Monarch Select Subsec in ETFMSSSETF
13F holders, Q2 2026 (June 30)6holders −3
0new positions
2sold out
$35.78avg. 13F price*
At the end of Q2 2026, 6 institutions reported holding Monarch Select Subsec in ETF (MSSS) in their 13F filings, down 3 from Q1 2026. 0 opened new positions and 2 sold out. The largest holders were Kingsview Wealth Management, LLC ($138.8M), LPL Financial LLC ($1.5M) and Goldman Sachs Group Inc. ($492K).
- Company
- Monarch Select Subsec in ETF
- Filed as
- NORTHERN LTS FD TR IV (Q2 2026)
- CUSIP
- 66537J838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 2 | $74K |
All 13F filers, Q1 2026 → Q2 2026: 66,924 shares bought and 2,436 shares sold, net +64,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Kingsview Wealth Management, LLC | 1.68% | Add +1.0% | 3,878,483 | $138.8M |
| LPL Financial LLC | 0.00% | Add +152.4% | 42,687 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | No change | 13,761 | $492K |
| Wbi Investments, LLC | 0.12% | Add +35.2% | 13,559 | $485K |
| Morgan Stanley | 0.00% | Add +16.8% | 2,108 | $75K |
| AE Wealth Management LLC | 0.00% | No change | 488 | $17K |
"% of holder's portfolio" is MSSS's weight in each manager's 13F, not the share of Monarch Select Subsec in ETF the manager owns.