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MAMB Institutional Ownership

Monarch Ambassador Income Index ETF
1W: -0.9% 1M: -3.4% 3M: -4.5% YTD: -3.7% 1Y: -2.3% 3Y: +16.3% 5Y: -2.2%
$23.00
-0.03 (-0.14%)
 
Weekly Expected Move ±1.1%
$22 $23 $23 $23 $24
ETF CBOE · AUM $182.3M

Institutional Ownership — MAMB

11
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
184M
Total Invested
2
New Positions
5
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (12 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Kingsview Wealth Management, LLC 7,521,062 $173M +470,065 +6.7% 22Q SEC ↗
2 LPL Financial LLC 80,380 $2M +39,484 +96.5% 5Q SEC ↗
3 CITADEL ADVISORS LLC 15,460 $356K +5,092 +49.1% 2Q SEC ↗
4 TBH Global Asset Management, LLC NEW 11,469 $264K — +0.0% 1Q SEC ↗
5 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 10,767 $248K — +0.0% 1Q SEC ↗
6 OSAIC HOLDINGS, INC. 6,751 $155K +660 +10.8% 3Q SEC ↗
7 MORGAN STANLEY 5,065 $116K +748 +17.3% 3Q SEC ↗
8 UBS Group AG 802 $18K -351 -30.4% 2Q SEC ↗
9 FMR LLC 11 $0K — +0.0% 3Q SEC ↗
10 ROYAL BANK OF CANADA 0 $0K -3,388 -100.0% 1Q SEC ↗
11 Premier Financial Group 0 $0K -2,937 -100.0% 1Q SEC ↗
12 FIG FINANCIAL ADVISORY SERVICES INC /A 0 $0K -90,674 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
TBH Global Asset Management, LLC 11,469 $264K
SUSQUEHANNA INTERNATIONAL GROUP, LL 10,767 $248K
Sold Out (3)
HolderPrev SharesPrev Value
FIG FINANCIAL ADVISORY SERVICES INC 90,674 $2M
ROYAL BANK OF CANADA 3,388 $78K
Premier Financial Group 2,937 $68K
Biggest Increases (5)
HolderAddedChange %Total Shares
Kingsview Wealth Management, LLC +470,065 +6.7% 7,521,062
LPL Financial LLC +39,484 +96.5% 80,380
CITADEL ADVISORS LLC +5,092 +49.1% 15,460
MORGAN STANLEY +748 +17.3% 5,065
OSAIC HOLDINGS, INC. +660 +10.8% 6,751
Biggest Decreases (1)
HolderReducedChange %Total Shares
UBS Group AG -351 -30.4% 802

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms