Monarch Procap Index ETFMPROETF

13F holders, Q4 2024 (December 31)
7holders +2
2new positions
2sold out
1famous investor
$28.61avg. 13F price*

At the end of Q4 2024, 7 institutions reported holding Monarch Procap Index ETF (MPRO) in their 13F filings, up 2 from Q3 2024. 2 opened new positions and 2 sold out. The largest holders were Kingsview Wealth Management, LLC ($173.1M), 4WEALTH Advisors, Inc. ($4.3M) and RFG Advisory, LLC ($534K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Monarch Procap Index ETF
Filed as
NORTHERN LTS FD TR IV (Q4 2024)
CUSIP
66538H245
Latest filing quarter
Q2 2026

History

Number of 13F holders

051015 Q1 2024: 3Q1 2024Q2 2024: 2Q2 2024Q3 2024: 5Q3 2024Q4 2024: 7Q4 2024Q1 2025: 7Q1 2025Q2 2025: 8Q2 2025Q3 2025: 7Q3 2025Q4 2025: 10Q4 2025Q1 2026: 10Q1 2026Q2 2026: 11Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$828K
Exits2$37

All 13F filers, Q3 2024 → Q4 2024: 1,244,204 shares bought and 4 shares sold, net +1,244,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 7 holders

Kingsview Wealth Management, LLC 3.37% Add +25.1% 6,048,838 $173.1M
4WEALTH Advisors, Inc. 4.36% — 148,991 $4.3M
RFG Advisory, LLC 0.02% New 18,650 $534K
Kestra Advisory Services, LLC 0.00% No change 16,750 $479K
Citadel Advisors 0.00% New 10,287 $294K
LPL Financial LLC 0.00% Add +7.1% 7,880 $225K
UBS Group AG 0.00% Reduce -4.9% 58 $2K

"% of holder's portfolio" is MPRO's weight in each manager's 13F, not the share of Monarch Procap Index ETF the manager owns.