Monarch Vol Fact DVD Ti ETFMVFDETF
13F holders, Q2 2024 (June 30)2holders −1
0new positions
1sold out
1famous investor
$24.70avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Monarch Vol Fact DVD Ti ETF (MVFD) in their 13F filings, down 1 from Q1 2024. 0 opened new positions and 1 sold out. The largest holders were Kingsview Wealth Management, LLC ($40.1M) and Citadel Advisors ($216K). 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 (Q2 2024)
- CUSIP
- 66537J820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $2K |
All 13F filers, Q1 2024 → Q2 2024: 273,491 shares bought and 3,253 shares sold, net +270,238 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kingsview Wealth Management, LLC | 0.95% | Add +20.3% | 1,622,738 | $40.1M |
| Citadel Advisors | 0.00% | Reduce -26.8% | 8,732 | $216K |
"% 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.