Monarch Volume Factor Global Unconstrained Index ETF (MVFG)

ETF ยท Cboe BZX

Monarch Volume Factor Global Unconstrained Index ETF (MVFG) is an exchange-traded fund listed on Cboe BZX, where it has traded since March 6, 2024.

Type
Exchange-traded fund
Listed On
Cboe BZX
Listed Since
March 6, 2024

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 7 institutions reported holding MVFG, with 4.8 million shares worth $167.5 million in aggregate. The largest reported holder was Kingsview Wealth Management, with 4.7 million shares worth $164.7 million. Of the 5 largest holders listed below, 1 opened a new position in MVFG and 4 added shares during the quarter.

InstitutionSharesValueQuarter change
Kingsview Wealth Management4,745,055$165MAdded 9.12%
Wbi Investments40,713$1MAdded 15.19%
West Michigan Advisors11,229$390KAdded 23.13%
Maridea Wealth Management9,963$346KAdded 22.77%
Jane Street Group9,607$333KNew position

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 MVFG?

Monarch Volume Factor Global Unconstrained Index ETF (MVFG) is an exchange-traded fund listed on Cboe BZX, where it has traded since March 6, 2024.

Who are the largest institutional holders of MVFG?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of MVFG were Kingsview Wealth Management, Wbi Investments and West Michigan Advisors.

How many institutions own MVFG?

7 institutions reported a position in MVFG for the quarter ended June 30, 2026, worth $167.5 million in total.

Did institutions buy or sell MVFG last quarter?

Of the 5 largest reported holders, 1 opened a new position in MVFG and 4 added shares during the quarter. Every reported holder and its change is on the SentiSense ownership page for MVFG.

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