MONARCH BLUE CHIPS ELITE IND (MBCE) Institutional Ownership Changes & 13F Activity
MONARCH BLUE CHIPS ELITE IND (MBCE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Kingsview Wealth Management, Llc, Lpl Financial Llc, Jane Street Group, Llc, Rfg Advisory, Llc, and Jpmorgan Chase & Co.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Kingsview Wealth Management, Llc | Buy | +366,914 | +9.5% | 4,226,577 | $175.83M | Q2 2026 | Aug 19, 2026 |
| Morgan Stanley | Buy | +319 | +17.3% | 2,165 | $90.07K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +5,338 | — | 5,338 | $217.34K | Q2 2026 | Aug 12, 2026 |
| Wbi Investments, Llc | Buy | +364 | +4.2% | 9,049 | $376.46K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +68,708 | +211.7% | 101,166 | $4.21M | Q2 2026 | Aug 07, 2026 |
| Maridea Wealth Management Llc | Buy | +42 | +0.6% | 6,810 | $283.31K | Q2 2026 | Aug 06, 2026 |
| Rfg Advisory, Llc | Buy | +5,575 | — | 5,575 | $231.94K | Q2 2026 | Jul 15, 2026 |
| Royal Bank Of Canada | Sell | -1,399 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Ae Wealth Management Llc | Sell | -747 | -100.0% | 0 | $0.00 | Q2 2026 | May 13, 2026 |
| Jane Street Group, Llc | Sell | -6,869 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Ubs Group Ag | Sell | -1,524 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
Frequently asked questions about MBCE activity
Which institutional owners are buying MBCE?
Institutional owners buying MBCE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MBCE activity?
"Buy" means an investor increased their reported position in MBCE compared to the prior reporting period. This reflects growing exposure to MONARCH BLUE CHIPS ELITE IND (MBCE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MBCE increasing?
Institutional interest in MBCE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.