Monarch Select Subsec in ETFMSSSETF
13F holders, Q1 2026 (March 31)9holders +4
5new positions
2sold out
$29.90avg. 13F price*
At the end of Q1 2026, 9 institutions reported holding Monarch Select Subsec in ETF (MSSS) in their 13F filings, up 4 from Q4 2025. 5 opened new positions and 2 sold out. The largest holders were Kingsview Wealth Management, LLC ($114.8M), LPL Financial LLC ($506K) and Goldman Sachs Group Inc. ($411K).
- Company
- Monarch Select Subsec in ETF
- Filed as
- NORTHERN LTS FD TR IV (Q1 2026)
- CUSIP
- 66537J838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.3M |
| Exits | 2 | $409K |
All 13F filers, Q4 2025 → Q1 2026: 105,431 shares bought and 13,532 shares sold, net +91,899 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Kingsview Wealth Management, LLC | 1.57% | Add +1.7% | 3,841,170 | $114.8M |
| LPL Financial LLC | 0.00% | New | 16,912 | $506K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,761 | $411K |
| Wbi Investments, LLC | 0.08% | New | 10,026 | $300K |
| Millington Securities, LLC | 0.08% | — | 10,026 | $300K |
| Morgan Stanley | 0.00% | No change | 1,805 | $54K |
| Royal Bank of Canada | 0.00% | New | 1,265 | $38K |
| Premier Financial Group | 0.01% | No change | 1,171 | $36K |
| AE Wealth Management LLC | 0.00% | New | 488 | $15K |
"% 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.