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 41 institutions that hold shares in the stock, with a total of 9.73 Million shares, which have been reported (via 13F filing form) to have a value of $350 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,111,069
shares
|
$75.9 Million
0.02% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
1,855,042
shares
|
$66.7 Million
0.58% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
1,463,258
shares
|
$52.6 Million
0.5% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Strategic Equity Management
|
Nov 05, 2025 Q3 2025 |
1,300,754
shares
|
$46.8 Million
19.32% of portfolio
|
Q3 2025
Reduced 11.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
622,135
shares
|
$22.4 Million
0.03% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
604,818
shares
|
$21.7 Million
10.54% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Hfg Wealth Management, LLC
The Woodlands, TX |
Nov 14, 2025 Q3 2025 |
331,016
shares
|
$11.9 Million
6.41% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
244,777
shares
|
$8.8 Million
4.87% of portfolio
|
Q3 2025
Added 83.41%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Nov 12, 2025 Q3 2025 |
238,267
shares
|
$8.57 Million
2.03% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
174,913
shares
|
$6.29 Million
0.18% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
119,063
shares
|
$4.28 Million
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
100,520
shares
|
$3.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
78,395
shares
|
$2.82 Million
0.23% of portfolio
|
Q3 2025
Added 54.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
75,998
shares
|
$2.73 Million
0.01% of portfolio
|
Q3 2025
Added 16.34%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
74,876
shares
|
$2.69 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Toews Corp
|
Oct 24, 2025 Q3 2025 |
63,576
shares
|
$2.29 Million
0.33% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
51,981
shares
|
$1.87 Million
0.05% of portfolio
|
Q3 2025
Added 102.42%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
50,842
shares
|
$1.83 Million
0.03% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
30,673
shares
|
$1.1 Million
0.09% of portfolio
|
Q3 2025
Reduced 14.35%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
22,883
shares
|
$822,643
0.03% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
17,689
shares
|
$635,919
0.0% of portfolio
|
Q3 2025
Reduced 33.28%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
17,155
shares
|
$616,722
0.03% of portfolio
|
Q3 2025
Added 8.31%
|
|
|
Capital Planning LLC
|
Oct 22, 2025 Q3 2025 |
11,883
shares
|
$427,193
0.13% of portfolio
|
Q2 2025
Reduced 10.19%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
11,469
shares
|
$412,310
0.02% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
9,652
shares
|
$346,989
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|