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Monarch Procap Index ETF (MPRO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
4Wealth Advisors, Inc.
INCREASED
Shares174,769 from 163,425
Change+11,344 (+7%)
Value$5.5M (+$164.4K)
Filed 2026-10-13
WBI Investments, LLC
DECREASED
Shares13,689 from 13,870
Change-181 (-1%)
Value$430.1K (-$22.7K)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares11,077 from 11,475
Change-398 (-3%)
Value$348.0K (-$26.6K)
Filed 2026-11-03
Compass Ion Advisors, LLC
CLOSED
Shares0 from 8,004
Change-8,004 (-100%)
Value$0 (-$261.3K)
Filed 2026-10-23
Kingsview Wealth Management, LLC
N/A
Shares— from 7,413,903
Change-7,413,903 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 182,672
Change-182,672 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 25,634
Change-25,634 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 13,748
Change-13,748 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 6,391
Change-6,391 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 5,465
Change-5,465 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,240
Change-1,240 (-100%)
Value—
Status
4Wealth Advisors, Inc.
INCREASED174,769163,425+11,344+7%$5.4M$5.5M+$164.4K2026-10-13
WBI Investments, LLC
DECREASED13,68913,870-181-1%$452.8K$430.1K-$22.7K2026-11-05
RFG Advisory, LLC
DECREASED11,07711,475-398-3%$374.6K$348.0K-$26.6K2026-11-03
Compass Ion Advisors, LLC
CLOSED08,004-8,004-100%$261.3K$0-$261.3K2026-10-23
Kingsview Wealth Management, LLC
N/A—7,413,903-7,413,903-100%$242.0M———
LPL Financial LLC
N/A—182,672-182,672-100%$6.0M———
Susquehanna International Group, LLP
N/A—25,634-25,634-100%$836.8K———
Citadel Advisors LLC
N/A—13,748-13,748-100%$448.8K———
Maridea Wealth Management LLC
N/A—6,391-6,391-100%$208.6K———
Morgan Stanley
N/A—5,465-5,465-100%$178.4K———
AE Wealth Management LLC
N/A—1,240-1,240-100%$40.5K———
Showing 11 of 11 institutions