Monarch Select Subsec in ETFMSSSETF
13F holders, Q1 2025 (March 31)3holders
0new positions
0sold out
$27.12avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Monarch Select Subsec in ETF (MSSS) in their 13F filings, unchanged from Q4 2024. 0 opened new positions and 0 sold out. The largest holders were Kingsview Wealth Management, LLC ($103.4M), Brookstone Capital Management ($402K) and UBS Group AG ($208K).
- Company
- Monarch Select Subsec in ETF
- Filed as
- NORTHERN LTS FD TR IV (Q1 2025)
- CUSIP
- 66537J838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 497 shares bought and 54,905 shares sold, net −54,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kingsview Wealth Management, LLC | 1.95% | Reduce -1.4% | 3,811,620 | $103.4M |
| Brookstone Capital Management | 0.01% | Reduce -0.0% | 14,816 | $402K |
| UBS Group AG | 0.00% | Add +6.9% | 7,681 | $208K |
"% 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.