Monarch Vol Fact DVD Ti ETFMVFDETF
13F holders, Q1 2025 (March 31)2holders
1new positions
1sold out
$25.64avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Monarch Vol Fact DVD Ti ETF (MVFD) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Kingsview Wealth Management, LLC ($68.3M) and West Michigan Advisors, LLC ($274K).
- Company
- Monarch Vol Fact DVD Ti ETF
- Filed as
- NORTHERN LTS FD TR IV (Q1 2025)
- CUSIP
- 66537J820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $274K |
| Exits | 1 | $6K |
All 13F filers, Q4 2024 → Q1 2025: 726,633 shares bought and 225 shares sold, net +726,408 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kingsview Wealth Management, LLC | 1.29% | Add +36.7% | 2,665,174 | $68.3M |
| West Michigan Advisors, LLC | 0.09% | New | 10,664 | $274K |
"% 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.