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Monarch Dividend Plus Index (MDPL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares18,896 from 25,167
Change-6,271 (-25%)
Value$514.3K (-$108.8K)
Filed 2026-11-06
Kingsview Wealth Management, LLC
N/A
Shares— from 2,126,098
Change-2,126,098 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 21,923
Change-21,923 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,925
Change-1,925 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 266
Change-266 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 217
Change-217 (-100%)
Value—
UBS Group AG
N/A
Shares— from 55
Change-55 (-100%)
Value—
Status
LPL Financial LLC
DECREASED18,89625,167-6,271-25%$623.1K$514.3K-$108.8K2026-11-06
Kingsview Wealth Management, LLC
N/A—2,126,098-2,126,098-100%$52.6M———
Goldman Sachs Group Inc
N/A—21,923-21,923-100%$542.8K———
JPMorgan Chase & Co
N/A—1,925-1,925-100%$47.7K———
AE Wealth Management LLC
N/A—266-266-100%$6.6K———
Morgan Stanley
N/A—217-217-100%$5.4K———
UBS Group AG
N/A—55-55-100%$1.4K———
Showing 7 of 7 institutions