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MAMB NORTHERN LTS FD TR IV

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MONA AM INCO ETF (fund)

6 managers (6 13F filers) reported a position in MAMB shares at 2025-06-30, 5,550,010 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
6
13F filers
6
New
2
Added
2
Reduced
1
Sold out
1
Shares held by filers
5,550,010

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Kingsview Wealth Management, LLC5,529,997$128M2.16%+151,89113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,344$239K<0.01%-2,55513F-HRTimelineGroup
LPL Financial LLC9,410$217K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG223$5.15K<0.01%+9913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36$831<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.