Monarch Dividend Plus IndexMDPLETF
13F holders, Q2 2026 (June 30)7holders +1
3new positions
2sold out
$24.76avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding Monarch Dividend Plus Index (MDPL) in their 13F filings, up 1 from Q1 2026. 3 opened new positions and 2 sold out. The largest holders were Kingsview Wealth Management, LLC ($52.6M), LPL Financial LLC ($623K) and Goldman Sachs Group Inc. ($543K).
- Company
- Monarch Dividend Plus Index
- Filed as
- NORTHERN LTS FD TR IV (Q2 2026)
- CUSIP
- 66537J846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $54K |
| Exits | 2 | $227K |
All 13F filers, Q1 2026 → Q2 2026: 16,371 shares bought and 73,885 shares sold, net −57,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Kingsview Wealth Management, LLC | 0.64% | Reduce -3.0% | 2,126,098 | $52.6M |
| LPL Financial LLC | 0.00% | Add +128.9% | 25,167 | $623K |
| Goldman Sachs Group Inc. | 0.00% | Add +0.0% | 21,923 | $543K |
| JPMorgan Chase & Co. | 0.00% | New | 1,925 | $48K |
| AE Wealth Management LLC | 0.00% | No change | 266 | $7K |
| Morgan Stanley | 0.00% | New | 217 | $5K |
| UBS Group AG | 0.00% | New | 55 | $1K |
"% of holder's portfolio" is MDPL's weight in each manager's 13F, not the share of Monarch Dividend Plus Index the manager owns.