Monarch VF GLB Uncon ETFMVFGETF
13F holders, Q4 2024 (December 31)3holders +1
1new positions
0sold out
$26.19avg. 13F price*
At the end of Q4 2024, 3 institutions reported holding Monarch VF GLB Uncon ETF (MVFG) in their 13F filings, up 1 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Kingsview Wealth Management, LLC ($57.0M), Kestra Advisory Services, LLC ($228K) and UBS Group AG ($26).
- Company
- Monarch VF GLB Uncon ETF
- Filed as
- NORTHERN LTS FD TR IV (Q4 2024)
- CUSIP
- 66537J812
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $26 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 181,121 shares bought, net +181,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Kingsview Wealth Management, LLC | 1.11% | Add +9.1% | 2,176,149 | $57.0M |
| Kestra Advisory Services, LLC | 0.00% | No change | 8,704 | $228K |
| UBS Group AG | 0.00% | New | 1 | $26 |
"% 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.