Monarch Vol Fact DVD Ti ETFMVFDETF
13F holders, Q2 2026 (June 30)6holders +1
2new positions
0sold out
$29.98avg. 13F price*
At the end of Q2 2026, 6 institutions reported holding Monarch Vol Fact DVD Ti ETF (MVFD) in their 13F filings, up 1 from Q1 2026. 2 opened new positions and 0 sold out. The largest holders were Kingsview Wealth Management, LLC ($107.3M), Wbi Investments, LLC ($1.8M) and Envestnet Asset Management Inc. ($1.6M).
- Company
- Monarch Vol Fact DVD Ti ETF
- Filed as
- NORTHERN LTS FD TR IV (Q2 2026)
- CUSIP
- 66537J820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $715K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 340,854 shares bought, net +340,854 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Kingsview Wealth Management, LLC | 1.30% | Add +9.4% | 3,578,010 | $107.3M |
| Wbi Investments, LLC | 0.44% | Add +8.9% | 59,132 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.5% | 54,530 | $1.6M |
| HRT Financial LP | 0.00% | New | 22,904 | $686K |
| West Michigan Advisors, LLC | 0.08% | Add +21.0% | 14,382 | $431K |
| UBS Group AG | 0.00% | New | 968 | $29K |
"% of holder's portfolio" is MVFD's weight in each manager's 13F, not the share of Monarch Vol Fact DVD Ti ETF the manager owns.