Institutional Ownership Toews Agility Shares Managed R (MRSK)
This table provides information about the institutional ownership of Toews Agility Shares Managed R (MRSK). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 5.64 Million shares, which have been reported (via 13F filing form) to have a value of $180 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,645,363
shares
|
$52.6 Million
0.02% of portfolio
|
Q1 2025
Added 11.61%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
1,294,400
shares
|
$41.4 Million
0.45% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
820,375
shares
|
$26.2 Million
0.07% of portfolio
|
Q4 2024
Added 60.31%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Apr 08, 2025 Q1 2025 |
352,225
shares
|
$11.3 Million
7.04% of portfolio
|
Q1 2025
Reduced 28.96%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
308,090
shares
|
$9.85 Million
0.88% of portfolio
|
Q4 2024
Added 9.91%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
250,879
shares
|
$8.02 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Feb 10, 2025 Q4 2024 |
227,235
shares
|
$7.27 Million
2.99% of portfolio
|
Q4 2024
Added 11.73%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
177,948
shares
|
$5.69 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Apr 15, 2025 Q1 2025 |
123,362
shares
|
$3.95 Million
2.75% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
92,950
shares
|
$2.97 Million
0.0% of portfolio
|
Q1 2025
Added 115.38%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
76,647
shares
|
$2.45 Million
0.08% of portfolio
|
Q1 2025
Added 5.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
65,188
shares
|
$2.08 Million
0.01% of portfolio
|
Q1 2025
Added 214.42%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
52,656
shares
|
$1.68 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
21,808
shares
|
$697,419
0.0% of portfolio
|
Q4 2024
Added 54.34%
|
|
|
Toews Corp
|
Feb 04, 2025 Q4 2024 |
18,944
shares
|
$605,829
0.38% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
17,101
shares
|
$546,889
0.03% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
16,868
shares
|
$539,438
0.02% of portfolio
|
Q4 2024
Reduced 17.0%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
15,602
shares
|
$498,951
0.06% of portfolio
|
Q4 2024
Added 85.47%
|
|
|
Capital Planning LLC
|
Apr 29, 2025 Q1 2025 |
13,231
shares
|
$423,127
0.12% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
12,365
shares
|
$395,432
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
10,857
shares
|
$347,206
0.0% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
10,396
shares
|
$332,464
0.0% of portfolio
|
Q4 2024
Added 55.05%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
9,915
shares
|
$317,081
0.14% of portfolio
|
Q1 2025
Reduced 22.19%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,969
shares
|
$94,948
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,470
shares
|
$78,990
0.0% of portfolio
|
Q1 2025
New holding
|