Who owns CNAV?
Mohr Company Nav ETF · Mohr
9 institutions reported holding CNAV, worth $24.4M, in Form 13F filings for June 30, 2026.
Top 9 institutional holders of CNAV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| AE Wealth Management LLC | Topeka, KS | $21.1M | 440,323 | −5,925 shares |
| Maridea Wealth Management LLC | Brooklyn, NY | $1.6M | 33,735 | New position |
| FSA Advisors, Inc. | Troy, MI | $518K | 10,808 | −331 shares |
| Signal Advisors Wealth, LLC | Detroit, MI | $466K | 9,731 | No change |
| GTS Securities LLC | New York, NY | $319K | 6,668 | −2,069 shares |
| CMC Financial Group | Atlanta, GA | $273K | 5,701 | New position |
| Key Capital Management, INC | Hendersonville, Tn 37075, TN | $114K | 2,375 | −3 shares |
| Lloyd Advisory Services, LLC. | Suwanee, GA | $28K | 579 | New position |
| UBS Group AG | Zurich, Switzerland | $144 | 3 | −249 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: CNAV vs NGHT, CNAV vs CBSE, CNAV vs EGUS, CNAV vs GXRP.
Frequently asked questions
Who owns CNAV?
9 institutional managers reported holding CNAV in Form 13F filings for June 30, 2026, worth $24.4M in total. The largest reported position was held by AE Wealth Management LLC, at $21.1M.
Did institutions buy or sell CNAV last quarter?
Reported 13F value rose 64.2% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is CNAV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.