Monarch Blue Chips Elite IndMBCEETF
13F holders, Q4 2025 (December 31)7holders
1new positions
1sold out
$36.92avg. 13F price*
At the end of Q4 2025, 7 institutions reported holding Monarch Blue Chips Elite Ind (MBCE) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Kingsview Wealth Management, LLC ($124.6M), Goldman Sachs Group Inc. ($17.6M) and LPL Financial LLC ($287K).
- Company
- Monarch Blue Chips Elite Ind
- Filed as
- NORTHERN LTS FD TR IV (Q4 2025)
- CUSIP
- 66538H252
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $47K |
| Exits | 1 | $597K |
All 13F filers, Q3 2025 → Q4 2025: 568,610 shares bought and 17,266 shares sold, net +551,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Kingsview Wealth Management, LLC | 1.80% | Add +7.6% | 3,374,521 | $124.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +216.1% | 477,196 | $17.6M |
| LPL Financial LLC | 0.00% | Add +18.5% | 7,778 | $287K |
| RFG Advisory, LLC | 0.00% | Reduce -14.0% | 5,816 | $215K |
| Morgan Stanley | 0.00% | Add +91450.0% | 1,831 | $68K |
| Premier Financial Group | 0.01% | New | 1,260 | $47K |
| UBS Group AG | 0.00% | Reduce -90.7% | 12 | $443 |
"% 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.