DOSSIER · 13F Holders · Q3 2026
MSSS

NORTHERN LTS FD TR IV

6 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 66537J838·6 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$141M
visible holders
Holders
6
filers reporting
Concentration
98.23%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q3 2026

6 institutions reported MSSS in Q3 2026. Kingsview Wealth Management, LLC leads at 98.2% 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
$138M4.0M1.63%Q3 2026
02
LPL Financial LLC
CIK 0001403438
$1M39K0.00%Q3 2026
03
WBI INVESTMENTS, LLC
CIK 0001397424
$598K17K0.16%Q3 2026
04
GOLDMAN SACHS GROUP INC
CIK 0000886982
$492K14K0.00%Q2 2026
05
MORGAN STANLEY
CIK 0000895421
$72K2K0.00%Q3 2026
06
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025