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Monarch VOL Fact DVD TI ETF (MVFD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
WBI Investments, LLC
INCREASED
Shares63,847 from 59,132
Change+4,715 (+8%)
Value$1.9M (+$140.2K)
Filed 2026-11-05
Root Financial Partners, LLC
NEW
Shares5,381
Change+5,381
Value$161.2K
Filed 2026-10-21
Kingsview Wealth Management, LLC
N/A
Shares— from 3,578,010
Change-3,578,010 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 54,530
Change-54,530 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 22,904
Change-22,904 (-100%)
Value—
West Michigan Advisors, LLC
N/A
Shares— from 14,382
Change-14,382 (-100%)
Value—
UBS Group AG
N/A
Shares— from 968
Change-968 (-100%)
Value—
Status
WBI Investments, LLC
INCREASED63,84759,132+4,715+8%$1.8M$1.9M+$140.2K2026-11-05
Root Financial Partners, LLC
NEW5,381—+5,381——$161.2K—2026-10-21
Kingsview Wealth Management, LLC
N/A—3,578,010-3,578,010-100%$107.3M———
Envestnet Asset Management Inc
N/A—54,530-54,530-100%$1.6M———
HRT Financial LP
N/A—22,904-22,904-100%$686———
West Michigan Advisors, LLC
N/A—14,382-14,382-100%$431.1K———
UBS Group AG
N/A—968-968-100%$29.0K———
Showing 7 of 7 institutions