Monarch Blue Chips Elite IndMBCEETF
13F holders, Q3 2024 (September 30)2holders
1new positions
0sold out
$34.83avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Monarch Blue Chips Elite Ind (MBCE) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Kingsview Wealth Management, LLC ($108.5M) and Brookstone Capital Management ($506K).
- Company
- Monarch Blue Chips Elite Ind
- Filed as
- NORTHERN LTS FD TR IV (Q3 2024)
- CUSIP
- 66538H252
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 205,036 shares bought, net +205,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kingsview Wealth Management, LLC | 2.28% | Add +7.0% | 3,113,306 | $108.5M |
| Brookstone Capital Management | 0.01% | No change | 14,531 | $506K |
"% of holder's portfolio" is MBCE's weight in each manager's 13F, not the share of Monarch Blue Chips Elite Ind the manager owns.