13FBOX
MV OIL TR ROYALTY TRUST · 13F Institutional Holdings
Options Calculator Rankings
M

MV OIL TR ROYALTY TRUST

MVOUSD
Institutions
20
Combined AUM (Q2 2026)
$787,564
Combined Shares (Q2 2026)
449,910
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+103,664
10 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-111,932
10 · 6 Exit · ≈
⚖️ Net
-8,268
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$787,564
Institutions
20
New Buys
2
Adds
8
Reduces
4
Exits
6
Unchanged
6
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
JANE STREET GROUP, LLC
<0.01%<0.01%#12$166,72794,196$129,91657,485+36,711+63.86%Add
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#14$126,07471,228$73,51632,529+38,699+118.97%Add
Symphony Financial, Ltd. Co.
0.01%0.02%#1$122,80475,805$165,41073,352+2,453+3.34%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#15$98,60355,708$125,90055,70800.00%Unchanged
HRT FINANCIAL LP
<0.01%<0.01%#8$43,43224,538$54,00023,944+594+2.48%Add
ACADIAN ASSET MANAGEMENT LLC
<0.01%<0.01%#9$35,95920,316$45,00020,31600.00%Unchanged
McGowan Group Asset Management, Inc.
<0.01%0.01%#3$33,96019,187$42,05718,609+578+3.11%Add
Allworth Financial LP
<0.01%<0.01%#7$25,74014,542$32,42914,54200.00%Unchanged
CITADEL ADVISORS LLC
<0.01%<0.01%#17$25,28614,286$44,82719,835-5,549-27.98%Reduce
Selective Wealth Management, Inc.
0.01%0.01%#2$22,55411,277$32,78312,806-1,529-11.94%Reduce
BNP PARIBAS FINANCIAL MARKETS
<0.01%#13$22,21912,553$00+12,553New Buy
Leading Edge Financial Planning LLC
<0.01%#4$21,20711,981$00+11,981New Buy
Cerity Partners LLC
<0.01%<0.01%#10$20,54611,608$25,86811,600+8+0.07%Add
MORGAN STANLEY
<0.01%<0.01%#19$9,2485,225$339,63360,432-55,207-91.35%Reduce
SouthState Bank Corp
<0.01%<0.01%#6$6,9713,939$8,7833,93900.00%Unchanged
Rockefeller Capital Management L.P.
<0.01%<0.01%#16$2,3501,327$2,8131,244+83+6.67%Add
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#11$1,416800$1,80880000.00%Unchanged
New England Capital Financial Advisors LLC
<0.01%<0.01%#5$1,239700$1,58270000.00%Unchanged
UBS Group AG
<0.01%<0.01%#20$1,220689$1,688747-58-7.76%Reduce
Caitong International Asset Management Co., Ltd
<0.01%<0.01%#18$95$21+4+400.00%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow