13FBOX
Monarch Volume Factor Dividnd ETF · 13F Institutional Holdings
Options Calculator Rankings
M

Monarch Volume Factor Dividnd ETF

MVFD
Institutions
7
Combined AUM (Q2 2026)
$101.9M
Combined Shares (Q2 2026)
3.5M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+85,373
5 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+85,373
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$101.9M
Institutions
7
New Buys
3
Adds
2
Reduces
0
Exits
0
Unchanged
2
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Kingsview Wealth Management, LLC
1.69%1.31%#1$95.9M3.3M$95.9M3.3M00.00%Unchanged
WBI INVESTMENTS, LLC
0.44%0.47%#3$1.8M59,132$1.6M54,276+4,856+8.95%Add
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#6$1.6M54,530$1.5M52,161+2,369+4.54%Add
MILLINGTON SECURITIES, LLC
0.6%#2$1.6M54,276$00+54,276New Buy
HRT FINANCIAL LP
<0.01%#5$686,57522,904$00+22,904New Buy
WEST MICHIGAN ADVISORS, LLC
0.07%0.08%#4$348,43711,888$348,43711,88800.00%Unchanged
UBS Group AG
<0.01%#7$29,017968$00+968New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow