Monarch Vol Fact DVD Ti ETFMVFDETF
13F holders, Q3 2024 (September 30)2holders
1new positions
1sold out
$26.39avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Monarch Vol Fact DVD Ti ETF (MVFD) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Kingsview Wealth Management, LLC ($49.3M) and UBS Group AG ($3K).
- Company
- Monarch Vol Fact DVD Ti ETF
- Filed as
- NORTHERN LTS FD TR IV (Q3 2024)
- CUSIP
- 66537J820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $3K |
| Exits | 1 | $216K |
All 13F filers, Q2 2024 → Q3 2024: 245,399 shares bought and 8,732 shares sold, net +236,667 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kingsview Wealth Management, LLC | 1.04% | Add +15.1% | 1,868,039 | $49.3M |
| UBS Group AG | 0.00% | New | 98 | $3K |
"% 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.