Monarch Blue Chips Elite IndMBCEETF
13F holders, Q4 2024 (December 31)5holders +3
4new positions
2sold out
$34.46avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Monarch Blue Chips Elite Ind (MBCE) 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 ($104.8M), Goldman Sachs Group Inc. ($905K) and Two Sigma Investments, LP ($403K).
- Company
- Monarch Blue Chips Elite Ind
- Filed as
- NORTHERN LTS FD TR IV (Q4 2024)
- CUSIP
- 66538H252
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.6M |
| Exits | 2 | $506K |
All 13F filers, Q3 2024 → Q4 2024: 47,395 shares bought and 86,081 shares sold, net −38,686 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kingsview Wealth Management, LLC | 2.04% | Reduce -2.3% | 3,041,756 | $104.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 26,274 | $905K |
| Two Sigma Investments, LP | 0.00% | New | 11,700 | $403K |
| RFG Advisory, LLC | 0.01% | New | 9,395 | $324K |
| UBS Group AG | 0.00% | New | 26 | $896 |
"% 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.