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Monarch Dividend Plus Index ETF (MDPL) Institutional Ownership

$26.50 +0.13 (+0.49%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Monarch Dividend Plus Index ETF (BATS:MDPL)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$696.90K
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$2.49M
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Skip Chart & View Institutional Buying and Selling Data

MDPL Institutional Buying and Selling by Quarter

Monarch Dividend Plus Index ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/10/2026Goldman Sachs Group Inc.21,922$588K0.0%+3.9%1.034%
2/9/2026Kingsview Wealth Management LLC2,059,198$55.27M0.8%+0.4%97.132%
11/12/2025Kingsview Wealth Management LLC2,050,368$54.43M0.8%-4.0%100.018%
10/15/2025 Brookstone Capital Management14,240$378K0.0%-33.5%0.695%
8/8/2025Kingsview Wealth Management LLC2,136,511$55.64M0.9%+0.8%98.457%
6/27/2025Goldman Sachs Group Inc.21,492$564K0.0%-1.9%1.009%
5/16/2025Goldman Sachs Group Inc.21,492$564K0.0%-1.9%1.009%
5/2/2025Kingsview Wealth Management LLC2,119,674$55.64M1.0%-8.0%98.133%
2/17/2025Citadel Advisors LLC10,648$270K0.0%N/A0.819%
1/28/2025Kingsview Wealth Management LLC2,304,331$58.32M1.1%+78.8%177.256%
1/13/2025Brookstone Capital Management21,400$542K0.0%-42.7%1.646%
11/12/2024Kingsview Wealth Management LLC1,288,812$34.51M0.7%-1.2%99.139%
5/9/2024Kingsview Wealth Management LLC1,277,572$33.73M0.8%N/A98.275%


MDPL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MDPL shares?

During the previous two years, the following institutional investors and hedge funds held shares of Monarch Dividend Plus Index ETF shares: Kingsview Wealth Management LLC ($55.27M), Goldman Sachs Group Inc. ($588K), and Brookstone Capital Management ($378K), Citadel Advisors LLC ($270K).Learn more on Monarch Dividend Plus Index ETF's institutional investors.

Which institutional investors have been buying Monarch Dividend Plus Index ETF's stock?

The following institutional investors have purchased Monarch Dividend Plus Index ETF's stock in the last 24 months: Kingsview Wealth Management LLC ($2.32M), Citadel Advisors LLC ($10.65K), and Goldman Sachs Group Inc. ($821.00).

How much institutional buying is happening at Monarch Dividend Plus Index ETF?

Institutional investors have bought a total of 26,488 shares in the last 24 months. This purchase volume represents approximately $696.90K in transactions.

Which of Monarch Dividend Plus Index ETF's major shareholders have been selling company stock?

The following institutional investors have sold Monarch Dividend Plus Index ETF stock in the last 24 months: Kingsview Wealth Management LLC ($86.14K), Brookstone Capital Management ($7.16K), and Goldman Sachs Group Inc. ($814.00).

How much institutional selling is happening at Monarch Dividend Plus Index ETF?

Institutional investors have sold a total of 94,117 shares in the last 24 months. This volume of shares sold represents approximately $2.49M in transactions.


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This page (BATS:MDPL) was last updated on 5/5/2026 by MarketBeat.com Staff.
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