MDPL

Monarch Dividend Plus IndexETF
UnclassifiedUSCUSIP 66537J846◍ Confluence graph
Tracked 13F Holders
6
+3 QoQ
13F Value (tracked)
$53.7M
13F Moves · latest Q
0 added
0 trimmed
Recent Filings
0

Who owns MDPL?

6 tracked 13F filers

6 tracked 13F filers disclose a position in MDPL as of the latest SEC 13F filings, a combined $53.7M 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
$52.6M
2.1M
−3.0%
Reduced · −65K sh
Q2 2026
2GOLDMAN SACHS GROUP INC
$563K
22K
Held
Q1 2026
3LPL Financial LLC
$282K
11K
New
+11K sh
Q1 2026
4SUSQUEHANNA INTERNATIONAL GROUP, LLP
$203K
8K
New
+8K sh
Q1 2026
5ROYAL BANK OF CANADA
$24K
941
New
+941 sh
Q1 2026
6AE Wealth Management LLC
$7K
266
New
+266 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.

Institutional ownership over time

6 funds+4 since Q3 2024
036Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $57.3M

Share classes

Class13F holdersValue held
PTLmc110 funds$541.1M
BAMGETF13 funds$7.6M
BAMVETF13 funds$5.8M
NSINATL SEC EME ETF11 funds$26.7M
BAMDFUND11 funds$3.0M
MSSSMONARCH SEL SUBS8 funds$140.6M
66537J879ETF8 funds$1.8M
MVFGMONARCH VOL FACT7 funds$167.9M

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 MDPL

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/MDPL/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MDPL.
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 MDPL. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.