Monarch Vol Fact DVD Ti ETFMVFDETF
13F holders, Q1 2024 (March 31)3holders
1famous investor
$25.91avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Monarch Vol Fact DVD Ti ETF (MVFD) in their 13F filings. The largest holders were Kingsview Wealth Management, LLC ($35.0M), Citadel Advisors ($309K) and UBS Group AG ($2K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Monarch Vol Fact DVD Ti ETF
- Filed as
- NORTHERN LTS FD TR IV (Q1 2024)
- CUSIP
- 66537J820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $35.3M |
| Exits | 0 | $0 |
Ownership 3 holders
| Kingsview Wealth Management, LLC | 0.88% | New | 1,349,247 | $35.0M |
| Citadel Advisors | 0.00% | New | 11,923 | $309K |
| UBS Group AG | 0.00% | New | 62 | $2K |
"% 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.