Monarch Procap Index ETFMPROETF

13F holders, Q1 2026 (March 31)
10holders
4new positions
5sold out
$31.23avg. 13F price*

At the end of Q1 2026, 10 institutions reported holding Monarch Procap Index ETF (MPRO) in their 13F filings, unchanged from Q4 2025. 4 opened new positions and 5 sold out. The largest holders were Kingsview Wealth Management, LLC ($230.0M), 4WEALTH Advisors, Inc. ($4.9M) and LPL Financial LLC ($1.9M).

Company
Monarch Procap Index ETF
Filed as
NORTHERN LTS FD TR IV (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions4$910K
Exits5$1.6M

All 13F filers, Q4 2025 → Q1 2026: 315,078 shares bought and 52,656 shares sold, net +262,422 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 10 holders

Kingsview Wealth Management, LLC 3.14% Add +3.1% 7,362,775 $230.0M
4WEALTH Advisors, Inc. 4.17% Add +11.0% 158,065 $4.9M
LPL Financial LLC 0.00% Add +359.6% 61,215 $1.9M
Wbi Investments, LLC 0.15% New 17,710 $553K
Millington Securities, LLC 0.15% — 17,710 $553K
RFG Advisory, LLC 0.01% Reduce -1.6% 11,777 $368K
Maridea Wealth Management LLC 0.03% New 6,424 $201K
Morgan Stanley 0.00% Add +0.0% 4,584 $143K
Royal Bank of Canada 0.00% New 3,761 $117K
AE Wealth Management LLC 0.00% New 1,240 $39K

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