MBCE Institutional Ownership
Monarch Blue Chips Elite Index ETF
1W: +2.2%
1M: +8.1%
3M: +0.4%
YTD: +3.0%
$40.01
+0.71 (+1.81%)
Weekly Expected Move ±3.3%
$37
$39
$40
$41
$43
Overview
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Institutional Ownership — MBCE
12
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
201M
Total Invested
2
New Positions
5
Increased
3
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (14 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 4,226,577 | $169M | +366,914 | +9.5% | 22Q | SEC ↗ |
| 2 | GOLDMAN SACHS GROUP INC | 469,483 | $19M | — | +0.0% | 7Q | SEC ↗ |
| 3 | LPL Financial LLC | 101,166 | $4M | +68,708 | +211.7% | 5Q | SEC ↗ |
| 4 | WBI INVESTMENTS, LLC | 9,049 | $362K | +364 | +4.2% | 2Q | SEC ↗ |
| 5 | MILLINGTON SECURITIES, LLC NEW | 8,685 | $347K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Maridea Wealth Management LLC | 6,810 | $272K | +42 | +0.6% | 2Q | SEC ↗ |
| 7 | RFG Advisory, LLC NEW | 5,575 | $223K | — | +0.0% | 1Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO NEW | 5,338 | $214K | — | +0.0% | 1Q | SEC ↗ |
| 9 | MORGAN STANLEY | 2,165 | $87K | +319 | +17.3% | 4Q | SEC ↗ |
| 10 | AE Wealth Management LLC | 747 | $30K | — | +0.0% | 2Q | SEC ↗ |
| 11 | Premier Financial Group | 0 | $0K | -1,260 | -100.0% | 1Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 0 | $0K | -1,399 | -100.0% | 1Q | SEC ↗ |
| 13 | JANE STREET GROUP, LLC | 0 | $0K | -6,869 | -100.0% | 1Q | SEC ↗ |
| 14 | UBS Group AG | 0 | $0K | -1,524 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| MILLINGTON SECURITIES, LLC | 8,685 | $347K |
| RFG Advisory, LLC | 5,575 | $223K |
| JPMORGAN CHASE & CO | 5,338 | $214K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 6,869 | $275K |
| UBS Group AG | 1,524 | $61K |
| ROYAL BANK OF CANADA | 1,399 | $56K |
| Premier Financial Group | 1,260 | $50K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Kingsview Wealth Management, LLC | +366,914 | +9.5% | 4,226,577 |
| LPL Financial LLC | +68,708 | +211.7% | 101,166 |
| WBI INVESTMENTS, LLC | +364 | +4.2% | 9,049 |
| MORGAN STANLEY | +319 | +17.3% | 2,165 |
| Maridea Wealth Management LLC | +42 | +0.6% | 6,810 |
Biggest Decreases (0)
None.