Monarch VF GLB Uncon ETFMVFGETF
13F holders, Q1 2026 (March 31)7holders +4
3new positions
0sold out
$32.20avg. 13F price*
At the end of Q1 2026, 7 institutions reported holding Monarch VF GLB Uncon ETF (MVFG) in their 13F filings, up 4 from Q4 2025. 3 opened new positions and 0 sold out. The largest holders were Kingsview Wealth Management, LLC ($140.0M), Wbi Investments, LLC ($1.1M) and Millington Securities, LLC ($1.1M).
- Company
- Monarch VF GLB Uncon ETF
- Filed as
- NORTHERN LTS FD TR IV (Q1 2026)
- CUSIP
- 66537J812
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.7M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 458,637 shares bought and 574 shares sold, net +458,063 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Kingsview Wealth Management, LLC | 1.91% | Add +10.3% | 4,348,501 | $140.0M |
| Wbi Investments, LLC | 0.31% | New | 35,345 | $1.1M |
| Millington Securities, LLC | 0.31% | — | 35,345 | $1.1M |
| West Michigan Advisors, LLC | 0.06% | New | 9,120 | $294K |
| Maridea Wealth Management LLC | 0.04% | New | 8,115 | $261K |
| FMR LLC | 0.00% | Reduce -73.5% | 207 | $7K |
| UBS Group AG | 0.00% | Add +27.3% | 42 | $1K |
"% 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.