MC Trio Equity Buffered ETF (TRIO)
ETF ยท Cboe BZX
MC Trio Equity Buffered ETF (TRIO) is an exchange-traded fund listed on Cboe BZX, where it has traded since March 5, 2025.
- Type
- Exchange-traded fund
- Listed On
- Cboe BZX
- Listed Since
- March 5, 2025
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 5 institutions reported holding TRIO, with 1.9 million shares worth $122.8 million in aggregate. The largest reported holder was Evergreen Wealth Solutions, with 1.8 million shares worth $121.9 million. Of the 5 largest holders listed below, 3 opened new positions in TRIO and 2 added shares during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Evergreen Wealth Solutions | 1,839,085 | $122M | Added 0.94% |
| Susquehanna International Group | 6,301 | $408K | New position |
| Old Mission Capital | 4,831 | $313K | New position |
| Facet Wealth | 3,466 | $225K | New position |
| UBS Group | 340 | $22K | Added 193.1% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is TRIO?
MC Trio Equity Buffered ETF (TRIO) is an exchange-traded fund listed on Cboe BZX, where it has traded since March 5, 2025.
Who are the largest institutional holders of TRIO?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of TRIO were Evergreen Wealth Solutions, Susquehanna International Group and Old Mission Capital.
How many institutions own TRIO?
5 institutions reported a position in TRIO for the quarter ended June 30, 2026, worth $122.8 million in total.
Did institutions buy or sell TRIO last quarter?
Of the 5 largest reported holders, 3 opened new positions in TRIO and 2 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for TRIO.
Every reported institutional holder, plus insider and congressional trades in TRIO, on SentiSense.