MDPL Institutional Ownership
Monarch Dividend Plus ETF
1W: -0.4%
YTD: -7.5%
$27.48
-0.29 (-1.04%)
Overview
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Institutional Ownership — MDPL
9
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
54M
Total Invested
3
New Positions
2
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 2,126,098 | $58M | -65,028 | -3.0% | 10Q | SEC ↗ |
| 2 | LPL Financial LLC | 25,167 | $692K | +14,173 | +128.9% | 2Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 21,923 | $602K | +1 | +0.0% | 7Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO NEW | 1,925 | $53K | — | +0.0% | 1Q | SEC ↗ |
| 5 | AE Wealth Management LLC | 266 | $7K | — | +0.0% | 2Q | SEC ↗ |
| 6 | MORGAN STANLEY NEW | 217 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 7 | UBS Group AG NEW | 55 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 8 | ROYAL BANK OF CANADA | 0 | $0K | -941 | -100.0% | 1Q | SEC ↗ |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -7,916 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| JPMORGAN CHASE & CO | 1,925 | $53K |
| MORGAN STANLEY | 217 | $6K |
| UBS Group AG | 55 | $2K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 7,916 | $218K |
| ROYAL BANK OF CANADA | 941 | $26K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +14,173 | +128.9% | 25,167 |
| GOLDMAN SACHS GROUP INC | +1 | +0.0% | 21,923 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kingsview Wealth Management, LLC | -65,028 | -3.0% | 2,126,098 |