Monarch Blue Chips Elite IndMBCEETF
13F holders, Q1 2026 (March 31)11holders +4
5new positions
2sold out
$34.49avg. 13F price*
At the end of Q1 2026, 11 institutions reported holding Monarch Blue Chips Elite Ind (MBCE) in their 13F filings, up 4 from Q4 2025. 5 opened new positions and 2 sold out. The largest holders were Kingsview Wealth Management, LLC ($133.1M), Goldman Sachs Group Inc. ($16.2M) and LPL Financial LLC ($1.1M).
- Company
- Monarch Blue Chips Elite Ind
- Filed as
- NORTHERN LTS FD TR IV (Q1 2026)
- CUSIP
- 66538H252
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $844K |
| Exits | 2 | $261K |
All 13F filers, Q4 2025 → Q1 2026: 535,817 shares bought and 14,789 shares sold, net +521,028 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Kingsview Wealth Management, LLC | 1.82% | Add +14.4% | 3,859,663 | $133.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.6% | 469,483 | $16.2M |
| LPL Financial LLC | 0.00% | Add +317.3% | 32,458 | $1.1M |
| Wbi Investments, LLC | 0.08% | New | 8,685 | $300K |
| Millington Securities, LLC | 0.08% | — | 8,685 | $300K |
| Jane Street Group, LLC | 0.00% | New | 6,869 | $237K |
| Maridea Wealth Management LLC | 0.03% | New | 6,768 | $233K |
| Morgan Stanley | 0.00% | Add +0.8% | 1,846 | $64K |
| UBS Group AG | 0.00% | Add +12600.0% | 1,524 | $53K |
| Royal Bank of Canada | 0.00% | New | 1,399 | $48K |
| AE Wealth Management LLC | 0.00% | New | 747 | $26K |
"% 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.