Monarch Dividend Plus IndexMDPLETF
13F holders, Q4 2025 (December 31)5holders
1new positions
1sold out
$26.84avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Monarch Dividend Plus Index (MDPL) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Kingsview Wealth Management, LLC ($55.3M), Goldman Sachs Group Inc. ($588K) and Brookstone Capital Management ($382K).
- Company
- Monarch Dividend Plus Index
- Filed as
- NORTHERN LTS FD TR IV (Q4 2025)
- CUSIP
- 66537J846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $25K |
| Exits | 1 | $22K |
All 13F filers, Q3 2025 → Q4 2025: 10,585 shares bought and 1,280 shares sold, net +9,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kingsview Wealth Management, LLC | 0.80% | Add +0.4% | 2,059,198 | $55.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.9% | 21,922 | $588K |
| Brookstone Capital Management | 0.00% | No change | 14,240 | $382K |
| Premier Financial Group | 0.01% | New | 934 | $25K |
| UBS Group AG | 0.00% | Reduce -77.7% | 126 | $3K |
"% of holder's portfolio" is MDPL's weight in each manager's 13F, not the share of Monarch Dividend Plus Index the manager owns.