NORTHERN LTS FD TR IV - MONARCH PROCAP I (MPRO)

Q2 2025 13F Holders as of 30 Jun 2025

Type / Class
Equity / MONARCH PROCAP I
Total 13F shares
8,346,955
Share change
+2,101,994
Total reported value
$248,530,611
Price per share
$29.78
Number of holders
8
Value change
+$62,586,871
Number of buys
7
Number of sells
2

Institutional Holders of NORTHERN LTS FD TR IV - MONARCH PROCAP I (MPRO) as of Q2 2025

As of 30 Jun 2025, NORTHERN LTS FD TR IV - MONARCH PROCAP I (MPRO) was held by 8 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 8,346,955 shares. The largest 8 holders included Kingsview Wealth Management, LLC, 4WEALTH ADVISORS, INC., CITADEL ADVISORS LLC, RFG Advisory, LLC, LPL Financial LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, UBS Group AG, and RAYMOND JAMES FINANCIAL INC. This page lists 8 institutional shareholders reporting positions in this security for the Q2 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.