Monarch Blue Chips Elite IndMBCEETF
13F holders, Q3 2025 (September 30)7holders +1
3new positions
2sold out
$36.84avg. 13F price*
At the end of Q3 2025, 7 institutions reported holding Monarch Blue Chips Elite Ind (MBCE) in their 13F filings, up 1 from Q2 2025. 3 opened new positions and 2 sold out. The largest holders were Kingsview Wealth Management, LLC ($115.6M), Goldman Sachs Group Inc. ($5.6M) and Two Sigma Investments, LP ($597K).
- Company
- Monarch Blue Chips Elite Ind
- Filed as
- NORTHERN LTS FD TR IV (Q3 2025)
- CUSIP
- 66538H252
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $602K |
| Exits | 2 | $19K |
All 13F filers, Q2 2025 → Q3 2025: 284,153 shares bought and 200,843 shares sold, net +83,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Kingsview Wealth Management, LLC | 1.76% | Add +9.3% | 3,136,438 | $115.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -57.0% | 150,970 | $5.6M |
| Two Sigma Investments, LP | 0.00% | New | 16,200 | $597K |
| RFG Advisory, LLC | 0.01% | Reduce -4.4% | 6,765 | $249K |
| LPL Financial LLC | 0.00% | Reduce -0.2% | 6,566 | $242K |
| UBS Group AG | 0.00% | New | 129 | $5K |
| Morgan Stanley | 0.00% | New | 2 | $94 |
"% 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.