Skip to content

MDPL NORTHERN LTS FD TR IV

Follow

MONA DI PLUS ETF (fund)

5 managers (5 13F filers) reported a position in MDPL shares at 2025-03-31, 2,162,734 shares in all. 0 filers opened a position and 1 filer sold out during the quarter.

Managers
5
13F filers
5
New
0
Added
0
Reduced
3
Sold out
1
Shares held by filers
2,162,734

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC2,119,674$55.6M1.05%-184,65713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,492$564K<0.01%-40713F-HR/ATimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management21,400$562K0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG168$4.41K<0.01%-20913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.