MVFD Institutional Ownership & Shareholders
MONARCH VOL FACT DVD TI ETF (MVFD) is currently held by 6 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $111.81M 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 MVFD tracked by InsiderSet, reporting ownership valued at approximately $107.26M 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 $119.76M, representing an estimated gain of +11.65% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed MVFD value among the investors covered in this analysis. Major shareholders include Kingsview Wealth Management, Llc, Wbi Investments, Llc, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in MONARCH VOL FACT DVD TI ETF (MVFD).
This page ranks the largest institutional MVFD 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
6
Total Reported Value
$111.81M
Largest Holder
Kingsview Wealth Management, Llc
Largest Position
$107.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
6
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 | 1.30% | 3,578,010 | $107,255,491 | $119,755,995 | +$12,500,504 | +11.65% | |
| Wbi Investments, Llc | 0.44% | 59,132 | $1,772,553 | $1,979,148 | +$206,595 | +11.66% | |
| Envestnet Asset Management Inc | 0.00% | 54,530 | $1,634,617 | $1,825,119 | +$190,502 | +11.65% | |
| Hrt Financial Lp | 0.00% | 22,904 | $686,000 | $766,597 | +$80,597 | +11.75% | |
| West Michigan Advisors, Llc | 0.08% | 14,382 | $431,119 | $481,366 | +$50,247 | +11.65% | |
| Ubs Group Ag | 0.00% | 968 | $29,017 | $32,399 | +$3,382 | +11.66% |
Frequently asked questions about MVFD
Who are the largest institutional holders of MVFD?
The largest institutional holders of MVFD reported in the latest SEC Form 13F filings include Kingsview Wealth Management, Llc, Wbi Investments, Llc, Envestnet Asset Management Inc, Hrt Financial Lp, and West Michigan Advisors, Llc. InsiderSet ranks institutional holders by their latest reported MVFD position.
What is MVFD institutional ownership?
This page tracks MVFD positions reported by institutional investment managers through SEC Form 13F. MONARCH VOL FACT DVD TI ETF (MVFD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MVFD?
InsiderSet currently tracks 6 institutional managers reporting MVFD 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 MVFD shareholders.
How much MVFD stock do institutions own?
Institutional investment managers disclosed approximately $111.81M in MVFD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MVFD institutional ownership last updated?
The latest MVFD 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 MVFD 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 MVFD position after the reporting date.
Are institutions buying or selling MVFD?
Institutional buying and selling can be analyzed by comparing MVFD positions across consecutive 13F reporting periods. InsiderSet's MVFD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MVFD ownership changes.
How has MVFD institutional ownership changed over time?
InsiderSet tracks MVFD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.