Institutional Ownership Northern Lts Fd Tr Iv Monarch (MPRO)
This table provides information about the institutional ownership of Northern Lts Fd Tr Iv Monarch (MPRO). We have compiled data on the 8 institutions that hold shares in the stock, with a total of 6.25 Million shares, which have been reported (via 13F filing form) to have a value of $187 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
6,059,656
shares
|
$181 Million
3.7% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Aug 04, 2025 Q2 2025 |
149,895
shares
|
$4.47 Million
4.53% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
15,496
shares
|
$462,400
0.0% of portfolio
|
Q1 2025
Added 50.64%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
14,099
shares
|
$420,714
0.02% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
8,324
shares
|
$248,388
0.0% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
79
shares
|
$2,357
0.0% of portfolio
|
Q1 2025
Added 36.21%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$29
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|