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 32 institutions that hold shares in the stock, with a total of 4.85 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,802
shares
|
$90,924
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,470
shares
|
$80,151
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,314
shares
|
$42,639
0.0% of portfolio
|
Q4 2024
Added 22.57%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
412
shares
|
$13,369
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
412
shares
|
$13,369
0.0% of portfolio
|
Q4 2024
Added 67.48%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
186
shares
|
$6,035
0.0% of portfolio
|
Q1 2025
Reduced 48.62%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|