Monarch Procap Index ETFMPROETF
13F holders, Q3 2024 (September 30)5holders +3
4new positions
0sold out
$30.37avg. 13F price*
At the end of Q3 2024, 5 institutions reported holding Monarch Procap Index ETF (MPRO) in their 13F filings, up 3 from Q2 2024. 4 opened new positions and 0 sold out. The largest holders were Kingsview Wealth Management, LLC ($146.8M), Kestra Advisory Services, LLC ($509K) and LPL Financial LLC ($223K).
- Company
- Monarch Procap Index ETF
- Filed as
- NORTHERN LTS FD TR IV (Q3 2024)
- CUSIP
- 66538H245
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $732K |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 449,597 shares bought and 20 shares sold, net +449,577 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kingsview Wealth Management, LLC | 3.09% | Add +9.7% | 4,834,096 | $146.8M |
| Kestra Advisory Services, LLC | 0.00% | New | 16,750 | $509K |
| LPL Financial LLC | 0.00% | New | 7,355 | $223K |
| UBS Group AG | 0.00% | Reduce -24.7% | 61 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $37 |
"% of holder's portfolio" is MPRO's weight in each manager's 13F, not the share of Monarch Procap Index ETF the manager owns.