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On this page, we present all of the funds holding MVF from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding MVF, with a link to that fund's top holdings. The next columns
indicate the amount of MVF stock held by each of the funds holding MVF, followed by the MVF position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 101 funds holding MVF within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Karpus Management Inc.. For more details on the positions held by Karpus Management Inc.
(or by any of the other funds holding MVF), click the fund name in the "Holder" column of the funds-holding-MVF table below.
Holder | Amount | Position Size
($ in 1000's) | As of |
Karpus Management Inc. | 9,253,673 | $65,886 | 12/31/2023 | MVF | 9,253,673 | $65,886 | 12/31/2023 | Rivernorth Capital Management LLC | 4,291,853 | $30,558 | 12/31/2023 | MVF | 4,291,853 | $30,558 | 12/31/2023 | Bramshill Investments LLC | 2,435,583 | $17,341 | 12/31/2023 | MVF | 2,435,583 | $17,341 | 12/31/2023 | Pathstone Holdings LLC | 1,912,099 | $13,614 | 12/31/2023 | MVF | 1,912,099 | $13,614 | 12/31/2023 | Allspring Global Investments Holdings LLC | 1,251,877 | $8,838 | 03/31/2024 | MVF | 1,251,877 | $8,838 | 03/31/2024 | Robinson Capital Management LLC | 875,307 | $6,215 | 12/31/2023 | MVF | 875,307 | $6,215 | 12/31/2023 | 1607 Capital Partners LLC | 740,088 | $5,269 | 12/31/2023 | MVF | 740,088 | $5,269 | 12/31/2023 | Guggenheim Capital LLC | 684,465 | $4,873 | 12/31/2023 | MVF | 684,465 | $4,873 | 12/31/2023 | Logan Stone Capital LLC | 589,347 | $4,196 | 12/31/2023 | MVF | 589,347 | $4,196 | 12/31/2023 | Advisors Asset Management Inc. | 579,331 | $4,125 | 12/31/2023 | MVF | 579,331 | $4,125 | 12/31/2023 | Saba Capital Management L.P. | 578,998 | $4,122 | 12/31/2023 | MVF | 578,998 | $4,122 | 12/31/2023 | Van ECK Associates Corp | 476,969 | $3,396 | 12/31/2023 | MVF | 476,969 | $3,396 | 12/31/2023 | CNH Partners LLC | 462,077 | $3,290 | 12/31/2023 | MVF | 462,077 | $3,290 | 12/31/2023 | Morgan Stanley | 458,475 | $3,264 | 12/31/2023 | MVF | 458,475 | $3,264 | 12/31/2023 | Wells Fargo & Company MN | 457,933 | $3,260 | 12/31/2023 | MVF | 457,933 | $3,260 | 12/31/2023 | Gridiron Partners LLC | 441,936 | $3,147 | 12/31/2023 | MVF | 441,936 | $3,147 | 12/31/2023 | Bank of America Corp DE | 432,627 | $3,080 | 12/31/2023 | MVF | 432,627 | $3,080 | 12/31/2023 | Allianz Asset Management GmbH | 400,900 | $2,854 | 12/31/2023 | MVF | 400,900 | $2,854 | 12/31/2023 | Capital Investment Advisors LLC | 376,858 | $2,661 | 03/31/2024 | MVF | 376,858 | $2,661 | 03/31/2024 | Raymond James & Associates | 342,025 | $2,415 | 03/31/2024 | MVF | 342,025 | $2,415 | 03/31/2024 | Lido Advisors LLC | 312,220 | $2,223 | 12/31/2023 | MVF | 312,220 | $2,223 | 12/31/2023 | The PNC Financial Services Group Inc. | 302,700 | $2,155 | 12/31/2023 | MVF | 302,700 | $2,155 | 12/31/2023 | Dakota Wealth Management | 236,271 | $1,668 | 03/31/2024 | MVF | 236,271 | $1,668 | 03/31/2024 | Cohen & Steers Inc. | 213,438 | $1,520 | 12/31/2023 | MVF | 213,438 | $1,520 | 12/31/2023 | Melfa Wealth Management LLC | 176,086 | $1,243 | 03/31/2024 | MVF | 176,086 | $1,243 | 03/31/2024 | Rockefeller Capital Management L.P. | 167,688 | $1,194 | 12/31/2023 | MVF | 167,688 | $1,194 | 12/31/2023 | Envestnet Asset Management Inc. | 159,315 | $1,134 | 12/31/2023 | MVF | 159,315 | $1,134 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 155,287 | $1,096 | 03/31/2024 | MVF | 155,287 | $1,096 | 03/31/2024 | Indiana Trust & Investment Management CO | 145,719 | $1,029 | 03/31/2024 | MVF | 145,719 | $1,029 | 03/31/2024 | Park Avenue Securities LLC | 139,889 | $988 | 03/31/2024 | MVF | 139,889 | $988 | 03/31/2024 | UBS Group AG | 134,765 | $960 | 12/31/2023 | MVF | 134,765 | $960 | 12/31/2023 | Royal Bank of Canada | 109,599 | $780 | 12/31/2023 | MVF | 109,599 | $780 | 12/31/2023 | Chicago Partners Investment Group LLC | 107,589 | $733 | 03/31/2024 | MVF | 107,589 | $733 | 03/31/2024 | Advisor Group Holdings Inc. | 100,846 | $718 | 12/31/2023 | MVF | 100,846 | $718 | 12/31/2023 | Landscape Capital Management L.L.C. | 88,354 | $629 | 12/31/2023 | MVF | 88,354 | $629 | 12/31/2023 | Janney Montgomery Scott LLC | 80,513 | $573 | 12/31/2023 | MVF | 80,513 | $573 | 12/31/2023 | Integrated Wealth Concepts LLC | 78,752 | $561 | 12/31/2023 | MVF | 78,752 | $561 | 12/31/2023 | Bank of New York Mellon Corp | 67,536 | $477 | 03/31/2024 | MVF | 67,536 | $477 | 03/31/2024 | LPL Financial LLC | 65,728 | $468 | 12/31/2023 | MVF | 65,728 | $468 | 12/31/2023 | Hennion & Walsh Asset Management Inc. | 56,703 | $400 | 03/31/2024 | MVF | 56,703 | $400 | 03/31/2024 | Citizens National Bank Trust Department | 55,500 | $395 | 12/31/2023 | MVF | 55,500 | $395 | 12/31/2023 | HighTower Advisors LLC | 56,063 | $394 | 12/31/2023 | MVF | 56,063 | $394 | 12/31/2023 | Wellspring Financial Advisors LLC | 50,300 | $358 | 12/31/2023 | MVF | 50,300 | $358 | 12/31/2023 | U.S. Capital Wealth Advisors LLC | 50,000 | $356 | 12/31/2023 | MVF | 50,000 | $356 | 12/31/2023 | Ameriprise Financial Inc. | 48,226 | $343 | 12/31/2023 | MVF | 48,226 | $343 | 12/31/2023 | Riverbridge Partners LLC | 47,620 | $336 | 03/31/2024 | MVF | 47,620 | $336 | 03/31/2024 | Horizon Kinetics Asset Management LLC | 46,440 | $331 | 12/31/2023 | MVF | 46,440 | $331 | 12/31/2023 | Mackay Shields LLC | 44,425 | $316 | 12/31/2023 | MVF | 44,425 | $316 | 12/31/2023 | Nuveen Asset Management LLC | 41,753 | $297 | 12/31/2023 | MVF | 41,753 | $297 | 12/31/2023 | Drive Wealth Management LLC | 34,450 | $244 | 03/31/2024 | MVF | 34,450 | $244 | 03/31/2024 | Merit Financial Group LLC | 30,515 | $217 | 12/31/2023 | MVF | 30,515 | $217 | 12/31/2023 | Truist Financial Corp | 29,675 | $211 | 12/31/2023 | MVF | 29,675 | $211 | 12/31/2023 | Ancora Advisors LLC | 29,387 | $209 | 12/31/2023 | MVF | 29,387 | $209 | 12/31/2023 | Ackerman Capital Advisors LLC | 28,700 | $203 | 03/31/2024 | MVF | 28,700 | $203 | 03/31/2024 | Regatta Capital Group LLC | 27,280 | $193 | 03/31/2024 | MVF | 27,280 | $193 | 03/31/2024 | Concurrent Investment Advisors LLC | 26,052 | $185 | 12/31/2023 | MVF | 26,052 | $185 | 12/31/2023 | GeoWealth Management LLC | 24,586 | $175 | 12/31/2023 | MVF | 24,586 | $175 | 12/31/2023 | Catalytic Wealth RIA LLC | 24,586 | $175 | 12/31/2023 | MVF | 24,586 | $175 | 12/31/2023 | Integrated Capital Management Inc. | 23,717 | $167 | 03/31/2024 | MVF | 23,717 | $167 | 03/31/2024 | Nomura Holdings Inc. | 22,250 | $158 | 12/31/2023 | MVF | 22,250 | $158 | 12/31/2023 | Ironsides Asset Advisors LLC | 22,058 | $157 | 12/31/2023 | MVF | 22,058 | $157 | 12/31/2023 | Benjamin F. Edwards & Company Inc. | 21,000 | $148 | 03/31/2024 | MVF | 21,000 | $148 | 03/31/2024 | Coastal Investment Advisors Inc. | 21,000 | $148 | 03/31/2024 | MVF | 21,000 | $148 | 03/31/2024 | US Bancorp DE | 20,853 | $148 | 12/31/2023 | MVF | 20,853 | $148 | 12/31/2023 | Sfmg LLC | 20,753 | $148 | 12/31/2023 | MVF | 20,753 | $148 | 