Monarch Dividend Plus IndexMDPLETF
13F holders, Q4 2024 (December 31)5holders +2
2new positions
0sold out
1famous investor
$25.31avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding Monarch Dividend Plus Index (MDPL) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 0 sold out. The largest holders were Kingsview Wealth Management, LLC ($58.3M), Goldman Sachs Group Inc. ($554K) and Brookstone Capital Management ($542K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Monarch Dividend Plus Index
- Filed as
- NORTHERN LTS FD TR IV (Q4 2024)
- CUSIP
- 66537J846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $824K |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,048,293 shares bought and 15,943 shares sold, net +1,032,350 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kingsview Wealth Management, LLC | 1.14% | Add +78.8% | 2,304,331 | $58.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 21,899 | $554K |
| Brookstone Capital Management | 0.01% | Reduce -42.7% | 21,400 | $542K |
| Citadel Advisors | 0.00% | New | 10,648 | $270K |
| UBS Group AG | 0.00% | Add +151.3% | 377 | $10K |
"% of holder's portfolio" is MDPL's weight in each manager's 13F, not the share of Monarch Dividend Plus Index the manager owns.