MCVT Institutional Ownership & Shareholders
MILLER CONVERT TOT RET ETF (MCVT) is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.89M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Wolfstich Capital, Llc is currently the largest disclosed institutional shareholder of MCVT tracked by InsiderSet, reporting ownership valued at approximately $3.55M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.50M, representing an estimated loss of -1.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed MCVT value among the investors covered in this analysis. Major shareholders include Wolfstich Capital, Llc, Intellectus Partners, Llc, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in MILLER CONVERT TOT RET ETF (MCVT).
This page ranks the largest institutional MCVT shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
4
Total Reported Value
$3.89M
Largest Holder
Wolfstich Capital, Llc
Largest Position
$3.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
7
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wolfstich Capital, Llc | 2.88% | 129,580 | $3,549,191 | $3,497,325 | -$51,866 | -1.46% | |
| Intellectus Partners, Llc | 0.05% | 10,657 | $302,498 | $287,629 | -$14,869 | -4.92% | |
| Royal Bank Of Canada | 0.00% | 1,121 | $32,000 | $30,255 | -$1,745 | -5.45% | |
| Foresight Capital Management Advisors, Inc. | 0.00% | 300 | $8,208 | $8,097 | -$111 | -1.35% |
Frequently asked questions about MCVT
Who are the largest institutional holders of MCVT?
The largest institutional holders of MCVT reported in the latest SEC Form 13F filings include Wolfstich Capital, Llc, Intellectus Partners, Llc, Royal Bank Of Canada, and Foresight Capital Management Advisors, Inc.. InsiderSet ranks institutional holders by their latest reported MCVT position.
What is MCVT institutional ownership?
This page tracks MCVT positions reported by institutional investment managers through SEC Form 13F. MILLER CONVERT TOT RET ETF (MCVT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MCVT?
InsiderSet currently tracks 4 institutional managers reporting MCVT holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MCVT shareholders.
How much MCVT stock do institutions own?
Institutional investment managers disclosed approximately $3.89M in MCVT holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MCVT institutional ownership last updated?
The latest MCVT institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MCVT holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MCVT position after the reporting date.
Are institutions buying or selling MCVT?
Institutional buying and selling can be analyzed by comparing MCVT positions across consecutive 13F reporting periods. InsiderSet's MCVT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MCVT ownership changes.
How has MCVT institutional ownership changed over time?
InsiderSet tracks MCVT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.