HoldingsChannel.com
Funds Holding MGV
HolderAmountPosition Size
($ in 1000's)
 As of
Assetmark Inc.4,265,707$371,884 12/31/2019
     MGV4,265,707$371,884 12/31/2019
Envestnet Asset Management Inc.2,486,219$216,749 12/31/2019
     MGV2,486,219$216,749 12/31/2019
PNC Financial Services Group Inc.2,361,802$205,902 12/31/2019
     MGV2,361,802$205,902 12/31/2019
Bank of America Corp DE2,113,261$184,235 12/31/2019
     MGV2,113,261$184,235 12/31/2019
Morgan Stanley1,738,934$151,600 12/31/2019
     MGV1,738,934$151,600 12/31/2019
Lincoln National Corp1,577,914$137,562 12/31/2019
     MGV1,577,914$137,562 12/31/2019
UBS Group AG1,128,435$98,377 12/31/2019
     MGV1,128,435$98,377 12/31/2019
LPL Financial LLC418,025$36,443 12/31/2019
     MGV418,025$36,443 12/31/2019
Wells Fargo & Company MN373,457$32,557 12/31/2019
     MGV373,457$32,557 12/31/2019
Royal Bank of Canada334,857$29,194 12/31/2019
     MGV334,857$29,194 12/31/2019
Raymond James & Associates333,199$29,048 12/31/2019
     MGV333,199$29,048 12/31/2019
Ameriprise Financial Inc.283,272$24,695 12/31/2019
     MGV283,272$24,695 12/31/2019
HighTower Advisors LLC280,595$24,462 12/31/2019
     MGV280,595$24,462 12/31/2019
Global Financial Private Capital Inc270,215$23,557 12/31/2019
     MGV270,215$23,557 12/31/2019
Raymond James Financial Services Advisors Inc.240,456$20,963 12/31/2019
     MGV240,456$20,963 12/31/2019
Greytown Advisors Inc.204,050$17,789 12/31/2019
     MGV204,050$17,789 12/31/2019
Capital Advantage Inc.193,835$16,869 12/31/2019
     MGV193,835$16,869 12/31/2019
OLD National Bancorp IN183,437$15,992 12/31/2019
     MGV183,437$15,992 12/31/2019
Leavell Investment Management Inc.167,951$14,642 12/31/2019
     MGV167,951$14,642 12/31/2019
BHK Investment Advisors LLC164,134$14,309 12/31/2019
     MGV164,134$14,309 12/31/2019
Cambridge Investment Research Advisors Inc.143,704$12,528 12/31/2019
     MGV143,704$12,528 12/31/2019
Ladenburg Thalmann Financial Services Inc.135,030$11,763 12/31/2019
     MGV135,030$11,763 12/31/2019
Nelson Van Denburg & Campbell Wealth Management Group LLC131,185$11,436 12/31/2019
     MGV131,185$11,436 12/31/2019
Stifel Financial Corp124,592$10,860 12/31/2019
     MGV124,592$10,860 12/31/2019
Texas Capital Bank Wealth Management Services Inc.123,280$10,748 12/31/2019
     MGV123,280$10,748 12/31/2019
Savant Capital LLC120,935$10,543 12/31/2019
     MGV120,935$10,543 12/31/2019
Commonwealth Equity Services LLC109,110$9,512 12/31/2019
     MGV109,110$9,512 12/31/2019
SOL Capital Management CO102,569$8,942 12/31/2019
     MGV102,569$8,942 12/31/2019
Alexandria Capital LLC99,622$8,685 12/31/2019
     MGV99,622$8,685 12/31/2019
Emerald Investment Partners LLC80,507$7,018 12/31/2019
     MGV80,507$7,018 12/31/2019
Phillips Financial Management LLC68,077$5,935 12/31/2019
     MGV68,077$5,935 12/31/2019
Black Diamond Financial LLC65,532$5,713 12/31/2019
     MGV65,532$5,713 12/31/2019
Planning Directions Inc.64,822$5,651 12/31/2019
     MGV64,822$5,651 12/31/2019
Wesbanco Bank Inc.63,489$5,535 12/31/2019
     MGV63,489$5,535 12/31/2019
United Capital Financial Advisers LLC61,499$5,361 12/31/2019
     MGV61,499$5,361 12/31/2019
Private Advisor Group LLC59,527$5,190 12/31/2019
     MGV59,527$5,190 12/31/2019
US Bancorp DE56,523$4,928 12/31/2019
     MGV56,523$4,928 12/31/2019
JPMorgan Chase & Co.54,973$4,793 12/31/2019
