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Monarch VF GLB Uncon ETF (MVFG)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
WBI Investments, LLC
INCREASED
Shares48,905 from 40,713
Change+8,192 (+20%)
Value$1.6M (+$235.3K)
Filed 2026-11-05
Vise Technologies, Inc.
NEW
Shares9,559
Change+9,559
Value$322.1K
Filed 2026-10-29
Root Financial Partners, LLC
NEW
Shares9,559
Change+9,559
Value$322.1K
Filed 2026-10-21
Kingsview Wealth Management, LLC
N/A
Shares— from 4,745,055
Change-4,745,055 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 11,229
Change-11,229 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 9,963
Change-9,963 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 9,607
Change-9,607 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 9,281
Change-9,281 (-100%)
Value—
FMR LLC
N/A
Shares— from 207
Change-207 (-100%)
Value—
Status
WBI Investments, LLC
INCREASED48,90540,713+8,192+20%$1.4M$1.6M+$235.3K2026-11-05
Vise Technologies, Inc.
NEW9,559—+9,559——$322.1K—2026-10-29
Root Financial Partners, LLC
NEW9,559—+9,559——$322.1K—2026-10-21
Kingsview Wealth Management, LLC
N/A—4,745,055-4,745,055-100%$164.7M———
West Michigan Advisors, LLC
N/A—11,229-11,229-100%$389.6K———
Maridea Wealth Management LLC
N/A—9,963-9,963-100%$345.7K———
Jane Street Group, LLC
N/A—9,607-9,607-100%$333.4K———
PFG Investments, LLC
N/A—9,281-9,281-100%$322.1K———
FMR LLC
N/A—207-207-100%$7.2K———
Showing 9 of 9 institutions