DOSSIER · 13F Holders · Q2 2026
MDPL

NORTHERN LTS FD TR IV

8 institutions still hold NORTHERN LTS FD TR IV as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 66537J846·8 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$54M
visible holders
Holders
8
filers reporting
Concentration
97.72%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported MDPL in Q2 2026. Kingsview Wealth Management, LLC leads at 97.7% 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
$53M2.1M0.64%Q2 2026
02
LPL Financial LLC
CIK 0001403438
$623K25K0.00%Q2 2026
03
GOLDMAN SACHS GROUP INC
CIK 0000886982
$543K22K0.00%Q2 2026
04
JPMORGAN CHASE & CO
CIK 0000019617
$48K2K0.00%Q2 2026
05
AE Wealth Management LLC
CIK 0001697723
$7K2660.00%Q2 2026
06
MORGAN STANLEY
CIK 0000895421
$5K2170.00%Q2 2026
07
UBS Group AG
CIK 0001610520
$1K550.00%Q2 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025