Who owns Monarch Blue Chips Elite Index ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MBCE from SEC Form 13F filings across 9 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 9 institutions disclosed 4.8M shares of Monarch Blue Chips Elite Index ETF worth $200.8M — about 102.3% of shares outstanding; the largest disclosed holder is Kingsview Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
9
13F holders
$200.8M
value, 2026 filers
102.3%
of shares outstanding (4.8M sh)
2
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MBCE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 4.2M | $175.8M | 2.1% | 89.5% | +9.5% |
| 2 | GOLDMAN SACHS GROUP INC | 469,483 | $19.5M | 0.0% | 9.9% | 0.0% |
| 3 | LPL Financial LLC | 101,166 | $4.2M | 0.0% | 2.1% | +211.7% |
| 4 | WBI INVESTMENTS, LLC | 9,049 | $376,456 | 0.1% | 0.2% | +4.2% |
| 5 | Maridea Wealth Management LLC | 6,810 | $283,310 | 0.0% | 0.1% | +0.6% |
| 6 | RFG Advisory, LLCNEW | 5,575 | $231,935 | 0.0% | 0.1% | new |
| 7 | JPMORGAN CHASE & CONEW | 5,338 | $217,339 | 0.0% | 0.1% | new |
| 8 | MORGAN STANLEY | 2,165 | $90,068 | 0.0% | 0% | +17.3% |
| 9 | AE Wealth Management LLC | 747 | $31,077 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.