31/2024
Mainsail Asset Management LLC5,909$706 03/31/2024
     MGV5,909$706 03/31/2024
Orion Portfolio Solutions LLC6,359$702 12/31/2023
     MGV6,359$702 12/31/2023
IFP Advisors Inc6,390$699 12/31/2023
     MGV6,390$699 12/31/2023
Collaborative Wealth Managment Inc.6,146$672 12/31/2023
     MGV6,146$672 12/31/2023
Bank of Montreal Can6,063$665 12/31/2023
     MGV6,063$665 12/31/2023
Cerity Partners LLC6,081$665 12/31/2023
     MGV6,081$665 12/31/2023
Hilltop Holdings Inc.6,013$658 12/31/2023
     MGV6,013$658 12/31/2023
Pegasus Partners Ltd.6,020$658 12/31/2023
     MGV6,020$658 12/31/2023
National Asset Management Inc.5,996$656 12/31/2023
     MGV5,996$656 12/31/2023
Rehmann Capital Advisory Group5,903$646 12/31/2023
     MGV5,903$646 12/31/2023
Csenge Advisory Group5,806$635 12/31/2023
     MGV5,806$635 12/31/2023
Colton Groome Financial Advisors LLC5,283$631 03/31/2024
     MGV5,283$631 03/31/2024
Visionary Wealth Advisors5,738$628 12/31/2023
     MGV5,738$628 12/31/2023
Calton & Associates Inc.5,234$625 03/31/2024
     MGV5,234$625 03/31/2024
Johnson Investment Counsel Inc.5,717$625 12/31/2023
     MGV5,717$625 12/31/2023
Plancorp LLC5,562$608 12/31/2023
     MGV5,562$608 12/31/2023
Cresta Advisors Ltd.5,546$607 12/31/2023
     MGV5,546$607 12/31/2023
Bank of New York Mellon Corp5,537$606 12/31/2023
     MGV5,537$606 12/31/2023
U.S. Capital Wealth Advisors LLC5,498$601 12/31/2023
     MGV5,498$601 12/31/2023
Prime Capital Investment Advisors LLC5,411$592 12/31/2023
     MGV5,411$592 12/31/2023
Gladstone Institutional Advisory LLC5,349$585 12/31/2023
     MGV5,349$585 12/31/2023
We Are One Seven LLC5,254$575 12/31/2023
     MGV5,254$575 12/31/2023
FDx Advisors Inc.5,230$572 12/31/2023
     MGV5,230$572 12/31/2023
Interchange Capital Partners LLC5,226$572 12/31/2023
     MGV5,226$572 12/31/2023
Silverlake Wealth Management LLC4,766$570 03/31/2024
     MGV4,766$570 03/31/2024
Lazari Capital Management Inc.5,171$566 12/31/2023
     MGV5,171$566 12/31/2023
Raab & Moskowitz Asset Management LLC5,101$558 12/31/2023
     MGV5,101$558 12/31/2023
Wharton Business Group LLC5,050$552 12/31/2023
     MGV5,050$552 12/31/2023
TD Waterhouse Canada Inc.4,954$548 12/31/2023
     MGV4,954$548 12/31/2023
Meridian Wealth Management LLC4,998$547 12/31/2023
     MGV4,998$547 12/31/2023
Arkadios Wealth Advisors4,887$534 12/31/2023
     MGV4,887$534 12/31/2023
Concorde Asset Management LLC4,834$529 12/31/2023
     MGV4,834$529 12/31/2023
OxenFree Capital LLC4,768$521 12/31/2023
     MGV4,768$521 12/31/2023
Keystone Financial Group4,749$519 12/31/2023
     MGV4,749$519 12/31/2023
Landaas & Co. WI ADV4,736$518 12/31/2023
     MGV4,736$518 12/31/2023
Berger Financial Group Inc4,178$499 03/31/2024
     MGV4,178$499 03/31/2024
Gratus Capital LLC4,550$498 12/31/2023
     MGV4,550$498 12/31/2023
Venture Visionary Partners LLC4,475$489 12/31/2023
     MGV4,475$489 12/31/2023
Haverford Trust Co.4,379$479 12/31/2023
     MGV4,379$479 12/31/2023
Global Trust Asset Management LLC3,975$475 03/31/2024
     MGV3,975$475 03/31/2024
Country Club Bank GFN4,322$473 12/31/2023
     MGV4,322$473 12/31/2023
CoreCap Advisors LLC4,282$468 12/31/2023
     MGV4,282$468 12/31/2023
Sigma Planning Corp4,202$460 12/31/2023
     MGV4,202$460 12/31/2023
Brookstone Capital Management3,839$459 03/31/2024
     MGV3,839$459 03/31/2024
Vanguard Group Inc.4,182$457 12/31/2023
     MGV4,182$457 12/31/2023
