MONARCH BLUE CHIPS ELITE IND MBCE
$39.24
-2.3% 52w: $33.50 – $41.60
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data33.5037.5541.60
Jun 20, 2025 Jul 2, 2026
Institutional holders
10
+3 QoQ
13F value
$151.4M
+6.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MBCE?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | Wealth advisor | 3.9M | $133.1M | 1.8% | +14.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 469.5K | $16.2M | 0.0% | -1.6% |
| LPL Financial LLC | Bank broker | 32.5K | $1.1M | 0.0% | +317.3% |
| WBI INVESTMENTS, LLC | Quant stat arb | 8.7K | $300K | 0.1% | New |
| JANE STREET GROUP, LLC | Market maker | 6.9K | $237K | 0.0% | New |
| Maridea Wealth Management LLC | Wealth advisor | 6.8K | $233K | 0.0% | New |
| MORGAN STANLEY | Bank broker | 1.8K | $64K | 0.0% | +0.8% |
| UBS Group AG | Bank broker | 1.5K | $53K | 0.0% | +12600.0% |
| ROYAL BANK OF CANADA | Bank broker | 1.4K | $48K | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 747 | $26K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.