Monarch Vol Fact DVD Ti ETFMVFDETF
13F holders, Q3 2025 (September 30)2holders +1
1new positions
0sold out
$27.06avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Monarch Vol Fact DVD Ti ETF (MVFD) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Kingsview Wealth Management, LLC ($74.7M) and UBS Group AG ($10K).
- Company
- Monarch Vol Fact DVD Ti ETF
- Filed as
- NORTHERN LTS FD TR IV (Q3 2025)
- CUSIP
- 66537J820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $10K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 89,743 shares bought, net +89,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kingsview Wealth Management, LLC | 1.14% | Add +3.3% | 2,761,615 | $74.7M |
| UBS Group AG | 0.00% | New | 364 | $10K |
"% 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.