MVFD Institutional Ownership
Monarch Volume Factor Dividend Tree ETF
1W: +0.8%
YTD: -3.7%
$30.63
+0.30 (+0.98%)
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MVFD
6
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
112M
Total Invested
2
New Positions
4
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 3,578,010 | 110M | +307,263 | +9.4% | 10Q | SEC ↗ |
| 2 | WBI INVESTMENTS, LLC | 59,132 | 2M | +4,856 | +8.9% | 2Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 54,530 | 2M | +2,369 | +4.5% | 2Q | SEC ↗ |
| 4 | HRT FINANCIAL LP NEW | 22,904 | 701K | — | +0.0% | 1Q | SEC ↗ |
| 5 | WEST MICHIGAN ADVISORS, LLC | 14,382 | 440K | +2,494 | +21.0% | 3Q | SEC ↗ |
| 6 | UBS Group AG NEW | 968 | 30K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| HRT FINANCIAL LP | 22,904 | 701K |
| UBS Group AG | 968 | 30K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Kingsview Wealth Management, LLC | +307,263 | +9.4% | 3,578,010 |
| WBI INVESTMENTS, LLC | +4,856 | +8.9% | 59,132 |
| WEST MICHIGAN ADVISORS, LLC | +2,494 | +21.0% | 14,382 |
| ENVESTNET ASSET MANAGEMENT INC | +2,369 | +4.5% | 54,530 |
Biggest Decreases (0)
None.