Who owns MVFD?
Monarch Volume Factor Dividend Tree ETF · Monarch
7 institutions reported holding MVFD, worth $113.4M, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of MVFD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Kingsview Wealth Management, LLC | Grants Pass, OR | $107.3M | 3,578,010 | +307,263 shares |
| WBI Investments, LLC | Red Bank, NJ | $1.8M | 59,132 | +4,856 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $1.6M | 54,530 | +2,369 shares |
| Millington Securities, LLC | Red Bank, NJ | $1.6M | 54,276 | New position |
| HRT Financial LP | New York, NY | $686K | 22,904 | New position |
| West Michigan Advisors, LLC | Holland, MI | $431K | 14,382 | +2,494 shares |
| UBS Group AG | Zurich, Switzerland | $29K | 968 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MVFD?
7 institutional managers reported holding MVFD in Form 13F filings for June 30, 2026, worth $113.4M in total. The largest reported position was held by Kingsview Wealth Management, LLC, at $107.3M.
Did institutions buy or sell MVFD last quarter?
Reported 13F value rose 14.2% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 0 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MVFD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.