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

Historical Holders from Q1 2024 to Q3 2025

Symbol
MVFD
CUSIP
66537J820
Type / Class
Equity / MONARCH VOL FACT
All holders as of September 30, 2025
Q3 2025
Total 13F shares, excl. options
2.76M
Holdings value
$74.7M
% of all portfolios
0%
Grand Portfolio weight change
+0%
Number of holders
2
Number of buys
2
Average Value change %
+0%
Average buys %
+0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

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

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 2.76M $74.7M +$2.43M $27.06 2
2025 Q2 2.67M $69.3M -$90.9K $25.93 1
2025 Q1 2.68M $68.6M +$18.6M $25.67 2
2024 Q4 1.95M $50.6M +$2.11M $25.97 2
2024 Q3 1.87M $49.3M +$6.26M $26.39 2
2024 Q2 1.63M $40.3M +$6.67M $24.70 2
2024 Q1 1.36M $35.3M +$35.3M $25.91 3