Monarch Blue Chips Elite IndMBCEETF
13F holders, Q2 2025 (June 30)6holders +1
2new positions
1sold out
$36.49avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding Monarch Blue Chips Elite Ind (MBCE) in their 13F filings, up 1 from Q1 2025. 2 opened new positions and 1 sold out. The largest holders were Kingsview Wealth Management, LLC ($104.7M), Goldman Sachs Group Inc. ($12.8M) and RFG Advisory, LLC ($258K).
- Company
- Monarch Blue Chips Elite Ind
- Filed as
- NORTHERN LTS FD TR IV (Q2 2025)
- CUSIP
- 66538H252
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $241K |
| Exits | 1 | $65 |
All 13F filers, Q1 2025 → Q2 2025: 71,228 shares bought and 405,410 shares sold, net −334,182 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Kingsview Wealth Management, LLC | 1.77% | Add +2.3% | 2,868,616 | $104.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -53.3% | 350,970 | $12.8M |
| RFG Advisory, LLC | 0.01% | Reduce -8.1% | 7,077 | $258K |
| LPL Financial LLC | 0.00% | New | 6,577 | $240K |
| Bank of America Corp. | 0.00% | Reduce -90.7% | 490 | $18K |
| Raymond James Financial Inc. | 0.00% | New | 30 | $1K |
"% 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.