DOSSIER · 13F Holders · Q3 2026
MAMB

NORTHERN LTS FD TR IV

12 institutions still hold NORTHERN LTS FD TR IV as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66538H260·12 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$189M
visible holders
Holders
12
filers reporting
Concentration
98.35%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

12 institutions reported MAMB in Q3 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
$186M8.1M2.20%Q3 2026
02
LPL Financial LLC
CIK 0001403438
$1M59K0.00%Q3 2026
03
HRT FINANCIAL LP
CIK 0001475597
$603K26K0.00%Q3 2026
04
CITADEL ADVISORS LLC
CIK 0001423053
$372K15K0.00%Q2 2026
05
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$259K11K0.00%Q2 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$158K7K0.00%Q3 2026
07
Root Financial Partners, LLC
CIK 0001977181
$155K7K0.01%Q3 2026
08
MORGAN STANLEY
CIK 0000895421
$114K5K0.00%Q3 2026
09
JPMORGAN CHASE & CO
CIK 0000019617
$51K2K0.00%Q3 2026
10
UBS Group AG
CIK 0001610520
$44K2K0.00%Q3 2026
11
FMR LLC
CIK 0000315066
$2310.00%Q3 2026
12
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025