Monarch Vol Fact DVD Ti ETFMVFDETF
13F holders, Q4 2025 (December 31)3holders +1
1new positions
0sold out
$28.19avg. 13F price*
At the end of Q4 2025, 3 institutions reported holding Monarch Vol Fact DVD Ti ETF (MVFD) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 0 sold out. The largest holders were Kingsview Wealth Management, LLC ($81.7M), West Michigan Advisors, LLC ($216K) and UBS Group AG ($536).
- Company
- Monarch Vol Fact DVD Ti ETF
- Filed as
- NORTHERN LTS FD TR IV (Q4 2025)
- CUSIP
- 66537J820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $216K |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 143,935 shares bought and 345 shares sold, net +143,590 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kingsview Wealth Management, LLC | 1.18% | Add +4.9% | 2,897,902 | $81.7M |
| West Michigan Advisors, LLC | 0.05% | New | 7,648 | $216K |
| UBS Group AG | 0.00% | Reduce -94.8% | 19 | $536 |
"% 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.