MBCE Institutional Ownership & Shareholders
MONARCH BLUE CHIPS ELITE IND (MBCE) is currently held by 8 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $200.77M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Kingsview Wealth Management, Llc is currently the largest disclosed institutional shareholder of MBCE tracked by InsiderSet, reporting ownership valued at approximately $175.83M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $151.68M, representing an estimated loss of -13.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed MBCE value among the investors covered in this analysis. Major shareholders include Kingsview Wealth Management, Llc, Goldman Sachs Group Inc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in MONARCH BLUE CHIPS ELITE IND (MBCE).
This page ranks the largest institutional MBCE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
8
Total Reported Value
$200.77M
Largest Holder
Kingsview Wealth Management, Llc
Largest Position
$175.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
13
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, Llc | 2.13% | 4,226,577 | $175,834,055 | $151,682,550 | -$24,151,505 | -13.74% | |
| Goldman Sachs Group Inc | 0.00% | 469,483 | $19,531,432 | $16,848,712 | -$2,682,720 | -13.74% | |
| Lpl Financial Llc | 0.00% | 101,166 | $4,208,707 | $3,630,625 | -$578,082 | -13.74% | |
| Wbi Investments, Llc | 0.09% | 9,049 | $376,456 | $324,749 | -$51,707 | -13.74% | |
| Maridea Wealth Management Llc | 0.03% | 6,810 | $283,310 | $244,396 | -$38,914 | -13.74% | |
| Rfg Advisory, Llc | 0.00% | 5,575 | $231,935 | $200,074 | -$31,861 | -13.74% | |
| Jpmorgan Chase & Co | 0.00% | 5,338 | $217,339 | $191,569 | -$25,770 | -11.86% | |
| Morgan Stanley | 0.00% | 2,165 | $90,068 | $77,697 | -$12,371 | -13.74% |
Frequently asked questions about MBCE
Who are the largest institutional holders of MBCE?
The largest institutional holders of MBCE reported in the latest SEC Form 13F filings include Kingsview Wealth Management, Llc, Goldman Sachs Group Inc, Lpl Financial Llc, Wbi Investments, Llc, and Maridea Wealth Management Llc. InsiderSet ranks institutional holders by their latest reported MBCE position.
What is MBCE institutional ownership?
This page tracks MBCE positions reported by institutional investment managers through SEC Form 13F. MONARCH BLUE CHIPS ELITE IND (MBCE) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MBCE?
InsiderSet currently tracks 8 institutional managers reporting MBCE holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MBCE shareholders.
How much MBCE stock do institutions own?
Institutional investment managers disclosed approximately $200.77M in MBCE holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MBCE institutional ownership last updated?
The latest MBCE institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MBCE holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MBCE position after the reporting date.
Are institutions buying or selling MBCE?
Institutional buying and selling can be analyzed by comparing MBCE positions across consecutive 13F reporting periods. InsiderSet's MBCE Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MBCE ownership changes.
How has MBCE institutional ownership changed over time?
InsiderSet tracks MBCE institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.