Mutual Fund & Variable Insurance Trust - RFXIX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | History | Added to | 15,180 | 273 | 0.02% | 0.02% | 1 | +194 | 1.29% | Q4 2025 | Jan 20, 2026 |
| Motiv8 Investments LLC | History | New | 2,276 | 41 | 0.02% | — | 2 | +2,276 | New | Q4 2025 | Feb 13, 2026 |