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Monarch Blue Chips Elite IND (MBCE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
WBI Investments, LLC
DECREASED
Shares8,723 from 9,049
Change-326 (-4%)
Value$341.2K (-$35.3K)
Filed 2026-11-05
RFG Advisory, LLC
DECREASED
Shares5,356 from 5,575
Change-219 (-4%)
Value$209.5K (-$22.4K)
Filed 2026-11-03
Kingsview Wealth Management, LLC
N/A
Shares— from 4,226,577
Change-4,226,577 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 469,483
Change-469,483 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 101,166
Change-101,166 (-100%)
Value—
Maridea Wealth Management LLC
N/A
Shares— from 6,810
Change-6,810 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 5,338
Change-5,338 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,165
Change-2,165 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 747
Change-747 (-100%)
Value—
Status
WBI Investments, LLC
DECREASED8,7239,049-326-4%$376.5K$341.2K-$35.3K2026-11-05
RFG Advisory, LLC
DECREASED5,3565,575-219-4%$231.9K$209.5K-$22.4K2026-11-03
Kingsview Wealth Management, LLC
N/A—4,226,577-4,226,577-100%$175.8M———
Goldman Sachs Group Inc
N/A—469,483-469,483-100%$19.5M———
LPL Financial LLC
N/A—101,166-101,166-100%$4.2M———
Maridea Wealth Management LLC
N/A—6,810-6,810-100%$283.3K———
JPMorgan Chase & Co
N/A—5,338-5,338-100%$217.3K———
Morgan Stanley
N/A—2,165-2,165-100%$90.1K———
AE Wealth Management LLC
N/A—747-747-100%$31.1K———
Showing 9 of 9 institutions