MVFG Institutional Ownership
Monarch Volume Factor Global Unconstrained ETF
1W: -0.6%
YTD: -3.4%
$33.97
+0.22 (+0.64%)
Overview
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Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MVFG
8
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
167M
Total Invested
2
New Positions
4
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 4,745,055 | 161M | +396,554 | +9.1% | 10Q | SEC ↗ |
| 2 | WBI INVESTMENTS, LLC | 40,713 | 1M | +5,368 | +15.2% | 2Q | SEC ↗ |
| 3 | WEST MICHIGAN ADVISORS, LLC | 11,229 | 381K | +2,109 | +23.1% | 2Q | SEC ↗ |
| 4 | Maridea Wealth Management LLC | 9,963 | 338K | +1,848 | +22.8% | 2Q | SEC ↗ |
| 5 | JANE STREET GROUP, LLC NEW | 9,607 | 326K | — | +0.0% | 1Q | SEC ↗ |
| 6 | PFG Investments, LLC NEW | 9,281 | 315K | — | +0.0% | 1Q | SEC ↗ |
| 7 | FMR LLC | 207 | 7K | — | +0.0% | 3Q | SEC ↗ |
| 8 | UBS Group AG | 0 | 0K | -42 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| JANE STREET GROUP, LLC | 9,607 | 326K |
| PFG Investments, LLC | 9,281 | 315K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| UBS Group AG | 42 | 1K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Kingsview Wealth Management, LLC | +396,554 | +9.1% | 4,745,055 |
| WBI INVESTMENTS, LLC | +5,368 | +15.2% | 40,713 |
| WEST MICHIGAN ADVISORS, LLC | +2,109 | +23.1% | 11,229 |
| Maridea Wealth Management LLC | +1,848 | +22.8% | 9,963 |
Biggest Decreases (0)
None.