Monarch Ambass Inc. Indx ETFMAMBETF

13F holders, Q4 2024 (December 31)
6holders +3
4new positions
2sold out
1famous investor
$22.15avg. 13F price*

At the end of Q4 2024, 6 institutions reported holding Monarch Ambass Inc. Indx ETF (MAMB) in their 13F filings, up 3 from Q3 2024. 4 opened new positions and 2 sold out. The largest holders were Kingsview Wealth Management, LLC ($108.8M), Citadel Advisors ($510K) and Kestra Advisory Services, LLC ($418K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Monarch Ambass Inc. Indx ETF
Filed as
NORTHERN LTS FD TR IV (Q4 2024)
CUSIP
66538H260
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246810 Q1 2024: 3Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 6Q4 2024Q1 2025: 4Q1 2025Q2 2025: 5Q2 2025Q3 2025: 4Q3 2025Q4 2025: 6Q4 2025Q1 2026: 9Q1 2026Q2 2026: 9Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$950K
Exits2$240K

All 13F filers, Q3 2024 → Q4 2024: 1,057,319 shares bought and 10,315 shares sold, net +1,047,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Kingsview Wealth Management, LLC 2.12% Add +26.0% 4,910,530 $108.8M
Citadel Advisors 0.00% New 23,028 $510K
Kestra Advisory Services, LLC 0.00% No change 18,867 $418K
Jane Street Group, LLC 0.00% New 10,210 $226K
RFG Advisory, LLC 0.01% New 9,420 $209K
UBS Group AG 0.00% New 212 $5K

"% of holder's portfolio" is MAMB's weight in each manager's 13F, not the share of Monarch Ambass Inc. Indx ETF the manager owns.