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Monarch Select Subsec in ETF (MSSS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares38,682 from 42,687
Change-4,005 (-9%)
Value$1.3M (-$199.7K)
Filed 2026-11-06
WBI Investments, LLC
INCREASED
Shares17,431 from 13,559
Change+3,872 (+29%)
Value$598.3K (+$113.1K)
Filed 2026-11-05
Kingsview Wealth Management, LLC
N/A
Shares— from 3,878,483
Change-3,878,483 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 13,761
Change-13,761 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,108
Change-2,108 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 488
Change-488 (-100%)
Value—
Status
LPL Financial LLC
DECREASED38,68242,687-4,005-9%$1.5M$1.3M-$199.7K2026-11-06
WBI Investments, LLC
INCREASED17,43113,559+3,872+29%$485.1K$598.3K+$113.1K2026-11-05
Kingsview Wealth Management, LLC
N/A—3,878,483-3,878,483-100%$138.8M———
Goldman Sachs Group Inc
N/A—13,761-13,761-100%$492.3K———
Morgan Stanley
N/A—2,108-2,108-100%$75.4K———
AE Wealth Management LLC
N/A—488-488-100%$17.5K———
Showing 6 of 6 institutions