Monarch Volume Factor Dividend Tree Index

MVFD • BATS

Monarch Volume Factor Dividend Tree Index is an exchange-traded fund on BATS. As of Q3 2025, 2 institutional investors hold shares in this ETF, with total holdings valued at $74.7M. Kingsview Wealth Management, LLC is the largest holder with a position valued at $74.7M.

Overview

Overview of institutional ownership in MVFD as of Q3 2025

All Institutions

Institutions: 2
Value Held: $74.7M
Shares Held: 2.8M
Avg Position: $37.4M
Median Position: $37.4M

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Biggest Investors

Institutions with the largest positions in MVFD as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Kingsview Wealth Management, LLC RIA/Wealth	Sean Patrick Mcgillivray CEO	$74.7M 1.15% of portfolio	2.8M shares	Q1 2024 Held for 1y 8m	$6.5B
UBS Group AG Institution	Sergio P. Ermotti CEO	$9.8K 0.00% of portfolio	364.0 shares	Q3 2025 Held for 2 months	$511.54B

Net Capital Flow

Institutional buying and selling activity for MVFD in Q3 2025

Traded: +$2.4M
Buyers: 2
Sellers: 0
Total Bought: +$2.4M
Total Sold: −-
Avg Position: $37.4M

Biggest Buyers

Institution	Net Bought	Current Position
Kingsview Wealth Management, LLC RIA/Wealth	+$2.4M +89.4K shares	$74.7M 2.8M shares
UBS Group AG Institution	+$9.8K +364.0 shares	$9.8K 364.0 shares

Biggest Sellers

Institution	Net Sold	Current Position
No sellers found

Entry and Exit Activity

Institutions that initiated new positions or completely exited MVFD in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 0
Exited Value: -

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
No exited positions found

Options Activity

Institutions with the largest Call and Put options positions in MVFD 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 MVFD as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Kingsview Wealth Management, LLC RIA/Wealth	Sean Patrick Mcgillivray CEO	1.15% $74.7M	2.8M shares	Q1 2024 Held for 1y 8m	$6.5B
UBS Group AG Institution	Sergio P. Ermotti CEO	0.00% $9.8K	364.0 shares	Q3 2025 Held for 2 months	$511.54B