MSSS

Monarch Select Subsec In ETFETF
UnclassifiedUSCUSIP 66537J838◍ Confluence graph
Tracked 13F Holders
8
-6 QoQ
13F Value (tracked)
$140.6M
13F Moves · latest Q
2 added
0 trimmed
Recent Filings
0

Who owns MSSS?

8 tracked 13F filers

8 tracked 13F filers disclose a position in MSSS as of the latest SEC 13F filings, a combined $140.6M 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
$138.8M
3.9M
+1.0%
Added · +37K sh
Q2 2026
2LPL Financial LLC
$506K
17K
New
+17K sh
Q1 2026
3GOLDMAN SACHS GROUP INC
$411K
14K
New
+14K sh
Q1 2026
4WBI INVESTMENTS, LLC
$485K
14K
+35%
Added · +4K sh
Q2 2026
5MILLINGTON SECURITIES, LLC
$300K
10K
New
+10K sh
Q1 2026
6MORGAN STANLEY
$54K
2K
Held
Q1 2026
7ROYAL BANK OF CANADA
$38K
1K
New
+1K sh
Q1 2026
8AE Wealth Management LLC
$15K
488
+20%
Added · +81 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 MSSS being bought or sold by institutions?

Last quarter, 1 fund opened a new position in MSSS and 1 added to an existing one, while 0 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
0
funds
Exited
0
funds

Funds that own MSSS also own

CompanyCo-held byCombined value
WBI POWER FACTOR HIGH DIVWBIY2 funds$59.7M
WBI BULLBEAR QUALITY 3000 ETWBIL2 funds$40.1M
WBI BULLBEAR YIELD 3000 ETFWBIG2 funds$35.2M
WBI BULLBEAR VALUE 3000 ETFWBIF2 funds$31.9M
FRANKLIN RESP SOURCED GOLDFGDL2 funds$14.3M
VANECK FABLES SMICNDCTR ETFSMHX2 funds$10.9M
SCHWAB US BROAD MARKET ETFSCHB2 funds$9.3M
SS SPDR P S&P 1500 COMP ETFSPTM2 funds$9.2M
GLOBAL X ADAPTIVE U.S. RISKONOF2 funds$8.9M
ALTRIA GROUP INCMO2 funds$8.0M
VANECK SEMICONDUCTOR ETFSMH2 funds$7.1M
HP INCHPQ2 funds$6.9M

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

Institutional ownership over time

2 funds-2 since Q3 2024
048Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $139.2M

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
MSSSthis pageMONARCH 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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Connected entities for MSSS

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Ask your agent what changed in MSSS

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