Monarch Blue Chips Elite IndMBCEETF
13F holders, Q1 2025 (March 31)5holders
2new positions
2sold out
$33.46avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding Monarch Blue Chips Elite Ind (MBCE) in their 13F filings, unchanged from Q4 2024. 2 opened new positions and 2 sold out. The largest holders were Kingsview Wealth Management, LLC ($93.8M), Goldman Sachs Group Inc. ($25.1M) and RFG Advisory, LLC ($258K).
- Company
- Monarch Blue Chips Elite Ind
- Filed as
- NORTHERN LTS FD TR IV (Q1 2025)
- CUSIP
- 66538H252
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $177K |
| Exits | 2 | $404K |
All 13F filers, Q4 2024 → Q1 2025: 729,971 shares bought and 251,180 shares sold, net +478,791 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kingsview Wealth Management, LLC | 1.77% | Reduce -7.8% | 2,803,995 | $93.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +2758.2% | 750,970 | $25.1M |
| RFG Advisory, LLC | 0.01% | Reduce -18.0% | 7,702 | $258K |
| Bank of America Corp. | 0.00% | New | 5,274 | $176K |
| Morgan Stanley | 0.00% | New | 1 | $65 |
"% 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.