MAMB — MONARCH AMBASSADOR INCOME ET
As of Q2 2026, 4 SEC-registered investment managers reported holding MAMB (MONARCH AMBASSADOR INCOME ET) in their latest 13F filings, with a combined reported value of $513.11K across 21.34K shares. That is +34.6% by share count (+5.49K shares) versus the previous quarter, while reported value moved +34.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 15.46K | $371.76K | 0.00% | Add |
| Morgan Stanley history | 5.07K | $121.80K | 0.00% | Add |
| UBS Group AG history | 802 | $19.29K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 11 | $271 | 0.00% | Hold |
Q1 2026 — 4 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 10.37K | $249.91K | 0.00% | New |
| Morgan Stanley history | 4.32K | $104.06K | 0.00% | Hold |
| UBS Group AG history | 1.15K | $27.79K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 11 | $271 | 0.00% | Hold |
Q4 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 4.32K | $103.22K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 11 | $269 | 0.00% | New |
Q3 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 14.29K | $338.79K | 0.00% | Add |
| UBS Group AG history | 35 | $830 | 0.00% | Reduce |
Q2 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 10.34K | $238.68K | 0.00% | Reduce |
| UBS Group AG history | 223 | $5.15K | 0.00% | Add |
Q1 2025 — 2 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citadel Advisors history | 12.90K | $294.10K | 0.00% | Reduce |
| UBS Group AG history | 124 | $2.83K | 0.00% | Reduce |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | 15.46K | 10.37K | — | 14.29K | 10.34K | 12.90K | 23.03K | — | — | 17.18K | 21.63K | 9.79K | — | — | 10.81K | — | 18.66K | — | — |
| Morgan Stanley | 5.07K | 4.32K | 4.32K | — | — | — | — | — | — | — | 559 | 559 | 559 | 559 | 559 | 559 | 559 | 559 | 559 |
| UBS Group AG | 802 | 1.15K | — | 35 | 223 | 124 | 212 | 61 | 87 | — | — | 75 | 1.50K | 183 | 448 | 2.16K | 2.67K | — | — |
| Fidelity Management & Research (FMR) | 11 | 11 | 11 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | 19.09K | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details