6 institutions reported holding $111.8M of Monarch Volume Factor Dividnd ETF (MVFD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Kingsview Wealth Management, LLC ($107.3M), WBI INVESTMENTS, LLC ($1.8M), ENVESTNET ASSET MANAGEMENT INC ($1.6M), HRT FINANCIAL LP ($686,000), WEST MICHIGAN ADVISORS, LLC ($431,119). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | $107.3M | 3.6M | Added |
| 2 | WBI INVESTMENTS, LLC | $1.8M | 59,132 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $1.6M | 54,530 | Added |
| 4 | HRT FINANCIAL LP | $686,000 | 22,904 | New |
| 5 | WEST MICHIGAN ADVISORS, LLC | $431,119 | 14,382 | Added |
| 6 | UBS Group AG | $29,017 | 968 | New |
来源：SEC 13F 申报文件 · 截至 2026-06-30