DOSSIER · 13F Holders · Q1 2026
MSSS

NORTHERN LTS FD TR IV

8 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 66537J838·8 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$117M
visible holders
Holders
8
filers reporting
Concentration
97.76%
Kingsview Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

8 institutions reported MSSS in Q1 2026. Kingsview Wealth Management, LLC leads at 97.8% 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
$115M3.8M1.57%Q1 2026
02
LPL Financial LLC
CIK 0001403438
$2M43K0.00%Q2 2026
03
GOLDMAN SACHS GROUP INC
CIK 0000886982
$492K14K0.00%Q2 2026
04
WBI INVESTMENTS, LLC
CIK 0001397424
$485K14K0.12%Q2 2026
05
MORGAN STANLEY
CIK 0000895421
$75K2K0.00%Q2 2026
06
Premier Financial Group
CIK 0001989061
$36K1K0.01%Q1 2026
07
AE Wealth Management LLC
CIK 0001697723
$17K4880.00%Q2 2026
08
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025