Monarch Ambass Inc. Indx ETFMAMBETF
13F holders, Q2 2025 (June 30)5holders +1
2new positions
1sold out
1famous investor
$23.07avg. 13F price*
At the end of Q2 2025, 5 institutions reported holding Monarch Ambass Inc. Indx ETF (MAMB) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Kingsview Wealth Management, LLC ($127.6M), Citadel Advisors ($239K) and LPL Financial LLC ($217K). 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 (Q2 2025)
- CUSIP
- 66538H260
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $218K |
| Exits | 1 | $228K |
All 13F filers, Q1 2025 → Q2 2025: 161,436 shares bought and 12,576 shares sold, net +148,860 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kingsview Wealth Management, LLC | 2.16% | Add +2.8% | 5,529,997 | $127.6M |
| Citadel Advisors | 0.00% | Reduce -19.8% | 10,344 | $239K |
| LPL Financial LLC | 0.00% | New | 9,410 | $217K |
| UBS Group AG | 0.00% | Add +79.8% | 223 | $5K |
| Raymond James Financial Inc. | 0.00% | New | 36 | $831 |
"% 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.