Revisor Wealth Management LLC4,172$456 12/31/2023
     MGV4,172$456 12/31/2023
O ROURKE & COMPANY Inc3,756$449 03/31/2024
     MGV3,756$449 03/31/2024
Sonoma Private Wealth LLC4,074$446 12/31/2023
     MGV4,074$446 12/31/2023
Turtle Creek Wealth Advisors LLC4,074$446 12/31/2023
     MGV4,074$446 12/31/2023
Bell Bank4,070$445 12/31/2023
     MGV4,070$445 12/31/2023
BancorpSouth Bank4,058$444 12/31/2023
     MGV4,058$444 12/31/2023
Western Wealth Management LLC4,024$440 12/31/2023
     MGV4,024$440 12/31/2023
Cassady Schiller Wealth Management LLC4,000$437 12/31/2023
     MGV4,000$437 12/31/2023
Trademark Financial Management LLC3,990$436 12/31/2023
     MGV3,990$436 12/31/2023
Wiley BROS. Aintree Capital LLC3,584$428 03/31/2024
     MGV3,584$428 03/31/2024
Cary Street Partners Asset Management LLC3,867$423 12/31/2023
     MGV3,867$423 12/31/2023
Main Street Financial Solutions LLC3,765$412 12/31/2023
     MGV3,765$412 12/31/2023
KC Investment Advisors LLC3,729$408 12/31/2023
     MGV3,729$408 12/31/2023
Wedbush Securities Inc.3,595$393 12/31/2023
     MGV3,595$393 12/31/2023
Secure Asset Management LLC3,579$391 12/31/2023
     MGV3,579$391 12/31/2023
Bessemer Group Inc.3,370$369 12/31/2023
     MGV3,370$369 12/31/2023
Avalon Trust Co3,334$365 12/31/2023
     MGV3,334$365 12/31/2023
Fusion Family Wealth LLC3,290$360 12/31/2023
     MGV3,290$360 12/31/2023
Duncan Williams Asset Management LLC3,006$359 03/31/2024
     MGV3,006$359 03/31/2024
AMG National Trust Bank3,265$357 12/31/2023
     MGV3,265$357 12/31/2023
Change Path LLC3,258$356 12/31/2023
     MGV3,258$356 12/31/2023
Cassaday & Co Wealth Management LLC3,181$348 12/31/2023
     MGV3,181$348 12/31/2023
Cardiff Park Advisors LLC3,170$347 12/31/2023
     MGV3,170$347 12/31/2023
Cyndeo Wealth Partners LLC2,852$341 03/31/2024
     MGV2,852$341 03/31/2024
Retirement Income Solutions Inc3,120$341 12/31/2023
     MGV3,120$341 12/31/2023
Camden Capital LLC3,073$336 12/31/2023
     MGV3,073$336 12/31/2023
Apeiron RIA LLC2,775$332 03/31/2024
     MGV2,775$332 03/31/2024
Spinnaker Trust3,004$329 12/31/2023
     MGV3,004$329 12/31/2023
Caitlin John LLC2,990$327 12/31/2023
     MGV2,990$327 12/31/2023
Strategic Blueprint LLC2,927$320 12/31/2023
     MGV2,927$320 12/31/2023
RF&L Wealth Management LLC2,922$320 12/31/2023
     MGV2,922$320 12/31/2023
Prestige Wealth Management Group LLC2,822$309 12/31/2023
     MGV2,822$309 12/31/2023
Blackston Financial Advisory Group LLC2,819$308 12/31/2023
     MGV2,819$308 12/31/2023
CWM LLC2,529$302 03/31/2024
     MGV2,529$302 03/31/2024
Flagship Harbor Advisors LLC2,523$302 03/31/2024
     MGV2,523$302 03/31/2024
Financial Alternatives Inc2,702$296 12/31/2023
     MGV2,702$296 12/31/2023
Richardson Financial Services Inc.2,666$292 12/31/2023
     MGV2,666$292 12/31/2023
Synovus Financial Corp2,600$284 12/31/2023
     MGV2,600$284 12/31/2023
PrairieView Partners LLC2,587$283 12/31/2023
     MGV2,587$283 12/31/2023
Adviser Investments LLC2,581$282 12/31/2023
     MGV2,581$282 12/31/2023
McClarren Financial Advisors Inc.2,540$278 12/31/2023
     MGV2,540$278 12/31/2023
Townsquare Capital LLC2,506$274 12/31/2023
     MGV2,506$274 12/31/2023
Kovitz Investment Group Partners LLC2,480$271 12/31/2023
     MGV2,480$271 12/31/2023
Betterment LLC2,462$269 12/31/2023
     MGV2,462$269 12/31/2023
Valmark Advisers Inc.2,445$267 12/31/2023
     MGV2,445$267 12/31/2023
Nicholas Hoffman & Company LLC.2,377$260 12/31/2023
