Monarch Ambass Inc. Indx ETFMAMBETF
13F holders, Q4 2025 (December 31)6holders +2
4new positions
2sold out
$23.91avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Monarch Ambass Inc. Indx ETF (MAMB) in their 13F filings, up 2 from Q3 2025. 4 opened new positions and 2 sold out. The largest holders were Kingsview Wealth Management, LLC ($150.1M), LPL Financial LLC ($263K) and Osaic Holdings, Inc. ($155K).
- Company
- Monarch Ambass Inc. Indx ETF
- Filed as
- NORTHERN LTS FD TR IV (Q4 2025)
- CUSIP
- 66538H260
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $329K |
| Exits | 2 | $340K |
All 13F filers, Q3 2025 → Q4 2025: 301,417 shares bought and 14,327 shares sold, net +287,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Kingsview Wealth Management, LLC | 2.16% | Add +4.8% | 6,278,529 | $150.1M |
| LPL Financial LLC | 0.00% | Add +13.7% | 11,010 | $263K |
| Osaic Holdings, Inc. | 0.00% | New | 6,504 | $155K |
| Morgan Stanley | 0.00% | New | 4,317 | $103K |
| Premier Financial Group | 0.02% | New | 2,937 | $70K |
| FMR LLC | 0.00% | New | 11 | $269 |
"% 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.