12/31/2023 | Palogic Value Management L.P. | 20,500 | $146 | 12/31/2023 | MVF | 20,500 | $146 | 12/31/2023 | Seed Wealth Management Inc. | 20,800 | $145 | 03/31/2024 | MVF | 20,800 | $145 | 03/31/2024 | Commonwealth Equity Services LLC | 19,917 | $141 | 03/31/2024 | MVF | 19,917 | $141 | 03/31/2024 | Relyea Zuckerberg Hanson LLC | 19,958 | $141 | 03/31/2024 | MVF | 19,958 | $141 | 03/31/2024 | Mercer Global Advisors Inc. ADV | 16,779 | $119 | 12/31/2023 | MVF | 16,779 | $119 | 12/31/2023 | Patron Partners Advisors LLC | 15,284 | $109 | 12/31/2023 | MVF | 15,284 | $109 | 12/31/2023 | Fortitude Advisory Group L.L.C. | 14,234 | $101 | 12/31/2023 | MVF | 14,234 | $101 | 12/31/2023 | Cerity Partners LLC | 13,856 | $99 | 12/31/2023 | MVF | 13,856 | $99 | 12/31/2023 | Stonebrook Private Inc. | 12,763 | $91 | 12/31/2023 | MVF | 12,763 | $91 | 12/31/2023 | Montgomery Investment Management Inc. | 12,285 | $87 | 12/31/2023 | MVF | 12,285 | $87 | 12/31/2023 | Ellis Investment Partners LLC | 11,887 | $84 | 03/31/2024 | MVF | 11,887 | $84 | 03/31/2024 | Transcend Wealth Collective LLC | 11,800 | $84 | 12/31/2023 | MVF | 11,800 | $84 | 12/31/2023 | National Asset Management Inc. | 11,155 | $79 | 12/31/2023 | MVF | 11,155 | $79 | 12/31/2023 | Pacitti Group Inc. | 11,165 | $79 | 12/31/2023 | MVF | 11,165 | $79 | 12/31/2023 | Raymond James Trust N.A. | 10,700 | $76 | 03/31/2024 | MVF | 10,700 | $76 | 03/31/2024 | Aviance Capital Partners LLC | 10,495 | $74 | 03/31/2024 | MVF | 10,495 | $74 | 03/31/2024 | Ameritas Investment Partners Inc. | 9,105 | $65 | 12/31/2023 | MVF | 9,105 | $65 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 8,353 | $59 | 12/31/2023 | MVF | 8,353 | $59 | 12/31/2023 | Steward Partners Investment Advisory LLC | 6,271 | $45 | 12/31/2023 | MVF | 6,271 | $45 | 12/31/2023 | Pineridge Advisors LLC | 5,708 | $41 | 12/31/2023 | MVF | 5,708 | $41 | 12/31/2023 | Bartlett & Co. LLC | 4,303 | $30 | 12/31/2023 | MVF | 4,303 | $30 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 4,303 | $30 | 12/31/2023 | MVF | 4,303 | $30 | 12/31/2023 | Geneos Wealth Management Inc. | 2,513 | $18 | 12/31/2023 | MVF | 2,513 | $18 | 12/31/2023 | Cape Investment Advisory Inc. | 2,449 | $17 | 12/31/2023 | MVF | 2,449 | $17 | 12/31/2023 | Northwest Financial Advisors | 2,332 | $17 | 12/31/2023 | MVF | 2,332 | $17 | 12/31/2023 | Capital Analysts LLC | 1,890 | $13 | 12/31/2023 | MVF | 1,890 | $13 | 12/31/2023 | Mascoma Wealth Management LLC | 1,433 | $10 | 12/31/2023 | MVF | 1,433 | $10 | 12/31/2023 | JPMorgan Chase & Co. | 1,271 | $9 | 12/31/2023 | MVF | 1,271 | $9 | 12/31/2023 | Bessemer Group Inc. | 1,136 | $8 | 12/31/2023 | MVF | 1,136 | $8 | 12/31/2023 | Parallel Advisors LLC | 1,000 | $7 | 12/31/2023 | MVF | 1,000 | $7 | 12/31/2023 | CWM LLC | 757 | $5 | 03/31/2024 | MVF | 757 | $5 | 03/31/2024 | Tortoise Investment Management LLC | 701 | $5 | 12/31/2023 | MVF | 701 | $5 | 12/31/2023 | Comerica Bank | 613 | $4 | 12/31/2023 | MVF | 613 | $4 | 12/31/2023 | Horizons Wealth Management | 442 | $3 | 03/31/2024 | MVF | 442 | $3 | 03/31/2024 | Delta Asset Management LLC TN | 469 | $3 | 12/31/2023 | MVF | 469 | $3 | 12/31/2023 | Macroview Investment Management LLC | 310 | $2 | 12/31/2023 | MVF | 310 | $2 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | MVF | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of MVF
See Details: Top 10 Hedge Funds Holding MVF
Also See: MVF Insider Buying
Also See: MVF Holdings Changes
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