Monarch Dividend Plus IndexMDPLETF
13F holders, Q2 2025 (June 30)4holders
0new positions
0sold out
$26.04avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Monarch Dividend Plus Index (MDPL) in their 13F filings, unchanged from Q1 2025. 0 opened new positions and 0 sold out. The largest holders were Kingsview Wealth Management, LLC ($55.6M), Brookstone Capital Management ($557K) and Goldman Sachs Group Inc. ($552K).
- Company
- Monarch Dividend Plus Index
- Filed as
- NORTHERN LTS FD TR IV (Q2 2025)
- CUSIP
- 66537J846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 17,509 shares bought and 293 shares sold, net +17,216 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Kingsview Wealth Management, LLC | 0.94% | Add +0.8% | 2,136,511 | $55.6M |
| Brookstone Capital Management | 0.01% | No change | 21,400 | $557K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.4% | 21,199 | $552K |
| UBS Group AG | 0.00% | Add +400.0% | 840 | $22K |
"% of holder's portfolio" is MDPL's weight in each manager's 13F, not the share of Monarch Dividend Plus Index the manager owns.