Monarch Dividend Plus IndexMDPLETF
13F holders, Q1 2025 (March 31)4holders −1
0new positions
1sold out
$26.25avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Monarch Dividend Plus Index (MDPL) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Kingsview Wealth Management, LLC ($55.6M), Goldman Sachs Group Inc. ($564K) and Brookstone Capital Management ($562K).
- Company
- Monarch Dividend Plus Index
- Filed as
- NORTHERN LTS FD TR IV (Q1 2025)
- CUSIP
- 66537J846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $270K |
All 13F filers, Q4 2024 → Q1 2025: 195,921 shares sold, net −195,921 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kingsview Wealth Management, LLC | 1.05% | Reduce -8.0% | 2,119,674 | $55.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.9% | 21,492 | $564K |
| Brookstone Capital Management | 0.01% | No change | 21,400 | $562K |
| UBS Group AG | 0.00% | Reduce -55.4% | 168 | $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.