Monarch Procap Index ETFMPROETF

13F holders, Q4 2025 (December 31)
10holders +3
4new positions
1sold out
$30.67avg. 13F price*

At the end of Q4 2025, 10 institutions reported holding Monarch Procap Index ETF (MPRO) in their 13F filings, up 3 from Q3 2025. 4 opened new positions and 1 sold out. The largest holders were Kingsview Wealth Management, LLC ($219.0M), 4WEALTH Advisors, Inc. ($4.4M) and Jane Street Group, LLC ($1.0M).

Company
Monarch Procap Index ETF
Filed as
NORTHERN LTS FD TR IV (Q4 2025)
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 2025 → Q4 2025

InstitutionsTotal Value
New Positions4$1.4M
Exits1$491K

All 13F filers, Q3 2025 → Q4 2025: 607,403 shares bought and 18,321 shares sold, net +589,082 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

Kingsview Wealth Management, LLC 3.16% Add +8.4% 7,140,337 $219.0M
4WEALTH Advisors, Inc. 3.78% Add +0.8% 142,457 $4.4M
Jane Street Group, LLC 0.00% New 32,689 $1.0M
LPL Financial LLC 0.00% Add +20.4% 13,319 $408K
RFG Advisory, LLC 0.01% Reduce -15.6% 11,966 $367K
Bank of America Corp. 0.00% New 9,043 $277K
Brookstone Capital Management 0.00% Reduce -0.4% 6,576 $202K
Morgan Stanley 0.00% Add +458200.0% 4,583 $141K
Premier Financial Group 0.03% New 3,995 $123K
UBS Group AG 0.00% New 164 $5K

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