MITSUBISHI HEAVY INDS FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS - MHVIY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| APPLETON PARTNERS INC/MA | History | New | 461,847 | 5,209 | 0.32% | — | 1 | +461,847 | New | Q2 2026 | Jul 21, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 156,402 | 1,772 | 0.0% | 0.0% | 2 | +90,092 | 135.86% | Q2 2026 | Aug 11, 2026 |
| GAMMA Investing LLC | History | Added to | 15,127 | 171 | 0.01% | 0.0% | 3 | +11,799 | 354.54% | Q2 2026 | Jul 07, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 4,193 | 48 | 0.0% | 0.01% | 4 | +2,220 | 112.52% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,681 | 30 | 0.0% | 0.0% | 5 | +1,376 | 105.44% | Q2 2026 | Aug 07, 2026 |
| Winch Advisory Services, LLC | History | New | 1,164 | 13 | 0.0% | — | 7 | +1,164 | New | Q2 2026 | Aug 06, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 1,199 | 13 | 0.0% | 0.0% | 6 | +1,124 | 1498.67% | Q2 2026 | Aug 10, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 804 | 9 | 0.0% | — | 9 | +804 | New | Q2 2026 | Jul 20, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 342 | 9 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Financial Gravity Companies, Inc. | History | New | 684 | 7 | 0.0% | — | 10 | +684 | New | Q2 2026 | Aug 05, 2026 |
| Markowski Investments | History | New | 600 | 6 | 0.0% | — | 11 | +600 | New | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 200 | 2 | 0.0% | 0.0% | 12 | -181 | -47.51% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | New | 109 | 1 | 0.0% | — | 13 | +109 | New | Q2 2026 | Aug 10, 2026 |
| SkyView Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -49,956 | -100.0% | Q2 2026 | Sep 14, 2026 |
| L & S Advisors Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -15,450 | -100.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -944 | -100.0% | Q2 2026 | Jul 21, 2026 |