Monarch VF GLB Uncon ETFMVFGETF
13F holders, Q2 2026 (June 30)7holders
2new positions
1sold out
$34.70avg. 13F price*
At the end of Q2 2026, 7 institutions reported holding Monarch VF GLB Uncon ETF (MVFG) in their 13F filings, unchanged from Q1 2026. 2 opened new positions and 1 sold out. The largest holders were Kingsview Wealth Management, LLC ($164.7M), Wbi Investments, LLC ($1.4M) and West Michigan Advisors, LLC ($390K).
- Company
- Monarch VF GLB Uncon ETF
- Filed as
- NORTHERN LTS FD TR IV (Q2 2026)
- CUSIP
- 66537J812
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $655K |
| Exits | 1 | $1K |
All 13F filers, Q1 2026 → Q2 2026: 424,767 shares bought and 42 shares sold, net +424,725 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Kingsview Wealth Management, LLC | 2.00% | Add +9.1% | 4,745,055 | $164.7M |
| Wbi Investments, LLC | 0.35% | Add +15.2% | 40,713 | $1.4M |
| West Michigan Advisors, LLC | 0.07% | Add +23.1% | 11,229 | $390K |
| Maridea Wealth Management LLC | 0.04% | Add +22.8% | 9,963 | $346K |
| Jane Street Group, LLC | 0.00% | New | 9,607 | $333K |
| PFG Investments, LLC | 0.01% | New | 9,281 | $322K |
| FMR LLC | 0.00% | No change | 207 | $7K |
"% of holder's portfolio" is MVFG's weight in each manager's 13F, not the share of Monarch VF GLB Uncon ETF the manager owns.