Institutional Ownership
Northern Lts Fd Tr IV
CUSIP 66537J812MONARCH VOL FACTMVFGQ1 2026
Institutional Holders
6
13F filers
Shares Held
4.40M
Aggregate institutional
Institutional Value
$141.72M
Q1 2026
Net New Holders
+3
3 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased2
Decreased1
Sold out0
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Kingsview Wealth Management, LLC | 4.35M | $140.02M | +406.0K | Added |
| 2 | Wbi Investments, LLC | 35.3K | $1.14M | +35.3K | New |
| 3 | West Michigan Advisors, LLC | 9.1K | $293.7K | +9.1K | New |
| 4 | Maridea Wealth Management LLC | 8.1K | $261.3K | +8.1K | New |
| 5 | Fmr LLC | 207 | $6.7K | −574 | Reduced |
| 6 | Ubs Group AG | 42 | $1.4K | +9 | Added |