Monarch Blue Chips Elite IndMBCEETF
13F holders, Q2 2026 (June 30)9holders −2
2new positions
3sold out
$41.60avg. 13F price*
At the end of Q2 2026, 9 institutions reported holding Monarch Blue Chips Elite Ind (MBCE) in their 13F filings, down 2 from Q1 2026. 2 opened new positions and 3 sold out. The largest holders were Kingsview Wealth Management, LLC ($175.8M), Goldman Sachs Group Inc. ($19.5M) and LPL Financial LLC ($4.2M).
- Company
- Monarch Blue Chips Elite Ind
- Filed as
- NORTHERN LTS FD TR IV (Q2 2026)
- CUSIP
- 66538H252
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $449K |
| Exits | 3 | $337K |
All 13F filers, Q1 2026 → Q2 2026: 447,260 shares bought and 9,792 shares sold, net +437,468 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Kingsview Wealth Management, LLC | 2.13% | Add +9.5% | 4,226,577 | $175.8M |
| Goldman Sachs Group Inc. | 0.00% | No change | 469,483 | $19.5M |
| LPL Financial LLC | 0.00% | Add +211.7% | 101,166 | $4.2M |
| Wbi Investments, LLC | 0.09% | Add +4.2% | 9,049 | $376K |
| Maridea Wealth Management LLC | 0.03% | Add +0.6% | 6,810 | $283K |
| RFG Advisory, LLC | 0.00% | New | 5,575 | $232K |
| JPMorgan Chase & Co. | 0.00% | New | 5,338 | $217K |
| Morgan Stanley | 0.00% | Add +17.3% | 2,165 | $90K |
| AE Wealth Management LLC | 0.00% | No change | 747 | $31K |
"% of holder's portfolio" is MBCE's weight in each manager's 13F, not the share of Monarch Blue Chips Elite Ind the manager owns.