Who Owns TOEWS AGILITY SHARES MANAGED RISK ETF (MRSK)? -- Institutional Holders (2026-03-31)

54 institutions reported holding $251.8M of TOEWS AGILITY SHARES MANAGED RISK ETF (MRSK) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($80.8M), Orion Porfolio Solutions, LLC ($68.8M), OSAIC HOLDINGS, INC. ($20.4M), HFG Wealth Management, LLC ($11.6M), Independent Advisor Alliance ($9.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$80.8M2.3MAdded
2Orion Porfolio Solutions, LLC$68.8M1.9MAdded
3OSAIC HOLDINGS, INC.$20.4M576,607Trimmed
4HFG Wealth Management, LLC$11.6M328,552Trimmed
5Independent Advisor Alliance$9.2M261,114New
6RPg Family Wealth Advisory, LLC$8.1M229,090Trimmed
7Visionary Horizons, LLC$6.9M194,950Trimmed
8Capital Analysts, LLC$6.1M173,211Added
9Ausdal Financial Partners, Inc.$5.0M142,469Trimmed
10ENVESTNET ASSET MANAGEMENT INC$3.8M106,729Added
11CreativeOne Wealth, LLC$3.1M89,061Added
12CFS Investment Advisory Services, LLC$3.1M83,781Trimmed
13Cambridge Investment Research Advisors, Inc.$3.0M86,119Added
14RPS ADVISORY SOLUTIONS LLC$3.0M85,991Added
15Strategic Equity Management$2.8M80,324Trimmed
16TOEWS CORP /ADV$2.8M79,713Added
17Dynamic Advisor Solutions LLC$2.0M55,682Trimmed
18KESTRA PRIVATE WEALTH SERVICES, LLC$1.9M53,332Added
19GTS SECURITIES LLC$1.8M49,822Added
20SILVER OAK SECURITIES, INCORPORATED$879,53424,889Trimmed
21TCP Asset Management, LLC$876,55924,805Added
22COMMONWEALTH EQUITY SERVICES, LLC$622,92517,628Trimmed
23MONEYWISE, INC.$557,52015,777Trimmed
24OLD MISSION CAPITAL LLC$500,06814,151New
25Virtu Financial LLC$440,00012,443New

Source: SEC Form 13F filings · as of 2026-03-31