MC Trio Equity Buffered ETF (TRIO) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for TRIO. 13F holdings as of 2026-06-30.
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.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Evergreen Wealth Solutions | 1,839,085 | $122M | INCREASED |
| Susquehanna International Group | 6,301 | $408K | NEW |
| Old Mission Capital | 4,831 | $313K | NEW |
| Facet Wealth | 3,466 | $225K | NEW |
| UBS Group | 340 | $22K | INCREASED |
Full institutional holdings, insider history, and congressional trades for MC Trio Equity Buffered ETF on SentiSense.