Monarch Dividend Plus IndexMDPLETF
13F holders, Q3 2024 (September 30)3holders +1
1new positions
0sold out
$26.77avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Monarch Dividend Plus Index (MDPL) in their 13F filings, up 1 from Q2 2024. 1 opened new positions and 0 sold out. The largest holders were Kingsview Wealth Management, LLC ($34.5M), Brookstone Capital Management ($1000K) and UBS Group AG ($4K).
- Company
- Monarch Dividend Plus Index
- Filed as
- NORTHERN LTS FD TR IV (Q3 2024)
- CUSIP
- 66537J846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 150 shares bought and 15,812 shares sold, net −15,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kingsview Wealth Management, LLC | 0.73% | Reduce -1.2% | 1,288,812 | $34.5M |
| Brookstone Capital Management | 0.01% | No change | 37,343 | $1000K |
| UBS Group AG | 0.00% | New | 150 | $4K |
"% of holder's portfolio" is MDPL's weight in each manager's 13F, not the share of Monarch Dividend Plus Index the manager owns.