13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
MPRO

NORTHERN LTS FD TR IV

10 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 66538H245·10 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.3%
vs prior quarter
13F value held
$238M
66.0% inst. owned
of float
Holders
10
-30 QoQ
filers reporting
Activity
+8 / −42
+957 added · −770 reduced
this quarter
Concentration
96.55%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

10 institutions reported MPRO in Q1 2026. Kingsview Wealth Management, LLC leads at 96.6% of the visible book. -30 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
$230M7.4M3.14%Q1 202602
4WEALTH ADVISORS, INC.
CIK 0002056676
$5M158K4.17%Q1 202603
LPL Financial LLC
CIK 0001403438
$2M61K0.00%Q1 202604
WBI INVESTMENTS, LLC
CIK 0001397424
$553,26018K0.15%Q1 202605
RFG Advisory, LLC
CIK 0001633387
$367,91212K0.01%Q1 202606
Maridea Wealth Management LLC
CIK 0002056245
$200,6866K0.03%Q1 202607
MORGAN STANLEY
CIK 0000895421
$143,2185K0.00%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$117,0004K0.00%Q1 202609
AE Wealth Management LLC
CIK 0001697723
$38,7381K0.00%Q1 202610
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025