13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
MBCC

NORTHERN LTS FD TR IV

11 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 66538H252·11 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.6%
vs prior quarter
13F value held
$151M
60.0% inst. owned
of float
Holders
11
-12 QoQ
filers reporting
Activity
+43 / −96
+766 added · −672 reduced
this quarter
Concentration
87.93%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

11 institutions reported MBCC in Q1 2026. Kingsview Wealth Management, LLC leads at 87.9% of the visible book. -12 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Kingsview Wealth Management, LLC
CIK 0001791965
$133M3.9M1.82%Q1 202602
GOLDMAN SACHS GROUP INC
CIK 0000886982
$16M469K0.00%Q1 202603
LPL Financial LLC
CIK 0001403438
$1M32K0.00%Q1 202604
WBI INVESTMENTS, LLC
CIK 0001397424
$299,5469K0.08%Q1 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$236,9127K0.00%Q1 202606
Maridea Wealth Management LLC
CIK 0002056245
$233,4287K0.03%Q1 202607
MORGAN STANLEY
CIK 0000895421
$63,6912K0.00%Q1 202608
UBS Group AG
CIK 0001610520
$52,5632K0.00%Q1 202609
ROYAL BANK OF CANADA
CIK 0001000275
$48,0001K0.00%Q1 202610
AE Wealth Management LLC
CIK 0001697723
$25,7647470.00%Q1 202611
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025