§ EQUITY
USDMBCC
MONARCH BLUE CHIP COR INDX
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
7 increased/new, 0 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Kingsview Wealth Management, LLC | 3.9M | 1.8% | +14% |
| Goldman Sachs | 469K | 0.0% | −2% |
| LPL Financial LLC | 32K | 0.0% | +317% |
| MILLINGTON SECURITIES, LLC | 9K | n/a | n/a |
| WBI INVESTMENTS, LLC | 9K | 0.1% | n/a |
| JANE STREET GROUP, LLC | 7K | 0.0% | n/a |
◇ AC INTELLIGENCE
Top institutional owners for MBCC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER89.2% · 6 holders
DEALER / BANK10.8% · 4 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MBCC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MBCC yet.