Monarch Blue Chips Elite Index ETF (MBCE)

ETF ยท Cboe BZX

Monarch Blue Chips Elite Index ETF (MBCE) is an exchange-traded fund listed on Cboe BZX, where it has traded since March 23, 2021.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
March 23, 2021

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 9 institutions reported holding MBCE, with 4.8 million shares worth $200.8 million in aggregate. The largest reported holder was Kingsview Wealth Management, with 4.2 million shares worth $175.8 million. Of the 5 largest holders listed below, 4 added shares and 1 held its position unchanged during the quarter.

InstitutionSharesValueQuarter change
Kingsview Wealth Management4,226,577$176MAdded 9.51%
Goldman Sachs469,483$20MUnchanged
Lpl Financial101,166$4MAdded 211.68%
Wbi Investments9,049$376KAdded 4.19%
Maridea Wealth Management6,810$283KAdded 0.62%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is MBCE?

Monarch Blue Chips Elite Index ETF (MBCE) is an exchange-traded fund listed on Cboe BZX, where it has traded since March 23, 2021.

Who are the largest institutional holders of MBCE?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of MBCE were Kingsview Wealth Management, Goldman Sachs and Lpl Financial.

How many institutions own MBCE?

9 institutions reported a position in MBCE for the quarter ended June 30, 2026, worth $200.8 million in total.

Did institutions buy or sell MBCE last quarter?

Of the 5 largest reported holders, 4 added shares and 1 held its position unchanged during the quarter. Every reported holder and its change is on the SentiSense ownership page for MBCE.

Every reported institutional holder, plus insider and congressional trades in MBCE, on SentiSense.