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Matrix Advisors Value ETF shares owned by Creative Planning

Quarter-by-quarter ownership of Matrix Advisors Value ETF (MAVF) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Matrix Advisors Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Matrix Advisors Value ETF held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Matrix Advisors Value ETF by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $244k 1.8k 135.38

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View all positions for Creative Planning

Top funds holding Matrix Advisors Value ETF

Matrix Asset Advisors
HighTower Advisors
Dumont & Blake Investment Advisors
Royal Bank of Canada
Creative Planning
Capital City Trust Company
Navis Wealth Advisors
FMR
UBS Group
Mercer Global Advisors

View all funds holding Matrix Advisors Value ETF