     MGV54,973$4,793 12/31/2019
Stephens Inc. AR52,530$4,580 12/31/2019
     MGV52,530$4,580 12/31/2019
Ferris Capital LLC47,570$4,147 12/31/2019
     MGV47,570$4,147 12/31/2019
Kovitz Investment Group Partners LLC47,195$4,114 12/31/2019
     MGV47,195$4,114 12/31/2019
ETRADE Capital Management LLC46,270$4,034 12/31/2019
     MGV46,270$4,034 12/31/2019
Sigma Planning Corp41,604$3,627 12/31/2019
     MGV41,604$3,627 12/31/2019
D.A. Davidson & CO.41,389$3,608 12/31/2019
     MGV41,389$3,608 12/31/2019
AE Wealth Management LLC39,048$3,404 12/31/2019
     MGV39,048$3,404 12/31/2019
Roberts Glore & Co. Inc. IL37,959$3,309 12/31/2019
     MGV37,959$3,309 12/31/2019
Nachman Norwood & Parrott Inc37,281$3,250 12/31/2019
     MGV37,281$3,250 12/31/2019
Blue Edge Capital LLC36,385$3,172 12/31/2019
     MGV36,385$3,172 12/31/2019
Goldman Sachs Group Inc.36,318$3,166 12/31/2019
     MGV36,318$3,166 12/31/2019
Sawtooth Solutions LLC34,784$3,032 12/31/2019
     MGV34,784$3,032 12/31/2019
Laurel Wealth Advisors Inc.32,299$2,816 12/31/2019
     MGV32,299$2,816 12/31/2019
Checchi Capital Advisers LLC30,438$2,654 12/31/2019
     MGV30,438$2,654 12/31/2019
Derby & Company Inc.30,403$2,651 12/31/2019
     MGV30,403$2,651 12/31/2019
Hilltop Wealth Advisors LLC29,342$2,558 12/31/2019
     MGV29,342$2,558 12/31/2019
Ifrah Financial Services Inc.28,597$2,493 12/31/2019
     MGV28,597$2,493 12/31/2019
Alpha Cubed Investments LLC27,267$2,377 12/31/2019
     MGV27,267$2,377 12/31/2019
Centaurus Financial Inc.25,764$2,246 12/31/2019
     MGV25,764$2,246 12/31/2019
Bank of Hawaii24,900$2,171 12/31/2019
     MGV24,900$2,171 12/31/2019
Thrivent Financial for Lutherans23,590$2,057 12/31/2019
     MGV23,590$2,057 12/31/2019
BDO Wealth Advisors LLC23,433$2,043 12/31/2019
     MGV23,433$2,043 12/31/2019
Paradigm Financial Partners LLC22,680$1,977 12/31/2019
     MGV22,680$1,977 12/31/2019
Strategic Investment Advisors MI22,430$1,955 12/31/2019
     MGV22,430$1,955 12/31/2019
MML Investors Services LLC21,953$1,914 12/31/2019
     MGV21,953$1,914 12/31/2019
Advisor Group Inc.17,560$1,531 12/31/2019
     MGV17,560$1,531 12/31/2019
First Heartland Consultants Inc.15,524$1,353 12/31/2019
     MGV15,524$1,353 12/31/2019
Vicus Capital14,334$1,250 12/31/2019
     MGV14,334$1,250 12/31/2019
Pinnacle Bank12,880$1,123 12/31/2019
     MGV12,880$1,123 12/31/2019
Strategic Wealth Advisors Group LLC12,516$1,097 12/31/2019
     MGV12,516$1,097 12/31/2019
Csenge Advisory Group12,015$1,047 12/31/2019
     MGV12,015$1,047 12/31/2019
Citigroup Inc.11,136$971 12/31/2019
     MGV11,136$971 12/31/2019
KC Investment Advisors LLC10,876$948 12/31/2019
     MGV10,876$948 12/31/2019
Ballentine Partners LLC10,700$933 12/31/2019
     MGV10,700$933 12/31/2019
Atria Investments LLC10,184$888 12/31/2019
     MGV10,184$888 12/31/2019
ZWJ Investment Counsel Inc.10,000$872 12/31/2019
     MGV10,000$872 12/31/2019
Northern Trust Corp9,759$851 12/31/2019
     MGV9,759$851 12/31/2019
Cetera Investment Advisers8,907$777 12/31/2019
     MGV8,907$777 12/31/2019
Kingsview Wealth Management LLC8,619$751 12/31/2019
     MGV8,619$751 12/31/2019
LWS Wealth Advisors Inc.8,553$746 12/31/2019
     MGV8,553$746 12/31/2019
Plimoth Trust Co. LLC7,966$695 12/31/2019
     MGV7,966$695 12/31/2019
Horizon Investment Services LLC7,664$668 12/31/2019
     MGV7,664$668 12/31/2019
