Toews Agility Shares Managed (MRSK)

CUSIP: 66538J720 | NYSE | 78 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

Sort by

Visionary Horizons, LLC217,448

3.4% of portfolio$8.6M

HFG Wealth Management, LLC160,726

6.3% of portfolio$6.2M

Cambridge Investment Research Advisors, Inc.81,249

0.0% of portfolio$3.2K

CFS Investment Advisory Services, LLC73,938

0.2% of portfolio$3.0M

Strategic Equity Management56,590

1.9% of portfolio$2.2M

Dynamic Advisor Solutions LLC55,680

0.1% of portfolio$2.2M

Saxony Capital Management, LLC32,451

0.5% of portfolio$1.3M

Commonwealth Equity Services, LLC29,875

0.0% of portfolio$1.2M

TCP Asset Management, LLC24,743

0.1% of portfolio$984.5K

Kestra Private Wealth Services, LLC11,332

0.0% of portfolio$447.2K

Capital Planning LLC11,069

0.1% of portfolio$436.9K

Blue Trust, Inc.9,599

0.0% of portfolio$378.8K

Kestra Advisory Services, LLC9,499

0.0% of portfolio$374.9K

SeaCrest Wealth Management, LLC7,103

0.0% of portfolio$280.3K

Smallwood Wealth Investment Management, LLC6,757

0.1% of portfolio$266.7K

Diversify Wealth Management, LLC6,438

0.0% of portfolio$257.3K

Diversify Advisory Services, LLC6,438

0.0% of portfolio$257.3K

IFP Advisors, Inc2,479

0.0% of portfolio$97.8K

Private Trust Co NA1,499

0.0% of portfolio$59.2K

0.0% of portfolio$34.3K

Farther Finance Advisors, LLC585

0.0% of portfolio$23.1K

Assetmark, Inc411

0.0% of portfolio$16.2K

				Style	Turnover	Location	Filed
Visionary Horizons, LLC	217,448	$8.6M	3.4%	ETF	Low	Knoxville, TN	2026-10-22
HFG Wealth Management, LLC	160,726	$6.2M	6.3%	ETF	Low	The Woodlands, TX	2026-10-16
Cambridge Investment Research Advisors, Inc.	81,249	$3.2K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
CFS Investment Advisory Services, LLC	73,938	$3.0M	0.2%	ETF	Medium	Totowa, NJ	2026-10-19
Strategic Equity Management	56,590	$2.2M	1.9%	ETF	High	Tucson, AZ	2026-11-04
Dynamic Advisor Solutions LLC	55,680	$2.2M	0.1%	ETF	Low	Phoenix, AZ	2026-10-13
Saxony Capital Management, LLC	32,451	$1.3M	0.5%	ETF	Medium	St. Louis, MO	2026-10-15
Commonwealth Equity Services, LLC	29,875	$1.2M	0.0%	ETF	Low	Waltham, MA	2026-11-02
TCP Asset Management, LLC	24,743	$984.5K	0.1%	ETF	Low	Upper Arlington, OH	2026-10-14
Kestra Private Wealth Services, LLC	11,332	$447.2K	0.0%	Growth	Low	Austin, TX	2026-10-30
Capital Planning LLC	11,069	$436.9K	0.1%	ETF	Low	Bellevue, WA	2026-10-09
Blue Trust, Inc.	9,599	$378.8K	0.0%	ETF	Low	Brentwood, TN	2026-10-15
Kestra Advisory Services, LLC	9,499	$374.9K	0.0%	Core	Low	Austin, TX	2026-11-02
SeaCrest Wealth Management, LLC	7,103	$280.3K	0.0%	Growth	Low	Purchase, NY	2026-10-21
Smallwood Wealth Investment Management, LLC	6,757	$266.7K	0.1%	ETF	Very Low	Red Bank, NJ	2026-10-30
Diversify Wealth Management, LLC	6,438	$257.3K	0.0%	Growth	Medium	Sandy, UT	2026-10-20
Diversify Advisory Services, LLC	6,438	$257.3K	0.0%	Growth	Low	Sandy, UT	2026-10-20
IFP Advisors, Inc	2,479	$97.8K	0.0%	Growth	Low	Tampa, FL	2026-10-16
Private Trust Co NA	1,499	$59.2K	0.0%	Core	Low	Cleveland, OH	2026-10-20
KFG LLC	869	$34.3K	0.0%	ETF	N/A	Rapid City, SD	2026-11-02
Farther Finance Advisors, LLC	585	$23.1K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Assetmark, Inc	411	$16.2K	0.0%	ETF	Low	Concord, CA	2026-10-21