MDPL NORTHERN LTS FD TR IV
FollowMONA DI PLUS ETF (fund)
5 managers (5 13F filers) reported a position in MDPL shares at 2025-09-30, 2,087,115 shares in all. 1 filer opened a position and 0 filers sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 1
- Added
- 0
- Reduced
- 4
- Sold out
- 0
- Shares held by filers
- 2,087,115
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 2,050,368 | $54.4M | 0.83% | -86,143 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 21,101 | $560K | <0.01% | -98 | 13F-HRTimelineGroup |
| Brookstone Capital Managementin group Brookstone Capital Management | 14,240 | $378K | <0.01% | -7,160 | 13F-HRTimelineGroup |
| JPMORGAN CHASE & COin group JPMORGAN CHASE & CO | 840 | $22.3K | <0.01% | new | 13F-HR/ATimelineGroup |
| UBS Group AGin group UBS Group AG | 566 | $15K | <0.01% | -274 | 13F-HRTimelineGroup |