Which superinvestors hold Matrix Advisors Value Etf (MAVF)?

Per the latest SEC 13F filings, 1 superinvestor hold Matrix Advisors Value Etf (MAVF): David Katz. Combined value held is about $48.3M, with David Katz the largest holder.

Matrix Advisors Value Etf

Held by 1 superinvestor (MAVF).

Educational data only — not investment advice. 13F positions are self-reported and can lag up to 45 days.

This quarter1 trimmed

TickerMAVF

Holder count1

Total value held$48.3M

Largest holderDavid Katz

External

Ownership overview

Matrix Advisors Value Etf (MAVF) is held by 1 of the superinvestors tracked on Compounder, with a combined $48.3M in reported 13F value. The largest position belongs to David Katz, where it makes up 4.4% of the portfolio.

Over the latest quarter, 0 of the tracked filers opened a new position in MAVF, 0 added to existing ones, 1 trimmed, and 0 sold out entirely.

Holder counts and values reflect the most recent SEC Form 13F filings, through the quarter ended 2026-03-31. Source: SEC EDGAR. A 13F shows only long US-listed positions and can lag the real portfolio by up to 45 days, so this is disclosed long ownership, not a complete picture.

Holders over time

Superinvestors holding this security over the last 5 quarters: 1 → 1.

Early quarters may understate holder counts due to data backfill — read the slope with care.

Superinvestors Holding This Security

Investor	Value	Shares	Weight (prev→now)
David Katz	$48.3M	410,346	4.5% → 4.4% ▼

David Katz
Value$48.3MWeight (prev→now)4.5% → 4.4% ▼

Sources· SEC EDGAR 13F as of 2026-04-22

David Katz

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