Monarch Dividend Plus IndexMDPLETF
13F holders, Q1 2026 (March 31)6holders +1
4new positions
3sold out
$25.67avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Monarch Dividend Plus Index (MDPL) in their 13F filings, up 1 from Q4 2025. 4 opened new positions and 3 sold out. The largest holders were Kingsview Wealth Management, LLC ($56.2M), Goldman Sachs Group Inc. ($563K) and LPL Financial LLC ($282K).
- Company
- Monarch Dividend Plus Index
- Filed as
- NORTHERN LTS FD TR IV (Q1 2026)
- CUSIP
- 66537J846
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $516K |
| Exits | 3 | $411K |
All 13F filers, Q4 2025 → Q1 2026: 152,045 shares bought and 15,300 shares sold, net +136,745 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Kingsview Wealth Management, LLC | 0.77% | Add +6.4% | 2,191,126 | $56.2M |
| Goldman Sachs Group Inc. | 0.00% | No change | 21,922 | $563K |
| LPL Financial LLC | 0.00% | New | 10,994 | $282K |
| Susquehanna International Group, LLP | 0.00% | New | 7,916 | $203K |
| Royal Bank of Canada | 0.00% | New | 941 | $24K |
| AE Wealth Management LLC | 0.00% | New | 266 | $7K |
"% of holder's portfolio" is MDPL's weight in each manager's 13F, not the share of Monarch Dividend Plus Index the manager owns.