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 6.78 Million shares, which have been reported (via 13F filing form) to have a value of $208 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
6,586,811
shares
|
$202 Million
3.49% of portfolio
|
Q3 2025
Reduced 19.07%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Oct 28, 2025 Q3 2025 |
141,312
shares
|
$4.33 Million
3.85% of portfolio
|
Q3 2025
Reduced 5.73%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
16,089
shares
|
$492,806
0.0% of portfolio
|
Q3 2025
Reduced 30.47%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
14,172
shares
|
$434,088
0.02% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
11,060
shares
|
$338,767
0.0% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
6,602
shares
|
$202,219
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1
shares
|
$30
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|