DOSSIER · 13F Holders · Q1 2026
MAMB

NORTHERN LTS FD TR IV

9 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 66538H260·9 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$173M
visible holders
Holders
9
filers reporting
Concentration
98.40%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported MAMB in Q1 2026. Kingsview Wealth Management, LLC leads at 98.4% of the visible book.

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
$2M80K0.00%Q2 2026
03
TBH Global Asset Management, LLC
CIK 0001787125
$276K11K0.05%Q2 2026
04
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$259K11K0.00%Q2 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$162K7K0.00%Q2 2026
06
MORGAN STANLEY
CIK 0000895421
$122K5K0.00%Q2 2026
07
UBS Group AG
CIK 0001610520
$19K8020.00%Q2 2026
08
FMR LLC
CIK 0000315066
$271110.00%Q2 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025