DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
MSSS

NORTHERN LTS FD TR IV

9 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 66537J838·9 13F holders·last filed Mar 31, 2026
Market cap
2.7%
vs prior quarter
13F value held
$116M
51.0% inst. owned
of float
Holders
9
+39 QoQ
filers reporting
Activity
+78 / −21
+869 added · −721 reduced
this quarter
Concentration
98.83%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

9 institutions reported MSSS in Q1 2026. Kingsview Wealth Management, LLC leads at 98.8% of the visible book. +39 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Kingsview Wealth Management, LLC
CIK 0001791965
$115M3.8M1.57%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$505,64317K0.00%Q1 2026
03
GOLDMAN SACHS GROUP INC
CIK 0000886982
$411,43314K0.00%Q1 2026
04
WBI INVESTMENTS, LLC
CIK 0001397424
$299,75510K0.08%Q1 2026
05
MORGAN STANLEY
CIK 0000895421
$53,9672K0.00%Q1 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$38,0001K0.00%Q1 2026
07
Premier Financial Group
CIK 0001989061
$35,5751K0.01%Q1 2026
08
AE Wealth Management LLC
CIK 0001697723
$14,5904880.00%Q1 2026
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025