Monarch Ambass Inc. Indx ETFMAMBETF
13F holders, Q1 2026 (March 31)9holders +3
4new positions
1sold out
1famous investor
$24.10avg. 13F price*
At the end of Q1 2026, 9 institutions reported holding Monarch Ambass Inc. Indx ETF (MAMB) in their 13F filings, up 3 from Q4 2025. 4 opened new positions and 1 sold out. The largest holders were Kingsview Wealth Management, LLC ($170.0M), Fig Financial Advisory Services Inc. ($2.2M) and LPL Financial LLC ($986K). 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 (Q1 2026)
- CUSIP
- 66538H260
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.5M |
| Exits | 1 | $70K |
All 13F filers, Q4 2025 → Q1 2026: 907,937 shares bought and 3,350 shares sold, net +904,587 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Kingsview Wealth Management, LLC | 2.32% | Add +12.3% | 7,050,997 | $170.0M |
| Fig Financial Advisory Services Inc. | 1.37% | New | 90,674 | $2.2M |
| LPL Financial LLC | 0.00% | Add +271.4% | 40,896 | $986K |
| Citadel Advisors | 0.00% | New | 10,368 | $250K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.3% | 6,091 | $147K |
| Morgan Stanley | 0.00% | No change | 4,317 | $104K |
| Royal Bank of Canada | 0.00% | New | 3,388 | $82K |
| UBS Group AG | 0.00% | New | 1,153 | $28K |
| FMR LLC | 0.00% | No change | 11 | $271 |
"% 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.