Monarch Procap Index ETFMPROETF
13F holders, Q1 2025 (March 31)7holders
1new positions
1sold out
1famous investor
$28.88avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding Monarch Procap Index ETF (MPRO) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Kingsview Wealth Management, LLC ($175.0M), 4WEALTH Advisors, Inc. ($4.2M) and Citadel Advisors ($448K). 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 (Q1 2025)
- CUSIP
- 66538H245
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $29 |
| Exits | 1 | $479K |
All 13F filers, Q4 2024 → Q1 2025: 16,493 shares bought and 22,986 shares sold, net −6,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Kingsview Wealth Management, LLC | 3.30% | Add +0.2% | 6,059,656 | $175.0M |
| 4WEALTH Advisors, Inc. | 4.67% | Reduce -2.0% | 145,944 | $4.2M |
| Citadel Advisors | 0.00% | Add +50.6% | 15,496 | $448K |
| RFG Advisory, LLC | 0.01% | Reduce -17.1% | 15,461 | $447K |
| LPL Financial LLC | 0.00% | Add +5.6% | 8,324 | $240K |
| UBS Group AG | 0.00% | Add +36.2% | 79 | $2K |
| Morgan Stanley | 0.00% | New | 1 | $29 |
"% of holder's portfolio" is MPRO's weight in each manager's 13F, not the share of Monarch Procap Index ETF the manager owns.