M
Monarch Dividend Plus Index
MDPL • BATS
Monarch Dividend Plus Index is an exchange-traded fund on BATS. As of Q3 2025, 5 institutional investors hold shares in this ETF, with total holdings valued at $55.4M. Kingsview Wealth Management, LLC is the largest holder with a position valued at $54.4M.
Overview
Overview of institutional ownership in MDPL as of Q3 2025
All Institutions
- Institutions
- 5
- Value Held
- $55.4M
- Shares Held
- 2.1M
- Avg Position
- $11.1M
- Median Position
- $378.0K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in MDPL as of Q3 2025
| Institution | Position Value |
|---|---|
 Kingsview Wealth Management, LLC RIA/Wealth | $54.4M 0.84% of portfolio |
 GOLDMAN SACHS GROUP INC Institution | $560.1K 0.00% of portfolio |
 Brookstone Capital Management RIA/Wealth | $378.0K 0.00% of portfolio |
 JPMORGAN CHASE & CO Institution | $22.3K 0.00% of portfolio |
 UBS Group AG Institution | $15.0K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for MDPL in Q3 2025
- Traded
- −$2.5M
- Buyers
- 1
- Sellers
- 4
- Total Bought
- +$22.3K
- Total Sold
- −$2.5M
- Avg Position
- $11.1M
Biggest Buyers
| Institution | Net Bought |
|---|---|
JPMORGAN CHASE & CO Institution | +$22.3K +840.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
Kingsview Wealth Management, LLC RIA/Wealth | −$2.3M −86.1K shares |
Brookstone Capital Management RIA/Wealth | −$190.1K −7.2K shares |
UBS Group AG Institution | −$7.3K −274.0 shares |
GOLDMAN SACHS GROUP INC Institution | −$2.6K −98.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited MDPL in Q3 2025
- New Positions
- 1
- New Value
- $22.3K
- Exited Positions
- 0
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
JPMORGAN CHASE & CO Institution | $22.3K 840.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Options Activity
Institutions with the largest Call and Put options positions in MDPL as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with MDPL as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Kingsview Wealth Management, LLC RIA/Wealth | 0.84% $54.4M |
Brookstone Capital Management RIA/Wealth | 0.00% $378.0K |
GOLDMAN SACHS GROUP INC Institution | 0.00% $560.1K |
UBS Group AG Institution | 0.00% $15.0K |
JPMORGAN CHASE & CO Institution | 0.00% $22.3K |