     MGV2,377$260 12/31/2023
UNIVEST FINANCIAL Corp2,334$255 12/31/2023
     MGV2,334$255 12/31/2023
Spire Wealth Management2,280$250 12/31/2023
     MGV2,280$250 12/31/2023
RVW Wealth LLC2,000$239 03/31/2024
     MGV2,000$239 03/31/2024
Sterling Investment Counsel LLC2,172$238 12/31/2023
     MGV2,172$238 12/31/2023
Encompass More Asset Management2,158$236 12/31/2023
     MGV2,158$236 12/31/2023
Certified Advisory Corp2,114$231 12/31/2023
     MGV2,114$231 12/31/2023
New England Private Wealth Advisors LLC2,106$230 12/31/2023
     MGV2,106$230 12/31/2023
Y Intercept Hong Kong Ltd2,106$230 12/31/2023
     MGV2,106$230 12/31/2023
Benjamin F. Edwards & Company Inc.2,097$229 12/31/2023
     MGV2,097$229 12/31/2023
TCG Advisory Services LLC2,075$227 12/31/2023
     MGV2,075$227 12/31/2023
SILVER OAK SECURITIES Inc2,042$223 12/31/2023
     MGV2,042$223 12/31/2023
Tritonpoint Wealth LLC2,035$223 12/31/2023
     MGV2,035$223 12/31/2023
Thomasville National Bank1,855$222 03/31/2024
     MGV1,855$222 03/31/2024
Steward Partners Investment Advisory LLC2,023$221 12/31/2023
     MGV2,023$221 12/31/2023
Kowal Investment Group LLC1,837$220 03/31/2024
     MGV1,837$220 03/31/2024
Parallel Advisors LLC1,985$217 12/31/2023
     MGV1,985$217 12/31/2023
Virtue Capital Management LLC1,964$215 12/31/2023
     MGV1,964$215 12/31/2023
Clark Capital Management Group Inc.1,935$212 12/31/2023
     MGV1,935$212 12/31/2023
Apollon Financial LLC1,919$210 12/31/2023
     MGV1,919$210 12/31/2023
Mather Group LLC.1,898$208 03/31/2024
     MGV1,898$208 03/31/2024
Lane & Associates LLC1,727$206 03/31/2024
     MGV1,727$206 03/31/2024
Garden State Investment Advisory Services LLC1,884$206 12/31/2023
     MGV1,884$206 12/31/2023
Capital Investment Advisory Services LLC1,573$172 12/31/2023
     MGV1,573$172 12/31/2023
Aptus Capital Advisors LLC1,535$168 12/31/2023
     MGV1,535$168 12/31/2023
Citigroup Inc.1,490$163 12/31/2023
     MGV1,490$163 12/31/2023
Farmers & Merchants Investments Inc.1,200$143 03/31/2024
     MGV1,200$143 03/31/2024
UMB Bank N A MO1,253$137 12/31/2023
     MGV1,253$137 12/31/2023
Aspire Wealth Management Corp1,180$129 12/31/2023
     MGV1,180$129 12/31/2023
Heritage Wealth Advisors1,139$125 12/31/2023
     MGV1,139$125 12/31/2023
Financial Advocates Investment Management1,146$125 12/31/2023
     MGV1,146$125 12/31/2023
Woodard & Co. Asset Management Group Inc. ADV1,074$117 12/31/2023
     MGV1,074$117 12/31/2023
MV Capital Management Inc.928$111 03/31/2024
     MGV928$111 03/31/2024
Advisory Services Network LLC920$101 12/31/2023
     MGV920$101 12/31/2023
Qube Research & Technologies Ltd911$100 12/31/2023
     MGV911$100 12/31/2023
First Personal Financial Services864$94 12/31/2023
     MGV864$94 12/31/2023
First Command Advisory Services Inc.797$87 12/31/2023
     MGV797$87 12/31/2023
Householder Group Estate & Retirement Specialist LLC783$85 12/31/2023
     MGV783$85 12/31/2023
Clearstead Advisors LLC638$70 12/31/2023
     MGV638$70 12/31/2023
South State CORP.630$69 12/31/2023
     MGV630$69 12/31/2023
First Horizon Advisors Inc.603$66 12/31/2023
     MGV603$66 12/31/2023
Resurgent Financial Advisors LLC566$62 12/31/2023
     MGV566$62 12/31/2023
Aspire Private Capital LLC510$61 03/31/2024
     MGV510$61 03/31/2024
Proequities Inc.507$55 12/31/2023
     MGV507$55 12/31/2023
Fifth Third Bancorp471$52 12/31/2023
     MGV471$52 12/31/2023