Plancorp LLC7,507$654 12/31/2019
     MGV7,507$654 12/31/2019
Signaturefd LLC7,294$636 12/31/2019
     MGV7,294$636 12/31/2019
First Republic Investment Management Inc.7,268$634 12/31/2019
     MGV7,268$634 12/31/2019
Angeles Investment Advisors LLC6,866$599 12/31/2019
     MGV6,866$599 12/31/2019
NewFocus Financial Group LLC6,830$595 12/31/2019
     MGV6,830$595 12/31/2019
FMR LLC6,754$589 12/31/2019
     MGV6,754$589 12/31/2019
Renaissance Technologies LLC6,700$584 12/31/2019
     MGV6,700$584 12/31/2019
SkyOak Wealt LLC6,634$578 12/31/2019
     MGV6,634$578 12/31/2019
Petix & Botte Co6,568$572 12/31/2019
     MGV6,568$572 12/31/2019
Boys Arnold & Co. Inc.5,780$504 12/31/2019
     MGV5,780$504 12/31/2019
We Are One Seven LLC5,584$486 12/31/2019
     MGV5,584$486 12/31/2019
Farmers & Merchants Investments Inc.5,382$469 12/31/2019
     MGV5,382$469 12/31/2019
Koshinski Asset Management Inc.5,153$448 12/31/2019
     MGV5,153$448 12/31/2019
Voya Financial Advisors Inc.5,059$440 12/31/2019
     MGV5,059$440 12/31/2019
Vanguard Group Inc.4,941$431 12/31/2019
     MGV4,941$431 12/31/2019
Cetera Advisor Networks LLC4,954$431 12/31/2019
     MGV4,954$431 12/31/2019
Truewealth LLC4,898$427 12/31/2019
     MGV4,898$427 12/31/2019
Johnson Investment Counsel Inc.4,725$412 12/31/2019
     MGV4,725$412 12/31/2019
Ameritas Investment Company LLC4,580$399 12/31/2019
     MGV4,580$399 12/31/2019
Park Avenue Securities LLC4,239$370 12/31/2019
     MGV4,239$370 12/31/2019
Scotia Capital Inc.4,248$370 12/31/2019
     MGV4,248$370 12/31/2019
Silvercrest Asset Management Group LLC4,200$366 12/31/2019
     MGV4,200$366 12/31/2019
First Allied Advisory Services Inc.4,140$361 12/31/2019
     MGV4,140$361 12/31/2019
Cetera Advisors LLC4,039$351 12/31/2019
     MGV4,039$351 12/31/2019
Aveo Capital Partners LLC3,992$348 12/31/2019
     MGV3,992$348 12/31/2019
Homrich & Berg3,840$335 12/31/2019
     MGV3,840$335 12/31/2019
Fusion Family Wealth LLC3,840$335 12/31/2019
     MGV3,840$335 12/31/2019
Prestige Wealth Management Group LLC3,630$316 12/31/2019
     MGV3,630$316 12/31/2019
Western Wealth Management LLC3,614$315 12/31/2019
     MGV3,614$315 12/31/2019
Raymond James Trust N.A.3,496$305 12/31/2019
     MGV3,496$305 12/31/2019
55I LLC3,503$305 12/31/2019
     MGV3,503$305 12/31/2019
Gladstone Institutional Advisory LLC3,461$302 12/31/2019
     MGV3,461$302 12/31/2019
Bessemer Group Inc.3,370$294 12/31/2019
     MGV3,370$294 12/31/2019
Castle Rock Wealth Management LLC3,350$294 12/31/2019
     MGV3,350$294 12/31/2019
Trustcore Financial Services LLC3,329$290 12/31/2019
     MGV3,329$290 12/31/2019
Janney Montgomery Scott LLC3,256$284 12/31/2019
     MGV3,256$284 12/31/2019
Spinnaker Trust3,254$283 12/31/2019
     MGV3,254$283 12/31/2019
Pensionmark Financial Group LLC3,148$274 12/31/2019
     MGV3,148$274 12/31/2019
Integrated Wealth Concepts LLC3,126$273 12/31/2019
     MGV3,126$273 12/31/2019
Thomasville National Bank3,099$270 12/31/2019
     MGV3,099$270 12/31/2019
Northwestern Mutual Wealth Management Co.3,055$266 12/31/2019
     MGV3,055$266 12/31/2019
Truist Financial Corp2,726$238 12/31/2019
     MGV2,726$238 12/31/2019
Doyle Wealth Management2,641$230 12/31/2019
     MGV2,641$230 12/31/2019
PagnatoKarp Partners LLC2,630$229 12/31/2019
     MGV2,630$229 12/31/2019
PrairieView Partners LLC2,604$227 12/31/2019
