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Compounder

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.

Ownership · 13F consensus

Who's buying it

Institutional ownership aggregated across funds — consensus strength and this quarter's moves. Describes actions, not advice.

1 superinvestor hold it · $48.3M combined

This quarter1 trimmed

Largest holder David Katz

Held by 1 superinvestor of Matrix Advisors Value Etf (MAVF); this quarter 1 trimmed (as of 2026-03-31).

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

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Superinvestors Holding This Security

  • Value$48.3MWeight (prev→now)4.5% 4.4%

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.

Key facts & links

Ticker
MAVF
Total value held
$48.3M
Largest holder
David Katz
External

Sources· SEC EDGAR 13F as of 2026-03-31 · filed 2026-04-22

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