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Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF (MDPL) Institutional Ownership

$26.33 +0.11 (+0.42%)
As of 07/8/2025

Institutional Ownership Changes (13F Filings) for Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF (NYSEARCA:MDPL)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$25.97M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$5.70M
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MDPL Institutional Buying and Selling by Quarter

Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.21,492$564K0.0%-1.9%1.009%
5/16/2025Goldman Sachs Group Inc.21,492$564K0.0%-1.9%1.009%
5/2/2025Kingsview Wealth Management LLC2,119,674$55.64M1.0%-8.0%98.133%
2/17/2025Citadel Advisors LLC10,648$270K0.0%N/A0.819%
1/28/2025Kingsview Wealth Management LLC2,304,331$58.32M1.1%+78.8%177.256%
1/13/2025Brookstone Capital Management21,400$542K0.0%-42.7%1.646%
11/12/2024Kingsview Wealth Management LLC1,288,812$34.51M0.7%-1.2%99.139%
5/9/2024Kingsview Wealth Management LLC1,277,572$33.73M0.8%N/A98.275%
(Data available from 1/1/2016 forward)

MDPL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MDPL shares?

During the previous two years, the following institutional investors and hedge funds held shares of Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF shares: Kingsview Wealth Management LLC ($55.64M), Goldman Sachs Group Inc. ($564K), and Brookstone Capital Management ($542K), Citadel Advisors LLC ($270K).Learn more on Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF's institutional investors.

Which institutional investors have been buying Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF's stock?

The following institutional investors have purchased Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF's stock in the last 24 months: Kingsview Wealth Management LLC ($2.29M), and Citadel Advisors LLC ($10.65K).

How much institutional buying is happening at Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF?

Institutional investors have bought a total of 1,026,167 shares in the last 24 months. This purchase volume represents approximately $25.97M in transactions.

Which of Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF's major shareholders have been selling company stock?

The following institutional investors have sold Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF stock in the last 24 months: Kingsview Wealth Management LLC ($200.47K), Brookstone Capital Management ($15.94K), and Goldman Sachs Group Inc. ($814.00).

How much institutional selling is happening at Northern Lights Fund Trust IV - Monarch Dividend Plus Index ETF?

Institutional investors have sold a total of 217,226 shares in the last 24 months. This volume of shares sold represents approximately $5.70M in transactions.



This page (NYSEARCA:MDPL) was last updated on 7/8/2025 by MarketBeat.com Staff
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