     MGV2,604$227 12/31/2019
Paradigm Financial Advisors LLC2,585$225 12/31/2019
     MGV2,585$225 12/31/2019
Fifth Third Bancorp2,530$221 12/31/2019
     MGV2,530$221 12/31/2019
Secure Asset Management LLC2,529$220 12/31/2019
     MGV2,529$220 12/31/2019
Parallel Advisors LLC2,500$218 12/31/2019
     MGV2,500$218 12/31/2019
BCS Wealth Management2,462$215 12/31/2019
     MGV2,462$215 12/31/2019
Nicholas Hoffman & Company LLC.2,377$207 12/31/2019
     MGV2,377$207 12/31/2019
Thoroughbred Financial Services LLC2,357$205 12/31/2019
     MGV2,357$205 12/31/2019
CWM LLC1,982$173 12/31/2019
     MGV1,982$173 12/31/2019
Tower Research Capital LLC TRC 1,922$168 12/31/2019
     MGV1,922$168 12/31/2019
NEXT Financial Group Inc1,617$141 12/31/2019
     MGV1,617$141 12/31/2019
Capital Investment Advisory Services LLC1,508$131 12/31/2019
     MGV1,508$131 12/31/2019
Sandy Spring Bank1,492$130 12/31/2019
     MGV1,492$130 12/31/2019
Proequities Inc.1,457$127 12/31/2019
     MGV1,457$127 12/31/2019
Blair William & Co. IL1,300$113 12/31/2019
     MGV1,300$113 12/31/2019
Raab & Moskowitz Asset Management LLC1,143$99 12/31/2019
     MGV1,143$99 12/31/2019
Mycio Wealth Partners LLC1,055$92 12/31/2019
     MGV1,055$92 12/31/2019
Vigilant Capital Management LLC1,000$87 12/31/2019
     MGV1,000$87 12/31/2019
Flagship Harbor Advisors LLC953$83 12/31/2019
     MGV953$83 12/31/2019
Rockefeller Capital Management L.P.769$67 12/31/2019
     MGV769$67 12/31/2019
Certified Advisory Corp601$52 12/31/2019
     MGV601$52 12/31/2019
EPG Wealth Management LLC540$47 12/31/2019
     MGV540$47 12/31/2019
First Personal Financial Services500$44 12/31/2019
     MGV500$44 12/31/2019
Jacobi Capital Management LLC466$41 12/31/2019
     MGV466$41 12/31/2019
IFP Advisors Inc445$39 12/31/2019
     MGV445$39 12/31/2019
Tobias Financial Advisors Inc.456$39 12/31/2019
     MGV456$39 12/31/2019
Duncker Streett & Co. Inc.400$35 12/31/2019
     MGV400$35 12/31/2019
Wealthcare Advisory Partners LLC407$35 12/31/2019
     MGV407$35 12/31/2019
Enterprise Financial Services Corp384$33 12/31/2019
     MGV384$33 12/31/2019
ERTS Wealth Advisors LLC315$23 12/31/2019
     MGV315$23 12/31/2019
Harvest Group Wealth Management LLC254$22 12/31/2019
     MGV254$22 12/31/2019
BlackRock Inc.239$21 12/31/2019
     MGV239$21 12/31/2019
Sowell Financial Services LLC142$12 12/31/2019
     MGV142$12 12/31/2019
Archer Investment Corp141$12 12/31/2019
     MGV141$12 12/31/2019
Carroll Financial Associates Inc.130$11 12/31/2019
     MGV130$11 12/31/2019
Carolina Wealth Advisors LLC128$11 12/31/2019
     MGV128$11 12/31/2019
Tsfg LLC130$11 12/31/2019
     MGV130$11 12/31/2019
Global Wealth Management Investment Advisory Inc.93$8 12/31/2019
     MGV93$8 12/31/2019
Huntington National Bank69$6 12/31/2019
     MGV69$6 12/31/2019
CLS Investments LLC47$4 12/31/2019
     MGV47$4 12/31/2019
AllSquare Wealth Management LLC32$3 12/31/2019
     MGV32$3 12/31/2019
Orion Portfolio Solutions LLC21$2 12/31/2019
     MGV21$2 12/31/2019
Valeo Financial Advisors LLC15$1 12/31/2019
     MGV15$1 12/31/2019
Creative Financial Designs Inc. ADV1$0 12/31/2019
     MGV1$0 12/31/2019
Cutler Group LP100$0 12/31/2019
     Put100$0 12/31/2019
Aspire Private Capital LLC4$0 12/31/2019
     MGV4$0 12/31/2019

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

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