MONARCH VF GLB UNCON ETF MVFG
$34.79
+1.0% 52w: $26.96 – $35.24
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data26.9631.1035.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
6
+3 QoQ
13F value
$141.7M
+15.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MVFG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | Wealth advisor | 4.3M | $140.0M | 1.9% | +10.3% |
| WBI INVESTMENTS, LLC | Quant stat arb | 35.3K | $1.1M | 0.3% | New |
| WEST MICHIGAN ADVISORS, LLC | Other | 9.1K | $294K | 0.1% | New |
| Maridea Wealth Management LLC | Wealth advisor | 8.1K | $261K | 0.0% | New |
| FMR LLC | Long only active | 207 | $7K | 0.0% | -73.5% |
| UBS Group AG | Bank broker | 42 | $1K | 0.0% | +27.3% |
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.