Who Owns MBCC?
Monarch Blue Chips Core Index ETF — Institutional Ownership & 13F Holdings
$37.67
+0.19 (+0.51%)
Market Cap
$111.1M
Shares Outstanding
3,101,434
Institutional Holders
5
Total Inst. Value
$25.7M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
New Positions
2
Closed Positions
3
Increased
1
Decreased
2
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | $25.1M | 750,970 |
| 2 | RFG Advisory, LLC | $258K | 7,702 |
| 3 | BANK OF AMERICA CORP /DE/New | $176K | 5,274 |
| 4 | Kingsview Wealth Management, LLC | $94K | 2,803,995 |
| 5 | MORGAN STANLEYNew | $0 | 1 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | +725K | $25.1M |
| BANK OF AMERICA CORP /DE/New | +5K | $176K |
| MORGAN STANLEYNew | +1 | $0 |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Kingsview Wealth Management, LLC | -238K | $94K |
| RFG Advisory, LLC | -2K | $258K |
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Frequently Asked Questions
How many institutional investors hold MBCC?
As of Q1 2025, 5 institutional investors report holding MBCC (Monarch Blue Chips Core Index ETF) in their 13F filings.
Which hedge fund owns the most MBCC?
The largest institutional holder of MBCC is GOLDMAN SACHS GROUP INC with $25.1M in shares.
Are institutions buying or selling MBCC?
This quarter, 2 institutions opened new positions in MBCC and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.