DOSSIER · 13F Holders · Q3 2026
MBCC

NORTHERN LTS FD TR IV

11 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 66538H252·11 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$202M
visible holders
Holders
11
filers reporting
Concentration
87.97%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

11 institutions reported MBCC in Q3 2026. Kingsview Wealth Management, LLC leads at 88.0% 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
$178M4.5M2.10%Q3 2026
02
GOLDMAN SACHS GROUP INC
CIK 0000886982
$20M469K0.00%Q2 2026
03
LPL Financial LLC
CIK 0001403438
$4M93K0.00%Q3 2026
04
WBI INVESTMENTS, LLC
CIK 0001397424
$341K9K0.09%Q3 2026
05
Maridea Wealth Management LLC
CIK 0002056245
$252K6K0.02%Q3 2026
06
RFG Advisory, LLC
CIK 0001633387
$209K5K0.00%Q3 2026
07
MORGAN STANLEY
CIK 0000895421
$202K5K0.00%Q3 2026
08
JPMORGAN CHASE & CO
CIK 0000019617
$142K4K0.00%Q3 2026
09
UBS Group AG
CIK 0001610520
$25K6320.00%Q3 2026
10
FMR LLC
CIK 0000315066
$3910.00%Q3 2026
11
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025