DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
MAMB

NORTHERN LTS FD TR IV

8 institutions still hold NORTHERN LTS FD TR IV as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66538H260·8 13F holders·last filed Mar 31, 2026
Market cap
7.8%
vs prior quarter
13F value held
$171M
47.0% inst. owned
of float
Holders
8
+63 QoQ
filers reporting
Activity
+8 / −43
+789 added · −766 reduced
this quarter
Concentration
99.21%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

8 institutions reported MAMB in Q1 2026. Kingsview Wealth Management, LLC leads at 99.2% of the visible book. +63 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Kingsview Wealth Management, LLC
CIK 0001791965
$170M7.1M2.32%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$985,75741K0.00%Q1 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$146,6896K0.00%Q1 2026
04
MORGAN STANLEY
CIK 0000895421
$104,0574K0.00%Q1 2026
05
ROYAL BANK OF CANADA
CIK 0001000275
$82,0003K0.00%Q1 2026
06
UBS Group AG
CIK 0001610520
$27,7921K0.00%Q1 2026
07
FMR LLC
CIK 0000315066
$271110.00%Q1 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025