Matrix Advisors Value Etf
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 5 superinvestors own shares of Matrix Advisors Value Etf (MAVF), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Matrix Advisors Value Etf (MAVF), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Matrix Advisors Value Etf (MAVF) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Matrix Advisors Value Etf (MAVF) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
David Katz / Jacqueline Mandel@Matrix Asset Advisors Inc Ny
| 4.44% | $48.32M 410,346 shares@ 117.76 avg price | Decreased -1.1% |
Terry Fallon@Royal Bank Of Canada
| 0.01% | $1.897M 16,111 shares@ 117.75 avg price | Increased 67.81% |
Janice Puccio@Dumont & Blake Investment Advisors Llc
| 0.08% | $314,637 2,672 shares@ 117.76 avg price | |
Jeremy King@Capital City Trust Co Fl
| 0.05% | $205,951 1,749 shares@ 117.76 avg price | |
Stephanie J. Brown@Fmr Llc
| 0.01% | $16,368 139 shares@ 117.76 avg price |
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