Monarch Vol Fact DVD Ti ETFMVFDETF
13F holders, Q1 2026 (March 31)5holders +2
2new positions
1sold out
$29.31avg. 13F price*
At the end of Q1 2026, 5 institutions reported holding Monarch Vol Fact DVD Ti ETF (MVFD) in their 13F filings, up 2 from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Kingsview Wealth Management, LLC ($95.9M), Wbi Investments, LLC ($1.6M) and Millington Securities, LLC ($1.6M).
- Company
- Monarch Vol Fact DVD Ti ETF
- Filed as
- NORTHERN LTS FD TR IV (Q1 2026)
- CUSIP
- 66537J820
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $3.1M |
| Exits | 1 | $536 |
All 13F filers, Q4 2025 → Q1 2026: 483,522 shares bought and 19 shares sold, net +483,503 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kingsview Wealth Management, LLC | 1.31% | Add +12.9% | 3,270,747 | $95.9M |
| Wbi Investments, LLC | 0.44% | New | 54,276 | $1.6M |
| Millington Securities, LLC | 0.44% | — | 54,276 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | New | 52,161 | $1.5M |
| West Michigan Advisors, LLC | 0.08% | Add +55.4% | 11,888 | $348K |
"% 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.