Bartlett & Co. LLC476$52 12/31/2023
     MGV476$52 12/31/2023
Bartlett & CO. Wealth Management LLC476$52 12/31/2023
     MGV476$52 12/31/2023
Bare Financial Services Inc470$51 12/31/2023
     MGV470$51 12/31/2023
Tower Research Capital LLC TRC 425$46 12/31/2023
     MGV425$46 12/31/2023
Northwest Financial Advisors422$46 12/31/2023
     MGV422$46 12/31/2023
Principal Securities Inc.402$44 12/31/2023
     MGV402$44 12/31/2023
Signaturefd LLC341$37 12/31/2023
     MGV341$37 12/31/2023
AdvisorNet Financial Inc304$36 03/31/2024
     MGV304$36 03/31/2024
Salomon & Ludwin LLC349$35 12/31/2023
     MGV349$35 12/31/2023
Financial Avengers Inc.301$33 12/31/2023
     MGV301$33 12/31/2023
Ronald Blue Trust Inc.324$33 12/31/2023
     MGV324$33 12/31/2023
Geneos Wealth Management Inc.289$32 12/31/2023
     MGV289$32 12/31/2023
Franklin Resources Inc.271$30 12/31/2023
     MGV271$30 12/31/2023
Huntington National Bank264$29 12/31/2023
     MGV264$29 12/31/2023
Chilton Capital Management LLC242$26 12/31/2023
     MGV242$26 12/31/2023
GPS Wealth Strategies Group LLC236$26 12/31/2023
     MGV236$26 12/31/2023
Life Planning Partners Inc231$25 12/31/2023
     MGV231$25 12/31/2023
Global Wealth Strategies & Associates196$23 03/31/2024
     MGV196$23 03/31/2024
Private Trust Co. NA210$23 12/31/2023
     MGV210$23 12/31/2023
Bogart Wealth LLC201$22 12/31/2023
     MGV201$22 12/31/2023
VitalStone Financial LLC170$19 12/31/2023
     MGV170$19 12/31/2023
SOA Wealth Advisors LLC.141$17 03/31/2024
     MGV141$17 03/31/2024
Rockbridge Investment Management LCC159$17 12/31/2023
     MGV159$17 12/31/2023
HM Payson & Co.137$15 12/31/2023
     MGV137$15 12/31/2023
First Community Trust NA120$14 03/31/2024
     MGV120$14 03/31/2024
Tsfg LLC100$12 03/31/2024
     MGV100$12 03/31/2024
City State Bank100$12 03/31/2024
     MGV100$12 03/31/2024
BOKF NA100$11 12/31/2023
     MGV100$11 12/31/2023
NBT Bank N A NY105$11 12/31/2023
     MGV105$11 12/31/2023
Founders Financial Alliance LLC105$11 12/31/2023
     MGV105$11 12/31/2023
Hallmark Capital Management Inc.87$10 12/31/2023
     MGV87$10 12/31/2023
Beacon Capital Management LLC100$10 12/31/2023
     MGV100$10 12/31/2023
Farther Finance Advisors LLC93$10 12/31/2023
     MGV93$10 12/31/2023
Kiely Wealth Advisory Group Inc.88$10 12/31/2023
     MGV88$10 12/31/2023
Quadrant Capital Group LLC86$9 12/31/2023
     MGV86$9 12/31/2023
Duncker Streett & Co. Inc.66$7 12/31/2023
     MGV66$7 12/31/2023
Retirement Group LLC65$7 12/31/2023
     MGV65$7 12/31/2023
Tennessee Valley Asset Management Partners61$7 12/31/2023
     MGV61$7 12/31/2023
Ables Iannone Moore & Associates Inc.56$6 12/31/2023
     MGV56$6 12/31/2023
Key Financial Inc45$5 12/31/2023
     MGV45$5 12/31/2023
Able Wealth Management LLC38$4 12/31/2023
     MGV38$4 12/31/2023
JFS Wealth Advisors LLC25$3 12/31/2023
     MGV25$3 12/31/2023
Cutler Group LP $2 03/31/2024
     Call200$2 03/31/2024
     Put200$0 03/31/2024
Focused Wealth Management Inc16$2 12/31/2023
     MGV16$2 12/31/2023
Annis Gardner Whiting Capital Advisors LLC12$1 12/31/2023
     MGV12$1 12/31/2023
FWL Investment Management LLC2$0 12/31/2023
     MGV2$0 12/31/2023
Jane Street Group LLC3,051$-98,825 12/31/2023
     Put382,100$99,159 12/31/2023
     MGV3,051$334 12/31/2023

See Summary: Institutional Holders of MGV
See Details: Top 10 Hedge Funds Holding MGV
Also See: MGV Holdings Changes

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