NORTHERN LTS FD TR IV - MONARCH VOL FACT (MVFD) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2024 to Q3 2025

Type / Class
Equity / MONARCH VOL FACT
Symbol
MVFD
Price per share
$28.48
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
2,761,979
Total reported value
$74,733,639
% of total 13F portfolios
0%
Share change
+89,743
Value change
+$2,428,266
Number of holders
2
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 2 institutional investors reported holding 2,761,979 shares of NORTHERN LTS FD TR IV - MONARCH VOL FACT (MVFD).

Institutional Holders of NORTHERN LTS FD TR IV - MONARCH VOL FACT (MVFD) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q3 2,761,979 $74,733,639 +$2,428,266 $27.06 2
2025 Q2 2,672,236 $69,291,085 -$90,918 $25.93 1
2025 Q1 2,675,838 $68,609,110 +$18,625,642 $25.67 2
2024 Q4 1,949,430 $50,626,709 +$2,111,180 $25.97 2
2024 Q3 1,868,137 $49,300,146 +$6,260,401 $26.39 2
2024 Q2 1,631,470 $40,297,309 +$6,674,804 $24.70 2
2024 Q1 1,361,232 $35,271,290 +$35,271,290 $25.91 3