MBCE

Monarch Blue Chips Elite IndETF
UnclassifiedUSCUSIP 66538H252◍ Confluence graph
Tracked 13F Holders
12
-7 QoQ
13F Value (tracked)
$194.8M
13F Moves · latest Q
2 added
1 trimmed
Recent Filings
0

Who owns MBCE?

12 tracked 13F filers

12 tracked 13F filers disclose a position in MBCE as of the latest SEC 13F filings, a combined $194.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1Kingsview Wealth Management, LLC
$175.8M
4.2M
+9.5%
Added · +367K sh
Q2 2026
2GOLDMAN SACHS GROUP INC
$16.2M
469K
−1.6%
Reduced · −8K sh
Q1 2026
3LPL Financial LLC
$1.1M
32K
+317%
Added · +25K sh
Q1 2026
4WBI INVESTMENTS, LLC
$376K
9K
+4.2%
Added · +364 sh
Q2 2026
5MILLINGTON SECURITIES, LLC
$300K
9K
New
+9K sh
Q1 2026
6JANE STREET GROUP, LLC
$237K
7K
New
+7K sh
Q1 2026
7Maridea Wealth Management LLC
$283K
7K
+0.6%
Added · +42 sh
Q2 2026
8RFG Advisory, LLC
$232K
6K
−28%
Reduced · −2K sh
Q2 2026
9MORGAN STANLEY
$64K
2K
+0.8%
Added · +15 sh
Q1 2026
10UBS Group AG
$53K
2K
127×
Added · +2K sh
Q1 2026
11ROYAL BANK OF CANADA
$48K
1K
New
+1K sh
Q1 2026
12AE Wealth Management LLC
$26K
747
New
+747 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is MBCE being bought or sold by institutions?

Last quarter, 1 fund opened a new position in MBCE and 1 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
1
funds
Added
1
funds
Reduced
1
funds
Exited
0
funds

Funds that own MBCE also own

CompanyCo-held byCombined value
APPLE INCAAPL3 funds$74.9M
NVIDIA CORPNVDA3 funds$57.9M
INVESCO QQQ TRUST SERIES 1QQQ3 funds$45.2M
SS SPDR P S&P 1500 COMP ETFSPTM3 funds$37.9M
ALPHABET INC-CL AGOOGL3 funds$35.6M
AMAZON.COM INCAMZN3 funds$31.7M
MICROSOFT CORPMSFT3 funds$27.7M
STE STR SPDR PT S&P 500 ETFSPYM3 funds$26.7M
INVESCO NASDAQ 100 ETFQQQM3 funds$22.7M
TESLA INCTSLA3 funds$19.8M
META PLATFORMS INC-CLASS AMETA3 funds$19.5M
BROADCOM INCAVGO3 funds$17.7M

Ranked by how many of MBCE's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

4 funds+3 since Q3 2024
0611Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $176.7M

Share classes

Class13F holdersValue held
BIBLmc137 funds$267.6M
SECTmc110 funds$2.2B
WWJDmc107 funds$354.7M
IBDmc103 funds$354.3M
ISMDmc99 funds$190.3M
BLESmc75 funds$78.3M
BUYWmc68 funds$866.9M
TMATmc51 funds$114.3M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in MBCE

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MBCE/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MBCE.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MBCE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.