Matrix Advisors Value ETF (MAVF) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for MAVF. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 7 institutions reported holding MAVF, with 408,378 shares worth $55.3 million in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Matrix Asset Advisors Inc | 400,490 | $54M | DECREASED |
| Royal Bank of Canada | 2,133 | $289K | DECREASED |
| Creative Planning | 1,802 | $244K | NEW |
| Capital City Trust Co | 1,749 | $237K | UNCHANGED |
| Navis Wealth Advisors | 1,495 | $202K | NEW |
Full institutional holdings, insider history, and congressional trades for Matrix Advisors Value ETF on SentiSense.