Monarch Dividend Plus IndexMDPLETF
13F holders, Q3 2025 (September 30)5holders +1
1new positions
0sold out
$26.55avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Monarch Dividend Plus Index (MDPL) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Kingsview Wealth Management, LLC ($54.4M), Goldman Sachs Group Inc. ($560K) and Brookstone Capital Management ($378K).
- Company
- Monarch Dividend Plus Index
- Filed as
- NORTHERN LTS FD TR IV (Q3 2025)
- CUSIP
- 66537J846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $22K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 840 shares bought and 93,675 shares sold, net −92,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kingsview Wealth Management, LLC | 0.83% | Reduce -4.0% | 2,050,368 | $54.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.5% | 21,101 | $560K |
| Brookstone Capital Management | 0.00% | Reduce -33.5% | 14,240 | $378K |
| JPMorgan Chase & Co. | 0.00% | New | 840 | $22K |
| UBS Group AG | 0.00% | Reduce -32.6% | 566 | $15K |
"% of holder's portfolio" is MDPL's weight in each manager's 13F, not the share of Monarch Dividend Plus Index the manager owns.