CNAV

Mohr Company Nav ETF

6 hedge funds and large institutions have $17.7M invested in Mohr Company Nav ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
6
Holders Change
+3
Holders Change %
+100%
% of All Funds
0.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
2
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$16.5M -$7.13M -313,808 -30%
BAM
2
Belpointe Asset Management
Nevada
$599K +$599K +26,347 New
GS
3
GTS Securities
New York
$567K +$327K +14,396 +136%
UBS Group
4
UBS Group
Switzerland
$20.2K +$3.75K +165 +23%
Bank of America
5
Bank of America
North Carolina
$2.34K +$2.34K +103 New
BCWM
6
Bartlett & Co Wealth Management
Ohio
$818 +$818 +36 New